This 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 people-driven investing approach.

Link to Best Anchor Stocks: https://www.bestanchorstocks.com/

Listen to the Chit Chat Stocks podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or Youtube.

This 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 Japan´ & 'Japan Re-Emerges´) and thought it would be a great idea to have her on the podcast to discuss...

1. The bubble period in Japan
2. How Japan became Invisible without losing dominance
3. Other trends in Japan like digitization and the labor market flexibilization

I hope you enjoy my episode with Ulrike and feel free to leave a review if you do!

Thank you!

Link to Best Anchor Stocks: https://www.bestanchorstocks.com/

This 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 episode with newer information and tried to unpack what's next for the Japanese video game and IP giant.

I hope you enjoy the episode and if you do feel free to leave a 5-star review on the show (it would really help me to get to more people)

Listen to our previous episode on Spotify: https://open.spotify.com/episode/18KOvh96MvnMnb2hiUxCix?si=b7de9b5f607c4d72

Listen to our previous episode on Apple Podcasts: https://podcasts.apple.com/us/podcast/8-china-risk-to-big-tech-index-investing-vistry-and/id1649955026?i=1000663192995

Crossroads capital: https://www.crossroadscap.io/

Best Anchor Stocks: https://www.bestanchorstocks.com/

Listen to the Chit Chat Stocks podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or Youtube.

If 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 enough to be joined by Jon (aka. Borlaug) and we decided to focus on the profitable niches one can find in the lifesciences industry and what makes them great. We discussed...

• The distinction between healthcare and lifesciences
• The entire workflow of a drug
• CROs
• The Fill & Finish Industry
• AI and healthcare
• ...

You can find Jon's work at https://borlaug.substack.com/

Related content from Best Anchor Stocks for this episode (both free):

• Stevanato write up: https://www.bestanchorstocks.com/p/a-high-quality-family-business-swamped?utm_source=publication-search
• AI and healthcare: https://www.bestanchorstocks.com/p/why-healthcare-offers-an-asymmetric?utm_source=publication-search

You can follow my work at Best Anchor Stocks: https://www.bestanchorstocks.com/

Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or Youtube.

This 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 Grove: https://www.cedargrovecm.com/

Link to Best Anchor Stocks: https://www.bestanchorstocks.com/

Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC.

A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6%+ yield is the average, annualized yield to worst (YTW) across all ten bonds in the Bond Account, before fees, as of 12/13/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule.

Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See Bond Account Disclosures to learn more.

Alpha is an AI research tool powered by GPT-4. Alpha is experimental and may generate inaccurate responses. Output from Alpha should not be construed as investment research or recommendations, and should not serve as the basis for any investment decision. Public makes no warranties about its accuracy, completeness, quality, or timeliness of any Alpha out. Please independently evaluate and verify any such output for your own use case.

In 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 special way.

Disclaimer: Nothing in this podcast constitutes investment advice or recommendation.

Right Tail Capital: https://www.righttailcapital.com/

Best Anchor Stocks: https://www.bestanchorstocks.com/

Search Chit Chat Stocks wherever you get your podcasts.

Public.com disclosure: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC.

A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6%+ yield is the average, annualized yield to worst (YTW) across all ten bonds in the Bond Account, before fees, as of 12/13/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule.

*Terms and Conditions apply.

In 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 topics and the topic of selling and cover a good number of companies like CME, Nasdaq, Judges Scientific, Constellation Software, MSCI, Intuit...

Feel free to leave a like or a review if you like it.

Best Anchor Stocks: https://www.bestanchorstocks.com/

Andy's newsletter: https://bizalmanac.substack.com/

Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube

Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC.

A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6%+ yield is the average, annualized yield to worst (YTW) across all ten bonds in the Bond Account, before fees, as of 12/13/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule.

Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See Bond Account Disclosures to learn more.

Alpha is an AI research tool powered by GPT-4. Alpha is experimental and may generate inaccurate responses. Output from Alpha should not be construed as investment research or recommendations, and should not serve as the basis for any investment decision. Public makes no warranties about its accuracy, completeness, quality, or timeliness of any Alpha out. Please independently evaluate and verify any such output for your own use case.

*Terms and Conditions apply.

John 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 professional managers face
• The Qualities of industrial assets
• The current state of the market

Best Anchor Stocks: https://www.bestanchorstocks.com/

Islamorada: https://www.islainvest.com/

Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube

Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC.

A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6%+ yield is the average, annualized yield to worst (YTW) across all ten bonds in the Bond Account, before fees, as of 12/13/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule.

Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See Bond Account Disclosures to learn more.

Alpha is an AI research tool powered by GPT-4. Alpha is experimental and may generate inaccurate responses. Output from Alpha should not be construed as investment research or recommendations, and should not serve as the basis for any investment decision. Public makes no warranties about its accuracy, completeness, quality, or timeliness of any Alpha out. Please independently evaluate and verify any such output for your own use case.

*Terms and Conditions apply.

Link 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: https://www.palantirbullets.com/

--------------

This is a first-of-a-kind episode as it’s a deep dive into a specific company: Palantir. Palantir is known today for its hot stock, but not many people understand what the company does or why it’s accelerating its growth as it scales. This podcast aims to touch both sides of the story: the business and the valuation.

To help me I was lucky enough to be joined by Arny Trezzi, an individual investor that has done deep research on Palantir and holds it as one of its main positions. We discuss…

• The concept of asymmetry
• What the company does
• Its competitive advantages
• And valuation among other things

I hope you enjoy this episode and feel free to subscribe if you do!

Public.com disclosure: Brought to you by Public Investing, member FINRA + SIPC. As of 9/26/24, the average, annualized yield to worst across the Bond Account is greater than 6%. Yield to worst is not guaranteed. Not an investment recommendation. All investing involves risk. Visit public.com slash disclosures slash bond dash account for more info.

In 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 believe this to be a strategy that fits his investment philosophy.

We also go over other topics like...

• The characteristics of a quality company
• Thoughts on shorting
• Investment process
• Luck and mistakes
• The current market environment

Here's Upslope's website: https://www.upslopecapital.com/

And here's Best Anchor Stocks,' website my investment research service where you'll find plenty of content related to quality investing: https://www.bestanchorstocks.com/

Public.com disclosure: Brought to you by Public Investing, member FINRA + SIPC. As of 9/26/24, the average, annualized yield to worst across the Bond Account is greater than 6%.Yield to worst is not guaranteed. Not an investment recommendation. All investing involves risk. Visit public.com slash disclosures slash bond dash account for more info.