Latest Episodes:
19. Reckoning looms for unlisted assets
18. Buffett lessons you won’t hear at Berkshire
17. Three reasons why America continues to be an attractive investment destination
16. Moral hazard in the tech industry: the case of Silicon Valley Bank
15. Portfolio Management Strategies: Navigating the January Rally and Avoiding Investor Traps
14. Disney’s Corporate Blunders and Why BP Could Be Next
13. The contrarian case for small caps in 2023
12. THL’s Grant Webster on why his big merger is one of the good ones
11. Meta’s woes, Twitter’s close, and the end of an investing epoch
10. How to invest for an inevitable consumer slowdown
9. Nobody puts value in the corner
8. The difference between a stock price and a company’s value