740 Episodes

  1. Bond Market Collapse; Stocks Disrupted By AI; Michael Burry's New Big Short? Whacky Palantir Math $PLTR

    Published: 5/23/2025
  2. The Next Great Network Effect Business: Did Ryan Find a New Stock To Buy? (Instacart, Ticker: CART)

    Published: 5/21/2025
  3. Levered 401k Portfolios; Airbnb's Grand Ambitions; PayPal and Perplexity's AI Shopping (NU, CART)

    Published: 5/16/2025
  4. Airbnb's Past, Present, and Future With Speedwell Research (Ticker: ABNB)

    Published: 5/14/2025
  5. Is Google Search Dead? Coupang and Remitly's Stellar Growth; Buffett's Curtain Call (UBER, PTLO)

    Published: 5/9/2025
  6. 4 Great Stocks That Nobody Talks About (LAD, JKHY, ROL, APH)

    Published: 5/7/2025
  7. Big Tech Earnings Chaos; Executive Tariff Uncertainty; Spotify Reigns Supreme (ABNB, EVO, + More!)

    Published: 5/2/2025
  8. Why I Bought Interactive Brokers Stock (Ticker: IBKR) - A Deep Dive

    Published: 4/30/2025
  9. Google Search Is Not Dead (Yet); Chipotle's Big Slowdown. Plus, Tesla at a Crossroads (TSLA, GOOG)

    Published: 4/24/2025
  10. Why Grindr Stock Has Gone Up 300% In 3 Years With Buyback Capital (Ticker: GRND)

    Published: 4/23/2025
  11. Earnings Bonanza; Netflix and Hermes Reign Supreme; Stocks to Buy If The Market Crash Resumes

    Published: 4/18/2025
  12. Li Lu - The Chinese Warren Buffett (How He Finds 100 Baggers)

    Published: 4/16/2025
  13. EMERGENCY PODCAST: We React Live to The Tariff Pause; Plus, One Stock We Both Bought The Dip On

    Published: 4/10/2025
  14. S&P Global: A Capital-Light Compounder At the Heart of International Finance (Ticker: SPGI)

    Published: 4/9/2025
  15. National "Liberation" Day; OpenAI's $40 Billion Investment; Wait, Trevor Milton Got Pardoned?

    Published: 4/6/2025
  16. Medpace Holdings: An Undiscovered High Quality Biotech Stock, With Luis Sanchez (Ticker: MEDP)

    Published: 4/2/2025
  17. Buffett's Dominant Performance; MicroStrategy's Blatant Ponzi Scheme; Collateralized Burrito Loans?

    Published: 3/30/2025
  18. Nu Holdings: The Best Fintech Stock In The World? (Ticker: NU)

    Published: 3/26/2025
  19. 5 Stocks At Their Lowest Valuations Ever; Google's Big Bet on Wiz; Ryan's Michael Saylor Experience (GOOG, NVDA, MSTR, + More)

    Published: 3/23/2025
  20. The Magic of MercadoLibre With Brian Stoffel (Ticker: MELI)

    Published: 3/19/2025

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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.