The Investing City Podcast

In this conversation we cover: - why Opendoor is Tyler's largest personal holding - the market dynamics of ibuying - the competitive landscape for Opendoor - the future optionality of the company - the main risks for Opendoor review You can find more information and content by going to these places: Premium ResearchWebsitehttps://www.investingcity.orgYouTubeInvesting CityTwitterinvesting_city Or feel free to email us at service@investingcity.org Again, we really appreciate that you...

In this conversation we cover: - Yaron's investment philosophy - why he is bullish on KKR - an overview of the private equity landscape - and much more! review You can find more information and content by going to these places: Premium Research Websitehttps://www.investingcity.orgYouTubeInvesting CityTwitterinvesting_city Or feel free to email us at service@investingcity.org Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you...

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 favorite industries - And much more! review You can find more information and content by going to these places: Premium ResearchWebsitehttps://www.investingcity.orgYouTubeInvesting CityTwitterinvesting_city Or feel free to email us at service@investingcity.org Again, we really appreciate that you would take the time to listen. Hope it...

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 through technical analysis and what investors can learn from it. In this conversation we cover: - Nick's north star of returns - What investors can learn from traders - Why stop losses can actually be helpful - and so much more! review You can find more information and content by going to these places: Premium...

You can find more on Joe here: https://twitter.com/SagaPartners In this conversation we cover: - deep dives into GoodRx and Redfin - why both companies are interesting review You can find more information and content by going to these places: Premium ResearchWebsitehttps://www.investingcity.orgYouTubeInvesting CityTwitterinvesting_city Or feel free to email us at service@investingcity.org Again, we really appreciate that you would take the time to listen. Hope it was valuable....

In this conversation we cover: - Scott's process for following billion-dollar funds - Some interesting names that have come out of his research like Airbnb! - A tale from Will Danoff, the manager of Fidelity's Contrafund review You can find more information and content by going to these places: Premium ResearchWebsitehttps://www.investingcity.orgYouTubeInvesting CityTwitterinvesting_city Or feel free to email us at service@investingcity.org Again, we really appreciate that you...

In this conversation we cover: - Left Brian's 5 criteria for finding great companies - Crowdstrike - Nvidia - and much more! review You can find more information and content by going to these places: Premium ResearchWebsitehttps://www.investingcity.orgYouTubeInvesting CityTwitterinvesting_city Or feel free to email us at service@investingcity.org Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

You can find more information about Marcelo here: https://www.hellerhs.com/blog In this conversation we cover: - why Marcelo was initially skeptical about Lemonade and how he formed conviction - Lemonade's origin story - why Lemonade is an interesting business - the market opportunity - and everything in between! review You can find more information and content by going to these places: Premium ResearchWebsitehttps://www.investingcity.orgYouTubeInvesting CityTwitterinvesting_city...

You can find James on Twitter here: https://twitter.com/TenebristGlobal In this conversation we cover: - James' background - What he learned at ShawSpring partners as an early analyst and then Head of Research - What ecosystem control is - Carvana's competitive advantage and ecosystem control - And much more! review You can find more information and content by going to these places: Premium Research Websitehttps://www.investingcity.org YouTubeInvesting...

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 invests his own money - The genesis of the Capital Allocators podcast - And much more! review You can find more information and content by going to these places: Premium Researchhttps://www.investingcity.org/subscriptionsWebsitehttps://www.investingcity.orgYouTubeInvesting CityTwitterinvesting_city Or feel free to email us at...

In this conversation we cover: - a recent IPO, Upstart - the business/how it makes money - competitors - investment runway - financials - management - and much more! review You can find more information and content by going to these places: Premium ResearchWebsitehttps://www.investingcity.orgYouTubeInvesting CityTwitterinvesting_city Or feel free to email us at service@investingcity.org Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let...

In this conversation we cover: - Robert's background at a few investment firms - The Compound Kings investment philosophy - Why Robert thinks gross profit - sales & marketing is a great metric - Why cash flow is so important - And much more! You can check out the ETF here: https://kngsetf.com/ review You can find more information by going to these sources: Premium ResearchWebsitehttps://www.investingcity.orgYouTubeInvesting CityTwitterinvesting_city Or feel free to email us at...

In this conversation we cover: DoorDash, DoorDash and more DoorDash. I would like to start bringing more guests on to break down specific stocks. This was a really fun conversation and I learned a lot about the company. Enjoy! review You can find more information and content by going to these places: Premium ResearchWebsitehttps://www.investingcity.orgYouTubeInvesting CityTwitterinvesting_city Or feel free to email us at service@investingcity.org Again, we really appreciate that you...

You can find out more about Jonah through his Twitter profile. In this conversation we cover: - Jonah's background in investing - his investing style and philosophy - a melanoma-detecting patch company - an AI-underwriting company - an alternative to sleep apnea medical device - and much more! review You can find more information and content by going to these places: Premium ResearchWebsitehttps://www.investingcity.orgYouTubeInvesting CityTwitterinvesting_city Or feel free to...

You can learn more about Nick Dennis here: https://anchorcapital.co.za/team/asset-management/ In this conversation we cover: - the difference between proxies and principles - how to think differently - why retail investors are underrated - Snap, Tesla and Sea Limited - and MUCH more.... review You can find more information and content by going to these places: Premium ResearchWebsitehttps://www.investingcity.orgYouTubeInvesting CityTwitterinvesting_city Or feel free to email us...

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 details about the Dynasty Membership here: https://www.investingcity.org/subscriptions You can find more information and content by going to these places: Premium ResearchWebsitehttps://www.investingcity.orgYouTubeInvesting CityTwitterinvesting_city Or feel free to email us at service@investingcity.org Again, we really appreciate that you would...

In this conversation, we cover Brian's checklist for finding quality companies. Part 1 of the checklist can be found here: https://twitter.com/BrianFeroldi/status/1324324314053791744?s=20 Part 2 here, The Gauntlet: https://twitter.com/BrianFeroldi/status/1324359239469588485?s=20 review You can find more information and content by going to these places: Premium ResearchWebsitehttps://www.investingcity.orgYouTubeInvesting CityTwitterinvesting_city Or feel free to email us at...

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 we cover: - Packy's process for writing the "Not Boring" newsletter - what is Reliance and why we should care - the history and future of Reliance - how Reliance could replicate Tencent's playbook 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 more...

Shownotes: - Bloomberg article referenced - Nintendo Annual Letter In this conversation we cover: - an amazing story about Ryan's grandfather - Crossroad Capital's strategy - why Ryan seeks out disconfirming evidence - the bull thesis for Nintendo - why the Nintendo bears are wrong review You can find more information and content by going to these places: Premium ResearchWebsitehttps://www.investingcity.orgYouTubeInvesting CityTwitterinvesting_city Or feel free to email us at...

You can follow Richard on Twitter [HERE] and check out Saga [HERE]. In this conversation we cover: - how to supercharge your investing journey - how Richard went from never investing to a buyside position - the future of healthcare - why Livongo and Teladoc are a powerful combination - and much more! review You can find more information and content by going to these places: Premium ResearchWebsitehttps://www.investingcity.orgYouTubeInvesting CityTwitterinvesting_city Or feel free...