Real estate funds expert Phil Bak discusses misconceptions about REITs, strategies for real estate investing, and dives deep into the controversy surrounding Blackstone's BREIT, including issues with elevated NAV, redemptions, and fake dividends. The discussion also touches on the logic of the BREIT structure, strategies to address the situation, and the importance of understanding the risks of private market real estate.

This podcast discusses industry leaders at 52-week lows like John Deere and Nike, Sequoia's investment in Stripe, unprofitable small caps vs. profitable large caps, and bank and brokerage earnings. They also talk about upcoming events like Netflix earnings and Big Tech reports.

Braden Dennis, founder of Finchat.io, dives into software company investments, focusing on Constellation Software's growth and acquisition strategy. The discussion covers challenges in building a software business, misconceptions about software stocks, efficient operations, and opportunities in small-cap stocks and fintech. Discover insights on concentrated portfolios, successful acquisitions, and the importance of quality companies in investing.

Discussion on fitness franchisor Exponential Fitness, comparing S&P 500 Index Fund vs. High-Yield Savings, growth potential of Portillo's, insights into Ulta Beauty's customer experience, investing in airlines like Delta, Alaska, Ryanair, and Adyen's well-run payment processing

Bestselling author of 'The Warren Buffett Way', Robert Hagstrom, discusses Warren Buffett's investing philosophy, key influences, stock trading behavior, market accessibility, lessons for retail investors, and the future of Berkshire Hathaway post-Charlie Munger with hosts Jeff and Jason on the Investing Unscripted Podcast.

The podcast discusses the investment case for O'Reilly Automotive, covering its supply chain advantage, unit economics, industry trends, risks from electric vehicles, acquisitions, buyback program, corporate history, competitive advantages, valuation, and adaptability to changes in the industry

Discussion on Nike's disappointing quarter, small cap stock analysis, exploring 'buy now, pay later' services, defining the circle of competence in investing, advantages of large cap stocks, challenges and opportunities of micro cap stocks, comparing large caps and microcaps in the stock market

Discussing Molson Coors and its iconic beer brands, industry dynamics and challenges in the alcohol market, management and growth strategy, financial position improvement, capital return strategy, valuation and potential returns, risks, uncertainties, and final buying decision

This podcast discusses Volkswagen's investment in Rivian, importance of customer support for luxury brands like Ferrari, introduction to Hammond Manufacturing Company Limited, insider trading caution, and effectiveness of dividend and share repurchase strategies.

Nick Sleep, the secretive investor known for crushing the market with concentrated compounders, discusses the importance of diversification, scale economies, robustness ratios, price-to-value ratios, capital allocation, patience, and holding winners on the Chit Chat Stocks podcast.