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The Investing City Podcast

Latest episodes

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Feb 15, 2022 • 55min

Ep. 89 - Georg Krijgh: Investing in the Future

In this conversation we cover: - The Guardian Fund's strategy - Why Shopify has been a huge winner for Georg's fund - Why the cloud is one of Georg's favorite industries - And much more! Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome! You can find more information and content by going to these places: Premium Research Website: https://www.investingcity.org YouTube: Investing City Twitter: RyanReeves_ Or feel free to email us at service@investingcity.org Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!
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Jan 28, 2022 • 1h 4min

Ep. 88 - Nick Dennis Pt. 2: What Investors Can Learn from Traders

Nick runs the Anchor Fund out of South Africa and he is one of the most open-minded investors I know. This podcast is a glimpse into his journey through technical analysis and what investors can learn from it.  In this conversation we cover: - Nick's north star of returns - What investors can learn from traders - Why stop losses can actually be helpful - and so much more! Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome! You can find more information and content by going to these places: Premium Research Website: https://www.investingcity.org YouTube: Investing City Twitter: RyanReeves_ Or feel free to email us at service@investingcity.org Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!
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Dec 15, 2021 • 1h 21min

Ep. 87 - Joe Frankenfield Pt. 2: GDRX and RDFN

You can find more on Joe here: https://twitter.com/SagaPartners In this conversation we cover: - deep dives into GoodRx and Redfin - why both companies are interesting Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome! You can find more information and content by going to these places: Premium Research Website: https://www.investingcity.org YouTube: Investing City Twitter: RyanReeves_ Or feel free to email us at service@investingcity.org Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!
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Nov 1, 2021 • 40min

Ep. 86 - Scott Bennett: Follow the Big Money

In this conversation we cover: - Scott's process for following billion-dollar funds - Some interesting names that have come out of his research like Airbnb! - A tale from Will Danoff, the manager of Fidelity's Contrafund Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome! You can find more information and content by going to these places: Premium Research Website: https://www.investingcity.org YouTube: Investing City Twitter: RyanReeves_ Or feel free to email us at service@investingcity.org Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!
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Jul 27, 2021 • 35min

Ep. 85 - Brian Dress Pt. 2: CRWD & NVDA

In this conversation we cover: - Left Brian's 5 criteria for finding great companies - Crowdstrike - Nvidia - and much more! Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome! You can find more information and content by going to these places: Premium Research Website: https://www.investingcity.org YouTube: Investing City Twitter: RyanReeves_ Or feel free to email us at service@investingcity.org Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!
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Jul 6, 2021 • 51min

Ep. 84 - Marcelo Lima Pt. 2: Lemonade (LMND)

You can find more information about Marcelo here: https://www.hellerhs.com/blog In this conversation we cover: - why Marcelo was initially skeptical about Lemonade and how he formed conviction - Lemonade's origin story - why Lemonade is an interesting business - the market opportunity - and everything in between! Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome! You can find more information and content by going to these places: Premium Research Website: https://www.investingcity.org YouTube: Investing City Twitter: investing_city Or feel free to email us at service@investingcity.org Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!
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Jun 16, 2021 • 49min

Ep. 83 - James Reynolds: Ecosystem Control

You can find James on Twitter here: https://twitter.com/TenebristGlobal In this conversation we cover: - James' background - What he learned at ShawSpring partners as an early analyst and then Head of Research - What ecosystem control is - Carvana's competitive advantage and ecosystem control - And much more! Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome! You can find more information and content by going to these places: Premium Research Website: https://www.investingcity.org YouTube: Investing City Twitter: investing_city Or feel free to email us at service@investingcity.org Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!
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Apr 20, 2021 • 28min

Ep. 82 - Ted Seides: Manager Fundamentals

In this conversation we cover: - Ted's background at the Yale endowment and Protege Partners - What he looks for in an investment manager - How he invests his own money - The genesis of the Capital Allocators podcast - And much more! Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome! You can find more information and content by going to these places: Premium Research: https://www.investingcity.org/subscriptions Website: https://www.investingcity.org YouTube: Investing City Twitter: investing_city Or feel free to email us at service@investingcity.org Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!
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Apr 13, 2021 • 49min

Ep. 81 - Upstart: A fintech disruptor

In this conversation we cover: - a recent IPO, Upstart - the business/how it makes money - competitors - investment runway - financials - management - and much more! Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome! You can find more information and content by going to these places: Premium Research Website: https://www.investingcity.org YouTube: Investing City Twitter: investing_city Or feel free to email us at service@investingcity.org Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!
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Apr 6, 2021 • 39min

Ep. 80 - Robert Cantwell: Compound Kings

In this conversation we cover: - Robert's background at a few investment firms - The Compound Kings investment philosophy - Why Robert thinks gross profit - sales & marketing is a great metric - Why cash flow is so important - And much more! You can check out the ETF here: https://kngsetf.com/ Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as it will help more people find it! You can find more information by going to these sources: Premium Research Website: https://www.investingcity.org YouTube: Investing City Twitter: investing_city Or feel free to email us at service@investingcity.org Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

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