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April 27, 2021 Ep. 38: Emerging vs. Established Quality | Highest-Returning Stocks Read More

April 21, 2021 Ep. 37: Commonalities of All-Time Great Investments | Being Polarizing Read More

April 13, 2021 Ep. 36: The Art of Short Selling | A Survey of Market Tail Risks Read More

April 10, 2021 Special: Stitch Fix Deep Dive, with Mario Cibelli and Elliot Turner Read More

April 6, 2021 Special Episode: Evan Tindell — From Poker Player to Portfolio Manager Read More

March 31, 2021 Ep. 35: Collecting as a Framework | The Unit Economics of a Business Read More

March 23, 2021 Ep. 34: COVID Crash Retrospective | Hobbies and Games for Investors Read More

March 18, 2021 Ep. 33: Holding Competing Ideas | Porting Models Across Investments Read More

March 10, 2021 Ep. 32: Danny Meyer’s “Constant, Gentle Pressure” | Equity Duration Read More

March 2, 2021 Ep. 31: Lottery Tickets and Position Sizing | Earnings Season Process Read More

February 26, 2021 Oakcliff Capital: Reflections After Sixteen Years Read More

February 25, 2021 Ep. 30: David Barr on Finding Value in Fast-Growing Businesses Read More

February 17, 2021 Ep. 29: Myopic Loss Aversion | Psychology of Misjudgment 3.0 Read More

February 9, 2021 Ep. 28: Note Taking and Idol Worship | A Market in Replacement Capital Read More

February 3, 2021 Ep. 27: Short Squeezes, Long-Short Strategies, and Avoiding Ruin Read More

January 28, 2021 Ep. 26: Level 1 Thinking | Sources of Operating Leverage Read More

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

January 17, 2021 BP: Low-Risk Way to Gain Exposure to Renewable Energy Transition Read More

January 15, 2021 CDON: E-Commerce Marketplace Spinoff With Insider Buying Read More

January 15, 2021 KVH Industries: Niche Market Leader With Incremental Growth Read More