409 Épisodes

  1. Small and microcap investor Adam Wilk on coal $NRP, furniture $LEFUF and fire systems $APG| S07 E38

    Publié: 30/10/2025

  2. Winning Long-Term Games and Ergodicity with Author Luca Dellanna | S07 E36

    Publié: 23/10/2025

  3. SMB acquirer Colin King on Entrepreneurship-through-Acquisition and Search Funds | S07 E36

    Publié: 16/10/2025

  4. Excess Returns with Justin Carbonneau, Jack Forehand and Matt Zeigler | S07 E35

    Publié: 09/10/2025

  5. Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking | S07 E34

    Publié: 01/10/2025

  6. Liquid real assets with Will Thomson of Massif Capital; Natural gas, tungsten and tin | S07 E33

    Publié: 26/09/2025

  7. Intangible Value Investing Using AI + NLP with Kai Wu of Sparkline Capital | S07 E32

    Publié: 18/09/2025

  8. Unemployed Value Degen Stephen Farrington on small cap stocks $PTLO and $CROX | S07 E31

    Publié: 13/09/2025

  9. Investment Philosophers: Financial Lessons from the Great Thinkers with Ethan A. Everett | S07 E30

    Publié: 04/09/2025

  10. Microcap investor Jason Hirschman on his method, $XPEL and the Buffett salad oil scandal | S07 E29

    Publié: 28/08/2025

  11. Ben Kizemchuk on fiscal dominance, financial repression, passive flows and fiat currency | S07 E28

    Publié: 24/08/2025

  12. Eric Cinnamond on small cap value, inflation, tariffs, deficits, Mag 7, and AI cap ex | S07 E27

    Publié: 20/08/2025

  13. Magnetic Position Sensors $MELE, Promo Market $FOUR and Ingles $INMKT with Gwen Hofmeyr | S07 E26

    Publié: 09/08/2025

  14. Nick Maggiulli @dollarsanddata on the new economic classes in the US and The Wealth Ladder | S07 E25

    Publié: 31/07/2025

  15. Lowell Capital's Jim and Abigail Zimmerman on LNF.TO, LYTS, MACF.L, and IWG.L | S07 E24

    Publié: 24/07/2025

  16. Zeke Ashton on Buffett, the Post-Value Era, UnitedHealth $UNH and his Four Decision Factors| S07 E23

    Publié: 03/07/2025

  17. David Collum on gold, inflation, the Fed, rates, valuation, Shiller PE, deficits, platinum | S07 E22

    Publié: 26/06/2025

  18. Hidden gems in global small cap value $XPEL, $TRRVF and $JSCIF with Chris Waller | S07 E21

    Publié: 19/06/2025

  19. John Huber on the Magnificent 7, $COST, $GOOG, China, Small Caps and Small Banks | S07 E20

    Publié: 12/06/2025

  20. Rudy Havenstein, Senior Markets Commentator on the Fed, Housing and Markets | S07 E19

    Publié: 05/06/2025

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This is a podcast about finding undervalued stocks, deep value investing, hedge funds, shareholder activism, buyouts, and special situations. We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.

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