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Episode | Date |
---|---|
Levered 401k Portfolios; Airbnb's Grand Ambitions; PayPal and Perplexity's AI Shopping (NU, CART)
|
May 16, 2025 |
Airbnb's Past, Present, and Future With Speedwell Research (Ticker: ABNB)
|
May 14, 2025 |
Is Google Search Dead? Coupang and Remitly's Stellar Growth; Buffett's Curtain Call (UBER, PTLO)
|
May 09, 2025 |
4 Great Stocks That Nobody Talks About (LAD, JKHY, ROL, APH)
|
May 07, 2025 |
Big Tech Earnings Chaos; Executive Tariff Uncertainty; Spotify Reigns Supreme (ABNB, EVO, + More!)
|
May 02, 2025 |
Why I Bought Interactive Brokers Stock (Ticker: IBKR) - A Deep Dive
|
Apr 30, 2025 |
Google Search Is Not Dead (Yet); Chipotle's Big Slowdown. Plus, Tesla at a Crossroads (TSLA, GOOG)
|
Apr 24, 2025 |
Why Grindr Stock Has Gone Up 300% In 3 Years With Buyback Capital (Ticker: GRND)
|
Apr 23, 2025 |
Earnings Bonanza; Netflix and Hermes Reign Supreme; Stocks to Buy If The Market Crash Resumes
|
Apr 18, 2025 |
Li Lu - The Chinese Warren Buffett (How He Finds 100 Baggers)
|
Apr 16, 2025 |
EMERGENCY PODCAST: We React Live to The Tariff Pause; Plus, One Stock We Both Bought The Dip On
|
Apr 10, 2025 |
S&P Global: A Capital-Light Compounder At the Heart of International Finance (Ticker: SPGI)
|
Apr 09, 2025 |
National "Liberation" Day; OpenAI's $40 Billion Investment; Wait, Trevor Milton Got Pardoned?
|
Apr 06, 2025 |
Medpace Holdings: An Undiscovered High Quality Biotech Stock, With Luis Sanchez (Ticker: MEDP)
|
Apr 02, 2025 |
Buffett's Dominant Performance; MicroStrategy's Blatant Ponzi Scheme; Collateralized Burrito Loans?
|
Mar 30, 2025 |
Nu Holdings: The Best Fintech Stock In The World? (Ticker: NU)
|
Mar 26, 2025 |
5 Stocks At Their Lowest Valuations Ever; Google's Big Bet on Wiz; Ryan's Michael Saylor Experience (GOOG, NVDA, MSTR, + More)
|
Mar 23, 2025 |
The Magic of MercadoLibre With Brian Stoffel (Ticker: MELI)
|
Mar 19, 2025 |
14 Growth Stocks In a 30% Drawdown; Delta's Dire Warning; Did Buffett Call The Top? (RELY, DAL, BRK)
|
Mar 16, 2025 |
We Force Ranked Our Personal Portfolios (CPNG, RELY, PM, OMAB, PAC + More!)
|
Mar 12, 2025 |
Rocket Lab Review; Nu Holdings + CoreWeave Analysis; Alphabet Is Cheap Again? (RKLB, NU, GOOG)
|
Mar 09, 2025 |
INVESTING UNSCRIPTED: Back To Basics
|
Mar 08, 2025 |
Nelnet Stock: An Update On Our Baby Berkshire Investment (Ticker: NNI)
|
Mar 05, 2025 |
Celsius Buys Alani Nu; Coupang's Increasing Momentum; MicroStrategy Meltdown (CELH, CPNG, PTLO)
|
Mar 02, 2025 |
Mastering Microcap Investing With Whit Huguley of River Oaks Capital
|
Feb 26, 2025 |
Buffett's Beer Investment; Airbnb's Blockbuster Earnings; 13F Buys and Sells (ABNB, STZ + More!)
|
Feb 23, 2025 |
Why Ryan Bought One of The Best-Performing Software Stocks of All-Time (Ticker: ADBE)
|
Feb 19, 2025 |
Can We Talk About AI Capex? Ryan Is Buying Google Stock; Philip Morris Hits New Highs (GOOG, PM)
|
Feb 16, 2025 |
Michael Burry: The Ultimate Deep Value Investor
|
Feb 12, 2025 |
Palantir's Big Beat; Apple Defies Gravity; Best and Worst Q4 Earnings Reports (PLTR, AAPL, SPOT)
|
Feb 09, 2025 |
The Future of Nvidia Stock (Ticker: NVDA) With Wall Street Wildlife
|
Feb 05, 2025 |
Q4 Earnings Talk (ASML, AXP, LVMH); Bonds Are Cheaper Than Stocks; Learning From Our Best and Worst Investments
|
Feb 02, 2025 |
I Bought The Highest Quality Stock In Mexico (And It Trades At 10x Earnings) Ticker: OMAB
|
Jan 29, 2025 |
Project Stargate; IBKR and Netflix Earnings: Brett's Bubble Watch; Time to Buy Bumble and Grindr?
|
Jan 26, 2025 |
Buffett and Munger Unscripted: Lessons From Berkshire Hathaway With Alex Morris
|
Jan 22, 2025 |
Musk TikTok Takeover? Analyzing Cheap Alcohol Stocks; Meta's New Layoff; Ackman's Latest Antics
|
Jan 19, 2025 |
2025 Portfolio Shakedown: Analyzing Our Personal Stock Holdings (NNI, PM, RELY, PTLO, + More)
|
Jan 15, 2025 |
6 Share Cannibals At Low Valuations; Disney Bails Out Fubo; Trevor Milton Is Back? (DAL, PTLO)
|
Jan 12, 2025 |
ASML in 2025 With Leandro From Best Anchor Stocks
|
Jan 08, 2025 |
Launching a Quality Portfolio From Scratch With John Rotonti
|
Jan 05, 2025 |
5 Stock Market Predictions For 2025
|
Jan 01, 2025 |
High Tide: A Cannabis Stock Dominating the Canadian Market (Ticker: HITI)
|
Dec 29, 2024 |
4 Stocks To Hide In During A Stock Market Bubble (OTCM, BTI, ALSEA, DG)
|
Dec 25, 2024 |
Uber vs. Waymo; Match Group's New Dividend; Time to Invest in Argentina? (MTCH, UBER, CAAP, GOOG)
|
Dec 22, 2024 |
The Future of Artificial Intelligence (AI) and Cloud Computing With Shawn Wang (OpenAI, Google, + More)
|
Dec 18, 2024 |
Google's Quantum Breakthrough; Uber Stock's 29% Drawdown; General Motors Ends Robotaxi Efforts (AMZN, GM, GOOG,)
|
Dec 15, 2024 |
DAVID GARDNER: Finding The Next Nvidia With Rule Breaker Investing (NVDA, AMZN, NFLX, MELI)
|
Dec 11, 2024 |
8 Fastest Growing (and Profitable) Software Companies; Amazon's New Supercomputer; Enron Coin (AMZN)
|
Dec 08, 2024 |
Meta Platforms: The Future of Zuckerberg's Empire (AI, Smart Glasses, + More) With Rihard Jarc (Ticker: META)
|
Dec 04, 2024 |
Top Performing Small-Caps of 2024; Mexican Tariff Threats; Hawk Tuah Coin? (CRWD, DAVE, APP + More)
|
Dec 01, 2024 |
Kelly Partners Group: Why I'm Buying this Small-Cap Serial Acquirer (The Next Constellation Software?) $KPG
|
Nov 27, 2024 |
MicroStrategy Madness; Buffett's New Buy + 13F Season; Are We In a Stock Market Bubble? (DPZ, MSTR, ABNB, PCOR, ASML + More)
|
Nov 24, 2024 |
A Secret Housing Stock: 20% Earnings Growth, P/E of 8 With Capital Mindset (Ticker: NMIH)
|
Nov 20, 2024 |
10 Fantastic Q3 Earnings Reports; Scottie Pippen Had a Dream; Nelnet Update (NNI, SPOT, RKLB, AXON, RELY)
|
Nov 17, 2024 |
A High Quality Stock With a 6% Dividend Yield (Bolsa Mexicana De Valores, Ticker: BOLSAA)
|
Nov 13, 2024 |
EARNINGS BONANZA: Amazon's Cloud Dominance; Celsius Inventory Flush; Nintendo Update (AMZN, CELH, NTDOY + More)
|
Nov 10, 2024 |
BILL ACKMAN: His Best and Worst Investments (HLF, CMG, and More)
|
Nov 06, 2024 |
Google's Monster Quarter; Tesla Bounce Back Earnings; Reddit's Widening Moat? (RDDT, GOOG, TSLA, PYPL)
|
Nov 03, 2024 |
Evolution AB: A Misunderstood High Quality Stock, With Speedwell Research (Ticker: EVO)
|
Oct 30, 2024 |
Uber Acquisition Talks; Philip Morris Breakout; McDonald's Stock Plunge (UBER, PM, MCD, SBUX, AMZN, LYFT)
|
Oct 27, 2024 |
4 Quality Stocks We'd Buy On a 20% Drop (ABNB, AMZN, GOOG, DHI)
|
Oct 23, 2024 |
7 Hidden 100 Baggers; ASML Bookings Disaster; Tesla's Toothless Cybercab (ASML, TSLA, TSM, LVMUY)
|
Oct 20, 2024 |
2 Small-Cap Grocery Stocks with Big Upside Potential (GO, SFM)
|
Oct 16, 2024 |
Trouble at Pepsi? (RBLX, PEP, CMG, CAVA, PTLO)
|
Oct 13, 2024 |
Am I Buying Celsius Stock? (Ticker: CELH)
|
Oct 09, 2024 |
Buffett's Big Bet; Nike's Dismal Earnings; Why Are Mercadolibre and Nu Bank Winning? (NKE, BRK, STNE, MELI, NU)
|
Oct 06, 2024 |
The State of The Semiconductor Market With Chip Stock Investor (NVDA, TSM, ASML, INTC, AVGO, and More!)
|
Oct 02, 2024 |
Potential Boeing Bankruptcy? Geico Turns on Buffett; Visa Has a Debit Card Monopoly (BA, V, BRK, LVMH)
|
Sep 29, 2024 |
PAT DORSEY: Buy Wide Moat Stocks (Investing in Competitive Advantages)
|
Sep 25, 2024 |
Oracle AI Dreams; Amazon Return to Office Mayhem; Boeing Union Woes (AMZN, ORCL, SNOW, DAVE)
|
Sep 22, 2024 |
A Deep Dive Into Rocket Lab Stock With Simon Erickson (RKLB)
|
Sep 18, 2024 |
Are We Buying Alphabet Stock On The Dip? (AAPL, GOOG, GOOGL, UBER, DG)
|
Sep 15, 2024 |
Electric Vehicle Collapse: Why EV Stocks Are (Mostly) Doomed (RIVN, TSLA, BYDDY)
|
Sep 11, 2024 |
6 Growing Stocks With a 4% Dividend Yield; Dollar Tree and Celsius Stock Collapses; Have We Entered Founder Mode? (CELH, DLTR, ABNB, SMCI, NVDA)
|
Sep 08, 2024 |
Why I Am Buying This Hidden Fintech Stock (Remitly, Ticker: RELY)
|
Sep 04, 2024 |
Super Micro Stock Collapse; AI Debate on ROI; A Small Cap CEO Bets on Himself (SMCI, PDD, NVDA)
|
Sep 01, 2024 |
Peter Lynch: Beating The Pros With Common Sense Investing
|
Aug 28, 2024 |
Big Tech Cash Flow Projections; The Current Macro Puzzle; Is $HIMS Flying Too Close to The Sun?
|
Aug 25, 2024 |
2 Software Stocks I Bought This Month (PAYC, SEMR)
|
Aug 21, 2024 |
Google Is a Monopoly; Starbucks Steals Chipotle's Top Dog; 6 Stocks With Insider Buys (GOOG, CMG)
|
Aug 18, 2024 |
Should You Buy Mexican Stocks? (ALSEA, AGUA, PAC, OMAB)
|
Aug 14, 2024 |
9 Quality Stocks At Cheap Valuations; Buffett's Monster Cash Pile: Airbnb In Turmoil? (ABNB, CPNG)
|
Aug 11, 2024 |
Why I Own Nintendo Stock: Round Two (NTDOY)
|
Aug 07, 2024 |
Earnings Season Winners and Losers (MCD, MSFT, MTCH, SFM, And More!)
|
Aug 05, 2024 |
4 Top Stocks On Our Watchlist This Earnings Season (GOOG, SPOT, NFLX, AXP)
|
Jul 31, 2024 |
CrowdStrike In Turmoil; Earnings Galore (GOOG, SPOT, TSLA); What Stock Was The Fattest Pitch?
|
Jul 28, 2024 |
Fake Dividends? Finding The Truth About Blackstone's BREIT With Phil Bak (Ticker: BX)
|
Jul 24, 2024 |
6 Industry Leaders at 52 Week Lows; Bank and Brokerage Earnings; a Curious Stripe Investment
|
Jul 21, 2024 |
What Makes a Great Software Company? Plus, an Update on Constellation Software (CSU.TX)
|
Jul 17, 2024 |
Index Funds vs. High Yield Savings; Another Small Cap Stock Up 10x; Would You Buy Airline Stocks?
|
Jul 14, 2024 |
[INVESTING UNSCRIPTED] Bestselling Author of The Warren Buffett Way: Robert Hagstrom
|
Jul 13, 2024 |
Why I Own This Boring 100 Bagger Stock (Ticker: ORLY)
|
Jul 10, 2024 |
Nike In Turmoil; 5 Small Cap Stocks Up 100% This Year; What Is Your Circle of Competence? (NKE)
|
Jul 07, 2024 |
This Beer Stock Is Trading At Its Cheapest Multiple In Years (Ticker: TAP)
|
Jul 03, 2024 |
Rivian Stock Gets a Lifeline; Dividends vs. Buybacks; Is Celsius Stock a Buy Today? (CELH, RIVN)
|
Jun 30, 2024 |
Nick Sleep: How The Secretive Investor Crushed The Market With Concentrated Compounders
|
Jun 26, 2024 |
10 Best Performing Share Cannibals; A Software Giant Gets an Activist; Are We In Dotcom Bubble 2.0?
|
Jun 23, 2024 |
The Next Carvana? A Potential Cardlytics Stock Inflection With IndraStocks (CDLX)
|
Jun 19, 2024 |
5 SPACs With Positive Returns; The Best Types of Moats; Lessons From Fund Mangers With John Rotonti
|
Jun 16, 2024 |
What Is Tesla Stock Worth Right Now? (TSLA)
|
Jun 12, 2024 |
10 High Growth Software Stocks That Just Hit 52 Week Lows; Lululemon Update: Phantom Roaring Kitty? (LULU, SNOW, MDB)
|
Jun 09, 2024 |
Deere: A Wide Moat Stock Hiding In Plain Sight? With Best Anchor Stocks (Ticker: DE)
|
Jun 05, 2024 |
The New Nifty Fifty; Texas Instruments Activist; Jaime Dimon "No Buybacks" (COST, CMG, JPM, CHWY)
|
Jun 02, 2024 |
Portfolio Rankings: What Stocks Are We Buying and Selling?
|
May 29, 2024 |
Dutch Bros vs. Starbucks; Red Lobster Bankruptcy; Retail Consumer Recession? (ULTA, LULU + More)
|
May 26, 2024 |
Why Ryan Is Buying This European Fintech Disruptor (WISE Stock Report)
|
May 22, 2024 |
Roaring Kitty is BACK (maybe?); Executive Turmoil At Boston Omaha; Is Google Winning The AI War? (BOC, GOOG)
|
May 19, 2024 |
Can This Restaurant Stock Deliver Returns Like Chipotle? (Portillo's Stock Report, Ticker: PTLO)
|
May 15, 2024 |
Is Tinder Dead? Big Tech Capex Boom; 10 Software Stocks That Are Finally Profitable
|
May 12, 2024 |
Stanley Druckenmiller: The Investor That Beat Warren Buffett
|
May 08, 2024 |
Starbucks In Turmoil; Amazon Profit Inflection; PayPal Turnaround??? (SBUX, PYPL, AMZN)
|
May 05, 2024 |
The Art of Quality Stocks: Investing In The Best Companies to Outperform The Market
|
May 01, 2024 |
China's Enron Moment. Plus, Why Is Tesla Stock Rising? (TSLA)
|
Apr 28, 2024 |
The State of the ~NICOTINE~ Industry With Devin LaSarre
|
Apr 24, 2024 |
Will Starlink Crush the Competition? Plus, More Management Malfeasance
|
Apr 21, 2024 |
Small Cap Value Investing: How to Find Long Term Winners For Your Portfolio
|
Apr 17, 2024 |
Celsius Energy Drinks, Meta Platforms, and Spotify Uncertainty With Alex Morris (CELH, META, SPOT)
|
Apr 14, 2024 |
10 Rapid Fire Stocks
|
Apr 10, 2024 |
Amazon's Most Powerful API
|
Apr 07, 2024 |
GoGo: A Wide Moat Stock At a Free Cash Flow Inflection? (GOGO)
|
Apr 03, 2024 |
Long Bitcoin, Short MicroStrategy
|
Mar 31, 2024 |
2 Stocks I Bought Last Month: Homebuilder Sector Analysis (DFH, NVR, DHI)
|
Mar 27, 2024 |
What Happened to Super Micro Computer Stock? Plus, Our Takes on The DOJ Suing Apple (SMCI, AAPL)
|
Mar 24, 2024 |
The Best Investor In Britain? How Terry Smith Beats The Market With Quality Stocks
|
Mar 20, 2024 |
7 Best Share Cannibals
|
Mar 17, 2024 |
Our Bet on the Next Berkshire Hathaway (NNI)
|
Mar 13, 2024 |
Why Is Apple Stock Falling? (AAPL)
|
Mar 10, 2024 |
Is Coupang Stock Really The Next Amazon? (Ticker: CPNG)
|
Mar 06, 2024 |
15 High Quality Small Caps; Reddit, WeBull, and the Rebubble; Celsius Stock Rips Again $CELH
|
Mar 03, 2024 |
Why This Beauty Company Soared 600% In Less Than TWO Years (ELF Stock Report)
|
Feb 28, 2024 |
$NVDA Is King Again; A Credit Card Mega Merger; Underrated Network Effects; A Rivian Bankruptcy?
|
Feb 25, 2024 |
Is Boeing Stock Finally a Buy? (Ticker: BA)
|
Feb 21, 2024 |
IPH #98: Pat Dorsey Moat Categories; $LYFT Earnings Typ0; Sam Altman is doing WHAT???
|
Feb 18, 2024 |
5 Stocks We'd Buy Right Now
|
Feb 14, 2024 |
IPH #97: $ARM Short Squeeze; a New Sports Bundle; Is Big Tech Still Cheap???
|
Feb 11, 2024 |
Booking Holdings Stock Report (Ticker: BKNG)
|
Feb 07, 2024 |
IPH #96: Elon Loses $50 billion; Alphabet and Match Group Earnings; Avoiding the Macro Doom Porn
|
Feb 04, 2024 |
Netflix Stock and The End of The Streaming Wars (Ticker: NFLX)
|
Jan 31, 2024 |
IPH #95: $TSLA Stock Collapses; A $NFLX Spiffy Pop; Are Mexican Stocks Cheap???
|
Jan 28, 2024 |
Hims & Hers Stock Report (Ticker: HIMS)
|
Jan 24, 2024 |
IPH #94: A Merger Arb Blow Up; Delta Air Earnings $DAL; Are You Buying $BABA or $BTC?
|
Jan 21, 2024 |
The Best Value Investor You’ve Never Heard Of (Norbert Lou Of Punch Card Management)
|
Jan 17, 2024 |
IPH #93: Match Group Activist $MTCH; Wide Moat Stocks You've Never Heard Of; Is Boeing Fixable $BA?
|
Jan 14, 2024 |
Is The World's Largest Hedge Fund a Scam? Investigating Ray Dalio and Bridgewater Associates
|
Jan 10, 2024 |
IPH #92: CEO Mt. Rushmore; Debating The Widest Moats; Are We In 1995 or 1999?
|
Jan 07, 2024 |
2024 Hot Takes + Podcast Revamp...And We Are Changing Our Name!
|
Jan 03, 2024 |
IPH #91: 2023 End of Year Ask Us Anything
|
Dec 31, 2023 |
A Shifting Advertising Technology Landscape With BWG Strategy
|
Dec 28, 2023 |
Hermes International (Ticker: HESAY) Not So Deep Dive
|
Dec 26, 2023 |
IPH #90: Coupang Rescues Farfetch; Buying Quality At a Reasonable Price; Selling Winners Early
|
Dec 24, 2023 |
Investing Unscripted: Misfit Alpha
|
Dec 22, 2023 |
The Future of Spotify (Ticker: SPOT) with Jeremy Deal
|
Dec 21, 2023 |
Ferrari (Ticker: RACE) Not So Deep Dive
|
Dec 19, 2023 |
IPH #89: Investing Through Another Bubble; Ranking Magnificent Seven Stocks; Update On China
|
Dec 17, 2023 |
RH (Formerly Restoration Hardware, Ticker: RH) with Paul Cerro
|
Dec 14, 2023 |
LVMH Moët Hennessy Louis Vuitton (Ticker: LVMUY) Not So Deep Dive
|
Dec 12, 2023 |
IPH #88: $SPOT Rips After Layoffs; Alaska Air Acquiring Hawaiian Air; $25 Bil Goodwill Impairment???
|
Dec 10, 2023 |
The State of the Luxury Industry With Sleepwell Capital And Leandro From Best Anchor Stocks
|
Dec 07, 2023 |
Is Brett Buying Altria Group Stock? (Ticker: MO)
|
Dec 05, 2023 |
IPH #87: Celebrating the Life of Charlie Munger
|
Dec 03, 2023 |
A Stock to Play the Nicotine Pouch Trend? With Spencer Cibelli
|
Nov 30, 2023 |
Diageo (Ticker: DEO) Not So Deep Dive
|
Nov 28, 2023 |
IPH #86: OpenAI Debacle; $NVDA Blowout Earnings; Walls Closing In On Crypto?
|
Nov 26, 2023 |
The State of the Housing Market With ResiClub's Lance Lambert
|
Nov 22, 2023 |
Smith & Wesson (Ticker: SWBI) Not So Deep Dive
|
Nov 21, 2023 |
IPH #85: Buffett's Personal Trades; Falling Compounders; Apple Gets a 36% Cut From Google?
|
Nov 19, 2023 |
Shorting Hershey (Ticker: HSY) with Edwin Dorsey
|
Nov 16, 2023 |
MGM Resorts (Ticker: MGM) Not So Deep Dive
|
Nov 14, 2023 |
Investing Power Hour #84: RIP WeWork; Nintendo's Latest Move; Coupang Earnings Breakdown
|
Nov 12, 2023 |
Tractor Supply (Ticker: TSCO) with ValueStockGeek
|
Nov 09, 2023 |
British American Tobacco (Ticker: BTI) Not So Deep Dive
|
Nov 07, 2023 |
Investing Power Hour #83: Munger Went on a Pod; $MTCH Earnings; What Went Wrong at Zillow?
|
Nov 05, 2023 |
Building a Nightclub Empire With RCI Hospitality CEO Eric Langan (Ticker: RICK)
|
Nov 02, 2023 |
We're Closing Arch Capital
|
Oct 31, 2023 |
JRo Show - Interview with Dan O'Keefe
|
Oct 30, 2023 |
Investing Power Hour #82: Earnings, Earnings, And...More Earnings
|
Oct 29, 2023 |
A Merger Arbitrage Inflection With Andrew Walker
|
Oct 26, 2023 |
Dollarama (Ticker: DOL.TO) Not So Deep Dive
|
Oct 24, 2023 |
Investing Power Hour #81: Netflix Can't Stop Winning; Analyzing Bank Earnings; Mortgage Rates hit 8%
|
Oct 22, 2023 |
The Art of Short Selling With Upslope Capital
|
Oct 19, 2023 |
Dollar Tree (Ticker: DLTR) Not So Deep Dive
|
Oct 17, 2023 |
Investing Power Hour #80: Ozempic Losers; Juicy Details From FTX Trial; Analyzing CEO Resignations
|
Oct 15, 2023 |
Texas Instruments (Ticker: TXN) with Andrew Sather and Dave Ahern
|
Oct 12, 2023 |
Dollar General (Ticker: DG) Not So Deep Dive
|
Oct 10, 2023 |
Investing Power Hour #79: SBF and Michael Lewis; Spotify Audiobooks; Google Pixel Gains Share
|
Oct 08, 2023 |
Presenting: The JRo Show With John Rotonti
|
Oct 05, 2023 |
Why We Like Adyen Stock (But Aren’t Buying Shares Today)
|
Oct 03, 2023 |
The JRo Show: Interview with Bill Nygren
|
Oct 02, 2023 |
Investing Power Hour #78: AI Bubble Is Back; FTC Thinks $AMZN Is a Monopoly; $500 For Tinder???
|
Oct 01, 2023 |
Floor & Decor (Ticker: FND) with Drew Cohen
|
Sep 28, 2023 |
Hawaiian Air (Ticker: HA) Not So Deep Dive
|
Sep 26, 2023 |
Investing Power Hour #77: Lesson From Big Buffett Buys; Tobacco Debate; IPO Market Opening Up?
|
Sep 24, 2023 |
SoFi (Ticker: SOFI) with Brad Freeman
|
Sep 21, 2023 |
Royal Caribbean (Ticker: RCL) Not So Deep Dive
|
Sep 19, 2023 |
Investing Power Hour #76: $AMZN Vertical Integration; Ranking Dumb Acquisitions; Instacart IPO
|
Sep 17, 2023 |
Murphy USA (Ticker: MUSA) with Fabio from Capital Mindset
|
Sep 14, 2023 |
Ryanair (Ticker: RYAAY) Not So Deep Dive
|
Sep 12, 2023 |
Investing Power Hour #75: AIR B&B Bust? Dollar General Woes; Instacart Debate
|
Sep 10, 2023 |
Nutanix (Ticker: NTNX) with Sean Emory
|
Sep 07, 2023 |
Why We Own Sprouts Farmers Market (Ticker: SFM)
|
Sep 05, 2023 |
Investing Power Hour #74: Best Buffett Investments, Amazon + ESPN, and Banking Downgrades with Jason Hall
|
Sep 03, 2023 |
Ulta (Ticker: ULTA) with Ethan Tucker
|
Aug 31, 2023 |
Discover Financial (Ticker: DFS) Not So Deep Dive
|
Aug 29, 2023 |
Investing Power Hour #73: Nvidia Ascent Continues; 2021 Bubble Best Moments; moats and margins
|
Aug 27, 2023 |
Paylocity (Ticker: PCTY) with Andrew Marshall
|
Aug 24, 2023 |
Lowe's (Ticker: LOW) Not So Deep Dive
|
Aug 22, 2023 |
Investing Power Hour #72: Adyen Collapse; $AAMC Craziness; Mt. Rushmore of Management Pet Peeves
|
Aug 20, 2023 |
VeriSign (Ticker: VRSN) with Buyback Capital
|
Aug 17, 2023 |
AutoZone (Ticker: AZO) Not So Deep Dive
|
Aug 15, 2023 |
Investing Power Hour #71: Buffett Behind the Scenes; More Disney Woes; Strong Earnings Reports
|
Aug 13, 2023 |
An Inside Look At The Business of Golf
|
Aug 10, 2023 |
Why We Don't Own Coupang (CPNG)
|
Aug 08, 2023 |
Investing Power Hour #70: Earnings, Earnings, and More Earnings
|
Aug 06, 2023 |
TransDigm (Ticker: TDG) with Lou Whiteman
|
Aug 03, 2023 |
WeWork (Ticker: WE) Not So Deep Dive
|
Aug 01, 2023 |
Investing Power Hour #69: Big Tech Earnings; $SPOT Margin Woes; What the Hell Is Worldcoin?
|
Jul 30, 2023 |
Playboy (PLBY Group) with Rod Alzmann
|
Jul 27, 2023 |
Lyft (Ticker: LYFT) Not So Deep Dive
|
Jul 25, 2023 |
Investing Power Hour #68: Did Carvana Save Itself? AI ReBubble Continues; 2023 Predictions Update
|
Jul 23, 2023 |
CAVA Group (Ticker: CAVA) with Alex Morris
|
Jul 20, 2023 |
Pinterest (Ticker: PINS) Not So Deep Dive
|
Jul 18, 2023 |
Investing Power Hour #67: Iger Stays At Disney; $MSFT wins vs. FTC; Update on Real Estate Market
|
Jul 16, 2023 |
Fiserv (Ticker: FI) with Jacob Franklin
|
Jul 13, 2023 |
SoFi Technologies (Ticker: SOFI) Not So Deep Dive
|
Jul 11, 2023 |
Investing Power Hour #66: Is Twitter Dead? Alcohol trends in America; Investing in CPG Brands
|
Jul 09, 2023 |
Amazon (Ticker: AMZN) with Edward Chang
|
Jul 06, 2023 |
Why We Don't Own Airbnb (Ticker: ABNB)
|
Jul 04, 2023 |
Investing Power Hour #65: FTC vs. $MSFT (again); Short Report on $XPOF; Retail Shoplifting Issues
|
Jul 02, 2023 |
Apple (Ticker: AAPL) with Anirban Mahanti
|
Jun 29, 2023 |
Visa (Ticker: V) Not So Deep Dive
|
Jun 27, 2023 |
Investing Power Hour #64: $MMTLP Craziness; Treasuries over Equities? Value Spread at All-time High
|
Jun 25, 2023 |
The Trade Desk (Ticker: TTD) with Kris from Potential Multibaggers
|
Jun 22, 2023 |
Bill.com (Ticker: BILL) Not So Deep Dive
|
Jun 20, 2023 |
Investing Power Hour #63: Fed Pause; $CAVA IPO Pop; Is Inflation Defeated?
|
Jun 18, 2023 |
Mastercard (Ticker: MA) with Matt Cochrane
|
Jun 15, 2023 |
Shift4 Payments (Ticker: FOUR) Not So Deep Dive
|
Jun 13, 2023 |
Investing Power Hour #62: Apple Vision Pro; Binance & Coinbase In the Doghouse
|
Jun 11, 2023 |
Chemed (Ticker: CHE) with Chadd Garcia
|
Jun 08, 2023 |
PayPal (Ticker: PYPL) Not So Deep Dive
|
Jun 06, 2023 |
Investing Power Hour #61: Ranking Portfolio Quality; Big Tech R&D Bets; Private Equity Winter?
|
Jun 04, 2023 |
The State of the Music Industry With Sleepwell Capital
|
Jun 01, 2023 |
Why We Own Dropbox (DBX)
|
May 30, 2023 |
Investing Power Hour #60: $NVDA AI Bubble; $BBBY Post Mortem; Icahn vs. Ackman
|
May 28, 2023 |
TFS Financial (Ticker: TFSL) with Jim Gillies
|
May 25, 2023 |
Boeing (Ticker: BA) Not So Deep Dive
|
May 23, 2023 |
Investing Power Hour #59: $DIS Streaming Transition; Buffett's 13-F; Home Prices Finally Falling?
|
May 21, 2023 |
Hirequest (Ticker: HQI) with Aaron Edelheit
|
May 18, 2023 |
Rocket Lab (Ticker: RKLB) Not So Deep Dive
|
May 16, 2023 |
Investing Power Hour #58: Ban Bank Short Sales? Block/TIDAL Debacle; Inflation Update
|
May 14, 2023 |
Copart (Ticker: CPRT) with Leandro From Best Anchor Stocks
|
May 11, 2023 |
General Dynamics (Ticker: GD) Not So Deep Dive
|
May 09, 2023 |
Investing Power Hour #57: Earnings Recap; Bitcoin Hyperinflation Bet; Shopify Exits Logistics
|
May 07, 2023 |
General Motors (Ticker: GM) with Travis Hoium
|
May 04, 2023 |
Why We Own Nintendo (NTDOY)
|
May 02, 2023 |
Investing Power Hour #56: No MSFT/ATVI Deal; Big Tech Earnings; Update on Banking Crisis
|
Apr 30, 2023 |
Crocs (Ticker: CROX) with Jacob Franklin
|
Apr 27, 2023 |
PepsiCo (Ticker: PEP) Not So Deep Dive
|
Apr 25, 2023 |
Investing Power Hour #55: Apple Savings; $TSLA + $NFLX Earnings; Taylor Swift and FTX
|
Apr 23, 2023 |
APi Group (Ticker: APG) with Ben Tewey
|
Apr 20, 2023 |
Philip Morris International (Ticker: PM) Not So Deep Dive
|
Apr 18, 2023 |
Investing Power Hour #54: $AMZN Annual Letter; Mario Movie Pops; Buffett in Japan
|
Apr 16, 2023 |
Alsea (Ticker: ALSEA) with Ian Bezek
|
Apr 13, 2023 |
Monster Beverage (Ticker: MNST) Not So Deep Dive
|
Apr 11, 2023 |
Investing Power Hour #53: Stripe Annual Letter; Deep Value in Colombia; $COST Comp Report
|
Apr 09, 2023 |
Altria Group and the US Tobacco Market (Ticker: MO) with Devin LaSarre
|
Apr 06, 2023 |
Why We Own Match Group (Ticker: MTCH)
|
Apr 04, 2023 |
Investing Power Hour #52: Will $AMZN Buy $AMC; Precarious Commercial RE; No Banking Crisis?
|
Apr 02, 2023 |
Legacy Housing (Ticker: LEGH) with WealthOrDie
|
Mar 30, 2023 |
Spark Networks (Ticker: LOV) Not So Deep Dive
|
Mar 28, 2023 |
Investing Power Hour #51: $SQ Short Report; $COIN SEC Investigation With The Smattering Crew
|
Mar 26, 2023 |
Arhaus (Ticker: ARHS) with Stranger Capital
|
Mar 23, 2023 |
Grindr (Ticker: GRND) Not So Deep Dive
|
Mar 21, 2023 |
Investing Power Hour #50: Silicon Valley Bank Collapse; MSFT vs. GOOG AI War; Are Banks Investable?
|
Mar 19, 2023 |
Inflation, Q4 Earnings, and Supply Chains Update With Erick Mokoya
|
Mar 16, 2023 |
Bumble (Ticker: BMBL) Not So Deep Dive
|
Mar 14, 2023 |
Investing Power Hour #49: Capital Gains Taxes, Altria Buys NJOY, & Sony’s Weak Dispute
|
Mar 12, 2023 |
Pool Corporation (Ticker: POOL) with Simon Handrahan
|
Mar 09, 2023 |
Why We Own Nelnet (Ticker: NNI)
|
Mar 07, 2023 |
Investing Power Hour #48: Emmet Savage From MyWallSt; Buffett's 2022 Annual Letter
|
Mar 05, 2023 |
DexCom (Ticker: DXCM) with Nick Sciple
|
Mar 02, 2023 |
American Express (Ticker: AXP) Not So Deep Dive
|
Feb 28, 2023 |
Investing Power Hour #47: Walmart Smells a Recession; Coinbase Earnings; Microsoft/ATVI Update
|
Feb 26, 2023 |
The Banking Industry with John Maxfield
|
Feb 23, 2023 |
Block (Ticker: SQ) Not So Deep Dive
|
Feb 21, 2023 |
Investing Power Hour #46: Earnings Roundup; Munger Off the Cuff; Housing Update
|
Feb 19, 2023 |
FICO (Ticker: FICO) with Buyback Capital
|
Feb 16, 2023 |
MarketAxess (Ticker: MKTX) Not So Deep Dive
|
Feb 14, 2023 |
Investing Power Hour #45: $MSFT Coming for Google; Affirm Layoffs; $UBER Earnings
|
Feb 12, 2023 |
Allison Transmission with Rod Alzmann (Ticker: ALSN)
|
Feb 09, 2023 |
Why We Own Alphabet/Google (Ticker: GOOG)
|
Feb 07, 2023 |
Investing Power Hour #44: FANMAG vs. Berkshire; Rebubble Stocks; Munger on Crypto
|
Feb 05, 2023 |
How Wise Is Disrupting The Cross-Border Payments Market, with Luke Hallard (Ticker: WISE)
|
Feb 02, 2023 |
Salesforce (Ticker: CRM) Not So Deep Dive
|
Jan 31, 2023 |
Investing Power Hour #43: Hindenburg Exposes Adani; Personal Finance Questions; AR/VR Busts Again
|
Jan 29, 2023 |
Is Big Lots a Deep Value Gem? With David Katunaric (Ticker: BIG)
|
Jan 26, 2023 |
Meta Platforms (Ticker: META) Not So Deep Dive
|
Jan 24, 2023 |
Investing Power Hour #42: $NFLX Earnings Reaction; Cigarette Volume Trends; Stagnating Tik-Tok
|
Jan 22, 2023 |
Navigating Deep Value Microcaps and Altisource Asset Management (Ticker: AAMC) with Jeff Moore
|
Jan 19, 2023 |
Amazon (Ticker: AMZN) Not So Deep Dive
|
Jan 17, 2023 |
Investing Power Hour #41: Exodus at Salesforce; Taiwan Semi Earnings; Amazon's Shopify Killer?
|
Jan 15, 2023 |
Can Interactive Brokers Thrive With High Interest Rates? A Deep Dive with Luis V. Sanchez (Ticker: IBKR)
|
Jan 12, 2023 |
Microsoft (Ticker: MSFT) Not So Deep Dive
|
Jan 10, 2023 |
Investing Power Hour #40: $AMZN Fires 18,000 People, $MSFT and ChatGPT, $TSLA Delivery Numbers
|
Jan 08, 2023 |
The State of the Cloud in 2023 with Shawn Wang
|
Jan 05, 2023 |
Arch Capital Episode: Why We Own Wix (Ticker: WIX)
|
Jan 03, 2023 |
Investing Power Hour #39: 2022 Year in Review, 2023 Bold Predictions
|
Jan 01, 2023 |
Moody's: An Impenetrable Moat? (Ticker: MCO) with Joe Kowaleski
|
Dec 29, 2022 |
BigCommerce (Ticker: BIGC) Not So Deep Dive
|
Dec 27, 2022 |
Investing Power Hour #38: FTX Employees Flip on SBF; YouTube gets NFL Sunday Ticket; Is Tesla Toast?
|
Dec 25, 2022 |
Can Anyone Buy a Small Business? With Paul Cerro
|
Dec 22, 2022 |
Squarespace (Ticker: SQSP) Not So Deep Dive
|
Dec 20, 2022 |
BONUS Episode! 7investing Year in Review Covering Tesla, Amazon, Illumina + More
|
Dec 19, 2022 |
Investing Power Hour #37: FTX Testimony, State of Video Games, Private Equity Software Investments
|
Dec 18, 2022 |
Is Blackstone a Misunderstood Compounder? With John Rotonti (Ticker: BX)
|
Dec 15, 2022 |
GoDaddy (GDDY) Not So Deep Dive
|
Dec 13, 2022 |
Investing Power Hour #36: Holiday Spending Data, $TSM Bets Big on AZ, BREIT Halts Redemptions
|
Dec 11, 2022 |
Does Pacifico Airports Have an Impenetrable Moat? (Ticker: PAC) with Ian Bezek
|
Dec 08, 2022 |
MercadoLibre (Ticker: MELI) Not So Deep Dive
|
Dec 06, 2022 |
Why We Own Autodesk (Ticker: ADSK)
|
Dec 05, 2022 |
Investing Power Hour #35: Why Isn't SBF In Jail? JPM State of the Cloud, Housing Impact on Inflation
|
Dec 04, 2022 |
Why Digital Turbine is a Competitively Advantaged Ad Platform With Fundasy Investor (Ticker: APPS)
|
Dec 01, 2022 |
PTC (Ticker: PTC) Not So Deep Dive
|
Nov 29, 2022 |
Investing Power Hour #34: Iger Is Back at Disney, October Retail Trends, Amazon Losses at Alexa
|
Nov 27, 2022 |
Leatt Corporation (Ticker: LEAT) with Deep Sail Capital
|
Nov 24, 2022 |
Procore (Ticker: PCOR) Not So Deep Dive
|
Nov 22, 2022 |
Investing Power Hour #33: What is Buffett Buying? Masa Son Full Tilt, TCI Letter to Alphabet
|
Nov 20, 2022 |
Zoom Video Is More Than Just Virtual Meetings, With Sean Emory (Ticker: ZM)
|
Nov 17, 2022 |
Bentley Systems (Ticker: BSY) Not So Deep Dive
|
Nov 15, 2022 |
Investing Power Hour #32: FTX Collapse, $ADYEN CEO Letter, Graham & Dodd Annual Breakfast
|
Nov 13, 2022 |
Why eDreams Is Winning in European Travel (Ticker: EDR) with Chadd Garcia
|
Nov 10, 2022 |
ANSYS (Ticker: ANSS) Not So Deep Dive
|
Nov 08, 2022 |
Investing Power Hour #31: Q3 Earnings Season, Betting on Cloud, What Price is $META a Buy?
|
Nov 06, 2022 |
Is IAC Undervalued? With Ramneek Kundra (Ticker: IAC)
|
Nov 03, 2022 |
BONUS Episode! Biotech + Semiconductors With 7investing
|
Nov 02, 2022 |
Dassault Systemes (Ticker: DASTY) Not So Deep Dive
|
Nov 01, 2022 |
Investing Power Hour #30: Can $SPOT Make Money? $META Meltdown, $SHOP Earnings
|
Oct 30, 2022 |
Why We Own Consorcio ARA (Ticker: ARA.MX)
|
Oct 28, 2022 |
Subsea 7 and a Lifetime of Value Investing with Bob Robotti (Ticker: SUBC)
|
Oct 27, 2022 |
LGI Homes (Ticker: LGIH) Not So Deep Dive
|
Oct 25, 2022 |
Investing Power Hour #29: $NFLX and $TSLA Earnings, Reflecting on Mistakes From 2021
|
Oct 23, 2022 |
Is Roku the Next Great Internet Platform, or Just a Commodity? With Alex Morris (Ticker: ROKU)
|
Oct 20, 2022 |
Dream Finders Homes (Ticker: DFH) Not So Deep Dive
|
Oct 18, 2022 |
Investing Power Hour #28: PS5 Supply Explosion, $NFLX Ad Tier, Investors Regret $TWTR Deal
|
Oct 16, 2022 |
What Does Adobe's Next Decade Look Like? With Leandro from Best Anchor Stocks (Ticker: ADBE)
|
Oct 13, 2022 |
Zillow (Ticker: Z) Not So Deep Dive
|
Oct 11, 2022 |
Investing Power Hour #27: Successful $TWTR Arbitrage, $POSH Acquisition, Mt. Rushmore of Buybacks
|
Oct 09, 2022 |
IDT Corporation: A Spinoff Machine (Ticker: IDT) with Rich Howe
|
Oct 06, 2022 |
NVR (NVR) | Not So Deep Dive
|
Oct 04, 2022 |
Investing Power Hour #26: $GOOG Drops Stadia, Making money vs. Being Right, Is Housing Doomed?
|
Oct 02, 2022 |
Why We Own Electronic Arts (Ticker: EA)
|
Sep 30, 2022 |
Ally Financial: A Share Cannibal With a Growing Deposit Base (Ticker: ALLY) with Jacob Franklin
|
Sep 29, 2022 |
Rovio Entertainment (ROVIO) | Not So Deep Dive
|
Sep 27, 2022 |
Investing Power Hour #25: $BYND COO Gets Nosey, $IAC SOTP, Is the Gig Economy Screwed?
|
Sep 25, 2022 |
Is Build-A-Bear Workshop Stuffed With Value? With Strat Becker (Ticker: BBW)
|
Sep 22, 2022 |
Capcom (Ticker: CCOEF) | Not So Deep Dive
|
Sep 20, 2022 |
Investing Power Hour #24: $ADBE Acquires Figma, Twilions get laid off, Coinbase Manipulates Users
|
Sep 18, 2022 |
Verra Mobility: A Toll Road On a Toll Road With Ben Tewey (Ticker: VRRM)
|
Sep 15, 2022 |
Xbox (MSFT) | Not So Deep Dive
|
Sep 13, 2022 |
Investing Power Hour #23: Crowded Longs, App Store Data, Long Thesis For $ALLY
|
Sep 11, 2022 |
British American Tobacco and The Past, Present, and Future of the Nicotine Industry With Devin LaSarre
|
Sep 09, 2022 |
Ubisoft (UBI) | Not So Deep Dive
|
Sep 06, 2022 |
Investing Power Hour #22: Bear Market Is Back, Top 3 Companies to Buy and Hold For 75 Years
|
Sep 04, 2022 |
QuantumScape (Ticker: QS): A Zero or the Next Tech Giant? With Simon Erickson
|
Sep 01, 2022 |
Warner Music (WMG) | Not So Deep Dive
|
Aug 30, 2022 |
Investing Power Hour #21: Recession Risks, Starbucks Unionization, Roblox Attracting Older Users
|
Aug 28, 2022 |
Is FIGS the Next Lululemon? With Alan Soclof (Ticker: FIGS)
|
Aug 25, 2022 |
Sirius XM (SIRI) | Not So Deep Dive
|
Aug 23, 2022 |
Investing Power Hour #20: Adam Neumann Is Back, Potential of WhatsApp, Embracer Group Acquisitions
|
Aug 21, 2022 |
Jose Najarro On What Interests Him About Advanced Micro Devices (Ticker: AMD)
|
Aug 18, 2022 |
Disney (DIS) | Not So Deep Dive
|
Aug 16, 2022 |
Investing Power Hour #19: Perverse Buyback Incentives, Musk Dumps $TSLA, Acquisitions in a Downturn
|
Aug 14, 2022 |
Winmark (WINA) with Jim Gillies
|
Aug 11, 2022 |
Why We Own Spotify (Ticker: SPOT)
|
Aug 10, 2022 |
Yeti (YETI) | Not So Deep Dive
|
Aug 09, 2022 |
Investing Power Hour #18: $UBER vs. $ABNB, $PYPL Earnings, Brett Was Wrong on $AAPL
|
Aug 07, 2022 |
Kris From Potential Multibaggers on Why He Likes Marqeta Stock (Ticker: MQ)
|
Aug 04, 2022 |
Uber (UBER) | Not So Deep Dive
|
Aug 02, 2022 |
Investing Power Hour #17: Q2 Earnings Season, Shorting Crypto, Chipotle Earnings
|
Jul 31, 2022 |
Petco (WOOF) with Paul Cerro
|
Jul 28, 2022 |
Warby Parker (WRBY) | Not So Deep Dive
|
Jul 26, 2022 |
Power Hour #16: Elon Paper Hands, Big Tech Layoffs, & Netflix Earnings
|
Jul 24, 2022 |
Nvidia (NVDA) with Luke Hallard
|
Jul 21, 2022 |
Chipotle (CMG) | Not So Deep Dive
|
Jul 19, 2022 |
Welcome to Chit Chat Money Plus
|
Jul 19, 2022 |
Power Hour 15: Elon Pulls Out of the Twitter Deal, Netflix, Microsoft and CTV Advertising
|
Jul 17, 2022 |
ASML Holding NV (ASML) with Leandro
|
Jul 14, 2022 |
Poshmark Revisited (POSH) | Not So Deep Dive
|
Jul 12, 2022 |
Power Hour #14: Amazon Grubhub Deal, Companies Repricing Stock Options, Low Bid M&A
|
Jul 10, 2022 |
Markel Corporation (MKL) with Bill Mann
|
Jul 07, 2022 |
Digital Turbine Revisited (APPS) | Not So Deep Dive
|
Jul 05, 2022 |
Power Hour #13: FCC Tik-Tok Ban, Inflationary Tug-of-War, UBER Stock Potential
|
Jul 03, 2022 |
Joint Corp (JYNT) with Edward Chang
|
Jun 30, 2022 |
Charter Communications (CHTR) | Not So Deep Dive
|
Jun 28, 2022 |
Power Hour #12: Thoughts on $POSH, Juul FDA ban, Investing in Homebuilders
|
Jun 26, 2022 |
Equinix (EQIX) with Braden Dennis
|
Jun 23, 2022 |
Lululemon (LULU) | Not So Deep Dive
|
Jun 21, 2022 |
Power Hour #11: Apple TV MLS Deal, FANMAG vs. S&P, 2021 FOMO
|
Jun 19, 2022 |
Xponential Fitness (XPOF) with Paul Cerro
|
Jun 16, 2022 |
Farfetch Revisited (FTCH) | Not So Deep Dive
|
Jun 14, 2022 |
Power Hour #10: Potential Roku Buyout, ZM discussion, Anti-ESG ESG
|
Jun 12, 2022 |
Cloudflare Part 2 (NET) with Joe Furmanski
|
Jun 09, 2022 |
Carvana (CVNA) | Not So Deep Dive
|
Jun 07, 2022 |
Power Hour #9: 50% GDP Growth, Portfolio Concentration, Ideal Stocks For Inflation
|
Jun 05, 2022 |
Hagerty (HGTY) with CFO Fred Turcotte
|
Jun 02, 2022 |
The Hershey Company (HSY) | Not So Deep Dive
|
May 31, 2022 |
Power Hour #8: Snap Meltdown, a16z Crypto Fund, Executive Red Flags
|
May 29, 2022 |
Adyen (ADYEY) with Mostly Borrowed Ideas
|
May 26, 2022 |
Sprout Social (SPT) | Not So Deep Dive
|
May 24, 2022 |
Power Hour #7: Rule of 40, Twitter vs. Elon, Debating Disney's Strategy
|
May 22, 2022 |
Callaway (ELY) with Greenwald Capital
|
May 19, 2022 |
BONUS Interview - Procore (PCOR) CEO Tooey Courtemanche
|
May 18, 2022 |
Pinterest Revisited (PINS) | Not So Deep Dive
|
May 17, 2022 |
Power Hour #6: Crypto Crash, Stock Based Compensation, Valuing Enterprise SaaS
|
May 15, 2022 |
Cloudflare (NET) with Joe Furmanski
|
May 12, 2022 |
Why Does the Stock Market Go Up? With Brian Feroldi
|
May 11, 2022 |
Brookfield Asset Management (BAM) | Not So Deep Dive
|
May 10, 2022 |
Power Hour #5: Berkshire Meeting, Shopify Earnings, Evaluating S&M Spend
|
May 08, 2022 |
PlayWay (PLW) with Spencer Cibelli
|
May 05, 2022 |
Portillo's (PTLO) | Not So Deep Dive
|
May 03, 2022 |
WWE (WWE) with Nick Sciple
|
Apr 28, 2022 |
RH (RH) | Not So Deep Dive
|
Apr 26, 2022 |
Friday Power Hour #4: Netflix Collapse, Buy With Prime, Tesla Does It Again
|
Apr 23, 2022 |
Trex Company (TREX) with Jason Hall
|
Apr 21, 2022 |
BONUS Episode - Monthly 7investing Discussion
|
Apr 20, 2022 |
Sweetgreen (SG) | Not So Deep Dive
|
Apr 19, 2022 |
Power Hour #3: Elon Tries to Buy Twitter, Jassy's First Annual Letter
|
Apr 16, 2022 |
DLocal (DLO) with Robert Cantwell and Joe Kowaleski
|
Apr 14, 2022 |
Top 5 Businesses of All Time - Q1 Roundtable with Brad & Ian
|
Apr 13, 2022 |
Snowflake (SNOW) | Not So Deep Dive
|
Apr 12, 2022 |
Investing Power Hour #2: Bitcoin 2022, Costco vs. Amazon Prime
|
Apr 09, 2022 |
Texas Instruments (TXN) with John Rotonti
|
Apr 07, 2022 |
Zoom Video (ZM) | Not So Deep Dive
|
Apr 05, 2022 |
Investing Power Hour #1: Lessons From Great Depression, Zillow, Robinhood 24/7 Trading
|
Apr 02, 2022 |
Constellation Software (CSU.TO) with Leandro
|
Mar 31, 2022 |
Celsius Holdings (CELH) | Not So Deep Dive
|
Mar 29, 2022 |
Formula One Group (FWONA) with Francisco Olivera
|
Mar 24, 2022 |
Applied Materials (AMAT) | Not So Deep Dive
|
Mar 22, 2022 |
Trade Desk (TTD) and Advertising Technology with Dhaval Kotecha
|
Mar 17, 2022 |
Amazon (AMZN) | Not So Deep Dive
|
Mar 15, 2022 |
Domino's Pizza (DPZ) with Matt Cochrane
|
Mar 10, 2022 |
Paramount Global (PARA) | Not So Deep Dive
|
Mar 08, 2022 |
Skechers (SKX) with Ben Claremon
|
Mar 03, 2022 |
Green Thumb Industries (GTBIF) | Not So Deep Dive
|
Mar 01, 2022 |
Why Do You Have 100% Of Your Portfolio in Google? With Gianni Di Mattia
|
Feb 24, 2022 |
BONUS: Quantitative and Quality Investing with Tobias Carlisle
|
Feb 23, 2022 |
Penn National Gaming (PENN) | Not So Deep Dive
|
Feb 22, 2022 |
WM Technology (MAPS) with CFO Arden Lee
|
Feb 17, 2022 |
Roblox Revisited (RBLX) | Not So Deep Dive
|
Feb 15, 2022 |
Netflix (NFLX) with Alex Morris
|
Feb 10, 2022 |
Docusign (DOCU) | Not So Deep Dive
|
Feb 08, 2022 |
Coupang (CPNG) with 7investing
|
Feb 03, 2022 |
Axon Enterprise (AXON) | Not So Deep Dive
|
Feb 01, 2022 |
Duolingo (DUOL) with Sean Emory
|
Jan 27, 2022 |
Apple (AAPL) | Not So Deep Dive
|
Jan 25, 2022 |
KKR (KKR) with John Rotonti
|
Jan 20, 2022 |
LendingClub (LC) | Not So Deep Dive
|
Jan 18, 2022 |
Camplify Holdings (CHL) with Zippy Capital
|
Jan 13, 2022 |
"The Depression...Of 1920?" From a History of Financial Markets
|
Jan 12, 2022 |
Coinbase (COIN) | Not So Deep Dive
|
Jan 11, 2022 |
Q4 Roundtable with Brad & Ian
|
Jan 06, 2022 |
ZoomInfo (ZI) | Not So Deep Dive
|
Jan 04, 2022 |
2022 Predictions
|
Dec 28, 2021 |
Chewy (CHWY) with Tim Beyers
|
Dec 23, 2021 |
BONUS Interview - CEO Lars Wingefors - Embracer Group (EMBRACB)
|
Dec 22, 2021 |
Twitter (TWTR) | Not So Deep Dive
|
Dec 21, 2021 |
C3.ai (AI) with Jason Moser
|
Dec 16, 2021 |
Mitek Systems (MITK) | Not So Deep Dive
|
Dec 14, 2021 |
Uhaul (UHAL) with Sleepwell Capital
|
Dec 09, 2021 |
BONUS Interview - Steve Symington - Boston Omaha (BOMN) Shareholder Meeting Wrap Up
|
Dec 08, 2021 |
Wise (WISE) | Not So Deep Dive
|
Dec 07, 2021 |
Upstart (UPST) with Kris from Growth to Value
|
Dec 02, 2021 |
Allbirds (BIRD) | Not So Deep Dive
|
Nov 30, 2021 |
E.W. Scripps (SSP) with Ben Claremon
|
Nov 25, 2021 |
Remitly (RELY) | Not So Deep Dive
|
Nov 23, 2021 |
Facebook/Meta Platforms (FB) with Matt Cochrane
|
Nov 18, 2021 |
BONUS Interview - Unraveling the Tether Mystery With Bennett Tomlin
|
Nov 17, 2021 |
Shopify (SHOP) | Not So Deep Dive
|
Nov 16, 2021 |
Clearwater Analytics (CWAN) with Conor Mac
|
Nov 11, 2021 |
Peloton (PTON) | Not So Deep Dive
|
Nov 09, 2021 |
Nelnet (NNI) with Aaron Edelheit
|
Nov 04, 2021 |
Kulicke and Soffa (KLIC) with Chris Seifel
|
Oct 28, 2021 |
Twilio (TWLO) | Not So Deep Dive
|
Oct 26, 2021 |
International Petroleum (IPCO) with Jim Gillies
|
Oct 21, 2021 |
Toast (TOST) | Not So Deep Dive
|
Oct 19, 2021 |
Swedish Match (SWMA) with Phillip Martinelli
|
Oct 14, 2021 |
23andMe (ME) | Not So Deep Dive
|
Oct 12, 2021 |
Q3 Roundtable with Ian and Brad
|
Oct 07, 2021 |
Dutch Bros (BROS) | Not So Deep Dive
|
Oct 05, 2021 |
Verve Therapeutics (VERV) with Maxx Chatsko
|
Sep 30, 2021 |
SoFi (SOFI) | Not So Deep Dive
|
Sep 28, 2021 |
Thryv Holdings (THRY) with Jeff Moore
|
Sep 23, 2021 |
Lennar Corp (LEN) | Not So Deep Dive
|
Sep 21, 2021 |
Zillow (ZG) with Brian Feroldi
|
Sep 16, 2021 |
Upwork (UPWK) | Not So Deep Dive
|
Sep 14, 2021 |
Airbnb (ABNB) with Alex Morris
|
Sep 09, 2021 |
GrowGeneration (GRWG) | Not So Deep Dive
|
Sep 07, 2021 |
Square + Afterpay with Matt Cochrane
|
Sep 02, 2021 |
Fulgent Genetics (FLGT) | Not So Deep Dive
|
Aug 31, 2021 |
Moneygram International (MGI) with Luis Sanchez
|
Aug 26, 2021 |
Just Eat Takeaway (TKWY) | Not So Deep Dive
|
Aug 24, 2021 |
Affirm (AFRM) with Simon Erickson
|
Aug 19, 2021 |
Ocado Group (OCDO) | Not So Deep Dive
|
Aug 17, 2021 |
Fiverr (FVRR) with Kris from Growth to Value
|
Aug 12, 2021 |
Doximity (DOCS) | Not So Deep Dive
|
Aug 10, 2021 |
Latch (LTCH) | Not So Deep Dive
|
Aug 05, 2021 |
The Future of Bioprinting with Cellink CEO Erik Gatenholm
|
Aug 03, 2021 |
Chewy (CHWY) | Not So Deep Dive
|
Aug 01, 2021 |
Paycom Software (PAYC) | Not So Deep Dive
|
Jul 29, 2021 |
Foreclosure Investing - Jason Greenwald
|
Jul 27, 2021 |
Vivos Therapeutics (VVOS) | Not So Deep Dive
|
Jul 25, 2021 |
Robinhood (HOOD) | Not So Deep Dive
|
Jul 22, 2021 |
Investing in Sports Teams - Massimo Marinelli
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Jul 20, 2021 |
Matterport (GHVI) | Not So Deep Dive
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Jul 18, 2021 |
Constellation Software (CSU.TO) | Not So Deep Dive
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Jul 15, 2021 |
How We Value Risk vs. Reward
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Jul 13, 2021 |
Duolingo (DUOL) | Deep Dive
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Jul 11, 2021 |
Walmart (WMT) | Deep Dive
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Jul 08, 2021 |
Limbic Capitalism - SinStockPapi
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Jul 06, 2021 |
Roku (ROKU) | Deep Dive
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Jul 04, 2021 |
Global-E Online (GLBE) | Deep Dive
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Jul 01, 2021 |
Clean Energy Investing - Maxx Chatsko
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Jun 29, 2021 |
Evolus (EOLS) | Deep Dive
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Jun 27, 2021 |
Ubiquiti (UI) | Deep Dive
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Jun 24, 2021 |
Spotify & The Audio Opportunity - Sleepwell Capital
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Jun 22, 2021 |
PayPal (PYPL) | Deep Dive
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Jun 20, 2021 |
SharpSpring (SHSP) | Deep Dive
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Jun 17, 2021 |
Micro Bubbles & Meme Stocks - Jamie Powell
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Jun 15, 2021 |
AppHarvest (APPH) | Deep Dive
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Jun 13, 2021 |
Corsair (CRSR) | Deep Dive
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Jun 10, 2021 |
How We Value a Business
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Jun 08, 2021 |
Vimeo (VMEO) | Deep Dive
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Jun 06, 2021 |
Formula One (FWONA) | Deep Dive
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Jun 03, 2021 |
Roku, Fubo, & ConnectedTV - Rick Munarriz
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Jun 01, 2021 |
UiPath (PATH) | Deep Dive
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May 30, 2021 |
CarParts.com (PRTS) | Deep Dive
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May 27, 2021 |
Coupang, Sea Limited, & Investing in Southeast Asia - Eugene Ng
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May 25, 2021 |
Wish (WISH) | Deep Dive
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May 23, 2021 |
GoodRx (GDRX) | Deep Dive
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May 20, 2021 |
Top 10 Moats of All Time
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May 18, 2021 |
Afterpay (APT) | Deep Dive
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May 16, 2021 |
Embracer Group (EMBRACB) | Deep Dive
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May 13, 2021 |
Anirban Mahanti - Cloud Adoption & Capitalism Without Capital
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May 11, 2021 |
Grab (GRAB) | Deep Dive
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May 09, 2021 |
Jumia (JMIA) | Deep Dive
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May 06, 2021 |
Jake Taylor - A Call From Munger & the Role of Solitude
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May 04, 2021 |
ThredUp (TDUP) | Deep Dive
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May 02, 2021 |
Squarespace (SQSP) | Deep Dive
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Apr 29, 2021 |
Jon Bathgate - Optionality & Resiliency
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Apr 27, 2021 |
Coupang (CPNG) | Deep Dive
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Apr 25, 2021 |
Poshmark (POSH) | Deep Dive
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Apr 22, 2021 |
Mohawk Group - Asher Delug, Sean Emory, and Jonah Lupton
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Apr 20, 2021 |
Coursera (COUR) | Deep Dive
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Apr 18, 2021 |
Pinterest (PINS) | Deep Dive
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Apr 15, 2021 |
Autodesk, Procore, and Avid Technology with Luis Sanchez
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Apr 13, 2021 |
Olo (OLO) | Deep Dive
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Apr 11, 2021 |
GoPro (GPRO) | Deep Dive
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Apr 08, 2021 |
John Rotonti - Rethinking Value
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Apr 06, 2021 |
Danaher (DHR) | Deep Dive
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Apr 04, 2021 |
Farfetch (FTCH) | Deep Dive
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Apr 01, 2021 |
Jim Gillies - Sin Stocks, Bubbles, & RCI Hospitality
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Mar 30, 2021 |
Upstart (UPST) | Deep Dive
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Mar 28, 2021 |
Five Below (FIVE) | Deep Dive
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Mar 25, 2021 |
Investment Roundtable with Ian and Brad
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Mar 23, 2021 |
Callaway (ELY) | Deep Dive
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Mar 21, 2021 |
Redfin (RDFN) | Deep Dive
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Mar 18, 2021 |
Todd Wenning | Investment Philosophy
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Mar 16, 2021 |
Ping Identity (PING) | Deep Dive
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Mar 14, 2021 |
Revolve Group (RVLV) | Deep Dive
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Mar 11, 2021 |
Francisco Olivera & TSOH | Spotify
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Mar 09, 2021 |
Tattooed Chef (TTCF) | Deep Dive
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Mar 07, 2021 |
Evolution Gaming (EVO) | Deep Dive
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Mar 04, 2021 |
Investment Talk | Matchgroup & PayPal
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Mar 02, 2021 |
Seven & I (SVNDF) | Fundamental Analysis
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Feb 28, 2021 |
Palantir (PLTR) | Deep Dive
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Feb 25, 2021 |
Auri Hughes | Ferrari & Etsy
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Feb 23, 2021 |
Myomo (MYO) | Fundamental Analysis
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Feb 21, 2021 |
Avalara (AVLR) | Deep Dive
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Feb 18, 2021 |
Twitter Spaces vs. Clubhouse
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Feb 16, 2021 |
Activision Blizzard (ATVI) | Fundamental Analysis
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Feb 14, 2021 |
Mohawk Group (MWK) | Deep Dive
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Feb 11, 2021 |
Brad Freeman | Boeing & SoFi
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Feb 09, 2021 |
Wix.com (WIX) | Fundamental Analysis
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Feb 07, 2021 |
IZEA Worldwide (IZEA) | Deep Dive
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Feb 04, 2021 |
Myles Udland | WallStreetBets & Buffett Legacy
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Feb 02, 2021 |
Box (BOX) | Fundamental Analysis
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Jan 31, 2021 |
InterActive Corp (IAC) | Deep Dive
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Jan 28, 2021 |
Kyler Hasson | Google & Charter Communications
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Jan 26, 2021 |
Naked Wines (WINE) | Fundamental Analysis
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Jan 24, 2021 |
Bumble (BMBL) | Deep Dive
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Jan 21, 2021 |
Francine McKenna | Accounting Matters
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Jan 19, 2021 |
Airbnb (ABNB) | Fundamental Analysis
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Jan 17, 2021 |
FuboTV (FUBO) | Deep Dive
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Jan 14, 2021 |
Nick Sciple | Online Dating & Gaming
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Jan 12, 2021 |
Dropbox (DBX) | Fundamental Analysis
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Jan 10, 2021 |
American Eagle (AEO) | Deep Dive
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Jan 07, 2021 |
2021 Predictions
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Jan 05, 2021 |
Matt Cochrane | Square (SQ)
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Dec 25, 2020 |
Ian Gray | Acuity (ACUIF)
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Dec 24, 2020 |
Brett Schafer | Altria (MO)
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Dec 23, 2020 |
Trevor Muchedzi | Cellink (CLLKF)
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Dec 22, 2020 |
Buck Hartzell | Boston Omaha (BOMN)
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Dec 21, 2020 |
Ryan Reeves | Peloton (PTON)
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Dec 20, 2020 |
Gannon Breslin | Advanced Micro Devices (AMD)
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Dec 19, 2020 |
Rihard Jarc | Pinterest (PINS)
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Dec 18, 2020 |
Emily Flippen | Planet 13 (PLNHF)
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Dec 17, 2020 |
Chris Seifel | Unity (U)
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Dec 16, 2020 |
Austin Lieberman | BioLife Solutions (BLFS)
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Dec 15, 2020 |
Steve Symington | Retail Opportunity Investments Corp (ROIC)
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Dec 14, 2020 |
Simon Erickson | Snowflake (SNOW)
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Dec 13, 2020 |
Dan Kline | Target (TGT)
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Dec 12, 2020 |
Aaron Edelheit | La Française des Jeux (FDJ)
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Dec 11, 2020 |
Dhaval Kotecha | The Trade Desk (TTD)
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Dec 10, 2020 |
Maxx Chatsko | Fate Therapeutics (FATE)
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Dec 09, 2020 |
Cam Iadeluca | Alteryx (AYX)
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Dec 08, 2020 |
Francisco Olivera | Altice USA (ATUS)
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Dec 07, 2020 |
David Polansky | Par Technology (PAR)
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Dec 06, 2020 |
Growth to Value | Sea Limited (SE)
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Dec 05, 2020 |
Jim Gillies | Nelnet (NNI)
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Dec 04, 2020 |
Sean Emory | Capri Holdings (CPRI)
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Dec 03, 2020 |
Brian Feroldi | Autodesk (ADSK)
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Dec 02, 2020 |
Jason Moser | Ansys (ANSS)
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Dec 01, 2020 |
Magnite (MGNI) | Fundamental Analysis
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Nov 29, 2020 |
Roblox | Deep Dive
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Nov 26, 2020 |
Lawrence Hamtil: Boring Businesses & Exciting Returns
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Nov 24, 2020 |
StonCo (STNE) | Fundamental Analysis
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Nov 22, 2020 |
Digital Turbine (APPS) | Deep Dive
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Nov 19, 2020 |
Cybersecurity & Edge Computing with Muji @ Hhhypergrowth
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Nov 17, 2020 |
Peloton (PTON) | Fundamental Analysis
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Nov 15, 2020 |
Opendoor (IPOB) | Deep Dive
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Nov 12, 2020 |
Teladoc & Livongo with Richard Chu
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Nov 10, 2020 |
nCino (NCNO) | Fundamental Analysis
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Nov 08, 2020 |
Skillz (FEAC) | Deep Dive
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Nov 05, 2020 |
PAR Technology (PAR) | Fundamental Analysis
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Nov 01, 2020 |
Blackline (BL) | Deep Dive
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Oct 29, 2020 |
Airbnb, Zillow & Telemedicine with 7 Investing
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Oct 27, 2020 |
Goodfood Market Corp | Fundamental Analysis
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Oct 25, 2020 |
Charles Schwab (SCHW) | Deep Dive
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Oct 22, 2020 |
Roku, Zoom, & Fastly with Beth Kindig
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Oct 20, 2020 |
Lightspeed (LSPD) | Fundamental Analysis
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Oct 18, 2020 |
Lemonade (LMND) | Deep Dive
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Oct 15, 2020 |
Gaming & Gambling with Will Hershey
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Oct 13, 2020 |
Fundamental Analysis: AutoDesk (ADSK)
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Oct 11, 2020 |
Deep Dive: Fiverr (FVRR)
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Oct 08, 2020 |
Alteryx, Slack, and Data Analytics with KermitCapital
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Oct 06, 2020 |
Fundamental Analysis: Sony (SNE)
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Oct 04, 2020 |
Deep Dive: Unity Software (U)
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Oct 01, 2020 |
The Science of Hitting & Matt Cochrane: Banks, Big Tech, and CTV
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Sep 29, 2020 |
Fundamental Analysis: Stitch Fix (SFIX)
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Sep 27, 2020 |
Deep Dive: Nintendo (NTDOY)
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Sep 24, 2020 |
Fastly, Snowflake, & Elastic with Tim Beyers
|
Sep 22, 2020 |
China Trouble & Facebook E-Commerce
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May 26, 2020 |
Fundamental Analysis: Spotify (SPOT)
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May 24, 2020 |
18 Month Update of Hypo Capital
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May 21, 2020 |
Fundamental Analysis: PluralSight (PS)
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May 21, 2020 |
Brett Bivens; Audio & Ambient Media
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May 19, 2020 |
Fundamental Analysis: Trupanion (TRUP)
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May 17, 2020 |
Fundamental Analysis: Medallia (MDLA)
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May 14, 2020 |
Steve Symington; Boston Omaha, Nutanix, & Disney
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May 12, 2020 |
Fundamental Analysis: Wrap Technologies (WRTC)
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May 10, 2020 |
Fundamental Analysis: Bandwidth Inc. (BAND)
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May 07, 2020 |
Brian Feroldi; Pinterest, Semler, & an Investing Checklist
|
May 05, 2020 |
Fundamental Analysis: Red Violet (RDVT)
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May 03, 2020 |
Fundamental Analysis: AT&T (T)
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Apr 30, 2020 |
Justin Castelli & the RIA Industry
|
Apr 28, 2020 |
Fundamental Analysis: Airbus (AIR.PA)
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Apr 26, 2020 |
Fundamental Analysis: Netflix (NFLX)
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Apr 23, 2020 |
The Great Oil Crisis of 2020
|
Apr 21, 2020 |
17 Month Update of Hypo Capital
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Apr 20, 2020 |
Fundamental Analysis: Shopify (SHOP)
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Apr 19, 2020 |
Fundamental Analysis: Wendy's (WEN)
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Apr 16, 2020 |
TeslaCharts & the Bear Thesis
|
Apr 14, 2020 |
Fundamental Analysis: LiveRamp Holdings (RAMP)
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Apr 12, 2020 |
Fundamental Analysis: Real Real (REAL)
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Apr 09, 2020 |
The Luckin Coffee Scandal
|
Apr 07, 2020 |
WallStreetBets founder Jaime Rogozinski
|
Mar 03, 2020 |
Spotify Trailer
|
Feb 23, 2020 |
Fundamental Analysis of McDonald's
|
Feb 07, 2019 |
President and Co-founder of Coast Group of Companies Shawn Hoban
|
Dec 04, 2018 |