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September 14, 2021 S2E1: Is All News Good News? | Sound Underwriting vs. Position Management Read More

August 27, 2021 William Knowles on Concentrated, Low-Turnover, Quality-First Investing Read More

July 30, 2021 Hugh Evans on the Investment Case for Collplant Biotechnologies Read More

July 20, 2021 Ep. 48: Season One Wrap: Favorite Episodes | A Glimpse of Season Two Read More

July 18, 2021 Ted Seides on Capital Allocators: How the World’s Elite Managers Lead… Read More

July 16, 2021 Robert Mullin on the Investment Case for Commodity Companies Read More

July 10, 2021 Woodward: Dominant, Sole-Source Provider at FCF Inflection Point Read More

July 10, 2021 Grifols: Leader in Highly Regulated, Oligopolistic Blood Plasma Industry Read More

July 9, 2021 Ferguson: Industrial Distributor With High-ROIC Reinvestment Runway Read More

July 8, 2021 Chipotle: Nationally Scaled Fresh-Food Supply Chain, Mission-Infused Brand Read More

July 8, 2021 Peloton: Interactive Fitness Platform, Vertically Integrated Media Company Read More

July 7, 2021 Sprouts: Differentiated Grocer With Attractive Unit Economics Read More

July 7, 2021 Multibagger Returns in International Equities — A Study by Pictet Read More

July 6, 2021 Ep. 47: Scarcity vs. Abundance | Firestone’s Law of Forecasting Read More

June 29, 2021 Ep. 46: Daniel Kahneman’s “Noise” | Is Customer Acquisition Cost the New Rent? Read More

June 15, 2021 Ep. 45: On Being an Emerging Manager: Experiences, Lessons Learned, Success Factors Read More

June 9, 2021 Robert Hagstrom on Warren Buffett: Inside the Ultimate Money Mind Read More

June 8, 2021 Ep. 44: Aggregation of Marginal Gains | A Study of Lifetime Value Creation Read More

June 1, 2021 Owen Walker on Built on a Lie: The Rise and Fall of Neil Woodford… Read More

June 1, 2021 Ep. 43: The Big Ideas of Investing | A Case Study in Incentives Read More