The Investing City Podcast

In this conversation, we cover:  - how Ralph thinks about hidden champions - what pesto taught him about moats - the standard required for huge concentration - how Ralph does scuttlebutt - how his operating experiences have helped him become a better investor - and much more! You can find Ralph's blog here to learn more about him and his process. Thank you so much for listening, we really apprecia...

In this conversation, we cover:  - how Sustainable growth has 8 ten baggers - lessons from Mastercard - overviews of big winners like Pro Medicus and Wisetech Global - many other companies like MELI, NVDA, FICO, etc 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 awe...

You can find Rodrigo on X here . In this conversation, we cover:  Tankers Small banks Coal Healthcare (TMDX, EW) Shorting Macro How to break down a sector from scratch 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...

You can learn more about Naavik here . In this conversation, we cover:  - Gaming industry size: $180 billion - Mobile half of that and then 50/50 console/pc - Large players in the industry (AAPL, GOOGL, SONY, NINTENDO, MSFT, ATVI, TTWO, EA, RBLX) - Future of gaming and the evolution over the last few years - Roblox and user-generated platforms - Aaron's 5 biggest personal portfolio positions:...

In this conversation, we cover:  Background Philosophy The level of pain felt during your investing life relates to the extent of your understand of the value of the businesses you own Reysas Intellego  Life insights 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'r...

In this conversation, we cover:  - The story behind the name Arauca - Jean Philippe's strategy including an interesting part on barbelling - Shelly Group and its free optionality You can learn more about Jean Philippe and Arauca Capital 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 p...

Thank you so much for listening, we really appreciate you. We're trying something a little different today. I'll be reading our latest Business Breakdown on AppLovin' and then giving my thoughts on the company. You can check out the written version here: https://www.business-breakdowns.com/p/applovin If you have found this valuable, please consider leaving us a ⁠review⁠ as it will help...

In this conversation, we cover:  Ryan’s strategy of stacking his roster of companies Why America will need more electricity and natural gas Game unchangers The power of quantitative force-ranking Why he observes and tries to not have opinions on where the market is headed And so much more! Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider l...

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...

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...

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 leav...

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...

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. 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...

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. If you have found this valuable, please consider leaving us a ⁠review⁠ as it will help more p...

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. If you have found this valuable, please consider leaving us a...

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 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 appre...

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 : ⁠Inves...

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 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 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 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 plac...

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 - Sent...

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 Thank you so much for listening, we really appreciate you. If you have found this valuabl...

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: -...

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 a...

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 a...