743 Episodes

  1. Coupang, Sea Limited, & Investing in Southeast Asia - Eugene Ng

    Published: 5/25/2021
  2. Wish (WISH) | Deep Dive

    Published: 5/23/2021
  3. GoodRx (GDRX) | Deep Dive

    Published: 5/20/2021
  4. Top 10 Moats of All Time

    Published: 5/18/2021
  5. Afterpay (APT) | Deep Dive

    Published: 5/16/2021
  6. Embracer Group (EMBRACB) | Deep Dive

    Published: 5/13/2021
  7. Anirban Mahanti - Cloud Adoption & Capitalism Without Capital

    Published: 5/11/2021
  8. Grab (GRAB) | Deep Dive

    Published: 5/9/2021
  9. Jumia (JMIA) | Deep Dive

    Published: 5/6/2021
  10. Jake Taylor - A Call From Munger & the Role of Solitude

    Published: 5/4/2021
  11. ThredUp (TDUP) | Deep Dive

    Published: 5/2/2021
  12. Squarespace (SQSP) | Deep Dive

    Published: 4/29/2021
  13. Jon Bathgate - Optionality & Resiliency

    Published: 4/27/2021
  14. Coupang (CPNG) | Deep Dive

    Published: 4/25/2021
  15. Poshmark (POSH) | Deep Dive

    Published: 4/22/2021
  16. Mohawk Group - Asher Delug, Sean Emory, and Jonah Lupton

    Published: 4/20/2021
  17. Coursera (COUR) | Deep Dive

    Published: 4/18/2021
  18. Pinterest (PINS) | Deep Dive

    Published: 4/15/2021
  19. Autodesk, Procore, and Avid Technology with Luis Sanchez

    Published: 4/13/2021
  20. Olo (OLO) | Deep Dive

    Published: 4/11/2021

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A podcast helping you find your next great investment. Episodes out Wednesday and Friday mornings. Hosted by Ryan Henderson and Brett Schafer.