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Episodes
Make Something Wonderful - Oil and Marble - Whom the Gods Love
31 Dec 2025
Contributed by Lukas
We spoke about these 3 books but it led to a wide-ranging conversation. From speaking about a 20yr unknown genius to discussing Munger's ideas, St...
Sidecar Investor - Partnering With Extraordinary Operators
20 Aug 2025
Contributed by Lukas
Today I'm joined by Sidecar Investor. We talked about his unique approach to investing and the impact an extraordinary operator can have on a busi...
Worldly Wisdom
26 Jan 2025
Contributed by Lukas
I speak about this idea Charlie Munger had. After reading about some disciplines, I talk about biology, economics, and physics. Some of the people me...
Dave Ahern - Valuation, Simplicity, and Curiosity
26 Apr 2024
Contributed by Lukas
Today I’m joined by Dave Ahern, Co-host of The Investing for Beginners Podcast. We discussed business valuation, the importance of taking a simp...
Antonio Linares - Investing, Philosophy, and Deep Thinking
06 Apr 2024
Contributed by Lukas
Antonio Linares is an investor and writer of Investment Ideas. In this conversation, we delved into his investment philosophy, his thinking process an...
Eric Flaningam - The Innovator's Dilemma and Disruptive Innovation
26 Feb 2024
Contributed by Lukas
In this episode, we break down The Innovator's Dilemma and all of its intricacies. Topics discussed: What is The Innovator's Dilemma. What ...
Digesting Reads, 3
15 Oct 2023
Contributed by Lukas
Tesla and how industries evolve Meta facing the innovator's dilemma Google bets as a hedge to disruption First impression from François Roc...
Digesting Reads, 2
07 Oct 2023
Contributed by Lukas
What causes out-performance? The Innovator's Dilemma Apple's stance as of theory Tesla 'should' have failed Thoughts on the acco...
Digesting Reads, 1
01 Oct 2023
Contributed by Lukas
The case for long term investing Clayton's theories to practice Business models Thoughts on growth investing