What Allocators Get Wrong About India - Raghav Mittal

Raghav Mittal (Dhamma Capital) on why India's index hides its growth, how he checks governance on the ground and how he values fast growers.

Shaurya Gupta on three companies Charlie Munger admired: TSMC, Amazon and Alphabet, and what eight years of running a firm taught him.

Gisela Baur on 30 years with Warren Buffett: his memory, his circle, Munger's trust rule and why she never bought Berkshire.

Alex Furmanski of Union Asset Management joined us for the first time for a podcast to discuss his investment approach and why he likes Deere & Company stock.

Brett Gardner, the author of Buffett's Early Investments joined us to discuss his book and what he learned from writing it.

Ryan O'Connor of Crossroad Capital joined us to discuss Nintendo's new Switch 2 console and its impact on the stock.

It was my true pleasure to welcome Alejandro Yela of The Hermit substack https://hrmt.substack.com/ and the Equity Focus FIL fund for a chat!

What to learn from Buffett & Munger Unscripted, Alex Morris?

Lucy Chou started her partnership Luna Partners recently. We invited her to discuss her investment philosophy and why she is invested in Mercado Libre.

Why do you like DoorDash, Jackson Zhu (Square Street Capital)?