Best Anchor Stocks
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21. PEOPLE-driven INVESTING & two-sided PERSPECTIVES w/Sidecar…
21. PEOPLE-driven INVESTING & two-sided PERSPECTIVES w/Sidecar…
À propos de ce podcast
The Best Anchor Stock podcast will bring sporadic episodes where Leandro, the main contributor, speaks with knowledgeable investors.
Épisodes
Les 20 épisodes les plus récents sur 21
- 21. PEOPLE-driven INVESTING & two-sided PERSPECTIVES w/Sidecar Investor · 1 h 2 minThis week I had the pleasure of having Sidecar Investor on the show (@sidecarcap). We discussed many topics during our conversation, especially how Sidecar applies a…
- 20. How JAPAN became INVISIBLE without losing DOMINANCE w/ Ulrike Schaede · 46 minThis week I was lucky enough to be joined by Ulrike Schaede. I came to know Ulrike after reading the two books she has authored on Japanese business (`The Business Reinvention of…
- 19. Nintendo: The Switch 2 Edition w/ Ryan O'Connor (Crossroads Capital) · 1 h 0 minThis week I was fortunate to be joined for the second time by my good friend Ryan O'Connor, founder and CIO of Crossroads Capital. We updated the Nintendo thesis after our first…
- 18. Vials, Tubes, and Billion-Dollar Niches w/Jon aka. Borlaug · 60 minIf you enjoy this episode feel free to share and rate the podcast, it would help me a lot! Welcome to another episode of the Best Anchor Stocks podcast. This time I was lucky…
- 17. Understanding Shorting w/ Paul Cerro · 1 h 7 minThis week I was lucky to be joined by my good friend Paul Cerro, founder of Cedar Grove Capital Management. We discussed the topic of shorting. I hope you enjoy it! Link to Cedar…
- 16. Quality Where You Least Expect it To w/ Jeremy Kokemor · 58 minIn this week’s episode I was joined by Jeremy Kokemor, founder of Right Tail Capital. We remained true to the essence of this podcast and talked about quality, but in a rather…
- 15. Returns, Reinvestment, & Valuation w/ Andy Feldman · 54 minIn this week's episode I discussed the three most important variables in investing (reinvestment rate, returns, and valuation) with my good friend Andy Feldman. We discuss these…
- 14. The Qualities of Industrial Assets w/ John Rotonti · 1 h 15 minJohn Rotonti joined me for the first episode of 2025. We discuss... • John's upcoming role as a Portfolio Manager • How he plans to fight the incentive structure that…
- 13. Palantir: Business & Valuation w/ Arny Trezzi · 1 h 5 minLink to Best Anchor Stocks, my investment research service focused on high-quality companies: www.bestanchorstocks.com Link to Palantir Bullets, Arny's blog focused on Palantir…
- 12. Long/Short Investing w/ George Livadas from Upslope Capital · 49 minIn today's episode I have a conversation with George Livadas, founder of Upslope Capital Management. George follows a Long/Short Investment strategy and he explains why he…
- 11. The Picks & Shovels of the Healthcare Industry w/Peter Mantas · 57 minIn today's episode, Peter Mantas, partner of Logos LP, come to talk about the picks and shovels of the healthcare industry. We discuss, among other topics... • The healthcare…
- 10. Untangling the Spirits Industry w/ Christian Billinger · 1 h 14 minWelcome again to the Best Anchor Stocks podcast! I was lucky this time to speak with Christian Billinger about the Spirits Industry. It has been a rocky ride for the industry…
- 9. The United States Is Going South w/ Lawrence Hamtil & Douglas Ott · 52 minWelcome back to another episode! This time I was lucky enough to be joined by Lawrence Hamtil and Douglas Ott to discuss a relevant migration taking place in the US. They…
- 8. China risk to Big Tech, Index Investing, Vistry and Nintendo with Ryan O'Connor · 1 h 16 minLink to Best Anchor Stocks: https://www.bestanchorstocks.com/ Link to Crossroads Capital: https://www.crossroadscap.io/ Link to latest annual letter of Crossroads Capital…
- 7. Investing in High-Quality Companies w/ Barry Schwartz and Ernest Wong from Baskin Wealth · 1 h 24 minIn today's episode I was lucky to be able to speak with Barry Schwartz and Ernest Wong from Baskin Wealth. Their investing philosophy is one of high-quality investing, but we go…
- 6. What is a high-quality company? w/ Drew Cohen from Speedwell Research · 1 h 17 minHi again! It has been a long time since the last episode, but I'll start uploading these more recurrently from now on. In this episode I discuss with my good friend Drew Cohen…
- 5. Stock Picking, Nintendo, And A Flyover Stock With Todd Wenning · 1 h 15 minLink to Best Anchor Stocks where you can enjoy a 2-week free trial: https://seekingalpha.com/mp/1399-best... Link to Todd Wenning's Flyover Stocks: https://www.flyoverstocks.com/…
- 4. A Conversation with Shree Viswanathan, founder of SVN Capital · 1 h 29 minLast week I had the opportunity to talk with Shree Viswanathan, founder and portfolio manager of SVN Capital. Shree was incredibly kind to give me 1h30m of his time to discuss…
- 3. A Conversation With François Rochon, founder of Giverny Capital · 1 h 8 minLast week François Rochon, founder of Giverny Capital, kindly gave me an hour of his time to talk with him about several investment related topics. For more information related…
- 2. A Conversation on Quality Investing with Christian Billinger · 1 h 13 minWelcome to a new episode of the Best Anchor Stocks podcast. Today, I have the pleasure of talking with Christian Billinger, chairman of Billinger Forvaltning AB, a privately held…
