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Recurve Capital's Aaron Chan on the scalability of Carvana's $CVNA business model (podcast #287)
Aaron Chan, Founder and Managing Partner at Recurve Capital LLC, joins the podcast to discuss his thesis on Carvana Co.
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Weekend thoughts: aging lions, disappointing heirs, and succession changes $IAC $FWONA
The past ~two months have been an interesting time for TMT bagholders.
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1 Main Capital's Yaron Naymark on some general investor skepticism with the $IWG.L thesis (episode #286)
Yaron Naymark, Founder of 1 Main Capital, is back for the fifth time on the podcast to provide an update on his thesis for International Workplace Group…

January 2025

Some things and ideas: January 2025
My monthly overview (Monthly recurring piece)
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January 2025 premium update
Before we get to the updates- first, thank you so much for subscribing to the premium site!
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It's never that easy (plus, hearing a pod is blowing up?)
Yesterday, basically anything that touched AI got smoked on the heels of the DeepSeek news. NVDA was down ~17%, power providers like CEG were down 20…
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Outerbridge Capital's Rory Wallace on Allot's rebound and how to value Verizon partnership $ALLT (podcast #285)
Rory Wallace, Chief Investment Officer at Outerbridge Capital, joins the podcast to discuss his thesis on Allot Ltd.
Alex Morris on what you can learn in his new book: "Buffett and Munger Unscripted"(podcast #284)
Alex Morris, Author of "Buffett and Munger Unscripted" and Owner & Analyst at TSOH Investment Research, joins the podcast to discuss his first book…
Buying a (premium) blow up
This is a quicker note, as it’s a fast moving situation and certainly not what I thought would be my first write up of the year.
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More Than a Numbers Game: A Brief History of Accounting (Fintwit Book Club Podcast January 2025)
I’ve mentioned this a few times, but my friend Byrne Hobart of the diff and I are thinking about launching a monthly finance book club podcast.
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Weekend thoughts: learning from market history without costing yourself in the present
A… Journal of Accountancy editorial complained that depreciation has become a tool used by management to counter fluctuations in profits.
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YAVB (premium) 2025 outlook / company updates
Happy new year, premium subs!
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