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Switzerland
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
Ep. 29: Myopic Loss Aversion | Psychology of Misjudgment 3.0
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January 27, 2021
Naked Wines: Subscription-Based Business With Strong Unit Economics
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January 16, 2021
Anglo Pacific: Commodity Company With Attractive Business Model
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January 13, 2021
TETRA Technologies: Misunderstood, With Multiple Shots on Goal
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January 13, 2021
Vifor Pharma: Attractively Valued Specialty Pharma Company
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January 6, 2021
Volatility-Based Alpha, Our Framework, and Compounders
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January 5, 2021
Best Ideas 2021 Preview: Commodity Company With Attractive Model
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November 12, 2020
STEF: Dominant Logistics Provider in Highly Fragmented Market
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November 5, 2020
Swatch: Leading Swiss Watch Maker, with Overcapitalized Balance Sheet
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October 7, 2020
Zalando: Enduring Competitive Moat of Size and Network Effects
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October 7, 2020
Landis+Gyr: Smart Meter Leader at Cyclical Trough Valuation
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October 7, 2020
M8G: Derisked Gaming and Media Business in the Process of Scaling Up
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October 5, 2020
Alcon: Eyecare Leader with Wide Moat and Long-Term Growth
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September 2, 2020
Rational Investing in Today’s Irrational Stock Markets
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