A podcast helping you find your next great investment. Episodes out Wednesday and Friday mornings. Hosted by Ryan Henderson and Brett Schafer.
814 episodes transcribedWe are joined this week by Sleepwell Capital. We discuss Uhaul, Spotify, and the audio market as a whole. Listen in after the interview to hear about...
PayPal is a technology platform and digital payments company that offers digital and mobile payments for its users. If you feel a little confused, the...
SharpSpring is a cloud-based marketing technology company. The company offers marketing automation, web tracking, lead scoring, and automated workflow...
Jamie Powell joins us this week to discuss frauds, bubbles, and meme stocks. Jamie works at FT Alphaville and shares how he got there. Listen in after...
AppHarvest is a tech-enabled farming company. The company utilizes high-tech greenhouses to grow fruits and vegetables. The company was founded in 201...
Corsair is officially named Corsair Gaming, Inc. The company designs, markets, and distributes gaming and streaming peripherals, components, and syste...
Brett and Ryan take turns walking you through their valuation processes. Listen closely to find out what margins or metrics your hosts pay close atten...
Vimeo operates an online video platform where its customers can upload, share, and watch videos. The company also has Vimeo on Demand that allows its...
Formula One Group operates motorsport races and holds commercial rights for the Formula One world championship races. Officially Formula One Group is...
Rick Munarriz joins us this week to discuss Roku, Fubo TV, and the world of connected television. Listen in after the interview to hear Brett and Ryan...
UiPath provides an end-to-end automation platform for clients. The company has seven pillars to its offering, ranging from management to deployment. U...
CarParts.com is an online provider of auto parts and car accessories. The company offers replacement parts, mechanical parts, and even performance par...
Eugene Ng joins us this week to talk about investing in Southeast Asia. We discuss companies like Coupang and Sea Limited. Listen in after the intervi...
Wish is officially known as ContextLogic Inc. but is more commonly referred to as Wish. The company operates a mobile e-commerce platform across the g...
GoodRx Holdings provides information to its customers to help them compare prices and save money on their prescription medications. The company is aim...
Brett and Ryan take turns listing out companies with the best moats of all time. After the break, Brett and Ryan will share their favorite stories fro...
Afterpay (OTC: AFTPY) is an Australian technology firm that offers payment solutions. The company partners with merchants to offer customers the abili...
Embracer Group is an international video game conglomerate. The company owns and operates various PC and console games for the gaming markets in Europ...
Anirban Mahanti joins us this week to discuss cloud companies and capitalism without capital. Anirban shows off his knowledge of the cloud and also br...
Grab is a southeast Asian super-app. The company will go public via a SPAC whose current ticker is AGC. Grab offers ride-hailing, mobile payments, foo...
