EP.017: Time to take profits in NBIS or is it the next AWS?

EP.016: Trick or Treat: The Unfolding RMCF comeback story. 10-to-1 Risk-Reward

EP.015: From Fidelity to Fudge: Jonathan Kasen’s Buffett-Inspired Bet on Chocolate

EP.014: Why 40x Earnings May Not Hold | Fastenal Deep Dive

EP.013: AI Capex Super-Cycle: A Deep Look at Emerging Tech Trends and Bottlenecks

EP.012: Hydra Host: "The GPU Whisperer"

EP.011: VSTS: Sandbagged guide & new CEO’s turnaround plan could be a catalyst + high short interest

EP.010: Is $ZM the Next Stealth AI Winner?

EP.009: Cigar Butt Morphing into a Compounder: 50% of NAV & Pivoting to Higher Return Industries

EP.008: Palantir ($PLTR): Irrationally Overvalued - Could Significant Index Rebalance be the Catalyst to Break it?

EP.007: JAZZ: Value with an Oncology Catalyst - 5x Risk-Reward Ratio

EP.006: NVDA: Understanding the Bear Case

EP.005: Inside The Process Of A Successful Portfolio Manager

EP.004: Nvidia ($NVDA): As Good as it Gets

EP.003: Pool Corp ($POOL): Reverse Engineering Berkshire’s Investment, Buying a Great Company in a Lull

EP.002: Zoom ($ZM): Growth Acceleration, A Catalyst

EP.001: Barnes & Noble Education ($BNED): 3x Return Potential on Turnaround