China Tech Sell-off Explained: Twitter Spaces Feat. Rui Ma

This week we’re releasing the recording of a Twitter Spaces I hosted on Tuesday (07/27). Topic: China Tech Sell-Off Co-hosts: Rui Ma (@ruima), Jessica Ablamsky (@jablamsky), BuyandHold (@BuyandHoldd), and Mayhem For Markets (@Mayhem4Markets) This was a fantastic discussion on all things Chinese investing from VIEs to venture capital flows, and even a few stock pitches. […]

Episode 20: Survival of The Permanent w/ Brent Beshore, Permanent Equity

We’ve made it to a huge milestone: 20 podcast episodes. We couldn’t have done it without you, our listener base. Y’all keep the lights on and help spread the word about what we’re doing. For our 20th episode, we chat with Brent Beshore, CEO and Founder of Permanent Equity. We’re living in unprecedented times. COVID-19 […]

Episode 2 with Andrew Walker: Sports Rights, Media Investments and Cookies

Andrew Walker is co-founder of Rangeley Capital and founder/writer of Yet Another Value Blog. In this episode, Andrew and I discuss media investments, review his media guide blog posts (here’s parts 1, 2 and 3) and highlight specific ways to play the coming un-bundling phenomenon. Andrew is a media investment savant. This is a must listen for anyone interested […]

Podcast Transcript: Interview with Richard Howe

For those that don’t know, can you give everyone a background on how you got into investing? What led you to spin-offs?  I am Boston born and raised, growing up I always loved investing. I was always one of those kids that was in the investment club in high-school and college. I was lucky, my […]