Mar 10
Shyam Sankar - Celebrating Heretics - [Invest Like the Best, EP.462]
My guest today is Shyam Sankar, the CTO of Palantir Technologies. In this conversation, we explore the ideas that shape how Shyam thinks about technology, talent, and national power. We discuss the origins of Palantir’s forward-deployed engineering model and the lessons he learne ... Show More
1h 21m
Mar 4
John Arnold - China, Energy Markets and Fixing America's Systems - [Invest Like the Best, EP.461]
My guest today is John Arnold. John is probably the most famous energy trader of all time and certainly the most successful. One of the things John talks about is cultivating the best seat in your industry – the seat with the best perspective, the most information, the best syste ... Show More
1h 15m
Feb 24
Dan Sundheim - The Art of Public and Private Market Investing - [Invest Like the Best, EP.460]
My guest today is Dan Sundheim. Dan is the founder and CIO of D1 Capital Partners. He thinks about markets and businesses constantly, and has built a career entirely around that obsession. He manages over $30B across both public and private markets, with investments in SpaceX, Op ... Show More
1h 15m
Jul 2022
The future of investing is already upon us, ft. SixPark's Pat Garrett
Pat Garrett is the CEO and co-founder of SixPark. Pat Garrett joins Owen Rask on The Australian Investors Podcast to talk about robo investing, the rise of ETFs, asset allocation puzzles, the future of investment advice and so much more.Some of the questions I -- Owen -- asked Pa ... Show More
1 h
Aug 2023
TIP569: An Investor's Guide to Clear Thinking w/ Chris Mayer
Back by popular demand, Clay Finck brings back Chris Mayer to chat about his book, How Do You Know – A Guide to Clear Thinking About Wall Street, Investing, and Life. This book is one that really made us think as it is not your conventional investing book and questions much of tr ... Show More
53m 27s
Jul 2021
EP 320. Investing in Emerging Markets, Creative Thinking, Float, Sizing Investments, and Other Questions from Twitter
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Ganno ... Show More
32m 19s
Apr 2024
Chris Hansen - The Long & Short of Investing - [Art of Investing, EP.16]
Our teacher today is Chris Hansen, founder of Long Short Equity investor, Valiant Capital. Chris spun off from his early career at Blue Ridge to start Valiant and pursue his own unique investment thesis.
We cover Chris's foray into investing in India, the training, temperament, a ... Show More
1h 31m
This week Patrick takes a deep dive in the world of Venture Capital with Craig Shapiro, founder and CEO of the New York based Collaborative Fund, which was an early investor in companies like Lyft, Kickstarter, and Reddit. We cover Craig’s investing roots, his process for sourcing and evaluating investment opportunities, and the very useful “villain test.” ... Show More
<p class="p3"><span class="s1">Today's Mobile Home Park Episode is from Episode #99. </span></p> <p class="p4"><strong>Recommended Resources: </strong></p> <ul> <li>Accredited Investors, you're invited to <a href= "https://kevinbupp.com/join/">Join the Cashflow Investor Club</a> ... Show More
