The Investing City Podcast

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 ⁠⁠rev...

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 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 appreciat...

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 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 * Yo...

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 subscribe to Jeff's newsletter here: https://www.enerwrap.com/ Or follow him on X here: https://twitter.com/EnergyCredit1 * 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: * ⁠⁠Pr...

You can follow Investing Bear ⁠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...

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 valua...

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...

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: - Nvi...

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...

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...

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...

We have just a couple more replays before releasing our new episodes so stay tuned! 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.inves...

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...