Category: Podcast
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Brian Feroldi: Using Checklists To Find Compounders
Brian Feroldi is an investor and writer for the Motley Fool. His main interests involve the healthcare and technology industries. His goal is to buy the highest quality companies he can find, then hold on to let compounding do its thing. We spend an hour discussing his start in investing, biggest mistakes, and the checklist…
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Cyclical Stocks and a New Idea w/ Alex Jones, Porter Street Research
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. I couldn’t be more excited to partner with TIKR. Disclaimer Nothing you hear on this podcast is in any way, shape or form to be construed as investment advice. The…
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Ep. 36: Micro Cap Mastery & Unit Economics w/ Connor Haley, Alta Fox Capital
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. I couldn’t be more excited to partner with TIKR. Disclaimer Nothing you hear on this podcast is in any way, shape or form to be construed as investment advice. The…
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Ep. 35: Gautam Baid – Compounding Knowledge, Investments and Passion
We all want compounding knowledge, investments and passion in our lives. Our guest this week, Gautam Baid, shows us how to do that.Gautam Baid, CFA, is portfolio manager at an SEC-registered investment advisor based in Salt Lake City, Utah. Previously, he served at the Mumbai, London and Hong Kong offices of Citigroup. He also worked…
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Episode 34: How To Find Long-Term Winners Early w/ Turner Novak, Gelt VC
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. I couldn’t be more excited to partner with TIKR. I use it every single day. Alright, back to the podcast.Turner Novak is a venture capitalist and partner at Gelt VC. Turner came…
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[REPLAY] Episode 33: Long-Term & Differentiated Thinking with Clifford Sosin, CAS Investment Partners
[REPLAY NOTE]: Due to scheduling and travel I was not able to get a new podcast to you this week. I apologize and do not expect something like this to happen again. I chose Cliff’s episode for a replay because it is one of my favorites, and also one of my first. New listeners will…
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Episode 32: Dissecting Network Effects & Local Economies w/ Keith Smith, Bonhoeffer Capital
This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive.Keith Smith is the portfolio manager of Bonhoeffer Capital. Bonhoeffer is a global-oriented fund focused on finding compound mispricings across the capital structure. The fund looks for misunderstood businesses and poke around unconventional fishing holes on their quest for alpha generation.Keith joins…
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Episode 31: ETFs, Deep Value and Lessons From Podcasting w/ Tobias Carlisle, Acquirer’s Funds
This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive.We’re stoked to bring you this week’s guest: Tobias Carlisle. Tobias is a Renaissance man in the investing community. He’s written four books, captains two podcasts and runs two ETFs. Along with that he’s a husband and a father to a beautiful…
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Episode 30: Finding Your Competitive Edge (& Lessons From Pro Volleyball) w/ Ryan Doherty
This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive.Our 30th episode was one of the most esoteric conversations yet. This week, I had the pleasure of chatting with Ryan Doherty. Ryan was a former professional baseball pitcher (and at one point, the tallest professional player ever) turned professional volleyball player.Ryan…
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Episode 29: Spin-off Extravaganza (OTIS, MSGE, IAC/MTCH) w/ Richard Howe, StockSpinOffInvesting.com
This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive.Richard Howe joins the Hive for the second time! It’s our first guest with a second appearance and we’re stoked to bring you this conversation.This episode is IDEA HEAVY and features 5-6 new spin-off ideas for you to research, study and add…