73 episodes

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

    • Investing

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. 73 - Ryan O'Connor: Nintendo's Crossroads

    Ep. 73 - Ryan O'Connor: Nintendo's Crossroads

    Shownotes:

    - Bloomberg article referenced

    - Nintendo Annual Letter



    In this conversation we cover:

    - an amazing story about Ryan's grandfather

    - Crossroad Capital's strategy

    - why Ryan seeks out disconfirming evidence

    - the bull thesis for Nintendo

    - why the Nintendo bears are wrong




    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 hr 8 min
    Ep. 72 - Richard Chu: Healthcare Disruptor

    Ep. 72 - Richard Chu: Healthcare Disruptor

    You can follow Richard on Twitter [HERE] and check out Saga [HERE]. 



    In this conversation we cover:

    -  how to supercharge your investing journey

    - how Richard went from never investing to a buyside position

    - the future of healthcare

    - why Livongo and Teladoc are a powerful combination

    - 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 hr
    Ep. 71 - Peter Offringa: Software Stack Investing

    Ep. 71 - Peter Offringa: Software Stack Investing

    Check out Peter's website at: softwarestackinvesting.com



    In this conversation we cover:

    - the origin of his blog

    - how his unique perspective enables him to invest in software stocks

    - his top three positions (listen to find out all of them 😋)

    - some unique resources he uses to research software

    - 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!

    • 1 hr 8 min
    Ep. 70 - Ben Claremon: The Buffett List

    Ep. 70 - Ben Claremon: The Buffett List

    Ben Claremon is a portfolio manager at Cove Street Capital. 



    In this conversation we cover:

    - Cove Street Capital's investment process

    - what the Buffett List is

    - how to read a proxy statement

    - a deep dive on a company in Cove Street's portfolio. 

    - and a whole lot 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 hr 11 min
    Ep. 69 - "Muji Hhhypergrowth": All About Edge Networks

    Ep. 69 - "Muji Hhhypergrowth": All About Edge Networks

    You can find Muji's (@hhhypergrowth) excellent blog post here: https://hhhypergrowth.com/what-are-edge-networks/



    In this conversation we cover:

    - what an edge network is 

    - how Fastly and CloudFlare are different

    - why central clouds will still be important

    - some other companies like ZScaler and Agora

    - 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!

    • 47 min
    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 min

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