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...

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 and NVDA, 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 in...

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: ME...

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!...

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...

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:  * 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, ple...

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...

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...

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 leaving us a...

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...

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...

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!...

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 mo...