Behind The Idea #100: The Alphies 2.0

Over the last two weeks, Mike and Daniel have pitched respective long ideas. This week, we looked backward at mistakes we've made in our investing careers. The theory goes that your investing mistakes also amount to your investing tuition, and that true wisdom is learning from ot ...  Show more

We continue our special November series. Mike shares his long thesis for Varian Medical Systems, an industry leader in oncology treatment devices that has a lot of attractive business aspects, though it's valuation is also challenging. Daniel tries to probe the thesis for any gap ...  Show more

<div>What’s up podcast. This episode is the audio version of one of my most popular videos that was originally published in August of 2016. I sit down with a young man and discuss finding your purpose, the importance of documenting the journey and ends the meeting with a challeng ...  Show more

Podcast! If you haven't signedup for my text community, it's the best way to get access and talk directly with me! These 3 fans were selected to come to the NYC office to meet the team and myself and be featured on the podcast.... I want to do more things like this ...

Today we are rounding up the best advice we have had so far in season 2 of the podcast! Advice from professionals from across the industry, whether it be corporate, government, or non-profit, it's all here. Be sure to check out the episodes featured. This is our last episode of s ...  Show more

You have to hear what we thought of some of our favorite Miraculous Ladybug episodes ever “Sentibubbler”, “Rocketear”, “Wishmaker”, & “Mega Leech” as our Ladybug Season 4 podcasts continue! Hosts this week: Dylan Hysen, Delaney ...  Show more