Ryan Reeves
The Investing City PodcastEpisodes
Episodes of The Investing City Podcast
Mark All
Search Episodes...
Thank you so much for listening, we really appreciate you.We're trying something a little different today. I'll be reading our latest Business Breakdown on AppLovin' and then giving my thoughts on the company. You can check out the written
In this conversation, we cover: Ryan’s strategy of stacking his roster of companiesWhy America will need more electricity and natural gasGame unchangersThe power of quantitative force-rankingWhy he observes and tries to not ha
In this conversation, we cover: Why StockNovice pays close attention to trends in primary and secondary metrics for each of his businessesTransMedics and how he was able to hang on through volatilitySome details on position sizing and
You can follow Fundasy Investor here.In this conversation, we cover: Will’s investment philosophyWhy Kinsale is an especially interesting companyA mini masterclass in the insurance sectorThank you so much for listening, we really
You can follow Mark on X here.In this conversation, we cover: - how in every business, there is a "tastes like chicken" layer- why marketing and accounting are underrated business functions- why business transparency can lead to healthy co
You can find Ian on X here and apply to Microcap Club here.In this conversation, we cover: Ian’s philosophyTop down: Good story, scarcity (1/1), tailwind, undiscovered Bottom up: Fort Knox balance sheet, profitable, cash flow, could
In this conversation, we cover: how Andrew Martin has been able to crush the marketthe filters Andrew uses to sort small/micro cap stockssome examples including Shelly Group, McCoy Global, and CyvizThank you so much for listening,
In this conversation, we cover: - the medtech approval process- why reimbursement is so important- many case studies of small cap medtech companies including: Masimo, Avita Medical, Stereotaxis, Iridex, Staar Surgical, NovoCure, Myomo, Del
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
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-
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 SoF
You can find Nick on X here: https://twitter.com/nicholasp66Thank 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 y
You can subscribe to Jeff's substack here: https://www.enerwrap.com/Or follow him on X here: https://twitter.com/EnergyCredit1A few of the companies mentioned:1. Exxon2. Chevron3. Transocean4. Tidewater5. Chesapeake EnergyThank you
You can follow Drew here on X. Companies mentioned:1. E.l.f2. Duolingo3. Shopify4. Paycom5. Aehr Systems6. Klaviyo7. Walmart8. AmazonThank you so much for listening, we really appreciate you.If you have found this valuable,
We're continuing our new series doing sector-level breakdowns. There are quite a few fantastic podcasts doing individual breakdowns but we think it will be fun and informative to do general overviews of the industry to understand the value chai
This is part 2 of our sector analysis on semiconductors.You can check out Doug's substack here: Fabricated Knowledge.We go deep on semis. Here are some of the companies mentioned:1. Nvidia2. ASML3. Applied Materials4. Intel5. AMD6.
We're starting a new series doing sector-level breakdowns. There are quite a few fantastic podcasts doing individual breakdowns but we think it will be fun and informative to do general overviews of the industry to understand the value chain.
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
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
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
We're baaaack! We're re-launching the podcast and to kick it off, we're replaying some of our most popular episodes. Get ready for weekly episodes!Thank you so much for listening, we really appreciate you.If you have found this valu
In this conversation we cover:- Paul's background- How he uses the CANSLIM method in Canadian microcaps- His criteria for picking stocks- Why low volume stocks are enticing- How he manages his time- What it takes to be a successful invest
Disclaimer: Must be accredited to become an limited partner. Below are the links and resources mentioned in the episode:1. The full slide deck: https://drive.google.com/file/d/1buuEI123WigFijrtzh_wXSAxd86Bae0v/view?usp=sharing2. The post
In this conversation we cover:- why Opendoor is Tyler's largest personal holding- the market dynamics of ibuying- the competitive landscape for Opendoor- the future optionality of the company- the main risks for OpendoorThank you so mu
In this conversation we cover:- Yaron's investment philosophy- why he is bullish on KKR- an overview of the private equity landscape- and much more!Thank you so much for listening, we really appreciate you.If you have found this valua
Join Podchaser to...
- Rate podcasts and episodes
- Follow podcasts and creators
- Create podcast and episode lists
- & much more
Unlock more with Podchaser Pro
- Audience Insights
- Contact Information
- Demographics
- Charts
- Sponsor History
- and More!
- Account
- Register
- Log In
- Find Friends
- Resources
- Help Center
- Blog
- API
Podchaser is the ultimate destination for podcast data, search, and discovery. Learn More
- © 2024 Podchaser, Inc.
- Privacy Policy
- Terms of Service
- Contact Us