My guest this week is Doug Leone. Doug led one of the world’s most successful venture firms, Sequoia, for over 25 years after he was given responsibility for the firm by its founder, Don Valentine, in 1996. Alongside Mike Moritz, the pair managed its expansion from a single $150m early-stage fund into an $85 billion global powerhouse. It was a privilege to s ... Show More
Nov 19
Ari Emanuel - The Anti-AI Bet - [Invest Like the Best, EP.448]
My guest today is Ari Emanuel. Ari runs one of the most influential portfolios in global sports, entertainment, and media. He oversees TKO, which includes the UFC and WWE, serves as the Executive Chairman of WME Group, and recently founded MARI, a new company focused on global ev ... Show More
1h 1m
Nov 11
Wolfgang Hammer - The Power of Story - [Invest Like the Best, EP.447]
My guest today is my friend Wolfgang Hammer. Wolfgang is a successful film producer and executive who helped create House of Cards and ran several major studios, including Lionsgate, CBS Films and Miramax. He’s now building a new kind of film studio with support from Mitch Lasky ... Show More
41m 32s
Nov 4
Luca Ferrari - Building Bending Spoons - [Invest Like the Best, EP.446]
My guest today is Luca Ferrari. Luca is the co-founder and CEO of Bending Spoons, which he describes as 25 percent private equity and 75 percent technology company. Founded in 2013, Bending Spoons fully acquires and operates digital companies like Evernote, Meetup, Vimeo, and mos ... Show More
1h 20m
Jun 2024
Ho Nam - Lessons in Venturing Differently - [Art of Investing, REPLAY]
Today, we are replaying our conversation with Ho Nam, co-founder of Altos Ventures. As the numbers go, Altos is one of the greatest venture capital firms of the last quarter century. We unpack Ho's origin story and the values that shaped him most as a person and investor, and th ... Show More
1h 45m
Nov 2023
RWH036: The Power Of Simplicity w/ Anthony Kingsley
In this episode, William Green chats with Anthony Kingsley, who oversees more than $10 billion at an investment firm named Findlay Park. Anthony is the portfolio manager of the Findlay Park American Fund, which has crushed its benchmark index by 1,200 percentage points over 25 ye ... Show More
1h 41m
Jan 2024
Visma: Mission Critical European Software - [Business Breakdowns, EP.145]
This is Zack Fuss. Today we are breaking down the largest privately-owned software business in Europe, Visma. Visma is a software company with over 15,000 employees offering accounting, payroll, and HR software products for customers across the Nordic, Benelux, and Baltic regions ... Show More
46m 4s
Jun 2024
TIP635: Deep Diving Into The Warren Buffett Way w/ Robert Hagstrom
Kyle Grieve chats with Robert Hagstrom about reflections from Warren Buffett’s early investing mistakes, why GEICO’s insurance float has been setup so perfectly for use by Warren Buffett, why low turnover portfolio’s outperform other options, why looking at stocks as abstractions ... Show More
1h 14m
Apr 2024
Professor Kenneth French on Risk, Return, and Rationality | #530
Today’s guest is Professor Ken French, the Roth Family Distinguished Professor of Finance at the Tuck School of Business at Dartmouth College. He’s written some of the most influential papers in finance alongside former podcast guest, Professor Eugene Fama. In today’s episode, Ke ... Show More
55 m
Feb 2024
TIP609: Fooled by Randomness by Nassim Taleb
On today’s episode, Clay reviews Nassim Taleb’s book – Fooled by Randomness.
Nassim Taleb is a Lebanon-born American mathematician and statistician whose work concerns problems of randomness, probability, and uncertainty. He’s very well known for his popular books, including The ... Show More
1 h
Feb 2024
TIP610: Mastermind Q1, 2024 w/ Tobias Carlisle and Hari Ramachandra
In today's episode, Stig Brodersen speaks to Tobias Carlisle and Hari Ramachandra. Stig only owns five individual stocks, and in this episode, he outlines why he is still bullish on Spotify. Hari’s pick, Disney, has recently been extremely volatile, and Tobias pitches Mueller Ind ... Show More
1h 26m
Feb 2024
Ultra-Niche Positioning: How to Find Success By Going SUPER Narrow
I’m so f*cking happy to announce that my book, Stand The F*ck Out, is officially available for PURCHASE! To buy the book—and more!—DIRECTLY from us and support our small business, go to: https://book.stfo.ioFree Shipping Worldwide • Ripped Apart by 70+ Marketers • Money-Back Gu ... Show More
57m 59s