The Investing City Podcast

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...

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 fou...

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...

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 mor...

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...

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! Y...

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...

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 port...

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

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! Thank you so much for listening, we really appreciate you. If you have found this valuable, pl...

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

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  Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as...

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 spectr...

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 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! Thank...

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 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 awes...

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! 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 he...

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! 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 con...

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

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 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 con...

Fred Liu is the Managing Director of Hayden Capital. 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: in...

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 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 in...

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. 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 mor...

Check Travis out on Twitter: @travisdevitt 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_ci...

You can find more about Nick and Sure Dividend [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:...

Simon Erickson started a service at the Motley Fool called Explorer. Follow him on Twitter for some great 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're awesome! You can find more information and content by going to these places: Premium Research Website: ht...