406 Episodo

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

    Publicado: 9/10/2025
  2. Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking | S07 E34

    Publicado: 1/10/2025
  3. Liquid real assets with Will Thomson of Massif Capital; Natural gas, tungsten and tin | S07 E33

    Publicado: 26/9/2025
  4. Intangible Value Investing Using AI + NLP with Kai Wu of Sparkline Capital | S07 E32

    Publicado: 18/9/2025
  5. Unemployed Value Degen Stephen Farrington on small cap stocks $PTLO and $CROX | S07 E31

    Publicado: 13/9/2025
  6. Investment Philosophers: Financial Lessons from the Great Thinkers with Ethan A. Everett | S07 E30

    Publicado: 4/9/2025
  7. Microcap investor Jason Hirschman on his method, $XPEL and the Buffett salad oil scandal | S07 E29

    Publicado: 28/8/2025
  8. Ben Kizemchuk on fiscal dominance, financial repression, passive flows and fiat currency | S07 E28

    Publicado: 24/8/2025
  9. Eric Cinnamond on small cap value, inflation, tariffs, deficits, Mag 7, and AI cap ex | S07 E27

    Publicado: 20/8/2025
  10. Magnetic Position Sensors $MELE, Promo Market $FOUR and Ingles $INMKT with Gwen Hofmeyr | S07 E26

    Publicado: 9/8/2025
  11. Nick Maggiulli @dollarsanddata on the new economic classes in the US and The Wealth Ladder | S07 E25

    Publicado: 31/7/2025
  12. Lowell Capital's Jim and Abigail Zimmerman on LNF.TO, LYTS, MACF.L, and IWG.L | S07 E24

    Publicado: 24/7/2025
  13. Zeke Ashton on Buffett, the Post-Value Era, UnitedHealth $UNH and his Four Decision Factors| S07 E23

    Publicado: 3/7/2025
  14. David Collum on gold, inflation, the Fed, rates, valuation, Shiller PE, deficits, platinum | S07 E22

    Publicado: 26/6/2025
  15. Hidden gems in global small cap value $XPEL, $TRRVF and $JSCIF with Chris Waller | S07 E21

    Publicado: 19/6/2025
  16. John Huber on the Magnificent 7, $COST, $GOOG, China, Small Caps and Small Banks | S07 E20

    Publicado: 12/6/2025
  17. Rudy Havenstein, Senior Markets Commentator on the Fed, Housing and Markets | S07 E19

    Publicado: 5/6/2025
  18. Risk and rewards selling puts and covered calls on deep value stocks with Tim Travis | S07 E18

    Publicado: 2/6/2025
  19. Formula Investing: Schwartz and Hanauer compare the Magic Formula and Acquirer’s Multiple | S07 E17

    Publicado: 28/5/2025
  20. Owner/operators and constructivist activism at CTT, Leonardo and Swatch with Steven Wood | S07 E16

    Publicado: 15/5/2025

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

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