The Investing City Podcast

In this conversation, we cover:  - how Sustainable growth has 8 ten baggers - lessons from Mastercard - overviews of big winners like Pro Medicus and Wisetech Global - many other companies like MELI, NVDA, FICO, etc 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 here.  Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions! To listen to more episodes, you can find them ⁠here⁠. Disclaimer: Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents.  Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes.  The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment.  The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws.

You can find Rodrigo on X here. In this conversation, we cover:  Tankers Small banks Coal Healthcare (TMDX, EW) Shorting Macro How to break down a sector from scratch 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 here.  Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions! To listen to more episodes, you can find them ⁠here⁠. Disclaimer: Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents.  Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes.  The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment.  The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws.

You can learn more about Naavik here. In this conversation, we cover:  - Gaming industry size: $180 billion - Mobile half of that and then 50/50 console/pc - Large players in the industry (AAPL, GOOGL, SONY, NINTENDO, MSFT, ATVI, TTWO, EA, RBLX) - Future of gaming and the evolution over the last few years - Roblox and user-generated platforms - Aaron's 5 biggest personal portfolio positions: MELI, AMZN, NFLX, SHOP, BRKA 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 here.  Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions! To listen to more episodes, you can find them ⁠here⁠. Disclaimer: Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents.  Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes.  The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment.  The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws.

In this conversation, we cover:  Background Philosophy The level of pain felt during your investing life relates to the extent of your understand of the value of the businesses you own Reysas Intellego  Life insights 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 here.  Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions! To listen to more episodes, you can find them ⁠here⁠. Disclaimer: Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents.  Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes.  The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment.  The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws.

In this conversation, we cover:  You can learn more about Jean Philippe and Arauca Capital here. 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 here.  Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions! To listen to more episodes, you can find them ⁠here⁠. Disclaimer: Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents.  Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes.  The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment.  The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws.

Thank you so much for listening, we really appreciate you. We're trying something a little different today. I'll be reading our latest Business Breakdown on AppLovin' and then giving my thoughts on the company. You can check out the written version here: https://www.business-breakdowns.com/p/applovin 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 here.  Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions! To listen to more episodes, you can find them ⁠here⁠. Disclaimer: Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents.  Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes.  The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment.  The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws.

In this conversation, we cover:  Ryan's strategy of stacking his roster of companies Why America will need more electricity and natural gas Game unchangers The power of quantitative force-ranking Why he observes and tries to not have opinions on where the market is headed And so 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 here.  Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions! To listen to more episodes, you can find them ⁠here⁠. Disclaimer: Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents.  Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes.  The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment.  The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws.

In this conversation, we cover:  Why StockNovice pays close attention to trends in primary and secondary metrics for each of his businesses TransMedics and how he was able to hang on through volatility Some details on position sizing and rules around that 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 here.  Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions! To listen to more episodes, you can find them ⁠here⁠. Disclaimer: Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents.  Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes.  The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment.  The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws.

You can follow Fundasy Investor here. In this conversation, we cover:  Will's investment philosophy Why Kinsale is an especially interesting company A mini masterclass in the insurance sector 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 here.  Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions! To listen to more episodes, you can find them ⁠here⁠. Disclaimer: Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents.  Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes.  The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment.  The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws.

You can follow Mark on X here. In this conversation, we cover:  - how in every business, there is a "tastes like chicken" layer - why marketing and accounting are underrated business functions - why business transparency can lead to healthy company cultures - 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 here.  Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions! To listen to more episodes, you can find them ⁠here⁠. Disclaimer: Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents.  Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes.  The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment.  The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws.

You can find Ian on X here and apply to Microcap Club here. In this conversation, we cover:  Ian's philosophy Top down: Good story, scarcity (1/1), tailwind, undiscovered  Bottom up: Fort Knox balance sheet, profitable, cash flow, could grow through recession, valuation 2x over 3 years) Ian's edge with personal management relationships Why investors' main job is getting to the truth quicker  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 here.  Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions! To listen to more episodes, you can find them ⁠here⁠. Disclaimer: Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents.  Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes.  The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment.  The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws.

In this conversation, we cover:  how Andrew Martin has been able to crush the market the filters Andrew uses to sort small/micro cap stocks some examples including Shelly Group, McCoy Global, and Cyviz 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 here.  Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions! To listen to more episodes, you can find them ⁠here⁠. Disclaimer: Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents.  Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes.  The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment.  The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws.

In this conversation, we cover:  - the medtech approval process - why reimbursement is so important - many case studies of small cap medtech companies including: Masimo, Avita Medical, Stereotaxis, Iridex, Staar Surgical, NovoCure, Myomo,  Delcath 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 here.  Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions! To listen to more episodes, you can find them ⁠here⁠. Disclaimer: Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents.  Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes.  The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment.  The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws.

In this conversation, we cover:  - how Drowsy's grandfather held Coca-Cola for 50 years - Drowsy's top investments (NVDA, MELI, CRWD, AMZN, TTD, MSFT, etc) - how time is the friend of conviction - there may even be some small appearances from his son in the background

You can follow Brent on X here and find out more about Permanent Equity here. In this conversation, we cover:  - why Brent loves finding niches - the hygiene layer of business - what types of questions Brent asks when assessing a business - some examples from Permanent Equity's 15 company portfolio - why an owner moat might be a bad thing 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 here.  Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions! To listen to more episodes, you can find them ⁠here⁠. Disclaimer: Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents.  Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes.  The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment.  The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws.

You can find Brad on X here and find his newsletter here. In this conversation, we cover:  - Brad's investment philosophy of finding companies that have to do less work per customer - Nubank's investment case - Differences between Nu and SoFi - How Brad doubled down on Meta - Some other companies like Crowdstrike, SentinelOne, and Duolingo. 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 here.  Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions! To listen to more episodes, you can find them ⁠here⁠. Infuse Partners LP and Investing City Inc. maintain positions in Nu Holdings. Disclaimer: Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents.  Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes.  The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment.  The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws.

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 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! To listen to more episodes, you can find them ⁠here⁠. Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents.  Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes.  The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment.  The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws.

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 to these places: ⁠Premium Research⁠ Website: ⁠https://www.investingcity.org⁠ YouTube: ⁠Investing City⁠ Twitter: ⁠RyanReeves_⁠ 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! To listen to more episodes, you can find them ⁠here⁠. Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents.  Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes.  The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment.  The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws.

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: ⁠https://www.investingcity.org⁠ YouTube: ⁠Investing City⁠ Twitter: ⁠RyanReeves_⁠ 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! To listen to more episodes, you can find them ⁠here⁠. Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents.  Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes.  The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment.  The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws.

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 - Datadog You can learn more about Francis Odum here. 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 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! To listen to more episodes, you can find them ⁠⁠here⁠⁠.

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 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 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! To listen to more episodes, you can find them ⁠here⁠.

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 - ASML - Cadence - Synopsys You can learn more about Chris Zeoli and WingVC here. 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 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! To listen to more episodes, you can find them ⁠here⁠.

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 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! To listen to more episodes, you can find them ⁠here⁠.

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 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! To listen to more episodes, you can find them ⁠here⁠.

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 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! To listen to more episodes, you can find them ⁠here⁠.

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 YouTube: Investing City Twitter: RyanReeves_ 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! To listen to more episodes, you can find them here.

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 going to these places: Premium Research Website: https://www.investingcity.org YouTube: Investing City Twitter: RyanReeves_ 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!

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: ryan@infuse-am.com

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: Premium Research Website: https://www.investingcity.org YouTube: Investing City Twitter: RyanReeves_ 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: - 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: Investing City Twitter: RyanReeves_ 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! 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 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! 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 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 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 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 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 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! 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 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! 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 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 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!

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 places: Premium Research: https://www.investingcity.org/subscriptions 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!

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: 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!

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 more information by going to these sources: 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!

In this conversation we cover: DoorDash, DoorDash and more DoorDash. I would like to start bringing more guests on to break down specific stocks. This was a really fun conversation and I learned a lot about the company. Enjoy! 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 find out more about Jonah through his Twitter profile. In this conversation we cover: - Jonah's background in investing - his investing style and philosophy - a melanoma-detecting patch company - an AI-underwriting company - an alternative to sleep apnea medical device - 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: 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 Nick Dennis here: https://anchorcapital.co.za/team/asset-management/ In this conversation we cover: - the difference between proxies and principles - how to think differently - why retail investors are underrated - Snap, Tesla and Sea Limited - 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: 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!

No guest this week, you're stuck with me :) I break down the most recent addition to the Dynasty portfolio. Check it out! You can find more details about the Dynasty Membership here: https://www.investingcity.org/subscriptions 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!

In this conversation, we cover Brian's checklist for finding quality companies. Part 1 of the checklist can be found here: https://twitter.com/BrianFeroldi/status/1324324314053791744?s=20 Part 2 here, The Gauntlet: https://twitter.com/BrianFeroldi/status/1324359239469588485?s=20 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 read Packy's 2-part series on Reliance [HERE] and [HERE].  https://notboring.substack.com/p/reliance-gateway-of-india In this conversation we cover: - Packy's process for writing the "Not Boring" newsletter - what is Reliance and why we should care - the history and future of Reliance - how Reliance could replicate Tencent's playbook   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!

Shownotes: - Bloomberg article referenced - Nintendo Annual Letter In this conversation we cover: - an amazing story about Ryan's grandfather - Crossroad Capital's strategy - why Ryan seeks out disconfirming evidence - the bull thesis for Nintendo - why the Nintendo bears are wrong 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 follow Richard on Twitter [HERE] and check out Saga [HERE]. In this conversation we cover: - how to supercharge your investing journey - how Richard went from never investing to a buyside position - the future of healthcare - why Livongo and Teladoc are a powerful combination - 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: 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!

Check out Peter's website at: softwarestackinvesting.com In this conversation we cover: - the origin of his blog - how his unique perspective enables him to invest in software stocks - his top three positions (listen to find out all of them

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! 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 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! 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!