64 Episodo

  1. Focus Capital Management Q3 2024 Letter (The Value of Concentration)

    Publicado: 3/12/2024
  2. Greystone Capital Management - Q3 2024 Letter

    Publicado: 3/11/2024
  3. Alluvial Fund - Letter to Limited Partners Third Quarter 2024

    Publicado: 1/11/2024
  4. Massif Capital - 3rd Quarter 2024 Letter to Investors

    Publicado: 31/10/2024
  5. The Advantage of Time with Christopher Godfrey

    Publicado: 31/1/2023
  6. Acquiring Profitable Online Businesses (w./ Dom Wells)

    Publicado: 5/1/2023
  7. Narrative Shifts with Adam Rackley

    Publicado: 22/9/2022
  8. Making Big Gains In Bear Markets (w./ Christian Putz)

    Publicado: 9/9/2022
  9. High Quality Dividend Growers (w./ John Kingham)

    Publicado: 13/7/2022
  10. Patience Is Key with Harry Walsh

    Publicado: 16/6/2022
  11. Long Gold and Italy with Theron de Ris

    Publicado: 14/3/2022
  12. How We're Navigating The Markets (w./ Richard Simmons)

    Publicado: 9/3/2022
  13. Founder Led Microcaps with Zippy Capital

    Publicado: 2/3/2022
  14. Long Term Owner of Public Businesses (w./ Avi Fisher)

    Publicado: 11/2/2022
  15. Thematic Small Cap Investing (w./ Andy Brown)

    Publicado: 3/2/2022
  16. Hidden Gems Down Under with Peter Johns

    Publicado: 26/1/2022
  17. 4 High Quality Aussie Microcaps (w./ Mark Tobin)

    Publicado: 21/1/2022
  18. Temporary Value Dislocations with Tim Delaney

    Publicado: 17/1/2022
  19. A Portfolio of Just 4 Stocks with Robert Mulcahy

    Publicado: 13/1/2022
  20. A Generational Investment Opportunity with Aaron Edelheit

    Publicado: 1/12/2021

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