Bedste Mario Walker-podcasts (2024)

1
Honoring Hispanic Heritage Month with Robert Soza and Mario Perez Dolan 11:33

19d ago11:33

11:33

In celebration of Hispanic Heritage Month, Robert L. Soza Jr. and Mario Perez Dolan join Fast Takes to share their personal stories and reflections on their Hispanic heritage and legal careers. Robert Soza, a fifth-generation Texan, discusses his up bringing in a small town, his journey to law school, and his unplanned but rewarding career in litig…

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Random Ramblings October 2024: networking with good investors, geopolitical risks, energy, probabilities 25:42

21h ago25:42

25:42

Welcome to the October 2024 edition of Andrew's Random Ramblings on the Yet Another Value Podcast. Once a month, Andrew will share thoughts on a few topics - this episode includes: being in the room with good investors, geopolitical risks, oil & energy shortages and follow up to September 2024 ramblings on probabilities. Chapters: [0:00] Introducti…

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Ep. #254: The Art of Noticing, with Rob Walker 28:00

3d ago28:00

28:00

Periodically I set myself a curiosity scavenger hunt theme with a fixed duration – 77 days of feet, a long hot summer of art, a month of biophilia, a week in the kitchen – and then I just keep my eyes open and my camera handy.It's a joy. The thrill of the hunt; the challenge and delight in finding something new in the very familiar; the excuse to g…

1
Plural Investing's Chris Waller on $WOSG.LN Rolex relationship and secondary luxury watch market 1:01:44

9d ago1:01:44

1:01:44

Chris Waller, Founder and CIO at Plural Investing, joins the podcast for the second time to discuss his thesis on The Watches of Switzerland Group (WOSG.LN), an international retailer of world leading luxury watch brands with a growing complement of luxury jewelry brands. For more information about Plural Invest, please visit: https://www.pluralinv…

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Ep. #253: Why Curiosity Makes Us Patient, with Abby Hsiung & Alison Adcock 28:00

9d ago28:00

28:00

I found myself thinking about the exquisite agony of a Hitchcock suspense when I came upon an article in Scientific American, "Why Curiosity Makes Us Patient."Abby Hsuing & Alison Adcock assert curiosity makes us hungry for knowledge, but not necessarily in a hurry to get it. It's a finding that runs in the face of a whole lot of curiosity theory t…

1
GrizzlyRock Capital's Kyle Mowery on $DRVN's goodco / badco thesis 1:00:47

13d ago1:00:47

1:00:47

Kyle Mowery, Managing Partner and Portfolio Manager at GrizzlyRock Capital, joins the podcast for the third time to discuss his thesis on Driven Brands Holdings Inc. (NASDAQ: DRVN), an automotive services company in North America, providing a range of consumer and commercial automotive needs, including paint, collision, glass, vehicle repair, oil c…

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Ep. #252: The Ig Nobel Prizes: A Curiosity Celebration, with Marc Abrahams 28:00

16d ago28:00

28:00

The Ig Nobel Prizes recognize research efforts that make you laugh...and then think. They celebrate the unusual and honor the imaginative.They are, in my mind, a delightful and very deliberate celebration of curiosity.Ig Nobel Prize founder and editor of the magazine Annals of Improbable Research Marc Abrahams joins me to talk about the origins and…

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Ep. #251: Curiosity & The Sensational Museum, with Alison Eardley 28:00

23d ago28:00

28:00

What if museums were sticky, stinky, noisy places?What if they were sensational?Psychologist Alison Eardley is on a mission to make museums more accessible and inclusive -- physically and conceptually -- for all audiences. Her work draws on all of our senses, engaging us far more deeply with what's before us.What if museums helped us tap our collec…

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Matt Warder talks coal markets: how does coal morph into AI play, election, $BTU, $CEIX $ARCH merger 1:09:02

30d ago1:09:02

1:09:02

Matt Warder, @mfwarder on Twitter/X, is back on the podcast to discuss all things Coal, including: overall thoughts on coal at this point September 2024, vision for coal with AI, met coal, upcoming election, Peabody $BTU 13D, $CEIX $ARCH merger and more! You can Follow Matt Warder on Twitter/X @mfwarder: https://twitter.com/mfwarder Matt Warder's f…

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Ep. #250: Rethinking Curiosity, with Todd Kashdan, PhD 28:00

1M ago28:00

28:00

For the 250th episode of this brave little enterprise, I invited psychologist and curiosity researcher Todd Kashdan to join me to rethink some of the old curiosity standards.The research has evolved and we're going with it.What better way to keep the curiosity alive than by questioning what we think we know?More about Todd Kashdan: https://toddkash…

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BONUS CONTENT: Rethinking Curiosity, with Todd Kashdan 12:38

1M ago12:38

12:38

...In today's conversation, Todd Kashdan and I touched on evolving understandings about curiosity across the life span, the challenges inherent in certain kinds of curiosity, and a more nuanced way to think about "the curiosity zone".But I couldn't fit the whole conversation in 28 short minutes, so here's a little bonus -- a peek behind the product…

1
Random Ramblings September 2024: heavy selection bias, probabilities & terminal 0's, returns on fame 21:45

1M ago21:45

21:45

Welcome to the September 2024 edition of Andrew's Random Ramblings on the Yet Another Value Podcast. Once a month, Andrew will share thoughts on a few topics - this episode includes: heavy selection bias, probabilities and waiting and how people value them, and returns on fame. Chapters: [0:00] Introduction to Andrew's Random Ramblings + Episode sp…

1
MDC Financial Research's Michael Cohen provides his post-game report on $ACI / $KR case 1:04:49

1M ago1:04:49

1:04:49

Michael D. Cohen, CEO & Director of Research at MDC Financial Research, LLC, joins the podcast to provide his post-game report on $ACI / $KR case. For more information about MDC Financial Research, please visit: https://mdcfinancial.com/ Chapters: [0:00] Introduction + Episode sponsor: Tegus [2:20] Overview: his post-game report on $ACI / $KR case …

1
Choice Equities' Mitchell Scott provides update on $CROX thesis and thoughts on Magnite $MGNI 1:00:48

1M ago1:00:48

1:00:48

Mitchell Scott, Founder and Portfolio Manager at Choice Equities Capital Management, joined the podcast for the second time to provide an update on his Crocs, Inc. (NASDAQ: CROX) thesis and Mitchell's thoughts on Magnite $MGNI. For more information about Choice Equities Capital Management, please visit: https://choice-equities.com/ First appearance…

1
Ep. #249: Olin College: A Curiosity Enterprise, with Gilda Barabino 28:00

1M ago28:00

28:00

From the moment I set foot on campus, it was clear that Olin College of Engineering has a special and very intentional relationship with curiosity. Olin embodies a willingness to try something new, make mistakes, and learn from those experiences.Gilda A. Barabino, Ph.D., is president of Olin and sets that curiosity tone.More about Olin College of E…

1
Value Situations' Conor Maguire on why strategic review at Dowlais $DWL.L indicates a live catalyst 1:09:21

1M ago1:09:21

1:09:21

Conor Maguire, Founder and Editor of the Value Situations Newsletter, joins the podcast for his third appearance to share his thesis on Dowlais Group Plc (DWL), a portfolio of market leading, high-technology engineering businesses that advance the world's transition to sustainable vehicles. For more information about Conor Maguire and Value Situati…

1
Arbiter Partners' Ross Levin talks betting on French compounding legend, Vincent Bolloré 57:19

1M ago57:19

57:19

Ross Levin, Director of Research at Arbiter Partners, joins the podcast for the second time to discuss betting on French compounding legend, Vincent Bolloré: Bolloré SE and Compagnie de l'Odet. For more information about Arbiter Partners, please visit: ⁠https://arbiterpartners.net/ Chapters: [0:00] Introduction + Episode sponsor: Tegus [2:36] What …

1
Ep. 248: Is Earth Exceptional? with Mario Livio 28:00

1M ago28:00

28:00

The big questions of astrophysicist Mario Livio's new book Is Earth Exceptional? The Quest for Cosmic Life are as close as we get to an ultimate curiosity -- questions about the origin of life, the universe, and where and how those two intersect.Dr. Livio worked with the Hubble Space Telescope and is a bestselling author of seven books. Together wi…

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Marathon Partners' Mario Cibelli on digital remittances company, Remitly $RELY 1:19:47

2M ago1:19:47

1:19:47

Mario Cibelli, Managing Partner at Marathon Partners Equity Management, LLC, joins the podcast for the fourth time to share his thesis on Remitly Global, Inc. (NASDAQ: RELY), a trusted provider of digital financial services that transcend borders. Chapters: [0:00] Introduction + Episode sponsor: Tegus [1:58] What is Remitly Global $RELY and why are…

1
MDC Financial Research's Michael Cohen provides his halftime report on $ACI / $KR case 1:03:05

2M ago1:03:05

1:03:05

Michael D. Cohen, CEO & Director of Research at MDC Financial Research, LLC, joins the podcast to provide his halftime report on the Albertson's / Kroger's merger case. For more information about MDC Financial Research, please visit: https://mdcfinancial.com/ Chapters: [0:00] Introduction + Episode sponsor: Ycharts [2:02] Overview of the $ACI / $KR…

1
Ep. #247: Curiosity in Combat, with Chris Kolenda 28:00

2M ago28:00

28:00

In 2007-2008, Chris Kolenda led an 800-paratrooper task force in eastern Afghanistan. While there, he motivated a large insurgent group to switch sides, the only example of such success in the 20-year history of the war.We can learn a lot from his stories.Find Chris Kolenda here: https://chriskolenda.comTheme music by Sean Balick; “Turning to You" …

1
Chris DeMuth's State of the Markets August 2024 48:45

2M ago48:45

48:45

It's time to welcome back Chris DeMuth for his monthly state of the markets. For this August 2024 edition, Chris shares his thoughts on: election implications, anti-trust cases, Albertsons / Kroger's case, Robinhood credit card, and high-end credit cards launching travel lounges. Chapters: [0:00] Introduction + Episode sponsor: Daloopa [1:26] Chris…

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Ep. #246: Collaboration Is a Curiosity Practice, with Gregg Potter 28:00

2M ago28:00

28:00

Once you know it, you see it everywhere. Ever since Gregg Potter put collaboration on my curiosity radar, I'm seeing it in everything.Gregg is a collaboration coach and founder and executive director of the International Institute on Collaboration. He knows a thing or two about how people work together toward shared objectives -- whether they think…

1
Cedar Grove's Paul Cerro on what makes $RCAT drones unique + odds for winning SRR contract 52:05

2M ago52:05

52:05

Paul Cerro, CIO of Cedar Grove Capital Management, joins the podcast to discuss his thesis on Red Cat Holdings (NASDAQ: RCAT), a drone technology company integrating robotic hardware and software for military, government, and commercial operations. Cedar Grove RCAT thesis: https://www.cedargrovecm.com/p/red-cat-rcat-trade-worth-up-to-200-prcntChapt…

1
Clayton Partners' Jason Stankowski and Brian Lancaster on why Mattr $MATR.TO is misunderstood 57:55

2M ago57:55

57:55

Jason Stankowski (Partner and Co-Portfolio Manager) and Brian Lancaster (Partner and Co-Portfolio Manager) from Clayton Partners join the podcast to discuss their thesis on Mattr Corp. (TSX: MATR), a growth-oriented, global materials technology company broadly serving critical infrastructure markets, including transportation, communication, water m…

1
Ep. #245: Curiosity Promotes Biodiversity, with Carolin Sommer-Trembo 28:00

2M ago28:00

28:00

Curiosity, biodiversity, rewilding -- these are the exciting places Carolin Sommer-Trembo Ph.D. takes us today.Carolin is an evolutionary biologist. Her big goal is to focus attention on animal behavior as it effects evolution and biodiversity. To get there, she has studied curiosity in cichlid fish in Africa's Lake Tanganyika, combining some good …

1
Rhizome Partners' Bill Chen updates his publicly traded real estate thesis+ $AIV pitch 1:08:56

2M ago1:08:56

1:08:56

Bill Chen, a real estate investor and Managing Director at Rhizome Partners, returns to the podcast to discuss the performance of publicly-traded real estate market and why it's done so well since his last podcast appearance in October 2023 + pitch on Apartment Investment & Management Co. "AIMCO" (NYSE: AIV). For more information about Rhizome Part…

1
Random Ramblings August 2024: crazy start to August, due diligence trips, seeing management teams 26:10

2M ago26:10

26:10

Welcome to the August 2024 edition of Andrew's Random Ramblings on the Yet Another Value Podcast. Once a month, Andrew will share thoughts on a few topics - this episode includes: crazy start to August in the stock market, due diligence trips, and forming relationships with management teams Chapters: [0:00] Introduction to Andrew's Random Ramblings…

1
Ep. #244: Curiosity, Stories & Belonging, with Kiran Singh Sirah 28:00

2M ago28:00

28:00

I could listen to peace-builder and story-teller Kiran Singh Sirah all day.Not because he's a gifted and generous story-teller -- he most certainly is -- but because his world view is so encompassing, so uplifting, so empowering. So beautiful.Our conversation about curiosity, stories and belonging gets to the heart of who we are as humans, and what…

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Ep. #243: Morbid Curiosity & Conspiracy Theories, with Joe Stubbersfield 28:00

3M ago28:00

28:00

We all want to understand the world around us, but sometimes our curiosity can lead us down some strange paths.Dr. Joe Stubbersfield is a senior lecturer in psychology at the University of Winchester in the UK. He's curious about how our various stories and narratives might shape -- and are shaped by -- our curiosity.Joe has researched how morbid c…

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Manny Schoenhuber's Guide for European Companies in the US 8:43

3M ago8:43

8:43

In this episode of Jackson Walker Fast Takes, host Courtney White interviews Houston attorney Manny Schoenhuber about his new book, Mastering Market Entry: USA: The European’s Guide to Making it Big in America. Manny discusses the challenges and opportunities for European companies considering entering the US market. Manny outlines his key concepts…

1
Chris DeMuth's State of the Markets July 2024 39:45

3M ago39:45

39:45

It's time to welcome back Chris DeMuth for his monthly state of the markets. For this July 2024 edition, Chris shares his thoughts on: a few special situations (RCM, WOW, etc..) and banks. For more information about Rangeley Capital, please visit: http://www.rangeleycapital.com/ Chapters: [0:00] Introduction + Episode sponsor: Tegus [2:17] What's o…

1
Benraich 12 / Fallout / Blasphetro 58:11

3M ago58:11

58:11

Will and Graham dish on all the scotch and games that they could handle.

1
Ep. #242: Social Enterprise: Curiosity, Innovation & Purpose, with Timothy D. Craggette 28:00

3M ago28:00

28:00

I'm intrigued by the concept of social enterprises -- businesses with a sense of purpose larger than themselves.Timothy D. Craggette is founder and Chief Education Officer of NAASBI, The National Association for the Advancement of Small Business Innovation. He trains business owners and supports small business innovation through the association and…

1
Rome Capital's Alex Feng and Jason Quan making the case for Samsonite $1910.HK 48:55

3M ago48:55

48:55

Alex Feng and Jason Quan from Rome Capital Limited join the podcast to discuss their thesis on Samsonite International (1910.HK), a leader in the global lifestyle bag industry and the world's best-known and largest travel luggage company. Alex Feng's write-up on Samsonite: https://alexfeng.substack.com/p/samsonite-1910-hk-another-homecoming Chapter…

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Random Ramblings July 2024: stock price driving narrative + investing in products you don't like 23:03

3M ago23:03

23:03

Welcome to the July 2024 edition of Andrew's Random Ramblings on the Yet Another Value Podcast. Once a month, Andrew will share thoughts on a few topics - this episode includes: small cap performance, buybacks, stock price drives narrative, CEO changes, due diligence on companies you don't like (i.e. don't like the product or service personally), a…

1
Ep. #241: Curiosity, Tiny Experiments & Liminal Space, with Anne-Laure Le Cunff 28:00

3M ago28:00

28:00

Anne-Laure Le Cunff is a Choose to Be Curious trifecta: researcher, theoretician -- and practitioner. A neuroscientist and deep thinker about the personal and social implications of our curiosity, she conducts tiny experiments to focus closely on how we use our time and energy to best effect.Anne-Laure is the founder of Ness Labs, a collective plat…

1
Net Interest's Marc Rubinstein on "The Trump Trade" + deep dive on $FNMA 57:57

3M ago57:57

57:57

Marc Rubinstein, Founder and Editor of the Net Interest Newsletter (link to substack below), is back on the podcast to discuss his article titled, "The Trump Trade" and deep dive on Fannie Mae $FNMA. For more information about Marc Rubinstein, please visit: https://www.netinterest.co/ Article on Trump Trade: https://www.netinterest.co/p/the-trump-t…

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Ep. #240: A Mile in Their Shoes: A River Runs through Us 28:00

3M ago28:00

28:00

What do people who know and appreciate a place deeply see that I might not? The Mount Vernon Trail winds its way along the river, a combination national park and major commuter artery. It's a place I find myself frequently and I wondered: what am I not seeing in this place that is so familiar?The Trail is there because the Potomac River is there, a…

1
Atla Capital Management's John Haskell on international real estate + ESR Group thesis $1821.HK 1:02:32

3M ago1:02:32

1:02:32

John Haskell, CIO at Atla Capital Management, joins the podcast to share his thoughts on international real estate investing, emerging markets and ESR Group Limited ($1821.HK). For more information about Atla Capital Management, please visit: https://www.atlacap.com/ Chapters: [0:00] Introduction + Episode sponsor: Fundamental Edge [2:22] Internati…

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Ep. #239: Identity & the Grace of Curiosity, with Annabelle Tometich 28:00

4M ago28:00

28:00

Annabelle Tometich -- writer, editor, former food critic and now author -- joins me to explore the tricky, high-traffic intersection of identity and curiosity.Who gets to decide identity? How do we determine our own, let alone someone else's, identity? How might we allow ourselves and others a little grace to figure these things out?Find Annabelle …

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Ep. #238: Unflinching Empathy & Putting Our Trust in Curiosity, with Rachel Kadish 28:00

4M ago28:00

28:00

"Curiosity is fundamental to writing and to everything that I treasure," said writer Rachel Kadish as we opened our conversation. Hard to imagine, but it just kept getting better from there...Inspired by her New York Times opinion essay on teaching writers to seek "unflinching empathy", I invited her to join me for a conversation about putting our …

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Chevron Overturned: The Supreme Court's New Direction on Agency Authority (feat. Travis Wussow) 9:59

4M ago9:59

9:59

In this episode of Jackson Walker Fast Takes, Travis Wussow and host Courtney White discuss the U.S. Supreme Court's recent decision to overturn Chevron USA v. Natural Resources Defense Council. Travis provides an overview of the Chevron decision's history and the long-term implications of this shift for administrative law and federal regulation. F…

1
Chris DeMuth's State of the Markets June 2024 34:11

4M ago34:11

34:11

It's time to welcome back Chris DeMuth for his monthly state of the markets. For this June 2024 edition, Chris shares his thoughts on: election and election trades, $LQDA, Russell Rebalance arbitrage, Burford $BUR / Security National $SNFCA, Presidential Debate and implications for investing. For more information about Rangeley Capital, please visi…

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Maverick Value's Ron Nussbaum on the legal and fundamental cases for $CPRI / $TPR combination 1:07:38

4M ago1:07:38

1:07:38

Ron Nussbaum from Maverick Value, joins the podcast to discuss the Capri Holdings Limited / Tapestry ($CPRI / $TPR) acquisition agreement. You can follow Ron Nussbaum @MaverickValue on Twitter/X here: https://x.com/MaverickValue Chapters: [0:00] Introduction + Episode sponsor: Ycharts [2:05] Overview of Capri / Tapestry acquisition and why FTC suin…

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Buckley Capital's Zack Buckley on why he's urging $DNTL.TO to undertake a strategic review process 46:42

4M ago46:42

46:42

Zachary Buckley, Managing Partner at Buckley Capital Management, joins the podcast for the third time to share his thesis on Dentalcorp Holdings (TSX: DNTL) and why he's urging $DNTL.TO Board and Management to undertake a strategic review process. Zack's letter to the board: https://finance.yahoo.com/news/buckley-capital-management-urges-dentalcorp…

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Ep. #237: Curiosity at Work: A Swedish Perspective, with Peder Söderlind 28:00

4M ago28:00

28:00

Peder Söderlind describes himself as a Swedish author, researcher and entrepreneur, but I believes he's an important emerging curiosity theorist. His writing and thinking on the topic are rich in all the best ways -- evocative, provocative, constructive.Our conversation moved from "local, difficult, and meaningful" problems for keeping our minds cu…

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BONUS EPISODE: Keynote Q&A with Bob Robotti, Robotti & Co. LIVE in VEGAS 33:33

4M ago33:33

33:33

BONUS EPISODE: Keynote Q&A with Bob Robotti, Founder and CIO of Robotti & Co. - this interview was recorded live at the Planet MicroCap Showcase: VEGAS 2024. Topics covered: defining MicroCap/Small-Cap, Robotti's strategy, opportunity set for stock pickers, old economy stocks, all followed by Q&A from the audience. For more information about Bob Ro…

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Random Ramblings June 2024: franchisees, blaming IR, competitors, interest vs. stats, thesis drift 23:06

4M ago23:06

23:06

Welcome to the June 2024 edition of Andrew's Random Ramblings on the Yet Another Value Podcast. Once a month, Andrew will share thoughts on a few topics - this episode includes: investing into franchisees, blaming IR for stock price, competitors, interest in a stock and thesis drift. For more information about Rangeley Capital, please visit: http:/…

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Ep. #236: Images of Curiosity: Visual & Domain-Specific, with Emily Peterson 28:00

4M ago28:00

28:00

Can we capture what makes us curious? Where does our curiosity cross into confusion, or frustration? Can we place it? Might we experience it in one domain, but not another?These are the kinds of questions that animate the work of Emily Grossnickle Peterson, Ph.D., director of the Educational Neuroscience Lab at American University.Years after first…

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