October 28, 2026Episode 10314 min
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.
Episodes
101
Latest episode
Oct 2026
Language
EN-GB
About the show
Connecting Investors & Understanding Businesses
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October 21, 2026Episode 10214 min
A Three-Stock Charlie Munger Portfolio - Shaurya Gupta
Shaurya Gupta on three companies Charlie Munger admired: TSMC, Amazon and Alphabet, and what eight years of running a firm taught him.
October 15, 2026Episode 10116 min
What 30 Years With Warren Buffett Taught Me - Gisela Baur
Gisela Baur on 30 years with Warren Buffett: his memory, his circle, Munger's trust rule and why she never bought Berkshire.
May 6, 2025Episode 10034 min
Why do you like Deere & Company stock, Alex Furmanski of Unison Asset Management?
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.
April 28, 2025Episode 9925 min
What to learn from Buffett's Early Investments, Brett Gardner?
Brett Gardner, the author of Buffett's Early Investments joined us to discuss his book and what he learned from writing it.
April 21, 2025Episode 9853 min
Is the Switch 2 lifting Nintendo stock on another level, Ryan O'Connor?
Ryan O'Connor of Crossroad Capital joined us to discuss Nintendo's new Switch 2 console and its impact on the stock.
April 17, 2025Episode 9742 min
Why do you like Cardlytics stock, Alejandro Yela of The Hermit?
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!
March 31, 2025Episode 9626 min
What to learn from Buffett & Munger Unscripted, Alex Morris?
What to learn from Buffett & Munger Unscripted, Alex Morris?
February 19, 2025Episode 9552 min
Why do you like Mercado Libre, Lucy Chou (Luna Partners)?
Lucy Chou started her partnership Luna Partners recently. We invited her to discuss her investment philosophy and why she is invested in Mercado Libre.
February 12, 2025Episode 94
Why do you like DoorDash, Jackson Zhu (Square Street Capital)?
Why do you like DoorDash, Jackson Zhu (Square Street Capital)?
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