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The Investing City Podcast

Latest episodes

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Feb 16, 2021 • 44min

Ep. 79 - Secret Capital: All About DoorDash

In this conversation we cover: DoorDash, DoorDash and more DoorDash. I would like to start bringing more guests on to break down specific stocks. This was a really fun conversation and I learned a lot about the company. Enjoy! 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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Feb 4, 2021 • 59min

Ep. 78 - Jonah Lupton: High Growth + Small Market Cap

You can find out more about Jonah through his Twitter profile. In this conversation we cover: - Jonah's background in investing - his investing style and philosophy - a melanoma-detecting patch company - an AI-underwriting company  - an alternative to sleep apnea medical device - 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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Dec 9, 2020 • 1h

Ep. 77 - Nick Dennis: Open-Mindedness as an Edge

You can learn more about Nick Dennis here: https://anchorcapital.co.za/team/asset-management/ In this conversation we cover: - the difference between proxies and principles - how to think differently - why retail investors are underrated - Snap, Tesla and Sea Limited - 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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Nov 30, 2020 • 35min

Ep. 76 - A Stock Thesis: Fiverr

No guest this week, you're stuck with me :)  I break down the most recent addition to the Dynasty portfolio. Check it out! You can find more details about the Dynasty Membership here: https://www.investingcity.org/subscriptions 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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Nov 16, 2020 • 47min

Ep. 75 - Brian Feroldi: The Quality Checklist

In this conversation, we cover Brian's checklist for finding quality companies.  Part 1 of the checklist can be found here: https://twitter.com/BrianFeroldi/status/1324324314053791744?s=20  Part 2 here, The Gauntlet: https://twitter.com/BrianFeroldi/status/1324359239469588485?s=20 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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Nov 2, 2020 • 44min

Ep. 74 - Packy McCormick: The Tencent of India

You can read Packy's 2-part series on Reliance [HERE] and [HERE].  https://notboring.substack.com/p/reliance-gateway-of-india In this conversation we cover: - Packy's process for writing the "Not Boring" newsletter - what is Reliance and why we should care - the history and future of Reliance - how Reliance could replicate Tencent's playbook   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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Oct 21, 2020 • 1h 8min

Ep. 73 - Ryan O'Connor: Nintendo's Crossroads

Shownotes: - Bloomberg article referenced - Nintendo Annual Letter In this conversation we cover: - an amazing story about Ryan's grandfather - Crossroad Capital's strategy - why Ryan seeks out disconfirming evidence - the bull thesis for Nintendo - why the Nintendo bears are wrong 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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Oct 15, 2020 • 1h 1min

Ep. 72 - Richard Chu: Healthcare Disruptor

You can follow Richard on Twitter [HERE] and check out Saga [HERE].  In this conversation we cover: -  how to supercharge your investing journey - how Richard went from never investing to a buyside position - the future of healthcare - why Livongo and Teladoc are a powerful combination - 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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Oct 1, 2020 • 1h 9min

Ep. 71 - Peter Offringa: Software Stack Investing

Check out Peter's website at: softwarestackinvesting.com In this conversation we cover: - the origin of his blog - how his unique perspective enables him to invest in software stocks - his top three positions (listen to find out all of them 😋) - some unique resources he uses to research software - and much, more 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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Sep 10, 2020 • 1h 12min

Ep. 70 - Ben Claremon: The Buffett List

Ben Claremon is a portfolio manager at Cove Street Capital.  In this conversation we cover: - Cove Street Capital's investment process - what the Buffett List is - how to read a proxy statement - a deep dive on a company in Cove Street's portfolio.  - and a whole lot 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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