
 LeftBrain Investment Research's website and subscribe page, along with the promo code Ryan299

[Note - Investing City is NOT getting compensated by Left Brain.]
In this conversation we cover:

 “Looking for stocks that can double in 2-3 years”: superior businesses, non-cyclical with recurring revenue
  Interest in Founder/CEOs with strong histories of responsible capital allocation
  Emphasis on organic growth, acceleration in margins and/or revenue growth rates
  Profitability on some metric: EBITDA, FCF, or CFO
  Concentration: no more than 25-30 stocks
  Examples of names we like, where we think there is plenty of upside over the coming quarters/years:
    
      ROKU: We think the ad platform is a category disruptor
      TTD: Fits alongside our ROKU thesis that programmatic advertising is taking hold
      ZM: Yet another category leader, one we think could become a top 10 company over the coming years.  Explosive growth
      NFLX: A bit larger than the others, but we see steady upside.  A name better suited to conservative investors than the others.  Strong profitability in EBITDA terms.
      TDOC: Yet another category definer with telemedicine visits growing exponentially (92% in Q1 2020)
      SPLK: Data analysis so crucial in the enterprise setting.  We like that SPLK makes data analysis accessible to non-pros.  Very high margins.
    
  



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Ep. 64 - Brian Dress: Left Brain Investing

The Investing City Podcast will help YOU improve at investing, business and life.


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You can find Brad on X here and find his newsletter here. 


In this conversation, we cover: 


- Brad's investment philosophy of finding companies that have to do less work per customer
- Nubank's investment case
- Differences between Nu and SoFi
- How Brad doubled down on Meta
- Some other companies like Crowdstrike, SentinelOne, and Duolingo.


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 here. 



Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!


To listen to more episodes, you can find them ⁠here⁠.


Infuse Partners LP and Investing City Inc. maintain positions in Nu Holdings.


Disclaimer: Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents. 


Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes. 


The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment. 


The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws.

Ep. 104 - Brad Freeman: Stock Market Nerds

You can find Nick on X here: https://twitter.com/nicholasp66



 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 going to these places:



  ⁠Premium Research⁠




  Website: ⁠https://www.investingcity.org⁠




  YouTube: ⁠Investing City⁠




  Twitter: ⁠RyanReeves_⁠





Or feel free to email us at service@investingcity.org




Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!


To listen to more episodes, you can find them ⁠here⁠.


Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents. 


Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes. 


The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment. 


The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws.

Ep. 103 - Nick Peters: Internal Honesty

You can subscribe to Jeff's substack here: https://www.enerwrap.com/


Or follow him on X here: https://twitter.com/EnergyCredit1


A few of the companies mentioned:
1. Exxon
2. Chevron
3. Transocean
4. Tidewater
5. Chesapeake Energy



 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 going to these places:



  ⁠Premium Research⁠




  Website: ⁠https://www.investingcity.org⁠




  YouTube: ⁠Investing City⁠




  Twitter: ⁠RyanReeves_⁠





Or feel free to email us at service@investingcity.org




Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!


To listen to more episodes, you can find them ⁠here⁠.


Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents. 


Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes. 


The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment. 


The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws.

Ep. 102 - Jeff Davies: Energy Sector Breakdown

You can follow Drew here on X. 


Companies mentioned:


1. E.l.f
2. Duolingo
3. Shopify
4. Paycom
5. Aehr Systems
6. Klaviyo
7. Walmart
8. Amazon



 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 going to these places:



  ⁠Premium Research⁠




  Website: ⁠https://www.investingcity.org⁠




  YouTube: ⁠Investing City⁠




  Twitter: ⁠RyanReeves_⁠





Or feel free to email us at service@investingcity.org




Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!


To listen to more episodes, you can find them ⁠here⁠.


Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents. 


Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes. 


The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment. 


The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws.

Ep. 101 - Investing Bear: Maintaining High Standards

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 chain. 


In this episode, we're going through the cybersecurity industry.


Here are just a few of the companies mentioned:
- Crowdstrike
- Microsoft
- SentinelOne
- Cloudflare
- Palo Alto Networks
- Fortinet
- Okta
- Cyberark
- ZScaler
- Datadog


You can learn more about Francis Odum here.



 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 going to these places:



  ⁠⁠Premium Research⁠⁠




  Website: ⁠⁠https://www.investingcity.org⁠⁠




  YouTube: ⁠⁠Investing City⁠⁠




  Twitter: ⁠⁠RyanReeves_⁠⁠





Or feel free to email us at service@investingcity.org




Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!


To listen to more episodes, you can find them ⁠⁠here⁠⁠.


Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents. 


Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes. 


The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment. 


The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws.

Ep. 64 - Brian Dress: Left Brain Investing

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