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Ep. 103 - Nick Peters: Internal Honesty
You can find Nick on X here: https://twitter.com/nicholasp66 Thank you so much for listening, we really appreciate you. If you have found this…
4 hrs ago
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Ryan Reeves
57:20
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Ep. 103 - Nick Peters: Internal Honesty
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Weekly Update April 8-12
Tesla deliveries/FSD, Cloudflare acquisitions, Nu product announcements, and a small watchlist company
Apr 12
1
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Weekly Update April 8-12
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Ep. 102: Jeff Davies - Energy Sector Breakdown
Listen now | You can subscribe to Jeff's substack here: https://www.enerwrap.com/ Or follow him on X here: https://twitter.com/EnergyCredit1 Thank you…
Apr 11
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Ryan Reeves
54:56
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Ep. 102: Jeff Davies - Energy Sector Breakdown
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TransMedics Write-Up
How this organ transplant company is becoming vertically integrated
Apr 5
21
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TransMedics Write-Up
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Ep. 101 - Investing Bear: Maintaining High Standards
Listen now | You can follow Investing Bear here on X. Companies mentioned: 1. E.l.f 2. Duolingo 3. Shopify 4. Paycom 5. Aehr Systems 6. Klaviyo 7…
Apr 4
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Ryan Reeves
56:40
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Ep. 101 - Investing Bear: Maintaining High Standards
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March 2024
Weekly Update March 25-29
Let’s get right into it! We’ll start out with the normal update and then end with the monthly summary and conviction list. Tesla I’m quite excited about…
Mar 29
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Ryan Reeves
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Weekly Update March 25-29
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Reddit
r/Memestocks
Mar 26
6
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Weekly Update March 18-22
Let’s get right into it! TransMedics TransMedics recently bought their 14th plane! The company has been moving rapidly to build out its aviation…
Mar 22
1
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Weekly Update March 18-22
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Ep. 99 - Doug O'Laughlin: Semiconductor Sector Part 2
Listen now | This is part 2 of our sector analysis on semiconductors. You can check out Doug's substack here: Fabricated Knowledge. We go deep on…
Mar 21
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Ryan Reeves
and
Doug OLaughlin
51:10
4
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Ep. 99 - Doug O'Laughlin: Semiconductor Sector Part 2
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Ep. 100 - Francis Odum: Cybersecurity Overview
We're continuing our new series doing sector-level breakdowns. There are quite a few fantastic podcasts doing individual breakdowns but we think it will…
Mar 21
•
Ryan Reeves
43:08
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Ep. 100 - Francis Odum: Cybersecurity Overview
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Weekly Update March 11-15
Let’s get right into it! TransMedics The company was part of two investment conferences over the past few months. Here are some of the most interesting…
Mar 15
1
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Weekly Update March 11-15
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Ep. 98 - Chris Zeoli: Semiconductor Value Chain
Listen now | We're starting a new series doing sector-level breakdowns. There are quite a few fantastic podcasts doing individual breakdowns but we…
Mar 14
•
Ryan Reeves
47:01
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Ep. 98 - Chris Zeoli: Semiconductor Value Chain
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