Ep. 117 - Aaron Bush: The Game Master

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Ep. 120 - Ralph Molina: High Conviction Investing

In this conversation, we cover: - how Ralph thinks about hidden champions- what pesto taught him about moats- the standard required for huge concentration- how Ralph does scuttlebutt- how his operating experiences have helped him become a better investor- and much more!You can fi ... Show more

. 1h 36min

Ep. 119 - Sustainable Growth

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

. 55min 58sec

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