Josh Kushner - Concentration and Conviction - [Invest Like the Best, EP.459]
Alex Behring and Daniel Schwartz - Inside 3G Capital - [Invest Like the Best, EP.458]
George Davis, Hotchkis & Wiley - We’re In Unchartered Territory Right Now | #339
The Meb Faber Show - Better InvestingEp 240. When Dead Money Becomes a Great Investment. Stock Reratings Over a 10-Year Period
Focused CompoundingEP 336. An Inside Look at Managing Investor Capital
Focused CompoundingEP 320. Investing in Emerging Markets, Creative Thinking, Float, Sizing Investments, and Other Questions from Twitter
Focused Compounding