The Investing City Podcast Ryan Reeves

In this conversation, we cover: 



- how Drowsy's grandfather held Coca-Cola for 50 years

- Drowsy's top investments (NVDA, MELI, CRWD, AMZN, TTD, MSFT, etc)

- how time is the friend of conviction

- there may even be some small appearances from his son in the background 😅





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.



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The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons.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.

You can follow Brent on X here and find out more about Permanent Equity here.



In this conversation, we cover: 



- why Brent loves finding niches

- the hygiene layer of business

- what types of questions Brent asks when assessing a business

- some examples from Permanent Equity's 15 company portfolio

- why an owner moat might be a bad thing





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.



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.

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.

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.

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.

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.