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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.

The Investing City Podcast Ryan Reeves

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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.

    Ep. 68 - Eric Jensen Jr.: Variant Perception

    Ep. 68 - Eric Jensen Jr.: Variant Perception

    You can check out Eric's company, Antrim, [HERE]. 



    In this conversation we cover:

    - Eric's focus when analyzing a company

    - why Eric is long Lemonade and Despagar

    - why Eric is short Kinsale and TransDigm

    - a lot of insights about the insurance and travel industries




    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!

    • 59分
    Ep. 67 - Osman Jen Pt. 2: Opportunity Knocks

    Ep. 67 - Osman Jen Pt. 2: Opportunity Knocks

    In this conversation we cover:



    - some trades Osman made during the past few months

    - why TJ Maxx and Popeyes are interesting businesses

    - the difference between an opportunistic bet and a long term holding

    - Tencent's investments

    - and much, more more!




    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!

    • 36分
    Ep. 66 - Turner Novak: Predicting Competitive Advantage

    Ep. 66 - Turner Novak: Predicting Competitive Advantage

    In this conversation we cover: 


    how Turner broke into venture capital 
    what he looks for in early-stage investments 
    where he thinks his edge is an example of making a VC investment 
    his analysis on Snapchat 
    and much more! 



    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!

    • 46分
    Ep. 65 - Jeremy Deal: The Future of Advertising

    Ep. 65 - Jeremy Deal: The Future of Advertising

    You can learn more about Jeremy here: https://jdpcap.com/



    In this conversation we cover:


    the history and future of the advertising industry 
    a bunch of companies that will benefit from this shift
    you won't want to miss this one!



    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!

    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!

    • 1 時間19分
    Ep. 64 - Brian Dress: Left Brain Investing

    Ep. 64 - Brian Dress: Left Brain Investing

    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.





    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!  

    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!

    • 43分
    Ep. 63 - NZS Capital: Complexity Investing

    Ep. 63 - NZS Capital: Complexity Investing

    If you want to learn more about Brad and Brinton and NZS Capital, check out their website. And this is the sign-up link to the SITALWeek newsletter I mentioned. 



    In this conversation we cover:



    - why Brad and Brinton have learned more from ants than other investors

    - what "Complexity Investing" is

    - why adaptability is so important

    - how they argue well as a team

    - how they structure the portfolio

    - a bunch of real-world examples

    - and much more!



    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!

    • 1 時間4分

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