Category: Podcast
-
Michael Batnick: Movies, SPACs and IPO Manias
Michael Batnick is the author of Irrelevant Investor, Director of Research at Ritholz Wealth Management, and co-host of the Animal Spirits Podcast with Ben Carlson.Michael is one of the most prolific finance thinkers on Twitter and often provides high-quality, comedic insight into myriad financial topics. I had a blast chatting with Michael and cannot wait…
-
Shomik Ghosh: All Things Enterprise Software Investing
Shomik Ghosh is a principal at Boldstart VC by day and resident Enterprise Software savant by night. Shomik’s job at Boldstart VC is to find and become Day One partners with passionate, technical Enterprise Founders. This means Shomik spends all his time thinking, analyzing, and valuing enterprise software businesses.This conversation is a HUGE asset as we navigate…
-
Jamie Catherwood: The History of (Value) Investing
Jamie Catherwood is a Client Portfolio Associate at O’Shaughnessy Asset Management. He’s also the founder of Investor Amnesia. Investor Amnesia is passionate about bringing the world of financial history to life. Jamie’s passion for history started at an early age, and in his eyes, is a family affair. His father loves history. And his grandfather…
-
Packy McCormick: Emerging Technology, Writing and Process
Packy McCormick is the founder and creator of The Not Boring Newsletter and Not Boring Syndicate. What started as a COVID side-hustle quickly spiraled into a full-time job and never-ending passion. After graduating from Duke, Packy went to work as an investment banking associate at Bank of America Merrill Lynch. From there he joined a…
-
Innovative Technology Investing w/ Brett Winton of Ark Investment
This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They’re constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap and enterprise value. I couldn’t be more excited to partner with TIKR.Brett Winton is the Head of Research…
-
FromValue: How To Find Life-Changing Stocks
This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They’re constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap and enterprise value. I couldn’t be more excited to partner with TIKR.Kris (@FromValue on Twitter) is the author…
-
Working With Tiger Cubs & Spotting Frauds w/ Stephen Clapham
This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They’re constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap and enterprise value. I couldn’t be more excited to partner with TIKR.Stephen Clapham has one of the most…
-
@FoolAllTheTime: All Things Semiconductor Investing
There’s a theory that the best and smartest analysts on Twitter are anonymous. Our guest this week fits that mold. Mule (@FoolAllTheTime) is a generalist investment analyst with a passion for the semiconductor industry. The conversation covers a wide range of semiconductor topics like Intel as a value trap, a better play than Micron (MU)…
-
Richard Chu: $GOCO, $GDRX and Healthcare Investing
Richard Chu is an investment analyst at Saga Partners where he seeks to find high-growth, highly asymmetric investment opportunities. How Richard ended up at Saga Partners is anything but traditional.Chu didn’t have much investing experience after graduating college. Yet his passion for compounding wealth and knowledge boiled over into his first public investment write-up: Livongo…
-
Christopher Seifel: $CRWD, CANSLIM and High Growth Stocks
Christopher Seifel is an equity research analyst and runs the newsletter Seifel Capital (link here). Chris is one of the sharpest investors/analysts on Twitter, and it shows. He’s quickly grown his Twitter following to over 13K.Chris focuses on high growth companies, portfolio construction and general market commentary. His newsletter articles feature deep dives on new and interesting…