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Nov 2020
51m 54s

Science of Hitting: Alex on Buffett-styl...

Tobias Carlisle
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Mar 19
Tim Travis on Private Credit $OWL $OBDC and $MSDL; Energy $DVN, $OXY and $EPD; and $AGO | S08 E10
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58m 52s
Mar 12
Alexander Roepers on constructive activism and concentrated value in $KEX, $AXTA, and $FLS | S08 E09
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Mar 5
Derek Pilecki on long/short financials investing, regional banks, non-banks and insurance | S08 E08
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