Ep. 118 - Rodrigo Benedetti: Secular Curiosit...

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

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

On today's show, we spoke with Brandon Nelson, Senior Portfolio Manager for Calamos to discuss Calamos' favorite small cap sectors, why small caps have flown under the radar, understanding the relationship between momentum and fundamentals, profitability of small cap stocks, and ...  Show more

InsideArbitrage: https://t.co/XjSwNNG8bK QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: Andrew@focusedcompounding.com Please read our Disclaimer: https://focusedcompounding.com/disclai ...  Show more

This is Matt Reustle. Today, we are back to talk about increased access to alternative investing. My guest is Josh Clarkson, managing director at Prosek Partners. You may remember that Josh joined us last year in our primer series on private credit. He is back today to discuss wh ...  Show more

Send us Fan Mail Answering questions we've received from listeners via email and Instagram! This week's topics include: how to choose the right valuation method? How to prepare for an investment banking interview? What is the difference between IRR, CAGR, and ROI? ...and more!! T ...  Show more