Welcome to Cocktail Auour (pronounced ‘our’), a new podcast series.

Over a 25 year history of analyzing and investing in companies, I have been fortunate to sit with thousands of management teams. It has allowed me to see great business models and bad ones, to see a great idea either executed well or in many cases poorly, and to witness the importance of a few individuals that can drive the difference between success and failure. Over that 25 years, I have had the fortune of meeting some great people doing great things, typically outside the spotlight.

This brings us to why this podcast series.