Cash is King
April 25, 2025, 5:17 p.m.
Apple and the Ghosts of Companies Past, Privacy at the Expense of Performance, The Cook Question
April 24, 2025, 8:41 p.m.
Microsoft: OpenAI Stake Valued At $147 Bln
April 23, 2025, 2:40 p.m.
The Clues to Trump's Future Tariffs
April 23, 2025, 12:19 p.m.
Where is the Tariff Pull Forward?
April 22, 2025, 1:29 p.m.
Investor Audibles: Hosking Partners May 2025 Letter
May 30, 2025, 8:40 p.m.
[REPLAY] Jeff Sands: How To Fix A Business In 100 Days
May 23, 2025, 8:40 p.m.
James Elbaor (Marlton LLC): Investing In Investors
May 16, 2025, 8:41 p.m.
Erik_YWR (Part 2): French Stocks, European Banks, and South Korea
May 9, 2025, 8:41 p.m.
Q1 2025 Investor Audibles: 1Main Capital, Alluvial Capital, NZS Capital
May 2, 2025, 8:41 p.m.
Adrian Godas: Mining History, Alphamin Resources $AFM.V, District Metals $DXM, and Idea Generation
April 25, 2025, 8:41 p.m.
Jeremy Raper (Lost File): Westinghouse Bankruptcy Story
April 18, 2025, 8:40 p.m.
[REPLAY] Deep Value Investing w/ @BuyCheapAndPray and @theotheraharon
April 11, 2025, 8:41 p.m.
Derrek @real_MikeBarnes: Gold, Nintendo, Bodybuilding, and More Gold
April 10, 2025, 8:41 p.m.
Jeremy Raper Pt. 3: Japan, Tariffs, Commodities, And More
March 28, 2025, 8:41 p.m.
Q4 Investor Audibles: Massif Capital (GMIN), Marlton Partners (BOL.PA, JGC.LN, PRSR.LN, JARA.LN, API,LN), Giverny Capital (MTB, ALGN, MEDP, IBP, FISVA,SHTF, FERG, KNSL)
March 21, 2025, 8:41 p.m.
[REPLAY] Jeremy Raper Pt. 2: Activist Investing, Australian Small Caps, and Finding New Ideas
March 14, 2025, 8:41 p.m.
Adam Rossi: Investing In The Age of DOGE
March 7, 2025, 8:40 p.m.
Matt Warder: Coal, Precious Metals, and Dinner with Mohnish Pabrai
Feb. 28, 2025, 8:41 p.m.
Q4 2024 Investor Audibles: Colebrooke Opportunities Fund (ECEL, ASOS, NAHL), Tidefall Capital (BMBL), Maran Capital (APG, CTT)
Feb. 21, 2025, 8:41 p.m.
Swen Lorenz: Drowning in Undervalued Shares
Feb. 14, 2025, 8:41 p.m.
[REPLAY] Ernest Scheyder: The War Below (Lithium, Copper, and Critical Minerals)
Feb. 7, 2025, 8:41 p.m.
Stephen Farrington: An Unemployed Small-Cap Value Degenerate
Jan. 31, 2025, 8:41 p.m.
John Swallow (Idaho Strategic): The Golden Age of Gold Mining
Jan. 24, 2025, 8:41 p.m.
Q4 2024 Investor Audibles: Vlata Fund (AMAT, LRCX), LVS Advisory, and Patient Capital Management (PTON, SOFI, PGEN)
Jan. 17, 2025, 8:41 p.m.
Peter Mantas: How To Spot Left and Right Tail Investment Ideas
Jan. 10, 2025, 8:41 p.m.
Q3 2024 Investor Audibles: Saltlight Capital (APP, TCEHY, RBLX, SE) and Fairlight Capital (ALLOG.PA, MMY.V, MCB.TO)
Jan. 3, 2025, 8:41 p.m.
[REPLAY] @Erik_YWR: A Crash Course on Inflation
Dec. 27, 2024, 8:41 p.m.
Will Thomson (Massif Capital): The Zambia Copper Opportunity
Dec. 20, 2024, 8:41 p.m.
Judd Arnold (Lake Cornelia Investment Research): Data Centers (IREN), AI (NBIS), Bitcoin (CORZ), Special Sits (BNED), and Offshore Energy (VAL/TDW)
Dec. 13, 2024, 8:41 p.m.