Podcast

Enterprise Group - Exciting New Chapter

An Investment Thesis That Goes From Strength To Strength

May 14 •

42:25

Cristiano Souza, Super Star Fund Manager

Achieving compounded returns of 19% - 24% annually for decades. How did he do it?

Apr 23 •

1:05:57

Manolete Partners | Golden Opportunity

A Serial Compounder, Operating In A Niche Market With Little Competition

Jan 29 •

11:47

MOI Global | Best Ideas 2025

James Emanuel's Investment Pitch for Haivision

Jan 15 •

1:12:16

Compounders Podcast | James Emanuel

A deep dive into the investment philosophy and thinking of James Emanuel

Dec 9, 2024 •

47:50

MOI Global | James Emanuel Interview

Alex Gilchrist of MOI and James discuss the book 'Fabric of Success' and much more

Nov 15, 2024 •

1:43:26

Mental Models #3 | Fundamentally Different

Oct 28, 2024 •

9:11

Special Episode | Destabilizing The Existing Global Order

BRICS summit, Kazan, Russia, 22-24 October 2024

Oct 22, 2024 •

16:18

Mental Models #2 | Democratization

Podcast discussing the article of the same name

Oct 21, 2024 •

8:05

Mental Models #1 | Art of Stock Picking

Using a lattice work of mental models to shape investment decisions

Oct 14, 2024 •

14:01

Most Abused Aspect of Corporate Finance

When Something Appears Too Good To Be True, It Usually Is Too Good To Be True

Oct 4, 2024 •

15:13

Challenge Your Thinking On Dividends

What You Thought Was True, Just Ain't So

Oct 3, 2024 •

12:43

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts