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Copyright: © Ryan Reeves
In this conversation we cover:
- Yaron's investment philosophy
- why he is bullish on KKR
- an overview of the private equity landscape
- and much more!
You can find more information and content by going to these places:
Or feel free to email us at service@investingcity.org
Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!
In this conversation we cover:
- The Guardian Fund's strategy
- Why Shopify has been a huge winner for Georg's fund
- Why the cloud is one of Georg's favorite industries
- And much more!
You can find more information and content by going to these places:
Or feel free to email us at service@investingcity.org
Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!
Nick runs the Anchor Fund out of South Africa and he is one of the most open-minded investors I know. This podcast is a glimpse into his journey through technical analysis and what investors can learn from it.
In this conversation we cover:
- Nick's north star of returns
- What investors can learn from traders
- Why stop losses can actually be helpful
- and so much more!
You can find more information and content by going to these places:
Or feel free to email us at service@investingcity.org
Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!
You can find more on Joe here: https://twitter.com/SagaPartners
In this conversation we cover:
- deep dives into GoodRx and Redfin
- why both companies are interesting
You can find more information and content by going to these places:
Or feel free to email us at service@investingcity.org
Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!
In this conversation we cover:
- Scott's process for following billion-dollar funds
- Some interesting names that have come out of his research like Airbnb!
- A tale from Will Danoff, the manager of Fidelity's Contrafund
You can find more information and content by going to these places:
Or feel free to email us at service@investingcity.org
Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!
In this conversation we cover:
- Left Brian's 5 criteria for finding great companies
- Crowdstrike
- Nvidia
- and much more!
You can find more information and content by going to these places:
Or feel free to email us at service@investingcity.org
Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!
You can find more information about Marcelo here: https://www.hellerhs.com/blog
In this conversation we cover:
- why Marcelo was initially skeptical about Lemonade and how he formed conviction
- Lemonade's origin story
- why Lemonade is an interesting business
- the market opportunity
- and everything in between!
You can find more information and content by going to these places:
Or feel free to email us at service@investingcity.org
Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!
You can find James on Twitter here: https://twitter.com/TenebristGlobal
In this conversation we cover:
- James' background
- What he learned at ShawSpring partners as an early analyst and then Head of Research
- What ecosystem control is
- Carvana's competitive advantage and ecosystem control
- And much more!
You can find more information and content by going to these places:
Or feel free to email us at service@investingcity.org
Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!
In this conversation we cover:
- Ted's background at the Yale endowment and Protege Partners
- What he looks for in an investment manager
- How he invests his own money
- The genesis of the Capital Allocators podcast
- And much more!
You can find more information and content by going to these places:
Or feel free to email us at service@investingcity.org
Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!
In this conversation we cover:
- a recent IPO, Upstart
- the business/how it makes money
- competitors
- investment runway
- financials
- management
- and much more!
You can find more information and content by going to these places:
Or feel free to email us at service@investingcity.org
Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!
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