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: ⁠Investing City⁠ Twitter: ⁠RyanReeves_⁠ Or feel free to email us...

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! 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 places: ⁠Premium Research⁠ Website:...

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 - Cloudflare - Palo Alto Networks - Fortinet - Okta - Cyberark - ZScaler -...

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 valuable, please consider leaving us a ⁠review⁠ as it will help more...

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: - Nvidia - AMD - TSMC - Broadcom - Microsoft - Google - Amazon - Marvell - Micron -...

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 at [email protected] Again, we really appreciate that...

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 at [email protected] Again, we really appreciate that you...

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 at [email protected] Again, we really appreciate that...

We're baaaack! We're re-launching the podcast and to kick it off, we're replaying some of our most popular episodes. Get ready for weekly episodes! 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 ...

In this conversation we cover: - Paul's background - How he uses the CANSLIM method in Canadian microcaps - His criteria for picking stocks - Why low volume stocks are enticing - How he manages his time - What it takes to be a successful 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 content by...

Disclaimer: Must be accredited to become an limited partner.  Below are the links and resources mentioned in the episode: 1. The full slide deck: https://drive.google.com/file/d/1buuEI123WigFijrtzh_wXSAxd86Bae0v/view?usp=sharing 2. The post about our process here: https://www.infuse-am.com/post/our-investment-process 3. The website: https://www.infuse-am.com 4. And here is my email: [email protected]

In this conversation we cover: - why Opendoor is Tyler's largest personal holding - the market dynamics of ibuying - the competitive landscape for Opendoor - the future optionality of the company - the main risks for Opendoor 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: ...

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! 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:...

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! 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:...

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

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 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:...

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 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: ...

In this conversation we cover: - Left Brian's 5 criteria for finding great companies - Crowdstrike - Nvidia - 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: Premium Research Website: https://www.investingcity.org YouTube: Investing City Twitter:...

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! 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 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! 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...

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! 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...

In this conversation we cover: - a recent IPO, Upstart - the business/how it makes money - competitors - investment runway - financials - management - 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: Premium Research Website:...

In this conversation we cover: - Robert's background at a few investment firms - The Compound Kings investment philosophy - Why Robert thinks gross profit - sales & marketing is a great metric - Why cash flow is so important - And much more! You can check out the ETF here: https://kngsetf.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! You can find...