Category: Podcast
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Will Thrower: Deep Value Opportunities in Japan & Australia (Ep. 47)
Will Thrower is one of the most under-followed investors on Twitter. In fact, his Twitter profile is like the companies he hunts for: undervalued with long runways for growth. Our conversation took us from chicken farms in China to equity trading offices in London. How Will got started in markets is such a fascinating story.…
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How To Write A Great Investment Thesis w/ Morgan Housel
Morgan Housel is a man that needs no introduction. He’s a NY Times Bestseller, prolific writer for Collaborative Fund and great conversationalist. I’m still amazed I was able to swindle him into joining the podcast this week. As a writer, I’ve wanted to chat with him and pick his brain about his writing process, how…
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$NTDOY, $TWTR and The Hard Break w/ Aaron Edelheit
Aaron Edelheit is the CEO of Mindset Capital and author of the book, The Hard Break: The Case for a 24/6 Lifestyle. He also runs the newsletter, Mindsetvalue. Aaron’s a tried-and-true value investor searching the globe for undervalued businesses. We spend the early portion of the podcast discussing Aaron’s early investment philosophy, his real estate…
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$SE, $GRVY and Digital Transformation w/ Mads Christiansen
Mads Christiansen is a private investor specializing in digital transformation, e-gaming and technology. He freely shares his thoughts and ideas on Twitter and also runs a YouTube channel (both you can find in links below). Mads got his investing capital from his job as a medical practitioner. While working, he parked his money in passive…
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$UBER Deep Dive w/ Abdullah, Mostly Borrowed Ideas
Abdullah runs the Mostly Borrowed Ideas newsletter and Twitter account. He’s one of the sharpest value investors on Twitter and I look forward to his emails every month.Abdullah got his start as an equity analyst and realized he wanted to create his own newsletter and achieve financial freedom. The ability to work anywhere and do…
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Unity Software ($U) Deep Dive w/ Aaron Bush, The Motley Fool
Today I picked Aaron’s brain on all things Unity Software. Aaron Bush is an investor and writer for The Motley Fool. When’s he’s not researching stocks for The Fool, he’s busy working on his other project, Master The Meta, a SubStack dedicated to all things esports and gaming. I’ve followed Aaron on Twitter and read…
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Will Hershey: The Future of eSports, Gaming and Sports Betting
Will Hershey is the co-founder and President of Roundhill Investments. He started in the energy space, but luckily moved into eSports and gaming before the energy crash of 2020. Roundhill is an RIA creating thematic ETFs on market-altering trends. Will and I spend an hour discussing what it’s like to start an ETF, why Roundhill…
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Brett Bivens: What Makes Companies Like Shopify and Nike Great
Brett Bivens is an investor and researcher at Tech Nexus. He also writes the popular Substack Newsletter, Venture Desktop. I was thrilled to get Brett on the show because I wanted to pick his brain on his most popular articles.Brett’s essays span wide-ranging topics, including: Bottoms-up investing The Metaverse of healthcare Empowerment Loops Complexity Investing…
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Process, Risk Management and Mispricings w/ Gary Mishuris
Gary Mishuris is the managing partner and Chief Investment Officer of Silver Ring Value Partners. After working his way through the Mutual Fund world, Gary founded Silver Ring Value Partners. The Fund utilizes a concentrated intrinsic value approach in seeking to safely compound capital over the long term.Gary is a class-act investor and even better…
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Bobby Kraft: What I Learned From 1,000+ CEO Interviews
This week I chat with Bobby Kraft of SNN Wire and host of The Planet Micro Cap Podcast. Bobby is a titan in the micro-cap industry. He’s recorded over 130 podcast episodes and interviewed thousands of CEOs. The work he’s done to bring positive news and information to the micro cap community cannot be understated.…