最高の Best Stocks ポッドキャスト (2024)

Link to Best Anchor Stocks, my investment research service focused on high-quality companies: www.bestanchorstocks.com Link to Palantir Bullets, Arny's blog focused on Palantir: https://www.palantirbullets.com/ -------------- This is a first-of-a-kind episode as it’s a deep dive into a specific company: Palantir. Palantir is known today for its hot…

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12. Long/Short Investing w/ George Livadas from Upslope Capital 49:10

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2M ago49:10

49:10

In today's episode I have a conversation with George Livadas, founder of Upslope Capital Management. George follows a Long/Short Investment strategy and he explains why he believe this to be a strategy that fits his investment philosophy. We also go over other topics like... The characteristics of a quality company Thoughts on shorting Investment p…

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11. The Picks & Shovels of the Healthcare Industry w/Peter Mantas 56:46

3M ago56:46

56:46

In today's episode, Peter Mantas, partner of Logos LP, come to talk about the picks and shovels of the healthcare industry. We discuss, among other topics... The healthcare industry in general The bioprocessing sub-segment The parts of the value chain that can potentially add the most shareholder value How AI can impact the value chain Much more Do…

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10. Untangling the Spirits Industry w/ Christian Billinger 1:14:20

4M ago1:14:20

1:14:20

Welcome again to the Best Anchor Stocks podcast! I was lucky this time to speak with Christian Billinger about the Spirits Industry. It has been a rocky ride for the industry, and we go over all the relevant topics like... What the industry is and its history Growth drivers Competitive dynamics Main players Challenges and headwinds The current stat…

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9. The United States Is Going South w/ Lawrence Hamtil & Douglas Ott 52:24

5M ago52:24

52:24

Welcome back to another episode! This time I was lucky enough to be joined by Lawrence Hamtil and Douglas Ott to discuss a relevant migration taking place in the US. They recently uploaded a white paper on the topic discussing the industries and companies that could be most impacted by this trend. Here it is: https://andvariassociates.com/wp-conten…

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8. China risk to Big Tech, Index Investing, Vistry and Nintendo with Ryan O'Connor 1:16:37

5M ago1:16:37

1:16:37

Link to Best Anchor Stocks: https://www.bestanchorstocks.com/ Link to Crossroads Capital: https://www.crossroadscap.io/ Link to latest annual letter of Crossroads Capital: https://www.crossroadscap.io/investor-letters/annual-letter-to-investors-2023 Don't forget to follow the show and leave a review if you enjoy it! Topics covered... What Ryan cons…

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7. Investing in High-Quality Companies w/ Barry Schwartz and Ernest Wong from Baskin Wealth 1:24:35

6M ago1:24:35

1:24:35

In today's episode I was lucky to be able to speak with Barry Schwartz and Ernest Wong from Baskin Wealth. Their investing philosophy is one of high-quality investing, but we go over many topics such as... How Ernest got hired at Baskin (comes with good advice for people who might be starting out) Why today is different to the dotcom era Disruption…

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6. What is a high-quality company? w/ Drew Cohen from Speedwell Research 1:17:57

6M ago1:17:57

1:17:57

Hi again! It has been a long time since the last episode, but I'll start uploading these more recurrently from now on. In this episode I discuss with my good friend Drew Cohen about the characteristics that make a company a high-quality company. We also share the highest-quality company we've ever researched. Drew and I have also written some artic…

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5. Stock Picking, Nintendo, And A Flyover Stock With Todd Wenning 1:15:02

1+ y ago1:15:02

1:15:02

Link to Best Anchor Stocks where you can enjoy a 2-week free trial: https://seekingalpha.com/mp/1399-best... Link to Todd Wenning's Flyover Stocks: https://www.flyoverstocks.com/ I plan on being more active in the podcast from now on, so if you enjoy these types of episodes be sure to follow and leave a review! -------------------------------------…

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4. A Conversation with Shree Viswanathan, founder of SVN Capital 1:29:40

1+ y ago1:29:40

1:29:40

Last week I had the opportunity to talk with Shree Viswanathan, founder and portfolio manager of SVN Capital. Shree was incredibly kind to give me 1h30m of his time to discuss several investment related topics. We also talked about two great companies in detail, Copart (CPRT) and HEICO (HEI), focusing on the main risks for each.…

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3. A Conversation With François Rochon, founder of Giverny Capital 1:08:00

2y ago1:08:00

1:08:00

Last week François Rochon, founder of Giverny Capital, kindly gave me an hour of his time to talk with him about several investment related topics. For more information related to Giverny Capital you can visit their webpage: https://givernycapital.com/en/ For more information about Best Anchor Stocks, visit our landing page: https://seekingalpha.co…

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2. A Conversation on Quality Investing with Christian Billinger 1:13:14

2y ago1:13:14

1:13:14

Welcome to a new episode of the Best Anchor Stocks podcast. Today, I have the pleasure of talking with Christian Billinger, chairman of Billinger Forvaltning AB, a privately held investment company based in Karlstad, Sweden. I decided to contact Christian after listening to him speak about quality investing, as I believe the investment style of Bil…

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1. Talking Investments and Copart (CPRT) with Chris Mayer 54:21

2y ago54:21

54:21

In this episode, Leandro talks with Chris Mayer, author of 100 baggers and portfolio manager at the Woodlock House Family Capital Fund. Chris talks about his investment philosophy and both also discuss Copart (CPRT)

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