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October 19, 2021 S2E6: David Spiegelhalter on Risk and the Use of Statistics | Market Internals Read More

October 15, 2021 Just Eat Takeaway.com: Well-Positioned Food Delivery Business Read More

October 12, 2021 S2E5: Duration, Terminal Value, FOMO | Investing Texts to Re-Read Often Read More

September 28, 2021 S2E3: Confidence vs. Overconfidence | Getting to “No” Quickly Read More

September 21, 2021 S2E2: Labor Shortages | Don’t Miss the Big Ideas in Investing Read More

September 14, 2021 S2E1: Is All News Good News? | Sound Underwriting vs. Position Management 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 8, 2021 Clarus: Owner-Operator Creating Value Through Capital Allocation Read More

July 7, 2021 Micron: Leader in Growing Industry With Supply-Side Discipline Read More

July 7, 2021 Eastern Company: Engineered Solutions Provider With Strong FCF 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 8, 2021 Ep. 44: Aggregation of Marginal Gains | A Study of Lifetime Value Creation Read More

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

May 25, 2021 Ep. 42: The Market’s Obsession With What’s Next | Investing in the Unknown Read More

May 18, 2021 Ep. 41: Persistence of Market Cap Leaders | Inflation Outlook Read More

May 12, 2021 Jon Bathgate on the Key Players and Trends in the Semiconductor Industry Read More

May 11, 2021 Ep. 40: A Milestone in Corporate Access | Knightian Uncertainty Read More