Ryan Reeves
The Investing City PodcastEpisodes
Episodes of The Investing City Podcast
Mark All
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You can subscribe to Jeff's substack here: https://www.enerwrap.com/Or follow him on X here: https://twitter.com/EnergyCredit1A few of the companies mentioned:1. Exxon2. Chevron3. Transocean4. Tidewater5. Chesapeake EnergyThank you
You can follow Drew here on X. Companies mentioned:1. E.l.f2. Duolingo3. Shopify4. Paycom5. Aehr Systems6. Klaviyo7. Walmart8. AmazonThank you so much for listening, we really appreciate you.If you have found this valuable,
We're continuing our new series doing sector-level breakdowns. There are quite a few fantastic podcasts doing individual breakdowns but we think it will be fun and informative to do general overviews of the industry to understand the value chai
This is part 2 of our sector analysis on semiconductors.You can check out Doug's substack here: Fabricated Knowledge.We go deep on semis. Here are some of the companies mentioned:1. Nvidia2. ASML3. Applied Materials4. Intel5. AMD6.
We're starting a new series doing sector-level breakdowns. There are quite a few fantastic podcasts doing individual breakdowns but we think it will be fun and informative to do general overviews of the industry to understand the value chain.
Thank you so much for listening, we really appreciate you.If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!You can find more information and content by
Thank you so much for listening, we really appreciate you.If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!You can find more information and content by
Thank you so much for listening, we really appreciate you.If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!You can find more information and content by
We're baaaack! We're re-launching the podcast and to kick it off, we're replaying some of our most popular episodes. Get ready for weekly episodes!Thank you so much for listening, we really appreciate you.If you have found this valu
In this conversation we cover:- Paul's background- How he uses the CANSLIM method in Canadian microcaps- His criteria for picking stocks- Why low volume stocks are enticing- How he manages his time- What it takes to be a successful invest
Disclaimer: Must be accredited to become an limited partner. Below are the links and resources mentioned in the episode:1. The full slide deck: https://drive.google.com/file/d/1buuEI123WigFijrtzh_wXSAxd86Bae0v/view?usp=sharing2. The post
In this conversation we cover:- why Opendoor is Tyler's largest personal holding- the market dynamics of ibuying- the competitive landscape for Opendoor- the future optionality of the company- the main risks for OpendoorThank you so mu
In this conversation we cover:- Yaron's investment philosophy- why he is bullish on KKR- an overview of the private equity landscape- and much more!Thank you so much for listening, we really appreciate you.If you have found this valua
In this conversation we cover:- The Guardian Fund's strategy- Why Shopify has been a huge winner for Georg's fund- Why the cloud is one of Georg's favorite industries- And much more!Thank you so much for listening, we really appreciate
Nick runs the Anchor Fund out of South Africa and he is one of the most open-minded investors I know. This podcast is a glimpse into his journey through technical analysis and what investors can learn from it. In this conversation we cover:-
You can find more on Joe here: https://twitter.com/SagaPartnersIn this conversation we cover:- deep dives into GoodRx and Redfin- why both companies are interestingThank you so much for listening, we really appreciate you.If you have
In this conversation we cover:- Scott's process for following billion-dollar funds- Some interesting names that have come out of his research like Airbnb!- A tale from Will Danoff, the manager of Fidelity's ContrafundThank you so much f
In this conversation we cover:- Left Brian's 5 criteria for finding great companies- Crowdstrike- Nvidia- and much more!Thank you so much for listening, we really appreciate you.If you have found this valuable, please consider leavin
You can find more information about Marcelo here: https://www.hellerhs.com/blogIn this conversation we cover:- why Marcelo was initially skeptical about Lemonade and how he formed conviction- Lemonade's origin story- why Lemonade is an int
You can find James on Twitter here: https://twitter.com/TenebristGlobalIn this conversation we cover:- James' background- What he learned at ShawSpring partners as an early analyst and then Head of Research- What ecosystem control is- Car
In this conversation we cover:- Ted's background at the Yale endowment and Protege Partners- What he looks for in an investment manager- How he invests his own money- The genesis of the Capital Allocators podcast- And much more!Thank
In this conversation we cover:- a recent IPO, Upstart- the business/how it makes money- competitors- investment runway- financials- management- and much more!Thank you so much for listening, we really appreciate you.If you have fou
In this conversation we cover:- Robert's background at a few investment firms- The Compound Kings investment philosophy- Why Robert thinks gross profit - sales & marketing is a great metric- Why cash flow is so important- And much more!
In this conversation we cover:DoorDash, DoorDash and more DoorDash. I would like to start bringing more guests on to break down specific stocks. This was a really fun conversation and I learned a lot about the company. Enjoy!Thank you so
You can find out more about Jonah through his Twitter profile.In this conversation we cover:- Jonah's background in investing- his investing style and philosophy- a melanoma-detecting patch company- an AI-underwriting company - an altern
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