In episode 304, we welcome our guest, Damon Ficklin, Polen Capital’s head of the Large Company Growth Team and the lead portfolio manager of the firm’s Global Growth strategy. In today’s episode, we’re talking high quality, concentrated growth investing. Damon starts by describing his process for analyzing companies and the key metrics they look for when do ... Show More
Yesterday
Dan Rasmussen & D.A. Wallach on Biotech’s Surge, China, IPOs, US Valuations & Japan | #617
Watch on YouTube. Today’s returning guests are Dan Rasmussen, founder of Verdad Advisers, and D.A. Wallach, a venture capital investor for Time BioVentures. In today’s episode, we unpack the recent biotech surge through the lens of Dan’s recently published biotech report. We also ... Show More
1h 14m
Feb 3
Radio Show: Meb on Markets at Extremes, Anything BUT Market Cap, and Embracing Volatility | #616
In today’s radio show, Meb breaks down why market-cap–weighted investing may be nearing its limits after an extraordinary run in U.S. stocks. He explores CAPE ratios near historic extremes, the quiet resurgence of gold and commodities, and why equal weight, value, and global mark ... Show More
50m 3s
Feb 2
Russell Napier: Financial Repression Is Back — And Investors Aren’t Ready | #615
My guest today is Russell Napier, an independent financial market strategist, financial historian, author of The Solid Ground investment report, and founder of the charitable venture The Library of Mistakes. In today’s episode, Russell explains why investors are asking the wrong ... Show More
58m 40s
May 2022
Eric Glyman - Reimagining Corporate Finance - [Invest Like the Best, EP. 275]
My guest today is Eric Glyman, co-founder and CEO of Ramp. Ramp is best known for its corporate cards but it has a range of software products to help finance teams save money and time. Since its founding in 2019, the business has grown rapidly and was last valued at $8 billion. E ... Show More
1h 3m
Jul 2021
Steve Mandel - Investing Behind Change - [Invest Like the Best, EP. 235]
My guest today is Steve Mandel, founder of Lone Pine Capital, one of the most successful hedge fund and investment firms of this generation. In our conversation, we discuss how the investing business has evolved since Steve’s start in the 1980s, why it’s so difficult to drive alp ... Show More
1h 12m
Sep 2023
Will England - A Primer on Multi-Strategy Hedge Funds - [Invest Like the Best, EP.342]
My guest today is Will England, the CEO and Co-CIO of Walleye Capital. Walleye is a multi-strategy hedge fund headquartered in Minnesota that manages around $5 billion. Our conversation is a primer on multi-strategy hedge funds, which have become a force in markets through the su ... Show More
1h 21m
Feb 2022
Frank Slootman - Narrow the Focus, Increase the Quality - [Invest Like the Best, EP. 265]
My guest today is Frank Slootman, Chairman and CEO of cloud platform Snowflake. Frank has become one of the most revered CEOs in business. Over the past twenty years, he has three times taken over emerging enterprise software businesses – first Data Domain, then ServiceNow, and m ... Show More
53m 51s
Feb 2024
421: A Visionary Business Leader and Best Selling Author, Mark A. Mears. What's LOVE Got to Do With Leadership?
<p dir="ltr">Welcome to Strategy Skills episode 421, an interview with the author of <em>The Purposeful Growth Revolution: 4 Ways to Grow from Leader to Legacy Builder.</em> In this book, you will learn to apply 4 holistic and revolutionary processes found in nature to help indiv ... Show More
47m 53s
Mar 2017
Trish and James Higgins of Chenmark Capital - Permanent Equity - [Invest Like the Best, EP.28]
My guests this week are Trish and James Higgins, who run Chenmark Capital Management. In this episode we continue to explore a style of investing I call Permanent Equity. Returns in permanent equity come first from the ongoing cash flows of portfolio companies, not from reselling ... Show More
1h 4m
Jan 2022
Geoffrey Moore - Building Gorilla Businesses - [Invest Like the Best, EP. 261]
My guest today is the renowned tech author, consultant, and venture partner at Wildcat Ventures, Geoffrey Moore. Geoffrey has spent his career focused on the dynamics surrounding disruptive innovations and his book, Crossing the Chasm, has become a canonical work for young busine ... Show More
1h 17m
May 2024
How Simple Modern Built a $200M+ Brand on Generosity & Culture
<p><span style="font-size: 10pt;">How can a business blend substantial growth with a robust culture of generosity? Today on the show, I'm joined by Mike Beckham, CEO and co-founder of Simple Modern, a nine-figure drinkware company nearly a decade old. Mike is also a well-known po ... Show More
1 h