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

January 16, 2021 Bakkafrost: Family-Run, Leading Producer of Farmed Salmon Read More

January 13, 2021 TETRA Technologies: Misunderstood, With Multiple Shots on Goal Read More

January 12, 2021 Ep. 24: Investing Amid Change | Building From First Principles Read More

January 11, 2021 Rudi van Niekerk on Temperament, Focus, and Habits in Investing Read More

January 6, 2021 Volatility-Based Alpha, Our Framework, and Compounders Read More

January 2, 2021 Ep. 23: Wholesale Transfer Pricing | Investor Expectations for 2021 Read More

December 22, 2020 Ep. 22: Counterfactual Thinking | Reflexivity as a Concept in Investing Read More

December 10, 2020 Ep. 21: #Neversell | Subscription Models | Financial Services Disruption Read More

December 8, 2020 Ep. 20: Lessons from the 1930s | Slow Hunches in Business and Investing Read More

November 28, 2020 Ep. 19: Questions for CEOs | Industry Research | Overconfidence Read More

November 24, 2020 Ep. 18: Crowdsourcing Ideas | Red Flags When Analyzing a Company Read More

September 16, 2020 John Malone on His Business and Capital Allocation Philosophy Read More

July 3, 2020 Take-Two Interactive: Premium IP, High ROIC, and Growing FCF Read More

April 19, 2020 Rishi Gosalia on the Cultural Qualities of Great Companies Read More

March 26, 2020 Chris Bloomstran on Intelligent Investing in Crisis Mode: BRK Update, Government Intervention Read More

March 18, 2020 Bob Robotti on Intelligent Investing in Crisis Mode: Energy Sector Businesses with Staying Power Read More

January 23, 2020 Value Investing in Japan: Our View on Engagement Read More

January 22, 2020 Surveying the SVN Capital Portfolio Read More

January 11, 2020 Formula Systems: Software-Focused Holding Company at Discount to NAV Read More