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Sunday's Idea Brunch

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Sector Generalists
Content Type Analysis
Website Substack
Paywall Yes

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Idea Brunch #2 with Ted Rosenthal of TMR Capital (AI Edition)

April 20, 2025, 5:01 p.m.

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Idea Brunch with Marie Boyé of Influidence

April 6, 2025, 5:01 p.m.

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Idea Brunch with Pontus Dackmo of Protean Funds

March 16, 2025, 5:02 p.m.

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Idea Brunch with Lee Roach of The Value Road

March 2, 2025, 6 p.m.

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Idea Brunch with Michael McGaughy of Fusion Wealth Management

Feb. 16, 2025, 6:02 p.m.

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Idea Brunch with Ryan O'Connor of Crossroads Capital

Feb. 2, 2025, 6:01 p.m.

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Idea Brunch #3 with Ryan Rahinsky of Blue Outlier Capital

Jan. 19, 2025, 6:01 p.m.

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Idea Brunch with Luke Winchester of Merewether Capital

Jan. 5, 2025, 6:01 p.m.

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Idea Brunch with Vincent Lo of Kathmandu Capital

Dec. 29, 2024, 6:01 p.m.

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Idea Brunch with Jonathan Boyar of Boyar Value

Dec. 15, 2024, 6:01 p.m.

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Idea Brunch with Christian Putz of ARR Investment Partners

Dec. 1, 2024, 6:01 p.m.

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Idea Brunch with Ameya Shinde of Multiples Capital Management

Nov. 17, 2024, 6 p.m.

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Idea Brunch with Marc Werres of Hinde Group

Nov. 3, 2024, 6:01 p.m.

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Idea Brunch with Nitin Prakash of Table Rock Partners

Oct. 20, 2024, 5:01 p.m.

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Idea Brunch with Derek Brown of Dardanelles Capital

Oct. 6, 2024, 5:02 p.m.

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Idea Brunch with Gwen Hofmeyr of Maiden Financial: Welcome to Sunday’s Idea Brunch, your interview series with great off-the-beaten-path investors.

Sept. 29, 2024, 5:01 p.m.

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Idea Brunch with Jacob Rowe of Rogue Funds: Welcome to Sunday’s Idea Brunch, your interview series with great off-the-beaten-path investors.

Sept. 15, 2024, 5:01 p.m.

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Idea Brunch with Nate Koppikar of Orso Partners: Welcome to Sunday’s Idea Brunch, your interview series with great off-the-beaten-path investors.

Sept. 1, 2024, 5:01 p.m.

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Idea Brunch with Ken Traub of Delta Value Advisors: Welcome to Sunday’s Idea Brunch, your interview series with great off-the-beaten-path investors.

Aug. 18, 2024, 5:01 p.m.

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Idea Brunch with Tom Bachrach of PFH Capital: Welcome to Sunday’s Idea Brunch, your interview series with great off-the-beaten-path investors.

Aug. 4, 2024, 5:01 p.m.

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Idea Brunch #2 with Derek Pilecki of Gator Capital: Welcome to Sunday’s Idea Brunch, your interview series with great off-the-beaten-path investors. We are very excited to interview Derek Pilecki! Derek is currently the portfolio manager of Gator Capital, a Financials sector long/short fund he launched in July 2008. Since inception, Gator Capital has returned ~1,900% compared to ~485% for the S&P 500 and ~260% for the S&P 1500 Financials index. Before launching Gator Capital, Derek was an analys

July 21, 2024, 5:01 p.m.

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Idea Brunch with Xin Wu of Banyan Partners: Welcome to Sunday’s Idea Brunch, your interview series with great off-the-beaten-path investors. We are very excited to interview Xin Wu! Xin is the CEO of Banyan Partners, which he founded in 2010. Out of Shanghai they invest in public Chinese companies with a Value Investing philosophy and a long/short strategy. Xin’s 30+ years career in finance started with investment banking in Silicon Valley and evolved into principal investing that covered all th

July 7, 2024, 5:01 p.m.

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Idea Brunch with “Made in Japan” : Everything you need to know about the Japanese equity market

June 30, 2024, 5:01 p.m.

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Idea Brunch with Alex Bossert of Bossert Capital: Welcome to Sunday’s Idea Brunch, your interview series with great off-the-beaten-path investors. We are very excited to interview Alex Bossert! Alex is currently the chief investment officer of Bossert Capital, a value-oriented firm he founded in February 2017. Bossert Capital has offices in both Minneapolis, Minnesota and Austin, Texas. Prior to launching Bossert Capital, Alex worked at multiple investment firms, including Milestone Capital Mana

June 16, 2024, 5:01 p.m.

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Idea Brunch with Mike10947310: Welcome to Sunday’s Idea Brunch, your interview series with great off-the-beaten-path investors. We are very excited to interview Mike10947310! Mike10947310 is an anonymous Twitter account focused on microcap investing with a bias towards tech. Mike previously co-founded a bootstrapped fund that traded in response to news stories and press releases and now manages his own capital and shares ideas on his free

June 2, 2024, 5:01 p.m.

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