The Investor's Podcast

RV Capital founder on 2022: "I wasn't shocked that the fund went down 50%"

19 lessons: Why a third of the portfolio sits in Chinese stocks, what a 47.6% drawdown and a stomach tumor in the same year taught him, and the one…

12 hrs ago • The Scuttlebutt

Kyle Grieve & Shawn O'Malley: the $320 fair value that missed a five-bagger, how Comfort Systems' backlog grew eightfold, and why they still…

How a boring Houston contractor became an AI trade, the $24 billion of contracts rivals cannot bid on, an incentive plan paid at its 200% cap, and the…

Aug 30 • The Scuttlebutt

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