The Investing City Podcast

Joe is the portfolio manager of Saga Partners.  In this conversation we cover:  • one of Joe's new investments  • his portfolio allocation strategy  • his thoughts on intrinsic value with an example  • how he spends his days productively  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!

Lawrence Yeo is the creator of a growing blog called More To That. One of his more popular posts is called "Money is the Megaphone of Your Identity." You've got to check it out. He provides a very rational and helpful way to understand money in its proper context. In this conversation we cover: • why life is always a framing problem • why financial freedom isn't about money • what the money spectrum is • the interplay between money and your identity 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: • Chetan's first few investments (MongoDB, Mulesoft, Elastic) • How to be an awesome board member • Why he studies public companies to become a better VC • What he does to remain an infinite learner 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 more information of Lukasz [HERE]. In this conversation we cover: • tons of different value chains • from cars to restaurants and a bunch of industries in between • Lukasz's focus on company's with moats 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!

Sean Emory is the founder and CIO of Avory & Co. In this conversation we cover: what value investing in tech looks like Nutanix and how its a good example of the companies Sean looks at how Sean thinks about portfolio management and valuations 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!

We talk all things digital transformation with Bert Hochfeld. You can find our first conversation [HERE]. Listen to this episode if you want to become a better tech investor! 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!

Below are the five investing resolutions! Listen for more detail on each one of them. 5 Investing Resolutions for 2020 • More reading, less financial news • More thinking, less looking at stock prices • More analysis of competition, less obsessing over trailing multiples • More microeconomics, less macroeconomics • More 10-Ks, less time reading articles 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!

Ophir is the CEO and founder of Capital Market Laboratories. We talk about Ophir's: • background • investment strategy • ideal company to invest in • advice for all investors 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!

Fred Liu is the Managing Director of Hayden Capital. 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!

We've even lowered the price since the recording of this podcast, you can find the new offering here: Business Breakdowns And here is the official URL: https://businessbreakdowns.substack.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! 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!