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The Investing City Podcast

The Investing City Podcast

By Ryan Reeves

The Investing City Podcast will help YOU improve at investing, business and life.


Join us as we we learn from some of the brightest business minds in the world.

If you want more free content, check out our website at: www.investingcity.org


Our goal at Investing City is to help people save time and boost investment returns.
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Currently playing episode

Ep. 89 - Georg Krijgh: Investing in the Future

The Investing City PodcastFeb 15, 2022

00:00
55:11
Ep. 100 - Francis Odum: Cybersecurity Sector

Ep. 100 - Francis Odum: Cybersecurity Sector

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:







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.

Mar 28, 202443:09
Ep. 99 - Doug O'Laughlin: Semiconductor Sector Part 2

Ep. 99 - Doug O'Laughlin: Semiconductor Sector Part 2

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:







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.

Mar 21, 202451:11
Ep. 98 - Chris Zeoli: Semiconductor Sector Part 1

Ep. 98 - Chris Zeoli: Semiconductor Sector Part 1

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:







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.

Mar 14, 202447:01
Ep. 97 - [Re-Launch Replay]: NZS Capital

Ep. 97 - [Re-Launch Replay]: NZS Capital

  • Thank you so much for listening, we really appreciate you.




You can find more information and content by going to these places:







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.

Mar 07, 202401:04:43
Ep. 96 - [Re-Launch Replay]: Geoff Gannon

Ep. 96 - [Re-Launch Replay]: Geoff Gannon

  • Thank you so much for listening, we really appreciate you.




You can find more information and content by going to these places:







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.

Feb 29, 202447:25
Ep. 95 - [Re-Launch Replay]: Bluegrass Capital Part 1 & 2

Ep. 95 - [Re-Launch Replay]: Bluegrass Capital Part 1 & 2

  • Thank you so much for listening, we really appreciate you.




You can find more information and content by going to these places:







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.

Feb 22, 202402:02:34
Ep. 94 - [Re-Launch Replay]: Brent Beshore

Ep. 94 - [Re-Launch Replay]: Brent Beshore

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.




You can find more information and content by going to these places:







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.

Feb 15, 202401:00:20
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 for picking stocks

- Why low volume stocks are enticing

- How he manages his time

- What it takes to be a successful investor


You can find more information and content by going to these places:

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!

Feb 14, 202338:29
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 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

Jul 21, 202245:02
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 competitive landscape for Opendoor

- the future optionality of the company

- the main risks for Opendoor


You can find more information and content by going to these places:

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!

Mar 09, 202241:02
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 equity landscape

- and much more!


You can find more information and content by going to these places:


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!

Mar 04, 202248:01
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

- Why the cloud is one of Georg's favorite industries

- And much more!


You can find more information and content by going to these places:

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!

Feb 15, 202255:11
Ep. 88 - Nick Dennis Pt. 2: What Investors Can Learn from Traders
Jan 28, 202201:04:02
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 and Redfin

- why both companies are interesting



You can find more information and content by going to these places:

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!

Dec 15, 202101:20:44
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 come out of his research like Airbnb!

- A tale from Will Danoff, the manager of Fidelity's Contrafund


You can find more information and content by going to these places:

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!

Nov 01, 202139:59
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 more!


You can find more information and content by going to these places:

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!

Jul 27, 202134:39
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 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:

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!

Jul 06, 202150:56
Ep. 83 - James Reynolds: Ecosystem Control

Ep. 83 - James Reynolds: Ecosystem Control

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:

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!

Jun 16, 202148:48
Ep. 82 - Ted Seides: Manager Fundamentals

Ep. 82 - Ted Seides: Manager Fundamentals

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!


You can find more information and content by going to these places:

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!

Apr 20, 202128:23
Ep. 81 - Upstart: A fintech disruptor

Ep. 81 - Upstart: A fintech disruptor

In this conversation we cover:

- a recent IPO, Upstart

- the business/how it makes money

- competitors

- investment runway

- financials

- management

- and much more!


You can find more information and content by going to these places:

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!

Apr 13, 202149:08
Ep. 80 - Robert Cantwell: Compound Kings

Ep. 80 - Robert Cantwell: Compound Kings

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:

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!

Apr 06, 202138:45
Ep. 79 - Secret Capital: All About DoorDash

Ep. 79 - Secret Capital: All About DoorDash

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!


You can find more information and content by going to these places:

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!

Feb 16, 202143:31
Ep. 78 - Jonah Lupton: High Growth + Small Market Cap

Ep. 78 - Jonah Lupton: High Growth + Small Market Cap

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:

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!

Feb 04, 202158:38
Ep. 77 - Nick Dennis: Open-Mindedness as an Edge

Ep. 77 - Nick Dennis: Open-Mindedness as an Edge

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:

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!

Dec 09, 202001:00:11
Ep. 76 - A Stock Thesis: Fiverr

Ep. 76 - A Stock Thesis: Fiverr

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:

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!

Nov 30, 202034:47
Ep. 75 - Brian Feroldi: The Quality Checklist

Ep. 75 - Brian Feroldi: The Quality Checklist

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:

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!

Nov 16, 202047:29
Ep. 74 - Packy McCormick: The Tencent of India

Ep. 74 - Packy McCormick: The Tencent of India

You can read Packy's 2-part series on Reliance [HERE] and [HERE].

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: 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!
Nov 02, 202043:46
Ep. 73 - Ryan O'Connor: Nintendo's Crossroads

Ep. 73 - Ryan O'Connor: Nintendo's Crossroads

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:

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!

Oct 21, 202001:08:13
Ep. 72 - Richard Chu: Healthcare Disruptor

Ep. 72 - Richard Chu: Healthcare Disruptor

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:

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!

Oct 15, 202001:00:50
Ep. 71 - Peter Offringa: Software Stack Investing

Ep. 71 - Peter Offringa: Software Stack Investing

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 😋)

- some unique resources he uses to research software

- and much, more 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:

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!

Oct 01, 202001:08:46
Ep. 70 - Ben Claremon: The Buffett List

Ep. 70 - Ben Claremon: The Buffett List

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:

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!

Sep 10, 202001:11:55
Ep. 69 - "Muji Hhhypergrowth": All About Edge Networks

Ep. 69 - "Muji Hhhypergrowth": All About Edge Networks

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:

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!

Aug 28, 202047:20
Ep. 68 - Eric Jensen Jr.: Variant Perception

Ep. 68 - Eric Jensen Jr.: Variant Perception

You can check out Eric's company, Antrim, [HERE]


In this conversation we cover:

- Eric's focus when analyzing a company

- why Eric is long Lemonade and Despagar

- why Eric is short Kinsale and TransDigm

- a lot of insights about the insurance and travel industries


  • 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:

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!

Aug 10, 202059:02
Ep. 67 - Osman Jen Pt. 2: Opportunity Knocks

Ep. 67 - Osman Jen Pt. 2: Opportunity Knocks

In this conversation we cover:


- some trades Osman made during the past few months

- why TJ Maxx and Popeyes are interesting businesses

- the difference between an opportunistic bet and a long term holding

- Tencent's investments

- and much, more more!


You can find more information and content by going to these places:

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!

Jul 27, 202036:40
Ep. 66 - Turner Novak: Predicting Competitive Advantage

Ep. 66 - Turner Novak: Predicting Competitive Advantage

In this conversation we cover: 

  • how Turner broke into venture capital 
  • what he looks for in early-stage investments 
  • where he thinks his edge is an example of making a VC investment 
  • his analysis on Snapchat 
  • 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!

Jul 13, 202046:28
Ep. 65 - Jeremy Deal: The Future of Advertising

Ep. 65 - Jeremy Deal: The Future of Advertising

You can learn more about Jeremy here: https://jdpcap.com/


In this conversation we cover:

  • the history and future of the advertising industry 
  • a bunch of companies that will benefit from this shift
  • you won't want to miss this one!


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 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!

Jun 29, 202001:19:05
Ep. 64 - Brian Dress: Left Brain Investing

Ep. 64 - Brian Dress: Left Brain Investing

[Note - Investing City is NOT getting compensated by Left Brain.]

In this conversation we cover:

  • “Looking for stocks that can double in 2-3 years”: superior businesses, non-cyclical with recurring revenue
  • Interest in Founder/CEOs with strong histories of responsible capital allocation
  • Emphasis on organic growth, acceleration in margins and/or revenue growth rates
  • Profitability on some metric: EBITDA, FCF, or CFO
  • Concentration: no more than 25-30 stocks
  • Examples of names we like, where we think there is plenty of upside over the coming quarters/years:
    • ROKU: We think the ad platform is a category disruptor
    • TTD: Fits alongside our ROKU thesis that programmatic advertising is taking hold
    • ZM: Yet another category leader, one we think could become a top 10 company over the coming years.  Explosive growth
    • NFLX: A bit larger than the others, but we see steady upside.  A name better suited to conservative investors than the others.  Strong profitability in EBITDA terms.
    • TDOC: Yet another category definer with telemedicine visits growing exponentially (92% in Q1 2020)
    • SPLK: Data analysis so crucial in the enterprise setting.  We like that SPLK makes data analysis accessible to non-pros.  Very high margins.


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 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!

Jun 15, 202043:43
Ep. 63 - NZS Capital: Complexity Investing

Ep. 63 - NZS Capital: Complexity Investing

If you want to learn more about Brad and Brinton and NZS Capital, check out their website. And this is the sign-up link to the SITALWeek newsletter I mentioned. 


In this conversation we cover:


- why Brad and Brinton have learned more from ants than other investors

- what "Complexity Investing" is

- why adaptability is so important

- how they argue well as a team

- how they structure the portfolio

- a bunch of real-world examples

- 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!

Jun 01, 202001:04:42
Ep. 62 - Michael Girdley: Dura-ble Processes

Ep. 62 - Michael Girdley: Dura-ble Processes

Here is Michael's website he referred to in the podcast: https://girdley.com/


In this conversation we cover:


Michael's background as a fireworks CEO

how to create systems to improve your life

what top grading is (how to hire better)

what he looks for when buying private software businesses

how to make a business more efficient

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!

May 18, 202043:57
Ep. 61 - Puru Saxena Pt. 2

Ep. 61 - Puru Saxena Pt. 2

You can find our first conversation [HERE]


In this conversation we cover:


Puru's background as starting a fund at 24 years old

How he thinks about the best way to invest

His risk management system

Some companies he finds interesting

Psychological tips for becoming a better investor

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!

May 04, 202059:56
Ep. 60 - Companies that are Verbs
Apr 23, 202022:22
Ep. 59 - Joe Frankenfield: Decade Horizon in a Pandemic
Mar 23, 202052:42
Ep. 58 - Lawrence Yeo: Money and Your Identity
Mar 09, 202046:06
Ep. 57 - Chetan Puttagunta: Infinite Learning
Mar 02, 202036:28
Ep. 56 - Lukasz Tomicki: Value Chain Analysis
Feb 10, 202047:27
Ep. 55 - Sean Emory: The Art of Digging

Ep. 55 - Sean Emory: The Art of Digging

Sean Emory is the founder and CIO of Avory & Co. In this conversation we cover: what value investing in tech looks like Nutanix and how its a good example of the companies Sean looks at how Sean thinks about portfolio management and valuations 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!
Jan 27, 202042:21
Ep. 54 - Bert Hochfeld Pt. 2: Digital Transformation
Jan 20, 202050:19
Ep. 53: Five Investing Resolutions for 2020
Jan 06, 202018:04
Ep. 52 - Ophir Gottlieb: Picks and Shovels
Dec 16, 201956:24
Ep. 51 - Fred Liu: Recognizing Quality
Dec 09, 201935:57