Among the many topics discussed:
- The current environment for investing in consumer stocks
- How to assess if challenges facing a business are temporary or structural
- How to identify bad and good stewards of capital
- The capital cycle in spirits...
Today we released episode 84. This time, the guest is Tom Russo, and leading the conversation is our friend in London, Christian Billinger. Listen and learn!
https://t.co/5Km5sFYHK7
The episode is available where you listen to podcasts:
Apple: https://t.co/Bfb3N9laPn
Spotify: https://t.co/RuQUgY9if2
Youtube: https://t.co/pgYonWvCm7
Episode 83!
Topics: Decentralization, funding, capital allocation.
Book: Built from Scratch (1999) by the Home Depot founders.
Guest: Jeff Totten – founder & CEO of US-based holding company Evergreen Services Group – a thoughtful, driven entrepreneur with an investor mindset.
The episode is available where you listen to podcasts:
Apple: https://t.co/e3qXYmtLZA
Spotify: https://t.co/1EjQOeqJOw
Youtube: https://t.co/IGjnqPvW8Q
Episode 82 features Ehsan Ehsani – an investor at Crescendo Partners in New York and an adjunct professor at Columbia Business School.
We discuss his book 'Finding Value in Numbers’, in which Ehsan emphasizes the importance of building a personalized investment framework.
“The third cycle you go through, I think you might start to make some money because you actually start to know that these things come along.”
– Andrew Hollingworth joins Eddie on the podcast to discuss the excellent book '1929' by Andrew Ross Sorkin.
The episode is available where you listen to podcasts:
Apple: https://t.co/CILBS0RVLC
Spotify: https://t.co/9fh1LJnARJ
Youtube: https://t.co/XTpoyUoHNj
The Long Game, the book I wish someone had handed me when I started #investing 23 years ago, is finally here.
Pre-order your copy now at a special price, with free shipping and a limited-edition illustrated card.
https://t.co/6keV8VnOVO
Please spread the word. Thank you!
"Managing money is a lot about managing expectations, and it's a lesson I've kept with me the rest of my life."
Rupal Bhansali guests the podcast to share her investor journey and wisdom on non-consensus investing (which is also the title of her book).
https://t.co/HBMOcvFX37
The episode is available where you listen to podcasts:
Apple: https://t.co/J7n35KJV2O
Spotify: https://t.co/541eWT1bV7
Youtube: https://t.co/OyQsmce9KY
What can we learn from one of the OG compounder kings?
Portfolio manager @ryan_bunn joins Investing by the Books podcast to talk about Philip Carret's 1927 classic investment book 'The Art of Speculation', which influenced later legends like Warren Buffett and Philip Fisher.
Ryan and Eddie discuss Carret's early insights on diversification, the importance of retained earnings and compound interest, and why dividend yield should be the least important factor when analyzing stocks.
The episode is available where you listen to podcasts:
Apple: https://t.co/thN3Rd8jap
Spotify: https://t.co/qREOXo6GZH
Youtube: https://t.co/7063G3YAo8
New episode!
What can investors learn from philosophers such as Spinoza, Hume, and Kierkegaard? And how did financial markets impact these philosophers?
Ethan Everett guests the podcast to discuss his great book 'The Investment Philosophers', published in Oct 2025. Listen on...