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capital allocators
May 4, 2021
Ep. 39: The Future of Berkshire Hathaway | Uncertainty and Risk
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April 27, 2021
Ep. 38: Emerging vs. Established Quality | Highest-Returning Stocks
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April 21, 2021
Ep. 37: Commonalities of All-Time Great Investments | Being Polarizing
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April 15, 2021
Praj Industries: Technology and Capital Equipment Leader
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April 13, 2021
Ep. 36: The Art of Short Selling | A Survey of Market Tail Risks
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April 10, 2021
Rajeev Agrawal on Key Lessons Learned Over the Past Year
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April 10, 2021
Special: Stitch Fix Deep Dive, with Mario Cibelli and Elliot Turner
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April 6, 2021
Special Episode: Evan Tindell — From Poker Player to Portfolio Manager
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March 31, 2021
Ep. 35: Collecting as a Framework | The Unit Economics of a Business
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March 23, 2021
Ep. 34: COVID Crash Retrospective | Hobbies and Games for Investors
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March 18, 2021
Ep. 33: Holding Competing Ideas | Porting Models Across Investments
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March 10, 2021
Ep. 32: Danny Meyer’s “Constant, Gentle Pressure” | Equity Duration
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March 2, 2021
Ep. 31: Lottery Tickets and Position Sizing | Earnings Season Process
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February 25, 2021
Ep. 30: David Barr on Finding Value in Fast-Growing Businesses
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February 17, 2021
Andrew Wilkinson on Tiny Capital, the Berkshire Hathaway of the Internet
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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 4, 2021
Mohnish Pabrai on His Evolution as an Investor, Lessons from Nick Sleep
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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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