745 Episodes

  1. Is Blackstone a Misunderstood Compounder? With John Rotonti (Ticker: BX)

    Published: 15/12/2022
  2. GoDaddy (GDDY) Not So Deep Dive

    Published: 13/12/2022
  3. Investing Power Hour #36: Holiday Spending Data, $TSM Bets Big on AZ, BREIT Halts Redemptions

    Published: 11/12/2022
  4. Does Pacifico Airports Have an Impenetrable Moat? (Ticker: PAC) with Ian Bezek

    Published: 8/12/2022
  5. MercadoLibre (Ticker: MELI) Not So Deep Dive

    Published: 6/12/2022
  6. Why We Own Autodesk (Ticker: ADSK)

    Published: 5/12/2022
  7. Investing Power Hour #35: Why Isn't SBF In Jail? JPM State of the Cloud, Housing Impact on Inflation

    Published: 4/12/2022
  8. Why Digital Turbine is a Competitively Advantaged Ad Platform With Fundasy Investor (Ticker: APPS)

    Published: 1/12/2022
  9. PTC (Ticker: PTC) Not So Deep Dive

    Published: 29/11/2022
  10. Investing Power Hour #34: Iger Is Back at Disney, October Retail Trends, Amazon Losses at Alexa

    Published: 27/11/2022
  11. Leatt Corporation (Ticker: LEAT) with Deep Sail Capital

    Published: 24/11/2022
  12. Procore (Ticker: PCOR) Not So Deep Dive

    Published: 22/11/2022
  13. Investing Power Hour #33: What is Buffett Buying? Masa Son Full Tilt, TCI Letter to Alphabet

    Published: 20/11/2022
  14. Zoom Video Is More Than Just Virtual Meetings, With Sean Emory (Ticker: ZM)

    Published: 17/11/2022
  15. Bentley Systems (Ticker: BSY) Not So Deep Dive

    Published: 15/11/2022
  16. Investing Power Hour #32: FTX Collapse, $ADYEN CEO Letter, Graham & Dodd Annual Breakfast

    Published: 13/11/2022
  17. Why eDreams Is Winning in European Travel (Ticker: EDR) with Chadd Garcia

    Published: 10/11/2022
  18. ANSYS (Ticker: ANSS) Not So Deep Dive

    Published: 8/11/2022
  19. Investing Power Hour #31: Q3 Earnings Season, Betting on Cloud, What Price is $META a Buy?

    Published: 6/11/2022
  20. Is IAC Undervalued? With Ramneek Kundra (Ticker: IAC)

    Published: 3/11/2022

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A podcast helping you find your next great investment. Episodes out Wednesday and Friday mornings. Hosted by Ryan Henderson and Brett Schafer.

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