Introductions!

You can follow Mark on X here. In this conversation, we cover: - how in every business, there is a "tastes like chicken" layer - why marketing and accounting are underrated business functions - why business transparency can lead to healthy company cultures - and much more! Thank ...  Show more

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

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

In this conversation, we cover: 

how Andrew Martin has been able to crush the market

the filters Andrew uses to sort small/micro cap stocks

some examples including Shelly Group, McCoy Global, and Cyviz

In this conversation we cover:

- some trades Osman made during the past few months

- why TJ Maxx and Popeyes are interesting businesses

- the difference between an opportunistic bet and a long term holding

- Tencent's investments

...