The Investing City Podcast

Jan 14 2025 119 ep. 47 mins 371
The Investing City Podcast artwork

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.

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Ep. 119 - Sustainable Growth

Jan 14 2025 55 mins  
In this conversation, we cover: - how Sustainable growth has 8 ten baggers - lessons from Mastercard - overviews of big winners like Pro Medicus and Wisetech Global - many other companies like MELI, NVDA, FICO, etc 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

Ep. 118 - Rodrigo Benedetti: Secular Curiosity

Oct 22 2024 62 mins  
You can find Rodrigo on X here. In this conversation, we cover: Tankers Small banks Coal Healthcare (TMDX, EW) Shorting Macro How to break down a sector from scratch 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

Ep. 117 - Aaron Bush: The Game Master

Sep 24 2024 53 mins  
You can learn more about Naavik here. In this conversation, we cover: - Gaming industry size: $180 billion - Mobile half of that and then 50/50 console/pc - Large players in the industry (AAPL, GOOGL, SONY, NINTENDO, MSFT, ATVI, TTWO, EA, RBLX) - Future of gaming and the evolution over the last few years - Roblox and user-generated platforms - Aaron's 5 biggest personal port

Ep. 116 - Gabi Sammut: Philosopher Investor

Sep 03 2024 48 mins  
In this conversation, we cover: Background Philosophy The level of pain felt during your investing life relates to the extent of your understand of the value of the businesses you own Reysas Intellego Life insights 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

Ep. 115 - Jean Philippe Tissot: Free Optionality

Aug 15 2024 60 mins  
In this conversation, we cover: - The story behind the name Arauca - Jean Philippe's strategy including an interesting part on barbelling - Shelly Group and its free optionality You can learn more about Jean Philippe and Arauca Capital here. Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a ⁠review�

Ep. 114 - AppLovin Business Breakdown

Jul 11 2024 21 mins  
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 version here: https://www.business-breakdowns.com/p/applovin If you have found this valuable, please consider leaving us a �

Ep. 113 - Ryan Krueger: The Dividends of Observation

Jun 27 2024 49 mins  
In this conversation, we cover: Ryan’s strategy of stacking his roster of companies Why America will need more electricity and natural gas Game unchangers The power of quantitative force-ranking Why he observes and tries to not have opinions on where the market is headed And so much more! Thank you so much for listening, we really appreciate you. If you have foun

Ep. 112 - StockNovice: Trends are Friends

Jun 20 2024 43 mins  
In this conversation, we cover: Why StockNovice pays close attention to trends in primary and secondary metrics for each of his businesses TransMedics and how he was able to hang on through volatility Some details on position sizing and rules around that And much more! Thank you so much for listening, we really appreciate you. If you have found this valuable, please c

Ep. 111 - Fundasy Investor: Insurance Sector

Jun 13 2024 42 mins  
You can follow Fundasy Investor here. In this conversation, we cover: Will’s investment philosophy Why Kinsale is an especially interesting company A mini masterclass in the insurance sector 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 y

Ep. 110 - Mark Brooks: Tastes Like Chicken

Jun 06 2024 41 mins  
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 company cultures - and much more! Thank you so much for listening, we really appreciate you. - If you have found this valuable, p