Trading Theory

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KKR, MCFT & CLCT/NLAB Saga w/ Yaron Naymark



Yaron Naymark is the founder and portfolio manager…
January 15, 2021/by Brandon Beylo

Macro Ops 2020 Annual Portfolio Performance Review

To others, being wrong is a source of shame; to me, recognizing…
January 8, 2021/by Alex Barrow
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Lawrence Hamtil: Six Industries With Durable Moat Advantages



Lawrence Hamtil is a sixteen-year veteran…
January 8, 2021/by Brandon Beylo
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Michael Batnick: Movies, SPACs and IPO Manias

Michael Batnick is the author of Irrelevant Investor, Director…
January 1, 2021/by Brandon Beylo
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Shomik Ghosh: All Things Enterprise Software Investing

Shomik Ghosh is a principal at Boldstart VC by day and…
December 25, 2020/by Brandon Beylo
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Jamie Catherwood: The History of (Value) Investing

Jamie Catherwood is a Client Portfolio Associate at O’Shaughnessy…
December 18, 2020/by Brandon Beylo
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Packy McCormick: Emerging Technology, Writing and Process


Packy McCormick is the founder and creator of The Not Boring…
December 11, 2020/by Brandon Beylo
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Innovative Technology Investing w/ Brett Winton of Ark Investment



This episode is brought to you by TIKR. Join the free…
December 4, 2020/by Brandon Beylo
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FromValue: How To Find Life-Changing Stocks

This episode is brought to you by TIKR. Join the free beta…
November 27, 2020/by Brandon Beylo
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Working With Tiger Cubs & Spotting Frauds w/ Stephen Clapham

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November 20, 2020/by Brandon Beylo

@FoolAllTheTime: All Things Semiconductor Investing

There's a theory that the best and smartest analysts on Twitter…
November 13, 2020/by Brandon Beylo

Richard Chu: $GOCO, $GDRX and Healthcare Investing

Richard Chu is an investment analyst at Saga Partners where…
November 6, 2020/by Brandon Beylo
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