Joe is the portfolio manager of Saga Partners. 
In this conversation we cover: 
• one of Joe's new investments 
• his portfolio allocation strategy 
• his thoughts on intrinsic value with an example 
• how he spends his days productively 


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: investing_city 
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!

Ep. 59 - Joe Frankenfield: Decade Horizon in a Pandemic

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


Join us as we we learn from some of the brightest business minds in the world. 

If you want more free content, check out our website at: https://www.investingcity.org


Our goal at Investing City is to help people save time and boost investment returns.

Business

Investing

Careers

Management & Marketing

Business News

Shopping

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. 59 - Joe Frankenfield: Decade Horizon in a Pandemic

Download our free app to listen on your phone