The Investing City Podcast

Ep. 119 - Sustainable Growth

14 Jan 2025

Contributed by Lukas

In this conversation, we cover:  - how Sustainable growth has 8 ten baggers - lessons from Mastercard - overviews of big winners like Pro Medicus an...

Ep. 118 - Rodrigo Benedetti: Secular Curiosity

22 Oct 2024

Contributed by Lukas

You can find Rodrigo on X here. In this conversation, we cover:  Tankers Small banks Coal Healthcare (TMDX, EW) Shorting Macro How to ...

Ep. 117 - Aaron Bush: The Game Master

24 Sep 2024

Contributed by Lukas

You can learn more about Naavik here. In this conversation, we cover:  - Gaming industry size: $180 billion - Mobile half of that and then 50/50 co...

Ep. 116 - Gabi Sammut: Philosopher Investor

03 Sep 2024

Contributed by Lukas

In this conversation, we cover:  Background Philosophy The level of pain felt during your investing life relates to the extent of your understa...

Ep. 115 - Jean Philippe Tissot: Free Optionality

15 Aug 2024

Contributed by Lukas

In this conversation, we cover:  - The story behind the name Arauca - Jean Philippe's strategy including an interesting part on barbelling - Shel...

Ep. 114 - AppLovin Business Breakdown

11 Jul 2024

Contributed by Lukas

Thank you so much for listening, we really appreciate you. We're trying something a little different today. I'll be reading our latest Busine...

Ep. 113 - Ryan Krueger: The Dividends of Observation

27 Jun 2024

Contributed by Lukas

In this conversation, we cover:  Ryan’s strategy of stacking his roster of companies Why America will need more electricity and natural gas ...

Ep. 112 - StockNovice: Trends are Friends

20 Jun 2024

Contributed by Lukas

In this conversation, we cover:  Why StockNovice pays close attention to trends in primary and secondary metrics for each of his businesses Trans...

Ep. 111 - Fundasy Investor: Insurance Sector

13 Jun 2024

Contributed by Lukas

You can follow Fundasy Investor here. In this conversation, we cover:  Will’s investment philosophy Why Kinsale is an especially interesting co...

Ep. 110 - Mark Brooks: Tastes Like Chicken

06 Jun 2024

Contributed by Lukas

You can follow Mark on X here. In this conversation, we cover:  - how in every business, there is a "tastes like chicken" layer - why mark...

Ep. 109 - Ian Cassel: Master of Microcaps

30 May 2024

Contributed by Lukas

You can find Ian on X here and apply to Microcap Club here. In this conversation, we cover:  Ian’s philosophy Top down: Good story, scarcity (...

Ep. 108 - Andrew Martin: Small Cap Star

23 May 2024

Contributed by Lukas

In this conversation, we cover:  how Andrew Martin has been able to crush the market the filters Andrew uses to sort small/micro cap stocks so...

Ep. 107 - Alex Pitti: Medical Devices Sector

16 May 2024

Contributed by Lukas

In this conversation, we cover:  - the medtech approval process - why reimbursement is so important - many case studies of small cap medtech compani...

Ep. 106 - Drowsy Investor: The Art of Long Term-ism

09 May 2024

Contributed by Lukas

In this conversation, we cover:  - how Drowsy's grandfather held Coca-Cola for 50 years - Drowsy's top investments (NVDA, MELI, CRWD, AMZN, ...

Ep. 105 - Brent Beshore: Permanent Equity

02 May 2024

Contributed by Lukas

You can follow Brent on X here and find out more about Permanent Equity here. In this conversation, we cover:  - why Brent loves finding niches - ...

Ep. 104 - Brad Freeman: Stock Market Nerds

25 Apr 2024

Contributed by Lukas

You can find Brad on X here and find his newsletter here. In this conversation, we cover:  - Brad's investment philosophy of finding companies...

Ep. 103 - Nick Peters: Internal Honesty

18 Apr 2024

Contributed by Lukas

You can find Nick on X here: https://twitter.com/nicholasp66 Thank you so much for listening, we really appreciate you. If you have found this...

Ep. 102 - Jeff Davies: Energy Sector Breakdown

11 Apr 2024

Contributed by Lukas

You can subscribe to Jeff's substack here: https://www.enerwrap.com/ Or follow him on X here: https://twitter.com/EnergyCredit1 A few of the com...

Ep. 101 - Investing Bear: Maintaining High Standards

04 Apr 2024

Contributed by Lukas

You can follow Drew here on X. Companies mentioned: 1. E.l.f 2. Duolingo 3. Shopify 4. Paycom 5. Aehr Systems 6. Klaviyo 7. Walmart 8. Amazon Th...

Ep. 100 - Francis Odum: Cybersecurity Sector

28 Mar 2024

Contributed by Lukas

We're continuing our new series doing sector-level breakdowns. There are quite a few fantastic podcasts doing individual breakdowns but we think i...

Ep. 99 - Doug O'Laughlin: Semiconductor Sector Part 2

21 Mar 2024

Contributed by Lukas

This is part 2 of our sector analysis on semiconductors. You can check out Doug's substack here: Fabricated Knowledge. We go deep on semis. He...

Ep. 98 - Chris Zeoli: Semiconductor Sector Part 1

14 Mar 2024

Contributed by Lukas

We're starting a new series doing sector-level breakdowns. There are quite a few fantastic podcasts doing individual breakdowns but we think it wi...

Ep. 97 - [Re-Launch Replay]: NZS Capital

07 Mar 2024

Contributed by Lukas

Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a ⁠review⁠ as it wil...

Ep. 96 - [Re-Launch Replay]: Geoff Gannon

29 Feb 2024

Contributed by Lukas

Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a ⁠review⁠ as it wil...

Ep. 95 - [Re-Launch Replay]: Bluegrass Capital Part 1 & 2

22 Feb 2024

Contributed by Lukas

Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a ⁠review⁠ as it wil...

Ep. 94 - [Re-Launch Replay]: Brent Beshore

15 Feb 2024

Contributed by Lukas

We're baaaack! We're re-launching the podcast and to kick it off, we're replaying some of our most popular episodes. Get ready for weekl...

Ep. 93 - Paul Andreola: Finding Your Niche

14 Feb 2023

Contributed by Lukas

In this conversation we cover: - Paul's background - How he uses the CANSLIM method in Canadian microcaps - His criteria for picking stocks - Why low ...

Ep. 92 - The Launch of Infuse

21 Jul 2022

Contributed by Lukas

Disclaimer: Must be accredited to become an limited partner.  Below are the links and resources mentioned in the episode: 1. The full slide dec...

Ep. 91 - Tyler Okland: The Asymmetry of Opendoor

09 Mar 2022

Contributed by Lukas

In this conversation we cover: - why Opendoor is Tyler's largest personal holding - the market dynamics of ibuying - the competitive landscape for Ope...

Ep. 90 - Yaron Naymark: KKR & the PE Landscape

04 Mar 2022

Contributed by Lukas

In this conversation we cover: - Yaron's investment philosophy - why he is bullish on KKR - an overview of the private equity landscape - and much mor...

Ep. 89 - Georg Krijgh: Investing in the Future

15 Feb 2022

Contributed by Lukas

In this conversation we cover: - The Guardian Fund's strategy - Why Shopify has been a huge winner for Georg's fund - Why the cloud is one of Georg's ...

Ep. 88 - Nick Dennis Pt. 2: What Investors Can Learn from Traders

28 Jan 2022

Contributed by Lukas

Nick runs the Anchor Fund out of South Africa and he is one of the most open-minded investors I know. This podcast is a glimpse into his journey throu...

Ep. 87 - Joe Frankenfield Pt. 2: GDRX and RDFN

15 Dec 2021

Contributed by Lukas

You can find more on Joe here: https://twitter.com/SagaPartners In this conversation we cover: - deep dives into GoodRx and Redfin - why both compani...

Ep. 86 - Scott Bennett: Follow the Big Money

01 Nov 2021

Contributed by Lukas

In this conversation we cover: - Scott's process for following billion-dollar funds - Some interesting names that have come out of his research like ...

Ep. 85 - Brian Dress Pt. 2: CRWD & NVDA

27 Jul 2021

Contributed by Lukas

In this conversation we cover: - Left Brian's 5 criteria for finding great companies - Crowdstrike - Nvidia - and much more! Thank you so much for...

Ep. 84 - Marcelo Lima Pt. 2: Lemonade (LMND)

06 Jul 2021

Contributed by Lukas

You can find more information about Marcelo here: https://www.hellerhs.com/blog In this conversation we cover: - why Marcelo was initially skeptical ...

Ep. 83 - James Reynolds: Ecosystem Control

16 Jun 2021

Contributed by Lukas

You can find James on Twitter here: https://twitter.com/TenebristGlobal In this conversation we cover: - James' background - What he learned at ShawS...

Ep. 82 - Ted Seides: Manager Fundamentals

20 Apr 2021

Contributed by Lukas

In this conversation we cover: - Ted's background at the Yale endowment and Protege Partners - What he looks for in an investment manager - How he in...

Ep. 81 - Upstart: A fintech disruptor

13 Apr 2021

Contributed by Lukas

In this conversation we cover: - a recent IPO, Upstart - the business/how it makes money - competitors - investment runway - financials - management -...

Ep. 80 - Robert Cantwell: Compound Kings

06 Apr 2021

Contributed by Lukas

In this conversation we cover: - Robert's background at a few investment firms - The Compound Kings investment philosophy - Why Robert thinks gross p...

Ep. 79 - Secret Capital: All About DoorDash

16 Feb 2021

Contributed by Lukas

In this conversation we cover: DoorDash, DoorDash and more DoorDash. I would like to start bringing more guests on to break down specific stocks. Thi...

Ep. 78 - Jonah Lupton: High Growth + Small Market Cap

04 Feb 2021

Contributed by Lukas

You can find out more about Jonah through his Twitter profile. In this conversation we cover: - Jonah's background in investing - his investing style...

Ep. 77 - Nick Dennis: Open-Mindedness as an Edge

09 Dec 2020

Contributed by Lukas

You can learn more about Nick Dennis here: https://anchorcapital.co.za/team/asset-management/ In this conversation we cover: - the difference between...

Ep. 76 - A Stock Thesis: Fiverr

30 Nov 2020

Contributed by Lukas

No guest this week, you're stuck with me :)  I break down the most recent addition to the Dynasty portfolio. Check it out! You can find more deta...

Ep. 75 - Brian Feroldi: The Quality Checklist

16 Nov 2020

Contributed by Lukas

In this conversation, we cover Brian's checklist for finding quality companies.  Part 1 of the checklist can be found here: https://twitter.com/B...

Ep. 74 - Packy McCormick: The Tencent of India

02 Nov 2020

Contributed by Lukas

You can read Packy's 2-part series on Reliance [HERE] and [HERE].  https://notboring.substack.com/p/reliance-gateway-of-india In this conversation ...

Ep. 73 - Ryan O'Connor: Nintendo's Crossroads

21 Oct 2020

Contributed by Lukas

Shownotes: - Bloomberg article referenced - Nintendo Annual Letter In this conversation we cover: - an amazing story about Ryan's grandfather - Cross...

Ep. 72 - Richard Chu: Healthcare Disruptor

15 Oct 2020

Contributed by Lukas

You can follow Richard on Twitter [HERE] and check out Saga [HERE].  In this conversation we cover: -  how to supercharge your investing jo...

Ep. 71 - Peter Offringa: Software Stack Investing

01 Oct 2020

Contributed by Lukas

Check out Peter's website at: softwarestackinvesting.com In this conversation we cover: - the origin of his blog - how his unique perspective enables...

Ep. 70 - Ben Claremon: The Buffett List

10 Sep 2020

Contributed by Lukas

Ben Claremon is a portfolio manager at Cove Street Capital.  In this conversation we cover: - Cove Street Capital's investment process - what th...

Ep. 69 - "Muji Hhhypergrowth": All About Edge Networks

28 Aug 2020

Contributed by Lukas

You can find Muji's (@hhhypergrowth) excellent blog post here: https://hhhypergrowth.com/what-are-edge-networks/ In this conversation we cover: - wha...

Ep. 68 - Eric Jensen Jr.: Variant Perception

10 Aug 2020

Contributed by Lukas

You can check out Eric's company, Antrim, [HERE].  In this conversation we cover: - Eric's focus when analyzing a company - why Eric is long Lem...

Ep. 67 - Osman Jen Pt. 2: Opportunity Knocks

27 Jul 2020

Contributed by Lukas

In this conversation we cover: - some trades Osman made during the past few months - why TJ Maxx and Popeyes are interesting businesses - the differe...

Ep. 66 - Turner Novak: Predicting Competitive Advantage

13 Jul 2020

Contributed by Lukas

In this conversation we cover:  how Turner broke into venture capital  what he looks for in early-stage investments  where he thin...

Ep. 65 - Jeremy Deal: The Future of Advertising

29 Jun 2020

Contributed by Lukas

You can learn more about Jeremy here: https://jdpcap.com/ In this conversation we cover: the history and future of the advertising industry  ...

Ep. 64 - Brian Dress: Left Brain Investing

15 Jun 2020

Contributed by Lukas

LeftBrain Investment Research's website and subscribe page, along with the promo code Ryan299 [Note - Investing City is NOT getting compensated by ...

Ep. 63 - NZS Capital: Complexity Investing

01 Jun 2020

Contributed by Lukas

If you want to learn more about Brad and Brinton and NZS Capital, check out their website. And this is the sign-up link to the SITALWeek newsletter I ...

Ep. 62 - Michael Girdley: Dura-ble Processes

18 May 2020

Contributed by Lukas

Here is Michael's website he referred to in the podcast: https://girdley.com/ In this conversation we cover: Michael's background as a fireworks CEO...

Ep. 61 - Puru Saxena Pt. 2

04 May 2020

Contributed by Lukas

You can find our first conversation [HERE].  In this conversation we cover: Puru's background as starting a fund at 24 years old How he thinks ...

Ep. 60 - Companies that are Verbs

23 Apr 2020

Contributed by Lukas

Companies that have become verbs are a fertile place to look for investment ideas. We highlight five and then at the end we talk about 5 products whos...

Ep. 59 - Joe Frankenfield: Decade Horizon in a Pandemic

23 Mar 2020

Contributed by Lukas

Joe is the portfolio manager of Saga Partners.  In this conversation we cover:  • one of Joe's new investments  • his portfolio all...

Ep. 58 - Lawrence Yeo: Money and Your Identity

09 Mar 2020

Contributed by Lukas

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." ...

Ep. 57 - Chetan Puttagunta: Infinite Learning

02 Mar 2020

Contributed by Lukas

In this conversation we cover: • Chetan's first few investments (MongoDB, Mulesoft, Elastic) • How to be an awesome board member •...

Ep. 56 - Lukasz Tomicki: Value Chain Analysis

10 Feb 2020

Contributed by Lukas

You can find more information of Lukasz [HERE]. In this conversation we cover: • tons of different value chains • from cars to restaur...

Ep. 55 - Sean Emory: The Art of Digging

27 Jan 2020

Contributed by Lukas

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 it...

Ep. 54 - Bert Hochfeld Pt. 2: Digital Transformation

20 Jan 2020

Contributed by Lukas

We talk all things digital transformation with Bert Hochfeld. You can find our first conversation [HERE]. Listen to this episode if you want to be...

Ep. 53: Five Investing Resolutions for 2020

06 Jan 2020

Contributed by Lukas

Below are the five investing resolutions! Listen for more detail on each one of them. 5 Investing Resolutions for 2020 • More reading, le...

Ep. 52 - Ophir Gottlieb: Picks and Shovels

16 Dec 2019

Contributed by Lukas

Ophir is the CEO and founder of Capital Market Laboratories. We talk about Ophir's: • background • investment strategy • ideal company t...

Ep. 51 - Fred Liu: Recognizing Quality

09 Dec 2019

Contributed by Lukas

Fred Liu is the Managing Director of Hayden Capital. Thank you so much for listening, we really appreciate you. If you have found this valuabl...

Ep. 50 - Business Breakdowns

02 Dec 2019

Contributed by Lukas

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...

Ep. 49 - Marcelo Lima: Buffett 2.0

25 Nov 2019

Contributed by Lukas

Marcelo Lima runs Heller House. We talk about his investing background and how it has transformed over the years. We also talk about two companies pre...

Ep. 48 - Travis Devitt: Just Do the Work

18 Nov 2019

Contributed by Lukas

Check Travis out on Twitter: @travisdevitt Thank you so much for listening, we really appreciate you. If you have found this valuable, please ...

Ep. 47 - Nick McCullum: Reaping Dividends

11 Nov 2019

Contributed by Lukas

You can find more about Nick and Sure Dividend [HERE]. Thank you so much for listening, we really appreciate you. If you have found this valua...

Ep. 46 - Simon Erickson: All Things Innovation

04 Nov 2019

Contributed by Lukas

Simon Erickson started a service at the Motley Fool called Explorer. Follow him on Twitter for some great insights. Thank you so much for listeni...

Ep. 45 - Aaron Bush: Mastering the Meta

28 Oct 2019

Contributed by Lukas

Aaron started a newsletter called "Master the Meta" which is all about e-sports and gaming. It's really interesting and we break down the whole indust...

Ep. 44 - Matt Joass: How To Catch a Monster

21 Oct 2019

Contributed by Lukas

You can find more information about Matt [HERE]. We talk all about his investment process and how to catch monster, monster stocks that is. Thank ...

[REPLAY] Ep. 43 - Morgan Housel

14 Oct 2019

Contributed by Lukas

You can find a lot of Morgan's writings at the Collaborative Fund blog. Thank you so much for listening, we really appreciate you. If you hav...

Ep. 42 - Discontinuous Disruptors

07 Oct 2019

Contributed by Lukas

In this episode, we break down the three types of innovation. You can find the full blog post here: https://www.investingcity.org/post/discontinuous-d...

Ep. 41 - Gennaro Cuofano: Four Week MBA

30 Sep 2019

Contributed by Lukas

On this episode we have Gennaro Cuofano, the founder of Four Week MBA, a site with amazing content on how to become a better businessperson. Than...

Ep. 40 - David Kim: Scuttleblurb

23 Sep 2019

Contributed by Lukas

On this episode we had David Kim, founder of the blog Scuttleblurb and partner of Forage Partners. David is a great investor who has a deep under...

Ep. 39 - Tommy Griffith: The 1000 Day Rule

16 Sep 2019

Contributed by Lukas

Tommy Griffith is the CEO and founder of ClickMinded, a digital training course for entrepreneurs and marketers. Here are some resources from Tomm...

Ep. 38 - Zach Olson: Annoyingly Curious

09 Sep 2019

Contributed by Lukas

Zach Olson is the Director of Research for Drum Hill Capital. Thank you so much for listening, we really appreciate you. If you have found thi...

Ep. 37 - Yonhee Gordon: Shaping a Culture

02 Sep 2019

Contributed by Lukas

Yonhee Gordon is the COO of JMG Financial, an RIA based out of Chicago. Thank you so much for listening, we really appreciate you. If you have...

Ep. 36 - Elliot Turner: Cutting Through the Noise

26 Aug 2019

Contributed by Lukas

Elliot Turner is the CIO of RGA Investment Advisors. Here is a slide deck of him presenting PayPal and Roku at MOI Global. Thank you so much f...

Ep. 35 - Trevor Muchedzi: Three Buckets of Stocks

19 Aug 2019

Contributed by Lukas

Trevor Muchedzi is the founder and CIO of One Transaction Capital, an investment fund now based out of Australia. Thank you so much for listening...

Ep. 34 - Sean Stannard-Stockton: Coming to Conviction

13 Aug 2019

Contributed by Lukas

Sean is the CIO and Founder of Ensemble Capital Management. Ensemble Capital Intrinsic Investing Thank you so much for listening, we rea...

[REPLAY] Ep. 33 - Doug McMillon: CEO of Walmart

06 Aug 2019

Contributed by Lukas

We're replaying our first ever guest episode and our second overall episode. The Investing City Podcast has grown a ton since this early episode so we...

Ep. 32 - Dee Anna Smith: Doing the Rounds

30 Jul 2019

Contributed by Lukas

Dee Anna Smith is the CEO of Sarah Cannon, the oncology research center for HCA Healthcare, the largest hospital company in the US. Listen to Dee ...

Ep. 31 - Alex Rubalcava: Seed Stage Investing

23 Jul 2019

Contributed by Lukas

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 mo...

Ep. 30 - Jamie Catherwood: Lessons of the Past

16 Jul 2019

Contributed by Lukas

Links: Archive.org Jamie's Website: Investor Amnesia Thank you so much for listening, we really appreciate you. If you have found this va...

Ep. 29 - Bluegrass Capital (Pt. 2): Business Lessons

09 Jul 2019

Contributed by Lukas

You can listen to Part 1 of our conversation as well. Thank you so much for listening, we really appreciate you. If you have found this valua...

Ep. 28 - Ali Hamed: Making Things Happen

02 Jul 2019

Contributed by Lukas

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 mo...

Ep. 27 - Coach Morris: Relationship-Driven Leadership

25 Jun 2019

Contributed by Lukas

Coach Morris is a bit of a legend in the California basketball scene. He coached Russell Westbrook and Dorell Wright in high school and was instrument...

Ep. 26 - Mutual Fund Manager, Eric Clark: Brands Matter

18 Jun 2019

Contributed by Lukas

Links included: Eric Clark, Global Brands Brand Z Report If you want more information on the brands fund go to rationalmf.com or feel free to co...

Ep. 25 - Tobias Carlisle: The Acquirer's Multiple

10 Jun 2019

Contributed by Lukas

Today we talked to Tobias Carlisle. Tobias is an author, speaker, podcaster, fund manager and much more. Hope you enjoy! Thank you so much for lis...

Ep. 24 - Dr. Daniel Crosby: This is Your Brain On Money

04 Jun 2019

Contributed by Lukas

Daniel Crosby was working as a clinical psychologist when he decided to switch career paths to behavioral finance. Now, he uses those same skills to h...

Ep. 23 - Puru Saxena, Portfolio Manager: Growth + Price = Success

28 May 2019

Contributed by Lukas

Puru Saxena was the founder and portfolio manager of a Hong Kong based money management firm. He set up my first firm with 2 partners in 2001 and then...

Ep. 22 - Bluegrass Capital: Securities Analysis

21 May 2019

Contributed by Lukas

Twitter: @bluegrasscap (Bluegrass Capital) Thank you so much for listening, we really appreciate you. If you have found this valuable, please ...

Ep. 21 - Geoff Gannon: The Research Process

14 May 2019

Contributed by Lukas

Geoff Gannon is Portfolio Manager at Focused Compounding. Geoff's blog: https://gannononinvesting.com Geoff's Company: https://focusedcompounding...

Ep. 20 - A New Stock Revealed

07 May 2019

Contributed by Lukas

On this episode we analyze the investment thesis for our newest recommendation. We have never given something like this away for free so we hope you e...