Muddy Waters' Darren McLean on investing in the mining sector

Fintool's Nicolas Bustamante on using AI to improve in investing

Pitch the PM's Doug Garber on $TUSK's mammoth cash balance

Planet Microcap 2025 Q&A with Artem Fokin of Caro-Kann Capital

Pershing Square Challenge 2025 winners on Carlisle $CSL

Random Ramblings May 2025

Cliff Sosin from CAS on Carvana and a bunch of other stuff $CVNA

Clashing Over Commerce (Fintwit Book Club April 2025)

AI in Investing with Daloopa's founder Thomas Li

Random Ramblings April 2025

Avoiding the Zombie Biopharm trap at Keros $KROS

Windward's Marc Chalfin Turtle Beach Thesis $TBCH

David Capital's Adam Patinkin Updates the Vistry Thesis $VTY

Focus Capital Advisers' Mordechai Yavneh on the greatest acquisition of all time (Valeura Energy)

March 2025 Fintwit Book Club: Diary of a Very Bad Year with Byne Hobart from The Diff

David Capital Partners' Adam Patinkin on how Lifecore $LFCR has differentiated it's CDMO business

Plural Investing's Chris Waller on the entertainment and hospitality turnaround at Seaport $SEG

Random Ramblings March 2025: the market sell off, relationships with management teams, corp gov

Optimist Fund's Jordan McNamee on ThredUp's value proposition $TDUP

Simon Kold, Author of "On the Hunt for Great Companies", on what makes a great company

Alex Morris, TSOH & Author of "Buffett and Munger Unscripted", talks 2024 Berkshire Annual Letter

Fintwit Book Club Feb 2025: Advanced Portfolio Management: A Quant's Guide for Fundamental Investors

Random Ramblings FEB 2025: Libra, changing your mind, lucky vs. unlucky stocks, hands-on research

Kerrisdale Capital's Sahm Adrangi on $ACMR's price dislocation between Shanghai and NASDAQ listings

Yet Another Value's special situation: Sage Therapeutics $SAGE