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March 18, 2021 Ep. 33: Holding Competing Ideas | Porting Models Across Investments Read More

March 17, 2021 Chuck Akre on the Evolution of His Investment Philosophy Read More

March 10, 2021 Ep. 32: Danny Meyer’s “Constant, Gentle Pressure” | Equity Duration Read More

March 2, 2021 Ep. 31: Lottery Tickets and Position Sizing | Earnings Season Process Read More

February 26, 2021 Oakcliff Capital: Reflections After Sixteen Years Read More

February 25, 2021 Ep. 30: David Barr on Finding Value in Fast-Growing Businesses Read More

February 17, 2021 Ep. 29: Myopic Loss Aversion | Psychology of Misjudgment 3.0 Read More

February 9, 2021 Ep. 28: Note Taking and Idol Worship | A Market in Replacement Capital Read More

February 3, 2021 Ep. 27: Short Squeezes, Long-Short Strategies, and Avoiding Ruin Read More

January 28, 2021 Ep. 26: Level 1 Thinking | Sources of Operating Leverage Read More

January 27, 2021 CarLotz: Used Vehicle Retail Disruptor Following Carvana Playbook Read More

January 27, 2021 Naked Wines: Subscription-Based Business With Strong Unit Economics Read More

January 22, 2021 Charles River: Misunderstood, Well-Run Boutique Consulting Firm Read More

January 22, 2021 Sabcap: Unbroken Compounder at Steep Discount to Net Asset Value Read More

January 21, 2021 Nice Info: Well-Managed, High-ROIC Credit Information Leader in Korea Read More

January 21, 2021 AutoZone: Well-Run Auto Parts Retailer With Growth Prospects Read More

January 20, 2021 Glanbia: Misunderstood, Undervalued Business With Clear Levers Read More

January 20, 2021 Ep. 25: How Smaller Companies Beat Giants | Research: How to Detect BS Read More

January 19, 2021 IIFLW: Owner-Operated Wealth Manager for Ultra-HNIs in India Read More

January 17, 2021 Ciner Resources: Global, Lowest-Cost Producer of Natural Soda Ash Read More