The Investing City Podcast

You can find Muji's (@hhhypergrowth) excellent blog post here: https://hhhypergrowth.com/what-are-edge-networks/ In this conversation we cover: - what an edge network is  - how Fastly and CloudFlare are different - why central clouds will still be important - some other companies like ZScaler and Agora - 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!

You can check out Eric's company, Antrim, [HERE].  In this conversation we cover: - Eric's focus when analyzing a company - why Eric is long Lemonade and Despagar - why Eric is short Kinsale and TransDigm - a lot of insights about the insurance and travel industries 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!

In this conversation we cover: - some trades Osman made during the past few months - why TJ Maxx and Popeyes are interesting businesses - the difference between an opportunistic bet and a long term holding - Tencent's investments - 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!

In this conversation we cover:  how Turner broke into venture capital  what he looks for in early-stage investments  where he thinks his edge is an example of making a VC investment  his analysis on Snapchat  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!

You can learn more about Jeremy here: https://jdpcap.com/ In this conversation we cover: the history and future of the advertising industry  a bunch of companies that will benefit from this shift you won't want to miss this one! 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 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!

LeftBrain Investment Research's website and subscribe page, along with the promo code Ryan299 [Note - Investing City is NOT getting compensated by Left Brain.] In this conversation we cover: “Looking for stocks that can double in 2-3 years”: superior businesses, non-cyclical with recurring revenue Interest in Founder/CEOs with strong histories of responsible capital allocation Emphasis on organic growth, acceleration in margins and/or revenue growth rates Profitability on some metric: EBITDA, FCF, or CFO Concentration: no more than 25-30 stocks Examples of names we like, where we think there is plenty of upside over the coming quarters/years: ROKU: We think the ad platform is a category disruptor TTD: Fits alongside our ROKU thesis that programmatic advertising is taking hold ZM: Yet another category leader, one we think could become a top 10 company over the coming years.  Explosive growth NFLX: A bit larger than the others, but we see steady upside.  A name better suited to conservative investors than the others.  Strong profitability in EBITDA terms. TDOC: Yet another category definer with telemedicine visits growing exponentially (92% in Q1 2020) SPLK: Data analysis so crucial in the enterprise setting.  We like that SPLK makes data analysis accessible to non-pros.  Very high margins. 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 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!

If you want to learn more about Brad and Brinton and NZS Capital, check out their website. And this is the sign-up link to the SITALWeek newsletter I mentioned.  In this conversation we cover: - why Brad and Brinton have learned more from ants than other investors - what "Complexity Investing" is - why adaptability is so important - how they argue well as a team - how they structure the portfolio - a bunch of real-world examples - 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!

Here is Michael's website he referred to in the podcast: https://girdley.com/ In this conversation we cover: Michael's background as a fireworks CEO how to create systems to improve your life what top grading is (how to hire better) what he looks for when buying private software businesses how to make a business more efficient 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!

You can find our first conversation [HERE].  In this conversation we cover: Puru's background as starting a fund at 24 years old How he thinks about the best way to invest His risk management system Some companies he finds interesting Psychological tips for becoming a better investor 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!

Companies that have become verbs are a fertile place to look for investment ideas. We highlight five and then at the end we talk about 5 products whose brand has become synonymous with THE product. Check out this episode for a way to look at brands and a quick test for a possible good investment idea.  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!