The Laps & Gaps Podcast The Laps & Gaps Podcast
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- Business
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Basil and Jack invest in the public and private markets, respectively. They bring their private conversations to the public while looking into different businesses and business models to discover new opportunities and refine their investment approaches.
We record every week, we publish when it's good. Support this podcast: https://podcasters.spotify.com/pod/show/lapsandgapspodcast/support
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SPACs, The Next Generation
Episode: With SPACs coming down the hype cycle, we look at what we believe the successful use of SPACs will look like in the future. We examine terms and use cases and how it can be more fair and appropriate for investors.
Podcast: A stock picking, mid-cap, concentrated, value investor chats with a venture capital professional about investing and things they've run into that are not necessarily intuitive, obvious, or consensus.
YouTube: https://youtu.be/dTbHDUu8pAE
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Interview: Phil Ordway of Anabatic Capital on Airlines
Welcome to Season 2 of Laps and Gaps. If season 1 was about proving this podcast in concept, season 2 it's about execution and proving that we're worth your time.
The first episode welcomes Phil Ordway of Anabatic Capital as our first interview guest.
In the first section, Basil makes a case that the Airline industry was worth the government support they enjoyed (~5 min). In the second section, Phil gets into the nuance of some of the competitive concerns of the airline industry (~45). In the third section, Jack joins Basil and gives his thoughts on the conversation. I hope you enjoy.
Follow Phil at @pcordway
Follow Basil at @balsikafi
Follow Jack at @jackson4w
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Update Podcast
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Mailbag Episode!
We received listener questions, and today we try to answer those questions. Topics include elevated farm incomes, repositioning mall assets, FinTech, plant-based foods, valuation, and pivoting to cyclicals.
Follow us on Twitter
Basil - @balsikafi
Jack - @jackson4w
The content presented here only reflects the opinions of those presenting at the time of their conversation. It may not reflect their current views nor does it reflect the views of any institution they represent. Information presented may contain factual errors. Any opinion presented should be considered for informational purposes and not be relied upon in any investment decision. The opinions expressed by any host or guest should not be considered legal or investment advice, nor should they be used to evaluate any investment or security. The content is not directed at any investor or potential investor in any Fund or for any Firm. Clients of those presenting on this may hold investments mentioned and may have different investment goals from your own.
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Drawing lines in the sand on ESG
In today's podcast, Jack and Basil discuss ESG mandates and the gray area they must contend with as marijuana and psychedelics are legalized and pose some good for society. They disagree quite a bit. Quite a bit....
Follow Basil on Twitter: @balsikafi
Follow Jack on Twitter: @jackson4w
If you have a comment, question, or idea for the podcast, email us at lapsandgaps@gmail.com. Thanks for listening!
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Covid takeaways: Entrepreneur Diligence
In today's podcast, recorded on November 10th, Jack and Basil talk small-ball about how Basil rotated his portfolio and some of the outsized moves in light of the Pfizer Covid vaccination news. We then spend more time talking about how Jack thinks about remote working and the skills gained evaluating entreprenuers during this period that he will use in a return to a more normal environment.
Follow Basil on Twitter: @balsikafi
Follow Jack on Twitter: @jackson4w
If you have a comment, question, or idea for the podcast, email us at lapsandgaps@gmail.com.
Thanks for listening!
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Send in a voice message: https://podcasters.spotify.com/pod/show/lapsandgapspodcast/message
Support this podcast: https://podcasters.spotify.com/pod/show/lapsandgapspodcast/support