$NVDA···Baker: Nvidia is exceptional company followed for 25 years, Jensen Huang among most exceptional leadersgavin baker·Generating Alpha Podcast·3 months agoshow more ▾
$AMZN···Yass: Amazon's $2T market cap vastly understates $10T consumer surplus value creationjeff yass·Generating Alpha Podcast·3 months agoshow more ▾
$SHVOShvo CEO: Super prime real estate is a 20-year play on irreplaceable assetsmichael shvo·Generating Alpha Podcast·4 months agoshow more ▾
$ALNY···Angermayer co-founded Alnylam on RNAi thesis, took public via SPAC at 25christian angermayer·Generating Alpha Podcast·5 months agoshow more ▾
$BABA···Grinda reveals early Alibaba investment thesis: marketplace dominance and Alipay monetizationfabrice grinda·Generating Alpha Podcast·6 months agoshow more ▾
$DOGE···Assia rethinks memecoins as community coins after Dogecoin surge post-Elon SNLyoni assia·Generating Alpha Podcast·7 months agoshow more ▾
$CONNOR-GROUPConnor Group founder details 30%+ annual returns via contrarian apartment acquisitions and broad equity ownershiplarry connor·Generating Alpha Podcast·8 months agoshow more ▾
$PLANET-HOLLYWOODWachter calls Planet Hollywood the first organic celebrity-driven business, not a paid endorsementpaul wachter·Generating Alpha Podcast·9 months agoshow more ▾
$VERIFONEGTCR's Verifone investment exemplifies value buying with growth upside in payment electronificationcolin roche·Generating Alpha Podcast·10 months agoshow more ▾
$VALOR-EQUITY-PARTNERSGracias outlines Valor's evolution: industrial ops roots to proentropic tech investor with lean scale groupantonio gracias·Generating Alpha Podcast·10 months agoshow more ▾
$IBKR···Peterffy details automation moat driving 70-80% margins at Interactive Brokersthomas peterffy·Generating Alpha Podcast·11 months agoshow more ▾
$TJX···Drexler calls TJX best retailer globally citing honest pricing moatmickey drexler·Generating Alpha Podcast·last yearshow more ▾
$ELECTRUM-SILVERTwo silver companies in Electrum portfolio slated for IPO next yearthomas kaplan·Generating Alpha Podcast·last yearshow more ▾
$BIRK···Chu details Birkenstock investment thesis: vertically integrated health/wellness brand with emotional consumer connecti…michael chu·Generating Alpha Podcast·last yearshow more ▾
$STWD···Sternlicht touts STWD as only mortgage REIT above IPO price with 11-12% annualized returnsbarry sternlicht·Generating Alpha Podcast·last yearshow more ▾
$A-STAR-CAPITALA* Capital adopts talent-first, category-agnostic philosophy blending Sequoia and Founders Fund lessonskevin hartz·Generating Alpha Podcast·last yearshow more ▾
$SIXTH-STREETChavez joins Sixth Street to digitize private credit's last frontiermarty chavez·Generating Alpha Podcast·last yearshow more ▾
$TSLA···Chanos reveals Tesla short position trimmed as stock surged 12x in 2020jim chanos·Generating Alpha Podcast·last yearshow more ▾