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Copyright: © Ryan Reeves
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!
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 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!
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 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
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:
- 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!
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:
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_city
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 learn more about Jeremy here: https://jdpcap.com/
In this conversation we cover:
Thank you so much for listening, we really appreciate you.
You can find more information and content by going to these places:
Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!
[Note - Investing City is NOT getting compensated by Left Brain.]
In this conversation we cover:
Thank you so much for listening, we really appreciate you.
You can find more information and content by going to these places:
Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!
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 portfolio
- a bunch of real-world examples
- 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 help more people find it! Thanks you're awesome!
You can find more information and content by going to these places:
Website: https://www.investingcity.org
YouTube: Investing City
Twitter: investing_city
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!
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 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:
Website: https://www.investingcity.org
YouTube: Investing City
Twitter: investing_city
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 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, 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:
Website: https://www.investingcity.org
YouTube: Investing City
Twitter: investing_city
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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