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Best Anchor Stocks

Best Anchor Stocks
Nintendo
Switch 2
Investing
Investment Strategies
Valuation
Spirits Industry
Long-Short Investing
Palantir
Industrial Companies
Reinvestment Rate
Quality Investing
Short Selling
Life Sciences
Playstation
Xbox
Crossroads Capital
Population Migration
Total Beverage Alcohol
Investment Banking
Infrastructure

The Best Anchor Stock podcast will bring sporadic episodes where Leandro, the main contributor, speaks with knowledgeable investors.

PublishesMonthlyEpisodes21Founded3 years ago
Categories
EntrepreneurshipInvestingBusiness

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Artwork for Best Anchor Stocks

Latest Episodes

This week I had the pleasure of having Sidecar Investor on the show (@sidecarcap). We discussed many topics during our conversation, especially how Sidecar applies a people-driven investing approach.

Link to Best Anchor Stocks: www.bestancho... more

This week I was lucky enough to be joined by Ulrike Schaede. I came to know Ulrike after reading the two books she has authored on Japanese business (`The Business Reinvention of Japan´ & 'Japan Re-Emerges´) and thought it would be a great idea to ha... more

This week I was fortunate to be joined for the second time by my good friend Ryan O'Connor, founder and CIO of Crossroads Capital. We updated the Nintendo thesis after our first episode with newer information and tried to unpack what's next for the J... more

If you enjoy this episode feel free to share and rate the podcast, it would help me a lot!

Welcome to another episode of the Best Anchor Stocks podcast. This time I was lucky enough to be joined by Jon (aka. Borlaug) and we decided to focus on the p... more

Key Facts

Accepts Guests
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Podcast Host

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Recent Guests

Ulrike Schaede
Professor of Japanese Business at UC San Diego School of Global Policy and Strategy and author of The Business Reinvention of Japan and Japan Reemerges.
UC San Diego
Episode: 20. How JAPAN became INVISIBLE without losing DOMINANCE w/ Ulrike Schaede
Paul Cerro
Founder of Cedar Grove Capital Management, experienced in investment banking and portfolio management.
Cedar Grove Capital Management
Episode: 17. Understanding Shorting w/ Paul Cerro
Jeremy Kokemor
Founder of Right Tail Capital with a unique investment approach
Right Tail Capital
Episode: 16. Quality Where You Least Expect it To w/ Jeremy Kokemor
Andy Feldman
Self-directed investor with experience on the buy-side
Episode: 15. Returns, Reinvestment, & Valuation w/ Andy Feldman
John Rotonti
Portfolio manager with a strong background in equity research and investment management.
Isla Morada Investment Management
Episode: 14. The Qualities of Industrial Assets w/ John Rotonti
Arny Trezzi
An individual investor and researcher focused on Palantir
Episode: 13. Palantir: Business & Valuation w/ Arny Trezzi
George Livadas
Founder of Upslope Capital
Upslope Capital
Episode: 12. Long/Short Investing w/ George Livadas from Upslope Capital
Peter Mantas
General partner at Logos LP, involved in private investment fund focusing on healthcare
Logos LP
Episode: 11. The Picks & Shovels of the Healthcare Industry w/Peter Mantas
Christian Billinger
CEO of Billinger for Valtning
Episode: 10. Untangling the Spirits Industry w/ Christian Billinger

Host

Leandro
Main contributor and host of discussions surrounding investment strategies and market trends, engaging with knowledgeable investors to share insights and analysis.

Reviews

4.9 out of 5 stars from 87 ratings
  • Great contents

    Quality well researched contents.

    You will learn something from every episode. Highly recommend

    Apple Podcasts
    5
    Allrightfolks
    Canada5 months ago
  • Fantastic for quality investing

    A great podcast for discussions on quality investing

    Apple Podcasts
    5
    Valueinvestingnotdead
    United Statesa year ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Quality well-researched content. You will learn something from every episode. Highly recommend.
A great podcast for discussions on quality investing.

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Talking Points

Recent interactions between the hosts and their guests.

15. Returns, Reinvestment, & Valuation w/ Andy Feldman
Q: How do you approach valuation?
Valuation is respected as the market's collective wisdom, focusing on growth and not relying too much on valuation changes.
15. Returns, Reinvestment, & Valuation w/ Andy Feldman
Q: What do you include in the reinvestment rate?
Reinvestment rates include both the cash flow statement and P&L impacts like R&D expenses, which affect cash from operations.
15. Returns, Reinvestment, & Valuation w/ Andy Feldman
Q: What did you take from the buy side?
Lessons from the buy side include understanding the depth of research on companies and the biases that may come from it.
13. Palantir: Business & Valuation w/ Arny Trezzi
Q: Can you explain Palantir's business model?
Palantir combines consulting with software to resolve difficult business issues and scales revenue through expanding clients' capabilities on its platform.
13. Palantir: Business & Valuation w/ Arny Trezzi
Q: What is your investing strategy?
I was extremely concentrated into Palantir, but I realized the conditions changed and now I reduced the position.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Best Anchor Stocks

What is Best Anchor Stocks about and what kind of topics does it cover?

Focused on business and investment strategies, content is shaped around discussions with experienced investors who share insights into market trends, specific industries, and investment opportunities. The conversation frequently covers topics like quality investing, short selling, and the significance of strategic corporate decisions amidst evolving economic landscapes. The guests' diverse backgrounds, from finance to life sciences, contribute to a nuanced examination of investment philosophies and practical advice, making the show especially appealing to listeners seeking to deepen their understanding of sophisticated investing approaches.

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Which podcasts are similar to Best Anchor Stocks?

These podcasts share a similar audience with Best Anchor Stocks:

1. Chit Chat Stocks
2. Focused Compounding
3. Business Breakdowns
4. Value Investing with Legends
5. Behind the Balance Sheet

How many episodes of Best Anchor Stocks are there?

Best Anchor Stocks launched 3 years ago and published 21 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Best Anchor Stocks?

Recent guests on Best Anchor Stocks include:

1. Ulrike Schaede
2. Paul Cerro
3. Jeremy Kokemor
4. Andy Feldman
5. John Rotonti
6. Arny Trezzi
7. George Livadas
8. Peter Mantas

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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