The Investing City Podcast: Recent Episodes

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In this conversation, we cover:

• Why StockNovice pays close attention to trends in primary and secondary metrics for each of his businesses
• TransMedics and how he was able to hang on through volatility
• Some details on position sizing and rules around that
• And much more!

Thank you so much for listening, we really appreciate you.

• If you have found this valuable, please consider leaving us a ⁠review⁠ as it will help more people find it! Thanks you're awesome!
• You can find more information and content here.

Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

To listen to more episodes, you can find them ⁠here⁠.

Disclaimer: Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents.

Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes.

The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment.

The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws.

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You can follow Fundasy Investor here.

In this conversation, we cover:

• Will’s investment philosophy
• Why Kinsale is an especially interesting company
• A mini masterclass in the insurance sector

Thank you so much for listening, we really appreciate you.

• If you have found this valuable, please consider leaving us a ⁠review⁠ as it will help more people find it! Thanks you're awesome!
• You can find more information and content here.

Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

To listen to more episodes, you can find them ⁠here⁠.

Disclaimer: Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents.

Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes.

The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment.

The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws.

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You can follow Mark on X here.

In this conversation, we cover:

• how in every business, there is a "tastes like chicken" layer

• why marketing and accounting are underrated business functions

• why business transparency can lead to healthy company cultures

• and much more!

Thank you so much for listening, we really appreciate you.

• If you have found this valuable, please consider leaving us a ⁠review⁠ as it will help more people find it! Thanks you're awesome!

• You can find more information and content here.

Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

To listen to more episodes, you can find them ⁠here⁠.

Disclaimer: Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents.

Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes.

The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment.

The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws.

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You can find Ian on X here and apply to Microcap Club here.

In this conversation, we cover:

• Ian’s philosophy

  • Top down: Good story, scarcity (1/1), tailwind, undiscovered
  • Bottom up: Fort Knox balance sheet, profitable, cash flow, could grow through recession, valuation 2x over 3 years)
  • Ian’s edge with personal management relationships
  • Why investors’ main job is getting to the truth quicker
  • And much more

Thank you so much for listening, we really appreciate you.

1. If you have found this valuable, please consider leaving us a ⁠review⁠ as it will help more people find it! Thanks you're awesome!
2. You can find more information and content here.
3. Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

To listen to more episodes, you can find them ⁠here⁠.

Disclaimer: Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents.

Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes.

The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment.

The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws.

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In this conversation, we cover:

• how Andrew Martin has been able to crush the market
• the filters Andrew uses to sort small/micro cap stocks
• some examples including Shelly Group, McCoy Global, and Cyviz

Thank you so much for listening, we really appreciate you.

1. If you have found this valuable, please consider leaving us a ⁠review⁠ as it will help more people find it! Thanks you're awesome!
2. You can find more information and content here.

Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

To listen to more episodes, you can find them ⁠here⁠.

Disclaimer: Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents.

Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes.

The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment.

The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws.

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In this conversation, we cover:

• the medtech approval process

• why reimbursement is so important

• many case studies of small cap medtech companies including: Masimo, Avita Medical, Stereotaxis, Iridex, Staar Surgical, NovoCure, Myomo, Delcath

Thank you so much for listening, we really appreciate you.

1. If you have found this valuable, please consider leaving us a ⁠review⁠ as it will help more people find it! Thanks you're awesome!
2. You can find more information and content here.

Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

To listen to more episodes, you can find them ⁠here⁠.

Disclaimer: Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents.

Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes.

The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment.

The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws.

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In this conversation, we cover:

• how Drowsy's grandfather held Coca-Cola for 50 years

• Drowsy's top investments (NVDA, MELI, CRWD, AMZN, TTD, MSFT, etc)

• how time is the friend of conviction

• there may even be some small appearances from his son in the background 😅

Thank you so much for listening, we really appreciate you.

1. If you have found this valuable, please consider leaving us a ⁠review⁠ as it will help more people find it! Thanks you're awesome!
2. You can find more information and content here.

Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

To listen to more episodes, you can find them ⁠here⁠.

Disclaimer: Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents.

Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes.

The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment.

The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws.

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You can follow Brent on X here and find out more about Permanent Equity here.

In this conversation, we cover:

• why Brent loves finding niches

• the hygiene layer of business

• what types of questions Brent asks when assessing a business

• some examples from Permanent Equity's 15 company portfolio

• why an owner moat might be a bad thing

Thank you so much for listening, we really appreciate you.

1. If you have found this valuable, please consider leaving us a ⁠review⁠ as it will help more people find it! Thanks you're awesome!
2. You can find more information and content here.

Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

To listen to more episodes, you can find them ⁠here⁠.

Disclaimer: Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents.

Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes.

The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment.

The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws.

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You can find Brad on X here and find his newsletter here.

In this conversation, we cover:

• Brad's investment philosophy of finding companies that have to do less work per customer

• Nubank's investment case

• Differences between Nu and SoFi

• How Brad doubled down on Meta

• Some other companies like Crowdstrike, SentinelOne, and Duolingo.

Thank you so much for listening, we really appreciate you.

1. If you have found this valuable, please consider leaving us a ⁠review⁠ as it will help more people find it! Thanks you're awesome!
2. You can find more information and content here.

Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

To listen to more episodes, you can find them ⁠here⁠.

Infuse Partners LP and Investing City Inc. maintain positions in Nu Holdings.

Disclaimer: Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents.

Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes.

The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment.

The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws.

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You can find Nick on X here: https://twitter.com/nicholasp66

• Thank you so much for listening, we really appreciate you.
• If you have found this valuable, please consider leaving us a ⁠review⁠ as it will help more people find it! Thanks you're awesome!

You can find more information and content by going to these places:

• ⁠Premium Research⁠
• Website: ⁠https://www.investingcity.org⁠
• YouTube: ⁠Investing City⁠
• Twitter: ⁠RyanReeves_⁠

Or feel free to email us at service@investingcity.org

Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

To listen to more episodes, you can find them ⁠here⁠.

Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents.

Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes.

The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment.

The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws.

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You can subscribe to Jeff's substack here: https://www.enerwrap.com/

Or follow him on X here: https://twitter.com/EnergyCredit1

A few of the companies mentioned:

1. Exxon

2. Chevron

3. Transocean

4. Tidewater

5. Chesapeake Energy

6. Thank you so much for listening, we really appreciate you.

7. If you have found this valuable, please consider leaving us a ⁠review⁠ as it will help more people find it! Thanks you're awesome!

You can find more information and content by going to these places:

• ⁠Premium Research⁠
• Website: ⁠https://www.investingcity.org⁠
• YouTube: ⁠Investing City⁠
• Twitter: ⁠RyanReeves_⁠

Or feel free to email us at service@investingcity.org

Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

To listen to more episodes, you can find them ⁠here⁠.

Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents.

Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes.

The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment.

The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws.

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You can follow Drew here on X.

Companies mentioned:

1. E.l.f

2. Duolingo

3. Shopify

4. Paycom

5. Aehr Systems

6. Klaviyo

7. Walmart

8. Amazon

9. Thank you so much for listening, we really appreciate you.

10. If you have found this valuable, please consider leaving us a ⁠review⁠ as it will help more people find it! Thanks you're awesome!

You can find more information and content by going to these places:

• ⁠Premium Research⁠
• Website: ⁠https://www.investingcity.org⁠
• YouTube: ⁠Investing City⁠
• Twitter: ⁠RyanReeves_⁠

Or feel free to email us at service@investingcity.org

Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

To listen to more episodes, you can find them ⁠here⁠.

Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents.

Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes.

The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment.

The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws.

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We're continuing our new series doing sector-level breakdowns. There are quite a few fantastic podcasts doing individual breakdowns but we think it will be fun and informative to do general overviews of the industry to understand the value chain.

In this episode, we're going through the cybersecurity industry.

Here are just a few of the companies mentioned:

• Crowdstrike

• Microsoft

• SentinelOne

• Cloudflare

• Palo Alto Networks

• Fortinet

• Okta

• Cyberark

• ZScaler

• Datadog

You can learn more about Francis Odum here.

• Thank you so much for listening, we really appreciate you.
• If you have found this valuable, please consider leaving us a ⁠⁠review⁠⁠ as it will help more people find it! Thanks you're awesome!

You can find more information and content by going to these places:

• ⁠⁠Premium Research⁠⁠
• Website: ⁠⁠https://www.investingcity.org⁠⁠
• YouTube: ⁠⁠Investing City⁠⁠
• Twitter: ⁠⁠RyanReeves_⁠⁠

Or feel free to email us at service@investingcity.org

Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

To listen to more episodes, you can find them ⁠⁠here⁠⁠.

Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents.

Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes.

The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment.

The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws.

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This is part 2 of our sector analysis on semiconductors.

You can check out Doug's substack here: Fabricated Knowledge.

We go deep on semis.

Here are some of the companies mentioned:

1. Nvidia

2. ASML

3. Applied Materials

4. Intel

5. AMD

6. Synopsys

7. Cadence

8. TSMC

9. SMIC

10. KLA Corp

11. Lam Research

12. Thank you so much for listening, we really appreciate you.

13. If you have found this valuable, please consider leaving us a ⁠review⁠ as it will help more people find it! Thanks you're awesome!

You can find more information and content by going to these places:

• ⁠Premium Research⁠
• Website: ⁠https://www.investingcity.org⁠
• YouTube: ⁠Investing City⁠
• Twitter: ⁠RyanReeves_⁠

Or feel free to email us at service@investingcity.org

Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

To listen to more episodes, you can find them ⁠here⁠.

Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents.

Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes.

The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment.

The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws.

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We're starting a new series doing sector-level breakdowns. There are quite a few fantastic podcasts doing individual breakdowns but we think it will be fun and informative to do general overviews of the industry to understand the value chain.

We are kicking off this new series going through the complex value chain of the semiconductor industry.

Here are just a few of the companies mentioned:

• Nvidia

• AMD

• TSMC

• Broadcom

• Microsoft

• Google

• Amazon

• Marvell

• Micron

• ASML

• Cadence

• Synopsys

You can learn more about Chris Zeoli and WingVC here.

• Thank you so much for listening, we really appreciate you.
• If you have found this valuable, please consider leaving us a ⁠review⁠ as it will help more people find it! Thanks you're awesome!

You can find more information and content by going to these places:

• ⁠Premium Research⁠
• Website: ⁠https://www.investingcity.org⁠
• YouTube: ⁠Investing City⁠
• Twitter: ⁠RyanReeves_⁠

Or feel free to email us at service@investingcity.org

Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

To listen to more episodes, you can find them ⁠here⁠.

Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents.

Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes.

The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment.

The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws.

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• Thank you so much for listening, we really appreciate you.
• If you have found this valuable, please consider leaving us a ⁠review⁠ as it will help more people find it! Thanks you're awesome!

You can find more information and content by going to these places:

• ⁠Premium Research⁠
• Website: ⁠https://www.investingcity.org⁠
• YouTube: ⁠Investing City⁠
• Twitter: ⁠RyanReeves_⁠

Or feel free to email us at service@investingcity.org

Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

To listen to more episodes, you can find them ⁠here⁠.

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• Thank you so much for listening, we really appreciate you.
• If you have found this valuable, please consider leaving us a ⁠review⁠ as it will help more people find it! Thanks you're awesome!

You can find more information and content by going to these places:

• ⁠Premium Research⁠
• Website: ⁠https://www.investingcity.org⁠
• YouTube: ⁠Investing City⁠
• Twitter: ⁠RyanReeves_⁠

Or feel free to email us at service@investingcity.org

Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

To listen to more episodes, you can find them ⁠here⁠.

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• Thank you so much for listening, we really appreciate you.
• If you have found this valuable, please consider leaving us a ⁠review⁠ as it will help more people find it! Thanks you're awesome!

You can find more information and content by going to these places:

• ⁠Premium Research⁠
• Website: ⁠https://www.investingcity.org⁠
• YouTube: ⁠Investing City⁠
• Twitter: ⁠RyanReeves_⁠

Or feel free to email us at service@investingcity.org

Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

To listen to more episodes, you can find them ⁠here⁠.

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We're baaaack! We're re-launching the podcast and to kick it off, we're replaying some of our most popular episodes.

Get ready for weekly episodes!

• Thank you so much for listening, we really appreciate you.
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To listen to more episodes, you can find them here.

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In this conversation we cover:

• Paul's background

• How he uses the CANSLIM method in Canadian microcaps

• His criteria for picking stocks

• Why low volume stocks are enticing

• How he manages his time

• What it takes to be a successful investor

• Thank you so much for listening, we really appreciate you.

• If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!

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• Premium Research
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Disclaimer: Must be accredited to become an limited partner. 

Below are the links and resources mentioned in the episode:

1. The full slide deck: https://drive.google.com/file/d/1buuEI123WigFijrtzh_wXSAxd86Bae0v/view?usp=sharing

2. The post about our process here: https://www.infuse-am.com/post/our-investment-process

3. The website: https://www.infuse-am.com

4. And here is my email: ryan@infuse-am.com

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In this conversation we cover:

• why Opendoor is Tyler's largest personal holding

• the market dynamics of ibuying

• the competitive landscape for Opendoor

• the future optionality of the company

• the main risks for Opendoor

• Thank you so much for listening, we really appreciate you.

• If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!

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• Premium Research
• Website: https://www.investingcity.org
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• Twitter: investing_city

Or feel free to email us at service@investingcity.org

Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

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In this conversation we cover:

• Yaron's investment philosophy

• why he is bullish on KKR

• an overview of the private equity landscape

• and much more!

• Thank you so much for listening, we really appreciate you.

• If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!

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• Premium Research

• Website: https://www.investingcity.org

• YouTube: Investing City
• Twitter: investing_city

Or feel free to email us at service@investingcity.org

Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

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In this conversation we cover:

• The Guardian Fund's strategy

• Why Shopify has been a huge winner for Georg's fund

• Why the cloud is one of Georg's favorite industries

• And much more!

• Thank you so much for listening, we really appreciate you.

• If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!

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• Premium Research
• Website: https://www.investingcity.org
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• Twitter: investing_city

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Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

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Nick runs the Anchor Fund out of South Africa and he is one of the most open-minded investors I know. This podcast is a glimpse into his journey through technical analysis and what investors can learn from it. 

In this conversation we cover:

• Nick's north star of returns

• What investors can learn from traders

• Why stop losses can actually be helpful

• and so much more!

• Thank you so much for listening, we really appreciate you.

• If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!

You can find more information and content by going to these places:

• Premium Research
• Website: https://www.investingcity.org
• YouTube: Investing City
• Twitter: investing_city

Or feel free to email us at service@investingcity.org

Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

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You can find more on Joe here: https://twitter.com/SagaPartners

In this conversation we cover:

• deep dives into GoodRx and Redfin

• why both companies are interesting

• Thank you so much for listening, we really appreciate you.

• If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!

You can find more information and content by going to these places:

• Premium Research
• Website: https://www.investingcity.org
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• Twitter: investing_city

Or feel free to email us at service@investingcity.org

Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

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In this conversation we cover:

• Scott's process for following billion-dollar funds

• Some interesting names that have come out of his research like Airbnb!

• A tale from Will Danoff, the manager of Fidelity's Contrafund

• Thank you so much for listening, we really appreciate you.

• If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!

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• Twitter: investing_city

Or feel free to email us at service@investingcity.org

Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

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In this conversation we cover:

• Left Brian's 5 criteria for finding great companies

• Crowdstrike

• Nvidia

• and much more!

• Thank you so much for listening, we really appreciate you.

• If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!

You can find more information and content by going to these places:

• Premium Research
• Website: https://www.investingcity.org
• YouTube: Investing City
• Twitter: investing_city

Or feel free to email us at service@investingcity.org

Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

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You can find more information about Marcelo here: https://www.hellerhs.com/blog

In this conversation we cover:

• why Marcelo was initially skeptical about Lemonade and how he formed conviction

• Lemonade's origin story

• why Lemonade is an interesting business

• the market opportunity

• and everything in between!

• Thank you so much for listening, we really appreciate you.

• If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!

You can find more information and content by going to these places:

• Premium Research
• Website: https://www.investingcity.org
• YouTube: Investing City
• Twitter: investing_city

Or feel free to email us at service@investingcity.org

Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

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You can find James on Twitter here: https://twitter.com/TenebristGlobal

In this conversation we cover:

• James' background

• What he learned at ShawSpring partners as an early analyst and then Head of Research

• What ecosystem control is

• Carvana's competitive advantage and ecosystem control

• And much more!

• Thank you so much for listening, we really appreciate you.

• If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!

You can find more information and content by going to these places:

• Premium Research
• Website: https://www.investingcity.org
• YouTube: Investing City
• Twitter: investing_city

Or feel free to email us at service@investingcity.org

Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

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In this conversation we cover:

• Ted's background at the Yale endowment and Protege Partners

• What he looks for in an investment manager

• How he invests his own money

• The genesis of the Capital Allocators podcast

• And much more!

• Thank you so much for listening, we really appreciate you.

• If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!

You can find more information and content by going to these places:

• Premium Research: https://www.investingcity.org/subscriptions
• Website: https://www.investingcity.org
• YouTube: Investing City
• Twitter: investing_city

Or feel free to email us at service@investingcity.org

Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

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In this conversation we cover:

• a recent IPO, Upstart

• the business/how it makes money

• competitors

• investment runway

• financials

• management

• and much more!

• Thank you so much for listening, we really appreciate you.

• If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!

You can find more information and content by going to these places:

• Premium Research
• Website: https://www.investingcity.org
• YouTube: Investing City
• Twitter: investing_city

Or feel free to email us at service@investingcity.org

Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

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In this conversation we cover:

• Robert's background at a few investment firms

• The Compound Kings investment philosophy

• Why Robert thinks gross profit - sales & marketing is a great metric

• Why cash flow is so important

• And much more!

You can check out the ETF here: https://kngsetf.com/

• Thank you so much for listening, we really appreciate you.
• If you have found this valuable, please consider leaving us a review as it will help more people find it!

You can find more information by going to these sources:

• Premium Research
• Website: https://www.investingcity.org
• YouTube: Investing City
• Twitter: investing_city

Or feel free to email us at service@investingcity.org

Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

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In this conversation we cover:

DoorDash, DoorDash and more DoorDash. I would like to start bringing more guests on to break down specific stocks. This was a really fun conversation and I learned a lot about the company. Enjoy!

• Thank you so much for listening, we really appreciate you.
• If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!

You can find more information and content by going to these places:

• Premium Research
• Website: https://www.investingcity.org
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• Twitter: investing_city

Or feel free to email us at service@investingcity.org

Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

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You can find out more about Jonah through his Twitter profile.

In this conversation we cover:

• Jonah's background in investing

• his investing style and philosophy

• a melanoma-detecting patch company

• an AI-underwriting company

• an alternative to sleep apnea medical device

• and much more!

• Thank you so much for listening, we really appreciate you.

• If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!

You can find more information and content by going to these places:

• Premium Research
• Website: https://www.investingcity.org
• YouTube: Investing City
• Twitter: investing_city

Or feel free to email us at service@investingcity.org

Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

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You can learn more about Nick Dennis here: https://anchorcapital.co.za/team/asset-management/

In this conversation we cover:

• the difference between proxies and principles

• how to think differently

• why retail investors are underrated

• Snap, Tesla and Sea Limited

• and MUCH more....

• Thank you so much for listening, we really appreciate you.

• If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!

You can find more information and content by going to these places:

• Premium Research
• Website: https://www.investingcity.org
• YouTube: Investing City
• Twitter: investing_city

Or feel free to email us at service@investingcity.org

Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

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No guest this week, you're stuck with me :) 

I break down the most recent addition to the Dynasty portfolio. Check it out!

You can find more details about the Dynasty Membership here: https://www.investingcity.org/subscriptions

You can find more information and content by going to these places:

• Premium Research
• Website: https://www.investingcity.org
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• Twitter: investing_city

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Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

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In this conversation, we cover Brian's checklist for finding quality companies.

Part 1 of the checklist can be found here: https://twitter.com/BrianFeroldi/status/1324324314053791744?s=20

Part 2 here, The Gauntlet: https://twitter.com/BrianFeroldi/status/1324359239469588485?s=20

• Thank you so much for listening, we really appreciate you.
• If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!

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• Premium Research
• Website: https://www.investingcity.org
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You can read Packy's 2-part series on Reliance [HERE] and [HERE]. 

https://notboring.substack.com/p/reliance-gateway-of-india

In this conversation we cover: - Packy's process for writing the "Not Boring" newsletter - what is Reliance and why we should care - the history and future of Reliance - how Reliance could replicate Tencent's playbook  

Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!

You can find more information and content by going to these places:

Premium Research Website: https://www.investingcity.org YouTube: Investing City Twitter: investing_city

Or feel free to email us at service@investingcity.org Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

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Shownotes:

• Bloomberg article referenced

• Nintendo Annual Letter

In this conversation we cover:

• an amazing story about Ryan's grandfather

• Crossroad Capital's strategy

• why Ryan seeks out disconfirming evidence

• the bull thesis for Nintendo

• why the Nintendo bears are wrong

• Thank you so much for listening, we really appreciate you.

• If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!

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• Premium Research
• Website: https://www.investingcity.org
• YouTube: Investing City
• Twitter: investing_city

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Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

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You can follow Richard on Twitter [HERE] and check out Saga [HERE].

In this conversation we cover:

• how to supercharge your investing journey

• how Richard went from never investing to a buyside position

• the future of healthcare

• why Livongo and Teladoc are a powerful combination

• and much more!

• Thank you so much for listening, we really appreciate you.

• If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!

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• Premium Research
• Website: https://www.investingcity.org
• YouTube: Investing City
• Twitter: investing_city

Or feel free to email us at service@investingcity.org

Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

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Check out Peter's website at: softwarestackinvesting.com

In this conversation we cover:

• the origin of his blog

• how his unique perspective enables him to invest in software stocks

• his top three positions (listen to find out all of them 😋)

• some unique resources he uses to research software

• and much, more more!

• Thank you so much for listening, we really appreciate you.

• If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!

You can find more information and content by going to these places:

• Premium Research
• Website: https://www.investingcity.org
• YouTube: Investing City
• Twitter: investing_city

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Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

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Ben Claremon is a portfolio manager at Cove Street Capital. 

In this conversation we cover:

• Cove Street Capital's investment process

• what the Buffett List is

• how to read a proxy statement

• a deep dive on a company in Cove Street's portfolio. 

• and a whole lot more!

• Thank you so much for listening, we really appreciate you.

• If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!

You can find more information and content by going to these places:

• Premium Research
• Website: https://www.investingcity.org
• YouTube: Investing City
• Twitter: investing_city

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Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

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You can find Muji's (@hhhypergrowth) excellent blog post here: https://hhhypergrowth.com/what-are-edge-networks/

In this conversation we cover:

• what an edge network is 

• how Fastly and CloudFlare are different

• why central clouds will still be important

• some other companies like ZScaler and Agora

• and much more!

• Thank you so much for listening, we really appreciate you.

• If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!

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• Premium Research
• Website: https://www.investingcity.org
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Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

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You can check out Eric's company, Antrim, [HERE]. 

In this conversation we cover:

• Eric's focus when analyzing a company

• why Eric is long Lemonade and Despagar

• why Eric is short Kinsale and TransDigm

• a lot of insights about the insurance and travel industries

• Thank you so much for listening, we really appreciate you.

• If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!

You can find more information and content by going to these places:

• Premium Research
• Website: https://www.investingcity.org
• YouTube: Investing City
• Twitter: investing_city

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Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

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In this conversation we cover:

• some trades Osman made during the past few months

• why TJ Maxx and Popeyes are interesting businesses

• the difference between an opportunistic bet and a long term holding

• Tencent's investments

• and much, more more!

• Thank you so much for listening, we really appreciate you.

• If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!

You can find more information and content by going to these places:

• Premium Research
• Website: https://www.investingcity.org
• YouTube: Investing City
• Twitter: investing_city

Or feel free to email us at service@investingcity.org

Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

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In this conversation we cover: 

• how Turner broke into venture capital
• what he looks for in early-stage investments
• where he thinks his edge is an example of making a VC investment
• his analysis on Snapchat
• and much more!

Thank you so much for listening, we really appreciate you. 

If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome! 

You can find more information and content by going to these places: 

Premium Research Website: https://www.investingcity.org 

YouTube: Investing City Twitter: investing_city 

Or feel free to email us at service@investingcity.org 

Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

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You can learn more about Jeremy here: https://jdpcap.com/

In this conversation we cover:

• the history and future of the advertising industry
• a bunch of companies that will benefit from this shift
• you won't want to miss this one!

Thank you so much for listening, we really appreciate you.

• If you have found this valuable, please consider leaving us a review as it will help more people find it!

You can find more information and content by going to these places:

• Premium Research Website: https://www.investingcity.org
• YouTube: Investing City
• Twitter: investing_city
• Or feel free to email us at service@investingcity.org

Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

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• LeftBrain Investment Research's website and subscribe page, along with the promo code Ryan299

[Note - Investing City is NOT getting compensated by Left Brain.]

In this conversation we cover:

• “Looking for stocks that can double in 2-3 years”: superior businesses, non-cyclical with recurring revenue
• Interest in Founder/CEOs with strong histories of responsible capital allocation
• Emphasis on organic growth, acceleration in margins and/or revenue growth rates
• Profitability on some metric: EBITDA, FCF, or CFO
• Concentration: no more than 25-30 stocks
• Examples of names we like, where we think there is plenty of upside over the coming quarters/years:
  • ROKU: We think the ad platform is a category disruptor
  • TTD: Fits alongside our ROKU thesis that programmatic advertising is taking hold
  • ZM: Yet another category leader, one we think could become a top 10 company over the coming years. Explosive growth
  • NFLX: A bit larger than the others, but we see steady upside. A name better suited to conservative investors than the others. Strong profitability in EBITDA terms.
  • TDOC: Yet another category definer with telemedicine visits growing exponentially (92% in Q1 2020)
  • SPLK: Data analysis so crucial in the enterprise setting. We like that SPLK makes data analysis accessible to non-pros. Very high margins.

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If you want to learn more about Brad and Brinton and NZS Capital, check out their website. And this is the sign-up link to the SITALWeek newsletter I mentioned.

In this conversation we cover:

• why Brad and Brinton have learned more from ants than other investors

• what "Complexity Investing" is

• why adaptability is so important

• how they argue well as a team

• how they structure the portfolio

• a bunch of real-world examples

• and much more!

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Here is Michael's website he referred to in the podcast: https://girdley.com/

In this conversation we cover:

Michael's background as a fireworks CEO

how to create systems to improve your life

what top grading is (how to hire better)

what he looks for when buying private software businesses

how to make a business more efficient

and much more!

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You can find our first conversation [HERE].

In this conversation we cover:

Puru's background as starting a fund at 24 years old

How he thinks about the best way to invest

His risk management system

Some companies he finds interesting

Psychological tips for becoming a better investor

And much more!

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Companies that have become verbs are a fertile place to look for investment ideas. We highlight five and then at the end we talk about 5 products whose brand has become synonymous with THE product. Check out this episode for a way to look at brands and a quick test for a possible good investment idea. 

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Joe is the portfolio manager of Saga Partners. 

In this conversation we cover: 

• one of Joe's new investments 

• his portfolio allocation strategy 

• his thoughts on intrinsic value with an example 

• how he spends his days productively 

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Lawrence Yeo is the creator of a growing blog called More To That. One of his more popular posts is called "Money is the Megaphone of Your Identity."

You've got to check it out. He provides a very rational and helpful way to understand money in its proper context.

In this conversation we cover:

• why life is always a framing problem

• why financial freedom isn't about money

• what the money spectrum is

• the interplay between money and your identity

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In this conversation we cover:

• Chetan's first few investments (MongoDB, Mulesoft, Elastic)

• How to be an awesome board member

• Why he studies public companies to become a better VC

• What he does to remain an infinite learner

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You can find more information of Lukasz [HERE].

In this conversation we cover:

• tons of different value chains

• from cars to restaurants and a bunch of industries in between

• Lukasz's focus on company's with moats

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Sean Emory is the founder and CIO of Avory & Co.

In this conversation we cover:

what value investing in tech looks like

Nutanix and how its a good example of the companies Sean looks at

how Sean thinks about portfolio management and valuations

and much more!

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We talk all things digital transformation with Bert Hochfeld. You can find our first conversation [HERE].

Listen to this episode if you want to become a better tech investor!

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Below are the five investing resolutions! Listen for more detail on each one of them.

5 Investing Resolutions for 2020

• More reading, less financial news

• More thinking, less looking at stock prices

• More analysis of competition, less obsessing over trailing multiples

• More microeconomics, less macroeconomics

• More 10-Ks, less time reading articles

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Ophir is the CEO and founder of Capital Market Laboratories.

We talk about Ophir's:

• background • investment strategy • ideal company to invest in • advice for all investors

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Fred Liu is the Managing Director of Hayden Capital.

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We've even lowered the price since the recording of this podcast, you can find the new offering here: Business Breakdowns

And here is the official URL: https://businessbreakdowns.substack.com

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Marcelo Lima runs Heller House. We talk about his investing background and how it has transformed over the years. We also talk about two companies pretty in-depth.

Also, here is a link to a tweet concerning the crash of Shopify from a couple YouTubers.

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Check Travis out on Twitter: @travisdevitt

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You can find more about Nick and Sure Dividend [HERE].

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Simon Erickson started a service at the Motley Fool called Explorer. Follow him on Twitter for some great insights.

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Aaron started a newsletter called "Master the Meta" which is all about e-sports and gaming. It's really interesting and we break down the whole industry. I learned a lot and I'm sure you will too.

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You can find more information about Matt [HERE]. We talk all about his investment process and how to catch monster, monster stocks that is.

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You can find a lot of Morgan's writings at the Collaborative Fund blog.

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In this episode, we break down the three types of innovation. You can find the full blog post here: https://www.investingcity.org/post/discontinuous-disruption

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On this episode we have Gennaro Cuofano, the founder of Four Week MBA, a site with amazing content on how to become a better businessperson.

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On this episode we had David Kim, founder of the blog Scuttleblurb and partner of Forage Partners.

David is a great investor who has a deep understanding of business models and competitive advantages.

You don't want to miss this one.

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Tommy Griffith is the CEO and founder of ClickMinded, a digital training course for entrepreneurs and marketers.

Here are some resources from Tommy as well:

• SEO Strategy Guide • Digital Marketing Strategy Guide • SEO Checklist

Tommy was head of SEO at PayPal and AirBnb before he started his business.

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Zach Olson is the Director of Research for Drum Hill Capital.

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Yonhee Gordon is the COO of JMG Financial, an RIA based out of Chicago.

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Elliot Turner is the CIO of RGA Investment Advisors.

Here is a slide deck of him presenting PayPal and Roku at MOI Global.

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Trevor Muchedzi is the founder and CIO of One Transaction Capital, an investment fund now based out of Australia.

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Sean is the CIO and Founder of Ensemble Capital Management.

Ensemble Capital

Intrinsic Investing

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We're replaying our first ever guest episode and our second overall episode. The Investing City Podcast has grown a ton since this early episode so we thought it'd be a good time to resurface this one.

Next week, we'll be right back with spankin' new episodes. Enjoy!

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Dee Anna Smith is the CEO of Sarah Cannon, the oncology research center for HCA Healthcare, the largest hospital company in the US.

Listen to Dee Anna as she shares the wisdom from decades of entrepreneurship and leadership.

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Links:

Archive.org

Jamie's Website: Investor Amnesia

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You can listen to Part 1 of our conversation as well.

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Coach Morris is a bit of a legend in the California basketball scene. He coached Russell Westbrook and Dorell Wright in high school and was instrumental in their success today.

He has a knack for turning around programs and he is a strong leader so a lot of these principles are widely applicable in business and life.

He was also my basketball coach in high school.

Enjoy!

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Links included:

Eric Clark, Global Brands

Brand Z Report

If you want more information on the brands fund go to rationalmf.com or feel free to contact Eric directly.

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Below you will find our entire conversation transcripted for those with hearing problems or just if you like reading more than listening. Enjoy!

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Today we talked to Tobias Carlisle. Tobias is an author, speaker, podcaster, fund manager and much more. Hope you enjoy!

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Daniel Crosby was working as a clinical psychologist when he decided to switch career paths to behavioral finance. Now, he uses those same skills to help people manage money more effectively.

He has written two great books, The Laws of Wealth and The Behavioral Investor. He now works at Brinker Capital as the Chief Behavioral Officer.

You can follow him on Twitter here: @danielcrosby

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If you would like $10 off/month on a Dynasty Membership, just email us with the keyword "Podcaster Elastimer" and we'll hook you up! (it had to be a strange yet memorable keyword right?!)

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Puru Saxena was the founder and portfolio manager of a Hong Kong based money management firm. He set up my first firm with 2 partners in 2001 and then branched off on his own in 2005 and ran money until 2016; which is when he retired from the business.

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Transcript:

Puru 0:01 So the key question you have to ask yourself is, if I am looking at this business, what are the substitutes available and as a customer of that business, what is the likelihood of me actually going to the other business as opposed to this business, and that gives you a fairly good indication of a mode.

Ryan 0:21 Hello, everyone and welcome to the investing city podcast where the goal is to get better at investing business and life. Thank you so much for taking the time to join us, it really means a lot. Without further ado, enjoy this episode is presented for informational purposes only, and is not investment advice. This information must not be relied upon in making any investment decision. Investing city cannot be held responsible for any type of loss incurred by applying any of the information presented. Furthermore, securities discussed in this podcast may be held by the investing city and members thereof. Thank you. On today's episode, we have the pleasure of talking with Puru Saxena. He's the founder and portfolio manager of a Hong Kong based money management firm that he set up with his first partners in 2001. And then he branched off on his own in 2005. He ran money until 2016, and then retired, and now he just manages his own portfolio. We talk a lot about his research process, what the two drivers of investment returns are his trend following strategy in order to limit severe drawdowns and much much more, including a lot of discussion on Uber and Lyft, and the ride sharing industry. I hope you enjoy this one because Puru is really sharp, and he has a lot of great insight. Enjoy. Okay, on this episode of the investing city podcasts, we're happy to have Puru Saxena on. So thanks so much for being here.

Puru 2:00 My pleasure.

Ryan 2:01 Great. So I thought we'd start with kind of a deep dive on your research process. And I feel like our research processes are fairly similar being kind of growth investors, but I just want to dive in a little bit about how you think about starting to research a company and then kind of the process in which you analyze one.

Puru 2:23 Okay, I mean, basically, I realized a long time ago, that proves why a shareholder makes money from investing in the business. The first reason is obviously, the growth of the business. And the second aspect is the valuation of the business both at the time of investment and the time of divestment. So there are two factors at play here. You know, there are a lot of investors who get caught up in the value traps because they think something is cheap, but they don't realize, you know, something is cheap for a good reason it the top lines are shrinking the business growth isn't there? Well, there is some competitive threat lurking on the horizon prestigious can't see or discounted and modeling. So for me, I try and look for those businesses, Ryan, which are dominant in the respective fields, generally businesses, which are disrupting the existing industry, because obviously, it's a lot easier to steal existing demand from within an industry than it is to actually create...

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Twitter: @bluegrasscap (Bluegrass Capital)

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Geoff Gannon is Portfolio Manager at Focused Compounding.

Geoff's blog: https://gannononinvesting.com

Geoff's Company: https://focusedcompounding.com/

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On this episode we analyze the investment thesis for our newest recommendation. We have never given something like this away for free so we hope you enjoy it! Check out our full offering!

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Listen to Mike Dariano talk about everything from movie theater economics to how we can harness our uniqueness as a competitive advantage. You'll want to listen to this one.

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Learn from Chief Operating Officer, Ryan Delk, how to get things done in a fast-paced environment. Ryan is a leader at Omni, a revolutionary start-up, aiming to provide in-roads into the access economy. Rather than buying stuff, we can now rent in using Omni.

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Osman Jen is the founder of DX2 Capital. He started it about 3 years ago and we talk about his journey opening a fund, his research process, China, and much more.

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Gautam Baid is a Portfolio Manager at Summit Global Investments. He has a passion for learning and investing. Check out his book, The Joys of Compounding.

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Disclaimer: The views and opinions expressed by Gautam Baid are solely his own and do not reflect the views of Summit Global Investments. Any recommendations, examples, or other mentions of specific investments or investment opportunities of any kind are strictly provided for informational and educational purposes and do NOT constitute an offering or solicitation, nor should any material herein be construed as investment advice.

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Until now, we have recorded 14 episodes. So we wanted to take this week to slow down and distill some of our biggest takeaways from these stellar guests.

Ep. 1 - 10 Reasons Investing is Awesome

Ep. 2 - Doug McMillon, Walmart CEO

Ep. 3 - Morgan Housel, VC at Collaborative Fund

Ep. 4 - Bert Hochfeld, CEO at Ticker Target

Ep. 5 - Brent Beshore, CEO at Adventur.es

Ep. 6 - Quinn Taber, CEO at Immerse

Ep. 7 - Brian Barnes, CEO at M1 Finance

Ep. 8 - Howard Lindzon, GP at Social Leverage

Ep. 9 - Ryan Krueger, GP at Krueger & Catalano

Ep. 10 - Kanyi Maqubela, VC & Entrepreneur

Ep. 11 - Jim O'Shaughnessy, CIO of O'Shaughnessy Asset Management

Ep. 12 - Nick Maggiulli, Of Dollars and Data

Ep. 13 - Mike Kehoe, President of Kehoe Investments

Ep. 14 - Dan Rasmussen, MP at Verdad Capital

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Dan Rasmussen is the founding partner of Verdad Capital, and he's had quite an illustrious career, even though he is pretty young. So Dan got his undergrad at Harvard, and then he actually wrote a book called American Uprising about the largest slave revolution in America afterward he worked for Bain Capital as consultant, where he had an idea that private equity wasn't the best asset class. After that he got his graduate degree at Stanford, and then he opened Verdad Capital, the thesis for Verdad Capital is that private equity, when invested at high valuations isn't a good asset class, but rather, you can replicate that strategy on a micro cap scale with the public markets.

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Ryan Reeves 0:38

On today's episode of the investing city podcast we had the pleasure of talking with Dan Rasmussen. Dan is the founding partner of her dad capital, and he's had quite an illustrious career, even though he is pretty young. So Dan got his undergrad at Harvard, and then he actually wrote a book called American Uprising about the largest slave revolution in America afterward he worked for Bain Capital as consultant, where he had an idea that private equity wasn't the best asset class. After that he got his graduate degree at Stanford, and then he opened Verdad capital, the thesis for Verdad capital is that private equity. When invested at high valuations isn't a good asset class, but rather, you can replicate that strategy on a micro cap scale with the public markets. I was up able to tell in this podcast band is an avid reader and thinker. I won't say too much. So let's just dive in, enjoy this episode with Dan Rasmussen.

I wanted to start off with something that is not directly related to investing because just doing a little background research on you. And I find it really interesting that you're actually a New York Times bestselling author on slave revolution so can you just tell us a little bit about that.

Dan Rasmussen 2:23

I wrote a book it was actually my senior thesis was my junior paper then my senior thesis and then after college when I was working at Bain Capital actually spent nights and weekends, turning my thesis into the into a book called American uprising Untold Story of America's largest slave revolt which you can buy on Amazon and I highly recommend doing so. Get a good plug in for the book.

But the story was fascinating. It's the largest slave world American history. They marched towards the city, they were flying flags beating drums, they had uniforms and their goal was to create a Haitian Revolution style event in the United States. They failed. The Revolution was brutally suppressed.

And the story was largely written out of history and what I did to uncover it was actually a lot of data and analytical work so actually built a database of every slave that have participated in the result revolt you know where they came from what we knew about them from each individual source, and then I mapped those that database on to old land maps that I found from around that time and then I actually use Google Maps to say okay well if we knew that these five people came from this...

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You can connect with Mike here.

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Ryan Reeves 0:20

Hello, everyone, and welcome to the investing city podcast where the goal is to get better at investing business and life. Thank you so much for taking the time to join us. It really means a lot. Without further ado, enjoy this episode.

Ryan Reeves 0:41

Today's episode of the investing city podcast, we're happy to host Mike Kehoe, Mike is the CEO of Kehoe investments, a holdings company with various businesses under its umbrella. And he's been a serial entrepreneur in his life. So, he's been in everything from fitness clubs, to mattress retailing, to software to insurance, just so many different things. So, he has a wealth of business knowledge that we're eager to tap into today. So, in this conversation, we talked about how to sell, how to take the leap to be an entrepreneur, how to actually grow a business and much, much more. So, I hope you get as much out of this one as I did, because Mike is a wealth of business knowledge, as I said, so enjoy this one.

So why don't we start with a little bit of your background, and maybe when you were first interested in business?

Mike Kehoe 1:39

Well, for me, Ryan, it would probably go back to really childhood years growing up with a dad who was constantly buying different little businesses. My dad was an incredible entrepreneur at finding businesses that he could invest small amounts of money and, and get them started and get them up and running. So, I watched him buy restaurants, insurance companies, appraisal companies, different things. Unfortunately, never had a huge amount of success with the operations side. But he was great at starting things. So, for me, I always had an interest in this just not until later in life that an opportunity presented itself.

Ryan Reeves 2:18

So, it sounds like you had a real kind of bias for action. Do you think that was something that really influenced you?

Mike Kehoe 2:26

I do think it had a big influence on me. Because today I'm very much a business person of action. Frankly, sometimes, sometimes I'm guilty of that. Fire, Ready, aim, I'll jump into things. I'll jump into things a little too quickly sometimes. And that can be that can be a challenge, too.

Ryan Reeves 2:49

So, what was the first business that you actually started?

Mike Kehoe 2:54

Well, I did a lot of different things early on in life from my running my own little paper route to selling, selling things that I could find that worked in the neighborhoods that I was in like popsicles and greeting cards and things like that. But I didn't really get into a real business until I was about 30 years old. My current path took me to college and employment with United Parcel Service and rising up the ranks there. And then I left United Parcel Service and went to work for Prudential securities is stockbroker, which was a little bit like, what you do more of a retail broker. And for me, it was another great eye opener because I learned so much about many different businesses, because as you know, Ryan, you just have to study all day long learning different companies, what they do well, what they don't do well. So, one of the lessons that I picked...

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Links: Nick's blog: Of Dollars and Data

Post: Even God Couldn't Beat Dollar Cost Averaging

Ritholtz Wealth Management

Data Camp

Data Camp - Intro to R

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Ryan Reeves 0:11

Hello everyone and welcome to the investing city podcast where the goal is to get better investing business and life. Thank you so much for taking the time to join us. It really means a lot. Without further ado, enjoy this episode. We're happy to host, Nick Maggiulli. Nick runs a popular blog called 'of dollars and data' that actually got him on the radar of Ritholtz wealth management, so he works with data to help Ritholtz become more successful. Nick is very passionate about data analysis, and we talked about that and how he uses it to really blend with storytelling. So, I hope you enjoy this one, we talked a lot about Nick's background and his interests, and really just the new age of finance and enjoyed his fun blog and kind of your background is very technical mixed with writing so can you tell us how you got into more of the technical side.

Nick Maggiulli 1:14

Yeah, so I had an internship, the summer between junior and senior year and got actually my chance really from a professor, I told him I want to work at my own logistics firm he's like no, don't do that you should do this. And he said send me your resume. He wrote me a huge recommendation letter and basically just told me what I was going to be doing and I listened to him thankfully, and that's when I started to learn about programming. First thing I learned was a program called Fast, which is like all just data programming, which super interesting for me to learn that was like the longest programming, Stanford so I was like okay did this on love with it. And then I think my first programming class my last quarter passes and senior year, my last quarter I took same sort of programming, probably my biggest regret in college is not like starting that way sooner and like my I should have probably minored in computer science. I don't think I could have majored in it, I don't think I could have held my own with those people but I definitely could have minored in it. So, I just fell in love with it, I just fell in love with the data side of it. I didn't really find software development as interesting as like data and like doing charts and visuals and stuff so for me it was much more about you know what I could do in terms of data cleaning and stuff like that.

Ryan Reeves

Gotcha. So, did you have a really special relationship with that professor or tell us a little bit about how he just singled you out.

Nick Maggiulli

Uhm, not, I wouldn't say it was like a special relationship... like he was just really nice to everyone and I would come to his office hours and sometimes chat and stuff. Yes, he has done that for other people as well so I actually know quite a few other people where he's like, he basically was trying to push people into this healthcare consultant startup that actually another Stanford professor ran, so I didn't even, I didn't know that as a professor he didn't really teach undergrads, he only really taught grads. And so he ran this healthcare startup, and basically it was a way, to get like...

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Jim O'Shaughnessy needs no introduction. Enjoy my conversation with the "Godfather of Quant Investing."

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Ryan Reeves 0:13

Hello everyone and welcome to the investing city podcast where the goal is to get better at investing, business and life. Thank you so much for taking the time to join us. It really means a lot. Without further ado, enjoy this episode,

We talked to Jim O'Shaughnessy. If you have been involved in finance or you really enjoy finance, this name probably needs no introduction. Jim, aka the godfather of quantum investing, is very accomplished. He started his career when he was just 27. He opened a consulting firm to pension plans, and he's opened a few businesses since but now he is the chairman and co CIO of O'Shaughnessy asset management. He is very generous with his time, even though he is so accomplished as a best-selling author and all the other things that I mentioned earlier in this conversation we talked a lot about behavioral biases, why Jim thinks about probabilities more than possibilities, and a bunch of other things including a cool story at the end. So, stay tuned. I really enjoyed this one and it was an absolute privilege and pleasure to talk to Jim, so enjoy.

Ryan Reeves 1:37

On today's episode of the investing city podcast we are just so overjoyed to have Jim O'Shaughnessy on the podcast that thanks so much for being here, Jim.

Jim O'Shaughnessy 1:47

Well, thanks for having me, Ryan. Great.

Ryan Reeves 1:49

So, I want to start it off on a little bit of a light-hearted note so Jim, can you just tell us what you think about gifs. And for those of our audience who don't know what a gif is can you explain it a little bit.

Jim O'Shaughnessy 2:06

Sure. So, so those of us above a certain age, say 'GIF', and those of us below a certain age, say, 'JIF', and there's actually a marvelous GIF for that between Daffy Duck and Bugs Bunny. So, a GIF is, is a meme. That is almost always meant to be humorous not 100%, but meant to be humorous and, and a bit light hearted, and I enjoy them very much as anyone who follows me on Twitter would know.

And it's very fun for me because all of my millennial children and many of my millennial friends insist that somebody who's 58 years old, simply cannot be this good at using gif.

And, and I have many conspiracy theories that have, A), a whole room full of millennial interns who are finding every perfect gif, for every occasion, all the way to artificial intelligence that's one of my favorites.

And it's, it's just something fun that, you know, what we do is so serious that, especially for people who follow financial Twitter. It's sometimes nice to be just light hearted about things but interestingly enough, even, even when you're being light hearted, you'll get people questioning things like that and so I had a question like that put to me not too long ago. And, and he seriously was wondering you know, don't you worry that people will think that you're not taking things seriously? And I kind of gave it as reason you know 999 why it's great to be a quant, and I went into the explanation that, you know,...

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Kanyi is one of the smartest guys out there. His systems thinking and unique viewpoints will challenge the way you think. Enjoy this one.

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Ryan Reeves

On this episode of The Investing City Podcast we are so happy to have Kanyi Maqubela on, just a great guy and former VC investor and we're going to get into more of his story but just thank you so much for being here.

Kanyi Maqubela

I'm very happy to be on Ryan.

Ryan Reeves

Great. So, let's just dig in a little bit to your background I think you have kind of a fascinating history and background so can you just talk a little bit about where you're born, and then just a little bit about your background.

Kanyi Maqubela

Sure. Gladly. I was born in township of Johannesburg, South Africa in the 80s, a Southwest Township. In the midst of apartheid, my parents were involved in the anti-apartheid struggle and my father actually was in exile, so I was born with my mother and her parents and quickly shuttled off to Brooklyn, which is where my family was living. A special circumstance, but one that I'm very proud of, and we ended up coming to the United States in the midst of that very chaotic period in South African history. We landed in New York City with my folks, where they made their way via substitute teaching. My mom was actually an ESL teacher at the Fashion Institute of Technology. And my dad was a public-school teacher, a substitute teacher at first and then eventually a public-school teacher in chemistry. And so, we ended up in the United States and lived the proverbial American dream.

Ryan Reeves

Wow. So, being the son of two teachers, obviously, education is probably pretty important. Just tell us a little bit about that.

Kanyi Maqubela

Of course, well it's extraordinarily important, and has had a big impact on my life, and maybe I'll start in reverse order. If I had to describe what my passion is and what I prefer to do, above all, it's to teach and I come, obviously from lineage of teachers, my parents, but also their parents and my grandfather were actually all teachers so it's in my blood, whether or not I like it. And I've spent the better part of the last 10 years teaching in some capacity or another and right now it's really more in the context of teaching first time entrepreneurs, how to avoid unforced errors. So how to make new mistakes is what I call them. And I was also teaching in a more formal capacity at NYU for a couple of semesters for entrepreneurship for undergrad, so teaching is something that's very, very important to me. Before, obviously, I was a teacher I was a student, and my trajectory of the student was an interesting one on two factors. The first factor is I was once a dropout. So, my first stint at Stanford University, which is where I went for undergrad, was cut short to chase a startup dream and so, about two and a half years into my time and undergrad, I was studying philosophy, I dropped out to pursue a startup and needless to say that wasn't my parents favorite activity over the course of my life, given their background, and their point of view on the world, but it was something that at that time in my life I really needed to pursue, and that ended up...

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Episode 9 - Ryan Krueger, Founder of Krueger & Catalano: Appreciation Over Expectation

Associated links:

Ryan's Firm

Ryan's blog

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Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

Below you will find our entire conversation transcripted for those with hearing problems or just if you like reading more than listening. Enjoy!

Ryan Reeves 0:01

We are super happy to have Ryan Krueger on as a guest. So thank you so much for being here. Ryan.

Ryan Krueger 0:09

It is my honor to be here. Thank you.

Ryan Reeves 0:12

Great. So let's just get into some of your background. So you were at a Wall Street firm, one of the biggest out there, can you just tell us about how you got there, whether you were interested in money from an early age and kind of your progression just to leading up to that firm.

Ryan Krueger 0:35

Okay, first memory of a fascination with the stock market actually turning into a transaction was when I was about 10 years old and begged my dad to take this cigar box full of a couple wadded up those that I had made and a baseball card trading glorious summer into a little computer stock that I thought made a lot of sense had absolutely no idea of course, what I was doing. And I remember fondly because it was a Houston company compact computers. And they had just Ryan and just introduced to their portable PC weighing in and sprightly 28 pounds. And fortunately for me, that first trade work and I was hooked and I don't know really how to explain it. Other than kind of all along during high school and college I was genuinely interested read voraciously and kind of always thought that that would be something I'd be super interested in. And I vividly recall showing up with a brand new suit I probably bought from Sears with my mother's help to try an interview at Smith, Barney. And they told me we don't interview kids your age. And so that that dream was going to be over fast. I thought and I really didn't know what to do. I had no other plans. I had no other believes I had no other interests, frankly. And so I went home and I don't know if it was a day or two. Or we it wasn't much crafted what I finally recall as my Hail Mary letter and said, I want to come back anyways. And you don't have to interview me, but I want to talk to you. And here's what I think. And here's what I believe in. And miraculously, he decided to give me a shot in the mail room and I started

Ryan Reeves 3:03

that is incredible. Um, but first, just before we get into some of that. So how did you find compact computers? Like, were you reading the news? or How did you find that at 10 years old?

Ryan Krueger 3:18

You know, I I don't remember specifically. I certainly have to give my my dad credit for probably having talked about capitalism a lot. I mean, he grew up dirt on a farm in the middle of Texas. And I just I wasn't blessed with any gifts, DNA wise physically. But I do remember fondly knowing that he he got up and started working for 35 o'clock, and I guess I got that bug. And then how do you make your money work hard for you, and getting to know his dad and how hard he worked, we would probably talk about...

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You can learn more about Howard Lindzon at his blog.

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Below you will find our entire conversation transcripted for those with hearing problems or just if you like reading more than listening. Enjoy!

Ryan Reeves 0:13

Okay, so, today on investing, city podcasts were overjoyed to have Howard Lindzon. Howard is a legend in the investments world and we're just so excited to have him on. So, thank you, Howard.

Howard Lindzon 0:25

No problem. No problem. Legend. I don't know.

Ryan Reeves 0:29

Well, the listeners can decide. But I just want to start to start with a little bit of background cuz I follow you on your daily blog. It feels like I know you and kind of your personal life, but I just want to drill down on some other aspects. So you grew up in Toronto, you grew up in Toronto and went to school in Toronto undergrad, a name winter Arizona state for a master's program and then tell us a little bit about your background from there on.

Howard Lindzon 1:03

I was back it was the Gulf War was ending the one I was in Phoenix didn't want to move back to Canada. I had to get a sponsored green card or visa H1 visa, I forget exactly what it was called at the time, probably the same thing and became a stockbroker. You know any job to stay in the country was the goal didn't matter. I had a business degree but no professional. degree and so I was cold calling right out of grad school and fell in love with the stock market which kind of led to everything you know. Had some good mentors early and here I am, today still investing and loving the stock market. So that was 91, 27 years ago.

Ryan Reeves 2:06

In those days did somebody kind of show you the ropes? Are you figured out yourself or just tell us a little bit about that?

Howard Lindzon 2:18

No, I mean you're supposed to make cold calls, what intrigued me was you know how to put together stories and research from the brokerage that I worked for which was principal group and you know just cold calling try and talk to people with money so wasn't so much a stock market intrigued me it was just a job I didn't love cold call and in love selling securities so in the end I they ended up you know in one of my cold calls I came upon a an entrepreneur ended up getting sidetracked you know working in the startup called pro innovative concepts which became kind of a company we together made a lot of money and circle back to the stock market because we were investing so kind of the stock market passion came later from the other side of the table actually being the one that had money to invest

Ryan Reeves 3:37

And so, tell us a little bit about that call. So, you're cold calling. And how did you get this guy's number? And had you kind of hit it off?

Howard Lindzon 3:44

Um, well, I mean, you know, you open up local back then there's no internet. So, you open up the Business Journal and you would see who they were writing about. And, and then, you know, call them assuming they were wealthy. When I called mark, the founder, he actually turned out to not have a nickel, but he had a great cool company. And we, you know, we all got involved in that company. So, it really wasn't, he...

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Brian Barnes is the CEO of M1 Finance, the #2 behind the commission-free trading platform, Robinhood. Listen as Brian takes us through his business, the industry and some fascinating lessons along the way.

If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!

You can find more information and content by going to these places:

Website: https://www.investingcity.org

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Twitter: investing_city

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Or feel free to email us at service@investingcity.org

If you would like $10 off/month on a Dynasty Membership, just email us with the keyword "Podcaster Elastimer" and we'll hook you up! (it had to be a strange yet memorable keyword right?!)

Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

Below you will find our entire conversation transcripted for those with hearing problems or just if you like reading more than listening. Enjoy!

Ryan Reeves 0:02

Let's start with a little bit of your background. So you went to Stanford undergrad and then you work for a consulting firm can you just tell us kind of about Stanford and what you wanted to do kind of what you wanted to be when you grew up?

Brian Barnes 0:19

yeah for sure so in all actually just start the story a tad bit earlier that was raised in a family that was financially oriented a you know sort of expose me to the notion of investing in an early age give me access to a brokerage account and you know it was very young at the time sort of 1011 years old and it just immediately LaShawn as you know this is interesting fun engaging sir became a hobby of mine of investigating stocks placing a conviction bet on it and you know sometimes be right and sometimes being wrong sometimes very very wrong so you know, do that middle school high school into college did good. undergrad at Stanford where I majored in econ and math. And so sort of stayed in that financial realm. And, you know, when you're in Stanford for your, sort of, in the heart of Silicon Valley, seeing companies that didn't exist three years ago, there, you know, seemingly IPO and very egreigious sums of money. And so you can see a lot of ideas come to fruition in a pretty quick way, which got me interested in starting them one later down the line. But yeah, I did a stint as a equity researcher at a hedge fund and then worked in management consulting prior to starting at one.

Ryan Reeves 1:35

Gotcha, that's awesome. So I wanted to talk about you latching on to investing. So is there a reason that you found investing really interesting or you found that you just had a natural knack for it? Or kind of what was that reason?

Brian Barnes 1:50

Yeah, I think it's, you know, I think it's just a general intellectual curiosity and trying to understand what makes things, the way they do and the notion of investing or at least the, you know, I have ascribed to the long term value investing sort of mindset in that area is sort of just taking a company, figuring out, you know, what they do, what's their competitive advantage? How are their position in the marketplace? How do they have pricing, power circle, you know, aspects of how do they operate in this altar, complicated world? How do they navigate it? How do they create their niche, and, you know, to solidify their position in sort of understanding the fundamentals of business to do that, and then ascribing a you know, viewpoint of, Okay, what is that worth? And I think that's a very interesting intellectual problem to try to solve. And then you add the sort of entertainment value of there's money on the line. So if you're right, it pays off and you know so i think it's just a very interesting hobby to undertake that sort of test your intellectual prowess or to text as...

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Quinn Taber is the CEO at Immerse.

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You can find more information and content by going to these places:

Website: https://www.investingcity.org

YouTube: Investing City

Twitter: investing_city

Instagram: investing_city

Or feel free to email us at service@investingcity.org

If you would like $10 off/month on a Dynasty Membership, just email us with the keyword "Podcaster Elastimer" and we'll hook you up! (it had to be a strange yet memorable keyword right?!)

Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

Below you will find our entire conversation transcripted for those with hearing problems or just if you like reading more than listening. Enjoy!

Ryan Reeves 0:06

Pleased to have to have Immerse software CEO Quinn Taber, thank you so much for being here Quinn.

Quinn Taber 0:12

Absolutely. I've been looking forward to it. Thanks, man.

Ryan Reeves 0:16

So just kind of to start it off, tell us a little bit about your background and how it led to starting a tech startup.

Quinn Taber 0:23

I've got like the 30 second, and like the 30 minute and I'll try to do the 30 second. It'll probably be like 90. My name is Quinn Taber. I actually grew up overseas, so parents or it's in places like the Middle East and Europe and Africa. So I had like a pretty unique international upbringing. I moved back to Southern California for grade school, but always had this like fascination with business and philanthropy, particularly in the Middle East, which is real strange for like an eight year old that like to serve lives in Southern California. So in high school started a nonprofit that did micro enterprise loans to small businesses in the Middle East college, studied economics and finance. And then after college actually shipped out to the Middle East, Lebanon, Jordan, Israel, places like that all Syria and Iraq and worked in the philanthropy field, which is, frankly, it's investments but in nonprofit. So instead of a financial return, there's like an altruistic social benefit return. I did that for two and a half years, loved it, like really, really loved it. And then all of those experiences ultimately led to starting a tech company, which is another kind of confusing, like, Okay, how do you connect those dots?

Ryan Reeves 1:47

For sure. I want to back up really quick. Yeah, you glossed over in high school. You started what?

Quinn Taber 2:00

Yeah, a nonprofit that did micro finance or micro enterprise loans to small companies. And the So loans have anywhere from like, one to $5,000 to kick start businesses in places like Tunisia and Egypt, and Morocco, and Lebanon.

Ryan Reeves 2:22

So as a high schooler hat, how did you even know about micro financing?

Quinn Taber 2:35

Yeah, as you kind of dig into my story, the theme of just kind of going for it, which is probably one of my main life principles, and like, led to the fun and the success I've experienced is like, All right, I'm 1415 Super under qualified, but I'm like, really intrigued by how small loans to ambitious young people and like poor parts of the globe can really like change society's it started from reading a book called dead aid. And then that launched other books, like one helping her and then, like, studied the folks at Grameen Bank we're doing for folks in the micro enterprise, like, Oh, yeah, that's like the beginner's guide. And frankly, I never really even got to the intermediate level I just started and then learn by doing, which is exactly what I've been doing. And every avenue of license, so we raised like 65 or 70 K, as a high schooler, and then took like, trips out to the Middle East and North Africa, and...

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Here is the link to the article mentioned in the podcast: How to Buy a Business

And here is the link to Brent's book: The Messy Marketplace

Thank you so much for listening, we really appreciate you.

If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!

You can find more information and content by going to these places:

Website: https://www.investingcity.org

YouTube: Investing City

Twitter: investing_city

Instagram: investing_city

Or feel free to email us at service@investingcity.org

Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

Below you will find our entire conversation transcripted for those with hearing problems or just if you like reading more than listening. Enjoy!

Ryan Reeves 0:10

Okay today on the Investing City podcast we are overjoyed and just so excited to have Brent the sole owner of "Adventures" here on the podcast-thank you so much Brent

Brent Beshore 0:23

Hey thanks for having me on -way to set expectations low

Ryan Reeves 0:28

Okay so yeah, I don't want to set expectations low because that is very undeserved! Brent, I don't know how I originally found you. Honestly, I just found you through some blog, maybe. But I've been reading your stuff for years. And yeah, just super excited for this interview. So, I've noticed you've actually been doing a lot of podcasts lately, and you probably get a lot of questions. But I was wondering, what is one of your most memorable questions that you've gotten so far?

Brent Beshore 1:07

It has to be on a podcast? I think Patrick's question about what's the kindest thing someone's ever done for you is a pretty darn good one. I think it gets at things that we maybe don't often think about. And yeah, reflect on those things. So I think that's a pretty interesting one.

Ryan Reeves 1:25

Totally. And what was your answer for that?

Brent Beshore 1:28

Well, my answer was, there's a gentleman, his name is Craig, who used to work with me. And he really picked me up when things were dark. I think it's easy to look at anyone's life. And in general, things get better and it's easy to say, Oh, it was a straight line between when they started and the success they've had, and I certainly know for my life, that's just not the case. There's been lots of ups and downs and lots of periods where things didn't work out the way I wanted them to-lots of times where things were looking pretty dire. And during one of those periods, early on, Craig was really an anchor, a rock for me, and just was incredibly kind and generous and helpful. And really, just everything I could possibly ask for.

Ryan Reeves 2:18

Wow, are you still in touch with Craig today?

Brent Beshore 2:21

Oh, absolutely. Yeah, I texted with him a couple days ago. We are good friends. We live about 45 minutes away from each other now. Yeah, really great guy.

Ryan Reeves 2:32

That's awesome. So I want to backtrack just a little bit. I was doing some research and you were doing your JD MBA at Missouri, and you got the opportunity to help a friend out with a company. Can you take us through that a little bit?

Brent Beshore 3:17

Well, if I'm being honest, it wasn't so much a process as something that I stumbled on that eventually led to something more. I was getting my law degree, my MBA, and I realized that I didn't want to be a lawyer. And someone kindly said to me, hey, if you don't want to be a lawyer, it's probably not best to get your law degree- things you don't think about. And it was an opportunity to get into business. , I felt like I was kind of sitting on the sidelines, watching other people in business. But until you experience something,...

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Bert Hochfeld will help you become a better tech investor. He's been in the game 50 years and he really knows technology inside and out.

Thank you so much for listening, we really appreciate you.

If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!

You can find more information and content by going to these places:

Website: https://www.investingcity.org

YouTube: Investing City

Twitter: investing_city

Instagram: investing_city

Or feel free to email us at service@investingcity.org

Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

Below you will find our entire conversation transcripted for those with hearing problems or just if you like reading more than listening. Enjoy!

Ryan Reeves

We are live and just so excited to have Bert Hochfeld on the podcast. Bert is a legend in the equity research space. And we're just so honored to have you on.

Bert Hochfeld

Well, that's very nice. I don't know if I'm a legend- if I'm a legend, I hope It's a good one.

Ryan Reeves

Okay, so let's just hop right into it. Bert, can you give us a little bit of your background and how you got interested in the stock market and maybe just kind of your progression to where you are now?

Bert Hochfeld

Sure. Well, that's a bit of a long story. But I've been interested in the stock market for, believe it or not, 60 years or something like that. My parents encouraged my interest. And my father tried to teach me a little bit about the stock market. I've always been fascinated by how the financial markets work. And I was fortunate enough to go to the University of Pennsylvania where the practice of econometrics was being developed in the early 1960s. And then I went to HBS, and then I went to work for IBM (IBM). And so I had a good background in this area.

And I after I worked at IBM, I worked at several other tech companies, Raytheon Data Systems, BMC software, etc. And then finally, I decided I wanted to come back to the northeast after I was in Houston. And so I came back up here 25 years ago and got into working for a variety of companies. I set up my own independent research company, when that became the way of doing this business. I set up a hedge fund as well that invested in the tech area. And over time I decided that I would set up a website subscription service for people that are interested in investing in tech investing. And that's called Ticker Target. And I welcome listeners to subscribe. That's where I am today.

Ryan Reeves

So your first job out of HBS was at IBM. Was that kind of a turning point in you becoming really interested in technology or had you been interested before that?

Bert Hochfeld

I've been interested in technology for a long, long time and had been interested in working at IBM for a long, long time. And I had that opportunity back in 1969, IBM was kind enough to hire me after my military service. And so I went to work there as a financial analyst doing pricing and planning. And I got to understand how the computer industry worked at that time. From the perspective of the dominant player. I mean, it's hard to believe today, it's a sad story. But IBM as you may or may not be aware, basically was the number one company in the space and it had the opportunity to remain a dominant player for many years. Sadly, it didn't choose to grasp the nettle so to speak- it was always an issue with IBM, the level of money they might leave on the table, if they innovated too rapidly.

Ryan Reeves

From your perspective do you think there's something that they, obviously, should have seen -- some paradigm shift in tech, because you read all Clayton Christensen's kind of literature on these big companies being disrupted. And how...

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Today we are happy to be talking with Morgan Housel, partner at the Collaborative Fund, a vc firm out of New York. Morgan is one heck of a writer. He is a two-time winner of the Best in Business award from the Society of American Business Editors and Writers. He is also a world-renowned speaker, having done 30 talks in 2018 alone. Prior to the collaborative fund, he worked for nearly 10 years for the Motley Fool, an online investment firm located in Washington DC. This is where I first discovered Morgan. His clear writing and down-to-earth nature really caught my eye. Since then, I think I've read almost everything he's written. It is our great pleasure to introduce THE Morgan Housel.

More Stuff

Thank you so much for listening, we really appreciate you.

If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!

You can find more information and content by going to these places:

Website: https://www.investingcity.org

YouTube: Investing City

Twitter: investing_city

Instagram: investing_city

Or feel free to email us at service@investingcity.org

If you would like $10 off/month on a Dynasty Membership, just email us with the keyword "Podcaster Elastimer" and we'll hook you up! (it had to be a strange yet memorable keyword right?!)

Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

Below you will find our entire conversation transcripted for those with hearing problems or just if you like reading more than listening. Enjoy!

Transcript:

Ryan Reeves

Okay thank you so much for joining us at the investing city podcast this week, we are overjoyed to have our guest Morgan Housel on who was kind enough to agree. And we're just so excited to have him on. So, thank you, Morgan.

Morgan Housel

Thanks for having me. Looking forward to it.

Ryan Reeves

So, the first question I have has a little bit of a backstory. So Morgan, why are you so nice?

Morgan Housel

That's a great question. I like that question, and I should say thank you. But I think there are not enough nice people around these days. And I would frame it a little bit differently. I would say there aren't enough empathetic people around these days-there aren't enough people that try to go out of their way to put themselves in other's shoes, and even if they have differences from me, or if they think in a different way, what have they experienced in life that I have not, I think that's a really important skill to try to force yourself to think about and a lot of people don't. I think a lot of people just kind of increasingly live in their own worlds. And now that we have the kind of social media technology that we have, we didn't even five years ago, people are more aware of other people's views on the world. And there's a great quote as Gavin Turner said, "the more aware that people become of other people's views, the more upset they get that other views exist." And so I think it's something that I've always tried to push back on intentionally- of course, I don't always do it. There are many people out there, people who would say I'm not a nice person, but I always try to put myself in someone else's shoes. And I don't think it's any different than the classic golden rule that we all learn when we are five years old. You know, people just want to be treated with dignity and respect, and most of the indignities and disrespect that people put forth I think, by and large, are caused by just not being able to empathize with what that other person has experienced in life that has brought them to the view that they might have

Ryan Reeves

I love that and it's interesting, because I would guess that like 99% of people know the golden rule. But why do...

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Ok kicking it off, our first guest on the podcast is someone special. Someone who has been named to the Forbes Most Powerful People four out of the last five years, coming in at #23 in 2018. This week I am interviewing Doug McMillon, the current CEO of the Fortune 1 company in the world, Walmart. Doug is honestly one of the most humble, gracious people out there. If you randomly met him, you would just walk away thinking, "I like that guy" not, "wow, that was the 23rd most powerful person in the world." McMillon began his first job with Walmart as a summer associate in high school unloading trucks. He got his undergrad degree at Arkansas and then his MBA at Tulsa is 1991. Soon after he joined the buyer-training program. Worked him way up to President of Sam's club where he was from 2005-2009. Then spent 4 years as President of Walmart International. Finally, in 2014, he became the fifth CEO of Walmart, Inc. where he has been since. Doug's tenure has seen some big decisions. He has done a lot to change the stigma of Walmarts brand including raise its minimum pay, fostering innovation and focusing on a more integrated e-commerce opportunity. Changing the course of a big battleship like Walmart isn't easy but if anyone has the ability to do it, it's Doug. I'm overjoyed to present to you: Doug McMillon. More stuff Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome! You can find more information and content by going to these places: Website: https://www.investingcity.org YouTube: Investing City Twitter: investing_city Instagram: investing_city Or feel free to email us at service@investingcity.org

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This episode is an intro to The Investing City Podcast. In it, we go through 10 reasons why everyone should invest.

Here's the link to the original blog post: https://www.investingcity.org/blog/a-vision-for-investing

Thank you so much for listening, we really appreciate you.

If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!

You can find more information and content by going to these places:

Website: https://www.investingcity.org

YouTube: Investing City

Twitter: investing_city

Instagram: investing_city

Or feel free to email us at service@investingcity.org

Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

For the hearing impaired or those that like to read here is the full episode transcripted (we'll try to do this as often as we can!). Enjoy!

Episode 1: Intro Episode (Transcripted)

Okay, here's the first episode. And then we're a little bit late to the podcasting game. We're still excited. Nonetheless, just to get this thing rolling, and the purpose of this first episode, and really just be an introduction to who I am, what investing city is, and why you should listen to this podcast. So I just want to give you a little bit of context on who I am. Typically, the format for this podcast will be interview style with me interviewing interesting people. But I do just want to give a little bit of background on myself, just so you know who's talking.

So my name is Ryan Reeves. And I'm 21 years old. I'm from Southern California. And I love investing. I've been investing since I was 12 years old, I bought my first shares in a stock cold Corning glassware because I typed in "best stocks to buy" on Google. And that was one of the first ones to pop up. But since then, I've learned a thing or two about investing. And I hope to share those things. Because I really have a passion for investing and teaching investing. And so that's why I started investing city you can find it at www.investingcity.org. And the goal is really just to create a community where people can learn about investing, and just take back a little bit of financial freedom. So that's a little bit about me and investing city.

But I really just want to elaborate on what we hope to accomplish by doing this podcast and why you should listen. So the goal of this podcast is, like it said in the intro to get better at investing business and life. And we'll do that by talking to interesting people about just those topics. We especially want this to be interesting and relevant to your life. Because, you know, life's too short to be bored and not learn. So that's really the goal. But for this first episode, we'll do something a little different. So to really hammer home, those points will go through one of my original blog posts called a vision for investing. And it goes through 10 reasons why I believe everybody should be interested in investing, and why it is a fascinating topic. So without further ado, let's just hop right into it.

So Reason number one is the stock market is a game, it's a game because there's so many moving pieces. And you can use critical thinking and strategy to really get the upper hand for instance, when I was younger, I wanted to be the general manager of an NBA team, just like I'm sure was the case with a lot of other little boys. But I really view the stock market and investing in kind of a similar fashion. So if you're a general manager, your job is to get a lot of pieces together, you have to get players that play well together, you have to make sure that the chemistry is good, you have to look out for the strengths and weaknesses of other players. And your goal is to really have the best team possible so that you can win a...