In today's episode, Peter Mantas, partner of Logos LP, come to talk about the picks and shovels of the healthcare industry.We discuss, among other topics...The healthcare industry in generalThe bioprocessing sub-segmentThe parts of the value ch

10. Untangling the Spirits Industry w/ Christian Billinger

Aug 28th, 2024 1h 14m

Welcome again to the Best Anchor Stocks podcast! I was lucky this time to speak with Christian Billinger about the Spirits Industry. It has been a rocky ride for the industry, and we go over all the relevant topics like...What the industry is a

9. The United States Is Going South w/ Lawrence Hamtil & Douglas Ott

Aug 15th, 2024 52m 24s

Welcome back to another episode! This time I was lucky enough to be joined by Lawrence Hamtil and Douglas Ott to discuss a relevant migration taking place in the US. They recently uploaded a white paper on the topic discussing the industries an

8. China risk to Big Tech, Index Investing, Vistry and Nintendo with Ryan O'Connor

Jul 24th, 2024 1h 16m

Link to Best Anchor Stocks: https://www.bestanchorstocks.com/Link to Crossroads Capital: https://www.crossroadscap.io/Link to latest annual letter of Crossroads Capital: https://www.crossroadscap.io/investor-letters/annual-letter-to-investors-2

7. Investing in High-Quality Companies w/ Barry Schwartz and Ernest Wong from Baskin Wealth

Jul 9th, 2024 1h 24m

In today's episode I was lucky to be able to speak with Barry Schwartz and Ernest Wong from Baskin Wealth. Their investing philosophy is one of high-quality investing, but we go over many topics such as...How Ernest got hired at Baskin (comes w

6. What is a high-quality company? w/ Drew Cohen from Speedwell Research

Jun 27th, 2024 1h 17m

Hi again!It has been a long time since the last episode, but I'll start uploading these more recurrently from now on. In this episode I discuss with my good friend Drew Cohen about the characteristics that make a company a high-quality company.

5. Stock Picking, Nintendo, And A Flyover Stock With Todd Wenning

Sep 12th, 2023 1h 15m

Link to Best Anchor Stocks where you can enjoy a 2-week free trial: https://seekingalpha.com/mp/1399-best... Link to Todd Wenning's Flyover Stocks: https://www.flyoverstocks.com/ I plan on being more active in the podcast from now on, so if you

4. A Conversation with Shree Viswanathan, founder of SVN Capital

Apr 6th, 2023 1h 29m

Last week I had the opportunity to talk with Shree Viswanathan, founder and portfolio manager of SVN Capital. Shree was incredibly kind to give me 1h30m of his time to discuss several investment related topics. We also talked about two great co

3. A Conversation With François Rochon, founder of Giverny Capital

Feb 22nd, 2023 1h 8m

Last week François Rochon, founder of Giverny Capital, kindly gave me an hour of his time to talk with him about several investment related topics.For more information related to Giverny Capital you can visit their webpage: https://givernycapit

2. A Conversation on Quality Investing with Christian Billinger

Dec 12th, 2022 1h 13m

Welcome to a new episode of the Best Anchor Stocks podcast. Today, I have the pleasure of talking with Christian Billinger, chairman of Billinger Forvaltning AB, a privately held investment company based in Karlstad, Sweden.I decided to contact

1. Talking Investments and Copart (CPRT) with Chris Mayer

Oct 14th, 2022 54m 21s

In this episode, Leandro talks with Chris Mayer, author of 100 baggers and portfolio manager at the Woodlock House Family Capital Fund. Chris talks about his investment philosophy and both also discuss Copart (CPRT)

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