![Podcast cover](https://cdn-images.owltail.com/200x/jpg/aHR0cHM6Ly9kM3Qzb3pmdG1kbWgzaS5jbG91ZGZyb250Lm5ldC9zdGFnaW5nL3BvZGNhc3RfdXBsb2FkZWRfbm9sb2dvLzQ4MjgzNTMvNWU4YTQ0NTdkNTU5ODg1YS5wbmc=.jpg)
Ep. 93 - Paul Andreola: Finding Your Niche
Ep. 93 - Paul Andreola: Finding Your Niche
In this conversation we cover: - Paul's background - How he uses the CANSLIM method in Canadian microcaps - His criteria... Read more
14 Feb 2023
•
38mins
![Podcast cover](https://cdn-images.owltail.com/200x/jpg/aHR0cHM6Ly9kM3Qzb3pmdG1kbWgzaS5jbG91ZGZyb250Lm5ldC9zdGFnaW5nL3BvZGNhc3RfdXBsb2FkZWRfbm9sb2dvLzQ4MjgzNTMvNWU4YTQ0NTdkNTU5ODg1YS5wbmc=.jpg)
Ep. 92 - The Launch of Infuse
Ep. 92 - The Launch of Infuse
Disclaimer: Must be accredited to become an limited partner. Below are the links and resources mentioned in the episod... Read more
21 Jul 2022
•
45mins
![Podcast cover](https://cdn-images.owltail.com/200x/jpg/aHR0cHM6Ly9kM3Qzb3pmdG1kbWgzaS5jbG91ZGZyb250Lm5ldC9zdGFnaW5nL3BvZGNhc3RfdXBsb2FkZWRfbm9sb2dvNDAwLzQ4MjgzNTMvNGM1ODA2N2E4YmZiNTNmMi5wbmc=.jpg)
Ep. 91 - Tyler Okland: The Asymmetry of Opendoor
Ep. 91 - Tyler Okland: The Asymmetry of Opendoor
In this conversation we cover: - why Opendoor is Tyler's largest personal holding - the market dynamics of ibuying - the... Read more
9 Mar 2022
•
41mins
![Podcast cover](https://cdn-images.owltail.com/200x/jpg/aHR0cHM6Ly9kM3Qzb3pmdG1kbWgzaS5jbG91ZGZyb250Lm5ldC9zdGFnaW5nL3BvZGNhc3RfdXBsb2FkZWRfbm9sb2dvNDAwLzQ4MjgzNTMvNGM1ODA2N2E4YmZiNTNmMi5wbmc=.jpg)
Ep. 90 - Yaron Naymark: KKR & the PE Landscape
Ep. 90 - Yaron Naymark: KKR & the PE Landscape
In this conversation we cover: - Yaron's investment philosophy - why he is bullish on KKR - an overview of the private e... Read more
4 Mar 2022
•
48mins
![Podcast cover](https://cdn-images.owltail.com/200x/jpg/aHR0cHM6Ly9kM3Qzb3pmdG1kbWgzaS5jbG91ZGZyb250Lm5ldC9zdGFnaW5nL3BvZGNhc3RfdXBsb2FkZWRfbm9sb2dvNDAwLzQ4MjgzNTMvNGM1ODA2N2E4YmZiNTNmMi5wbmc=.jpg)
Ep. 89 - Georg Krijgh: Investing in the Future
Ep. 89 - Georg Krijgh: Investing in the Future
In this conversation we cover: - The Guardian Fund's strategy - Why Shopify has been a huge winner for Georg's fund - Wh... Read more
15 Feb 2022
•
55mins
![Podcast cover](https://cdn-images.owltail.com/200x/jpg/aHR0cHM6Ly9kM3Qzb3pmdG1kbWgzaS5jbG91ZGZyb250Lm5ldC9zdGFnaW5nL3BvZGNhc3RfdXBsb2FkZWRfbm9sb2dvNDAwLzQ4MjgzNTMvNGM1ODA2N2E4YmZiNTNmMi5wbmc=.jpg)
Ep. 88 - Nick Dennis Pt. 2: What Investors Can Learn from Traders
Ep. 88 - Nick Dennis Pt. 2: What Investors Can Learn from Traders
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 ... Read more
28 Jan 2022
•
1hr 4mins
![Podcast cover](https://cdn-images.owltail.com/200x/jpg/aHR0cHM6Ly9kM3Qzb3pmdG1kbWgzaS5jbG91ZGZyb250Lm5ldC9zdGFnaW5nL3BvZGNhc3RfdXBsb2FkZWRfbm9sb2dvNDAwLzQ4MjgzNTMvNGM1ODA2N2E4YmZiNTNmMi5wbmc=.jpg)
Ep. 87 - Joe Frankenfield Pt. 2: GDRX and RDFN
Ep. 87 - Joe Frankenfield Pt. 2: GDRX and RDFN
You can find more on Joe here: https://twitter.com/SagaPartners In this conversation we cover: - deep dives into GoodRx... Read more
15 Dec 2021
•
1hr 20mins
![Podcast cover](https://cdn-images.owltail.com/200x/jpg/aHR0cHM6Ly9kM3Qzb3pmdG1kbWgzaS5jbG91ZGZyb250Lm5ldC9zdGFnaW5nL3BvZGNhc3RfdXBsb2FkZWRfbm9sb2dvNDAwLzQ4MjgzNTMvNGM1ODA2N2E4YmZiNTNmMi5wbmc=.jpg)
Ep. 86 - Scott Bennett: Follow the Big Money
Ep. 86 - Scott Bennett: Follow the Big Money
In this conversation we cover: - Scott's process for following billion-dollar funds - Some interesting names that have ... Read more
1 Nov 2021
•
39mins
![Podcast cover](https://cdn-images.owltail.com/200x/jpg/aHR0cHM6Ly9kM3Qzb3pmdG1kbWgzaS5jbG91ZGZyb250Lm5ldC9zdGFnaW5nL3BvZGNhc3RfdXBsb2FkZWRfbm9sb2dvLzQ4MjgzNTMvNWU4YTQ0NTdkNTU5ODg1YS5wbmc=.jpg)
Ep. 85 - Brian Dress Pt. 2: CRWD & NVDA
Ep. 85 - Brian Dress Pt. 2: CRWD & NVDA
In this conversation we cover: - Left Brian's 5 criteria for finding great companies - Crowdstrike - Nvidia - and much ... Read more
27 Jul 2021
•
34mins
![Podcast cover](https://cdn-images.owltail.com/200x/jpg/aHR0cHM6Ly9kM3Qzb3pmdG1kbWgzaS5jbG91ZGZyb250Lm5ldC9zdGFnaW5nL3BvZGNhc3RfdXBsb2FkZWRfbm9sb2dvLzQ4MjgzNTMvNWU4YTQ0NTdkNTU5ODg1YS5wbmc=.jpg)
Ep. 84 - Marcelo Lima Pt. 2: Lemonade (LMND)
Ep. 84 - Marcelo Lima Pt. 2: Lemonade (LMND)
You can find more information about Marcelo here: https://www.hellerhs.com/blog In this conversation we cover: - why Ma... Read more
6 Jul 2021
•
50mins