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asset management
February 17, 2021
Ep. 29: Myopic Loss Aversion | Psychology of Misjudgment 3.0
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February 9, 2021
Ep. 28: Note Taking and Idol Worship | A Market in Replacement Capital
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February 3, 2021
Ep. 27: Short Squeezes, Long-Short Strategies, and Avoiding Ruin
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January 28, 2021
Ep. 26: Level 1 Thinking | Sources of Operating Leverage
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January 27, 2021
CarLotz: Used Vehicle Retail Disruptor Following Carvana Playbook
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January 27, 2021
Naked Wines: Subscription-Based Business With Strong Unit Economics
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January 22, 2021
Charles River: Misunderstood, Well-Run Boutique Consulting Firm
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January 22, 2021
Sabcap: Unbroken Compounder at Steep Discount to Net Asset Value
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January 21, 2021
Nice Info: Well-Managed, High-ROIC Credit Information Leader in Korea
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January 21, 2021
AutoZone: Well-Run Auto Parts Retailer With Growth Prospects
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January 21, 2021
Sisecam: Global Glass Producer With Improving Fundamentals
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January 20, 2021
Glanbia: Misunderstood, Undervalued Business With Clear Levers
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January 20, 2021
Ep. 25: How Smaller Companies Beat Giants | Research: How to Detect BS
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January 19, 2021
IIFLW: Owner-Operated Wealth Manager for Ultra-HNIs in India
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January 17, 2021
Ciner Resources: Global, Lowest-Cost Producer of Natural Soda Ash
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January 16, 2021
Shinoken: Razor-Blade Model in Japanese Multifamily Real Estate
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January 16, 2021
Bakkafrost: Family-Run, Leading Producer of Farmed Salmon
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January 16, 2021
CVS, UnitedHealth, Anthem: Strong Free Cash Flow, Attractively Valued
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January 15, 2021
CDON: E-Commerce Marketplace Spinoff With Insider Buying
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January 15, 2021
KVH Industries: Niche Market Leader With Incremental Growth
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