logo
episode-header-image
May 2024
46m 49s

Ep. 108 - Andrew Martin: Small Cap Star

Ryan Reeves
About this episode
tail spinning
Up next
May 11
Ep. 120 - Ralph Molina: High Conviction Investing
In this conversation, we cover: - how Ralph thinks about hidden champions- what pesto taught him about moats- the standard required for huge concentration- how Ralph does scuttlebutt- how his operating experiences have helped him become a better investor- and much more!You can fi ... Show More
1h 36m
Jan 2025
Ep. 119 - Sustainable Growth
In this conversation, we cover: - how Sustainable growth has 8 ten baggers - lessons from Mastercard - overviews of big winners like Pro Medicus and Wisetech Global - many other companies like MELI, NVDA, FICO, etc Thank you so much for listening, we really appreciate you. If you ... Show More
55m 58s
Oct 2024
Ep. 118 - Rodrigo Benedetti: Secular Curiosity
You can find Rodrigo on X here. In this conversation, we cover: Tankers Small banks Coal Healthcare (TMDX, EW) Shorting Macro How to break down a sector from scratch Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leavin ... Show More
1h 2m
Recommended Episodes
Jan 2025
TIP692: Reading the Signals: How To Identify Winning Investments w/ Andrew Martin
In today's episode, Kyle Grieve chats with Andrew Martin about how he utilized his PhD in investing, the typical traits Andrew looks for in great investments, valuable physics-related mental models to improve your thinking processes, why Andrew is attracted to smallcap stocks, ho ... Show More
1h 4m
Feb 2024
TIP607: Small But Mighty: Uncovering Smallcap Value w/ Paul Andreola
Kyle talks to Paul Andreola about how he evaluates smallcap stocks, why flipping over as many rocks as possible is such a strong strategy, why to put all your focus on profitable growing businesses, why the PEG ratio is so important for finding great opportunities, the importance ... Show More
51m 47s
Aug 2024
Talk Your Book: Finding Small Cap Diamonds in the Rough
On today's show, we spoke with Brandon Nelson, Senior Portfolio Manager for Calamos to discuss Calamos' favorite small cap sectors, why small caps have flown under the radar, understanding the relationship between momentum and fundamentals, profitability of small cap stocks, and ... Show More
39m 10s
May 2021
Andrew Horowitz, Horowitz & Company - I Think We’re Starting To See A Little Bit Of What Happens When The Tide Goes Out | #309
In episode 309, we welcome our guest Andrew Horowitz, President and Founder of Horowitz & Company and host of The Disciplined Investor Podcast. In today’s episode, we start with Andrew’s investment framework. We talk about the tradeoff between active management and ETF’s with bot ... Show More
1h 14m
Mar 2022
IFB221: Who Are Some of the Best Businesses in the Market?
Welcome to the Investing for Beginners podcast. In today’s show, we discuss: *Nominees for what Andrew and I think are some of the best businesses in the market today *We discuss from a high-level view what makes them appealing and why we like these businesses *Some are familiar ... Show More
32m 2s
Aug 2021
Expert Investor: Claude Walker | Assessing Management & Analysing Small Caps
<p>Bryce and Alec talk to a guest who's an expert in a range of thematics that are frequently talked about in the Equity Mates community, so we’re hoping it’s going to be a really valuable conversation. The guys are joined by Claude Walker, who's the founder of A Rich Life and wr ... Show More
52m 37s
Jun 2022
DD131~6 High-Quality, Undervalued Semiconductor Stocks
<p>In this episode we discuss 6 High-Quality, Undervalued Semiconductor Stocks (<a href="https://www.morningstar.com/articles/1097242/6-high-quality-undervalued-semiconductor-stocks"><strong>LINK HERE</strong></a>), A Starbucks Covered call I sold, and trivia from Visual Capitali ... Show More
35m 9s
Aug 2025
Magnetic Position Sensors $MELE, Promo Market $FOUR and Ingles $INMKT with Gwen Hofmeyr | S07 E26
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's ... Show More
1h 1m
Feb 2017
TIP 124 : One Up On Wall Street by Peter Lynch (Business Podcast)
IN THIS EPISODE, YOU’LL LEARN: If new investors should build their portfolio around small cap stocks. Why there is more to it than just picking companies you understand. How to identify a stock pick that has pricing power. A rather untraditional approach to identifying good stock ... Show More
45 m
Sep 2020
Value: After Hours S02 E36 Masa Son's $4billy YOLO Trade, Slime Value Investors, Creativity in Value
<p>Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at <a href="https://acquirersmultiple.com/ ">https://acquirersmultiple.com/&nbsp;</a></p> ... Show More
59m 19s