Episode List
Stephan - 2024 Tracking List
my personal tracking list of podcast episodes I have listened to in 2024
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Curated by
StirInspirationCreated September 10, 2024
Updated March 16, 2025
- What I learned from having dinner with John Mackey and reading his autobiography The Whole Story: Adventures in Love, Life, and Capitalism.----Make history's greatest entrepreneurs proud by going to Ramp and learning how they can help your busi
- My guest this week is Gavin Baker. Gavin is the managing partner and CIO of Atreides Management, and he has been on the show many times before. He is one of my favorite investors to talk to and this may be my favorite conversation with him. Gav
- Today we are breaking down the publicly traded investment company 3i. You may think if you've seen one publicly traded investment vehicle, you've seen them all. Yet, 3i is an investment vehicle where one business, Dutch retailer, Action, repres
- I'm Zack Fuss and today we are breaking down Siemens Energy, a spinoff from industrial giant Siemens. Siemens Energy operates across the entire energy value chain, with a significant presence in both conventional and renewable power.What makes
- On today’s episode, Kyle Grieve discusses the importance of simplicity and understanding for investment success, why you can succeed in investing while being wrong often, cloning characteristics too many investors follow that should be avoided
- Today we are breaking down the paint giant Sherwin-Williams. Founded in 1866, Sherwin Williams is a great example of a company where everyday consumers might not appreciate just how great of a business and stock this has been.Over the last 20
- Tobias Carlisle, an Australian investor and founder of Acquirers Funds, LLC, also shares his personal journey—from his beginnings as a corporate advisory lawyer in Australia to his transition into investing inspired by Warren Buffett. His caree
- On today’s episode, Clay is joined by Ted Seides to discuss his new book — Private Equity Deals: Lessons in investing, dealmaking, and operations from private equity professionals.Over the past 20 years, the private equity industry has gone fr
- Today we are breaking down healthcare, one of the most impactful sectors in the world, yet one of the most unique for investors. My guests are Rod Wong, founder and CIO of RTW Investments, and Stephanie Sirota, chief business officer of RTW Inv
- On today’s episode, Clay is joined by Professor Hendrik Bessembinder to discuss his renowned research on the performance of individual stocks.Professor Bessembinder is a finance professor at Arizona State University, and his research titled, ‘
- This is Zack Fuss. Today we are breaking down Merck, one of the world's largest and oldest pharmaceutical companies. The company has been shaping medicine and fostering innovation for over 130 years. From its humble beginnings as a small family
- Today we are breaking down American Tower: the REIT, the communications giant, and the infrastructure asset. To break down American Tower I'm joined by William Heard, founder and CIO of Heard Capital Management. William founded Heard Capital in
- On today’s episode, Clay is joined by Andrew Brenton to discuss his biggest investment lessons from beating the market over the past 25 years.Andrew Brenton is the CEO and co-founder of Turtle Creek Asset Management. Since its inception in 199
- My guests today are Andrew Homan and Chris Miller. Andrew has spent two decades at Maverick Capital and is a managing partner at Maverick Silicon, where he leads the firm’s technology investments. Chris is a professor at Tufts and the author of
- On today’s episode, Clay and Kyle give an overview of their best quality stock idea for Q4 2024. This quarter, they discuss Mastercard.Mastercard is a well-known company in the world of quality investors. Since its IPO in 2006, the stock has c
- In today’s episode, William Green chats with Brad Stulberg about how to thrive amid change. Brad is the best-selling author of Master of Change: How to Excel When Everything is Changing—Including You & The Practice of Groundedness: A Transforma
- On today’s episode, Clay is joined by Dev Kantesaria to discuss the current market environment, the types of investments he is looking for, FICO, S&P Global, and much more.Dev is the founder and portfolio manager at Valley Forge Capital Manage
- In today's episode, Stig Brodersen speaks to Tobias Carlisle and Hari Ramachandra. Stig only owns five individual stocks, and in this episode, he outlines why Evolution is one of them. Hari’s pick, Occidental Petroleum, a stock Buffett has rece
- On today’s episode, Clay is joined by Adam Seessel to discuss the developments of Big Tech over the past couple of years. Adam is an investor in Alphabet and Amazon, and in this discussion, he shares his updated thoughts on the two since he pub
- This is Zack Fuss. Today, we're breaking down Arm Holdings. Arm designs the architecture powering billions of devices, from smartphones and data centers to IoT devices and automotive systems. In this episode, we'll explore Arm's unique value pr
- On today’s episode, Clay is joined by Eddy Elfenbein to discuss his top stock picks for 2025. After Clay lets Eddy go, he also outlines his top stock pick for 2025 — Lumine Group.Eddy Elfenbein is a portfolio manager and creator of the Buy Lis
- Before we turn the page on 2024, we wanted to shine one more light on the man behind our most popular class of the last year. And that's Mitch Rales, co-founder of Danaher, one of the most impressive businesses to have been built anywhere in th
- Nach über vier Jahren kehrt David Frank vom Blog "Jung in Rente" zurück und teilt seine tiefgreifenden persönlichen Erfahrungen und Veränderungen, die er seit ihrem letzten Gespräch durchlebt hat. Im Mittelpunkt des Interviews stehen seine Ents
- Today, we are breaking down Jack Henry. If you're not familiar with it, Mark Leonard of Constellation Software once referred to this business as their ‘gold standard.’ Jack Henry is a true best in class operator within the vertical market softw
- In this episode, William Green chats with British investing legend Terry Smith. Terry, a member of Bloomberg’s index of billionaires, manages the Fundsmith Equity Fund, which is the UK’s largest stock fund. Since 2010, it’s returned more than 6
- Sahil Bloom is a Stanford athlete turned finance executive whose life took an unexpected turn when a friend's observation catalyzed a complete reevaluation of success.This conversation explores his perspective on wealth, which transcends trad
- On today’s episode, Clay is joined by Tae Kim to discuss his new book, The Nvidia Way, which outlines the making of one of the greatest tech businesses in the world. Nvidia is the darling of the age of artificial intelligence as its chips are p
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