February 19, 2026
Juan Torres on emerging market value investing: focus on country-level crises, not sectors, to find deep value in the cheapest market quintile.
February 12, 2026
InfraCap's Jay Hatfield discusses generating high income via fixed income and equities, using short-term covered calls and managed leverage.
February 5, 2026
Unemployed Value Degen on deep value plays: Abacus ($ABX) in life settlements, Newell Brands ($NWL) turnaround, and Ramaco Resources ($METC).
January 29, 2026
Ian Cassel on MicroCapClub's Planet MicroCap deal, navigating a frothy market, and mastering execution by letting winners run and cutting losers.
January 22, 2026
Andrew Summers on the healthcare sector's attractive valuation, a looming pharma patent cliff driving M&A, and a new biotech innovation cycle.
January 15, 2026
Gary Mishuris shares his value investing framework, focusing on understanding the question the price asks, using examples like $PHIN and $WBD.
December 18, 2025
Financial historian Russell Napier explains the new era of financial repression, where state intervention will drive inflation and favor tangible assets.
December 11, 2025
Value Stock Geek on finding quality cheap stocks, post-COVID trends vs. cycles, and JT's take on market hallucinations driving AI investment.
December 4, 2025
Exploring small-cap moats with Todd Wenning. Deep dives on Games Workshop & Old Dominion, plus a tour of the Library of Mistakes for key lessons.
November 27, 2025
Expert Tim Melvin reveals his strategy for investing in community banks and finding deep value in overlooked international small-cap markets.
November 20, 2025
Jonathan Boyer discusses his opportunistic value strategy, focusing on catalysts, time arbitrage, and buying public assets at a private market discount.
November 13, 2025
Seth Cogswell shares his 'consistently not stupid' strategy, critiques passive investing, and reveals a second-order view on AI's real costs.
November 6, 2025
Investor Bogumil Baranowski shares his 'value buyer, growth holder' philosophy, shaped by his upbringing in Cold War Poland.
October 30, 2025
Adam Wilk of Greystone Value on finding deep value in unloved sectors like coal royalties (NRP), retail (Leon's), and fire safety (APG).
October 23, 2025
Author Luca Dellanna discusses ergodicity, emphasizing survival over performance, and strategies for winning long-term games by extending time horizons.
October 16, 2025
Colin King of Circle City Capital shares his journey bootstrapping 15 acquisitions and applying public market value investing to private deals.
October 9, 2025
Excess Returns shares timeless investing lessons on strategy, behavior, and long-term success from market legends like Mauboussin and Ben Carlson.
October 1, 2025
Author Toby Carlisle reveals how Warren Buffett's investment genius mirrors Sun Tzu's "The Art of War," using defensive strategy and moral law to win.
September 26, 2025
Massif Capital's Will Thomson on liquid real assets: targeting bottlenecks in energy & critical minerals like tin & tungsten. Alpha over beta.
September 18, 2025
Kai Wu of Sparkline Capital redefines value investing by quantifying intangible assets like IP & network effects, explaining the rise of MAG7.
