741 Episodes

  1. GoodRx (GDRX) | Deep Dive

    Published: 5/20/2021
  2. Top 10 Moats of All Time

    Published: 5/18/2021
  3. Afterpay (APT) | Deep Dive

    Published: 5/16/2021
  4. Embracer Group (EMBRACB) | Deep Dive

    Published: 5/13/2021
  5. Anirban Mahanti - Cloud Adoption & Capitalism Without Capital

    Published: 5/11/2021
  6. Grab (GRAB) | Deep Dive

    Published: 5/9/2021
  7. Jumia (JMIA) | Deep Dive

    Published: 5/6/2021
  8. Jake Taylor - A Call From Munger & the Role of Solitude

    Published: 5/4/2021
  9. ThredUp (TDUP) | Deep Dive

    Published: 5/2/2021
  10. Squarespace (SQSP) | Deep Dive

    Published: 4/29/2021
  11. Jon Bathgate - Optionality & Resiliency

    Published: 4/27/2021
  12. Coupang (CPNG) | Deep Dive

    Published: 4/25/2021
  13. Poshmark (POSH) | Deep Dive

    Published: 4/22/2021
  14. Mohawk Group - Asher Delug, Sean Emory, and Jonah Lupton

    Published: 4/20/2021
  15. Coursera (COUR) | Deep Dive

    Published: 4/18/2021
  16. Pinterest (PINS) | Deep Dive

    Published: 4/15/2021
  17. Autodesk, Procore, and Avid Technology with Luis Sanchez

    Published: 4/13/2021
  18. Olo (OLO) | Deep Dive

    Published: 4/11/2021
  19. GoPro (GPRO) | Deep Dive

    Published: 4/8/2021
  20. John Rotonti - Rethinking Value

    Published: 4/6/2021

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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.