Interviews
Conversations with investors, researchers, and analysts I respect. I learn a lot from these interviews and figured other people would too.
"Reflecting on a Great Conversation with Swen Lorenz" came from an in-depth discussion about building a content business in the investment research space. Swen featured it on his blog, and the conversation covered value investing and alternative assets in a way I had not talked about publicly before.
"Idea Brunch with Maj Soueidan of GeoInvesting" is a conversation with the co-founder of GeoInvesting, a small-cap research platform that brings institutional-quality research to individual investors. Maj has a sharp eye and the discussion did not disappoint.
"BDC Investment Insights: Key Takeaways From Nicholas Marshi Interview" features Nicholas Marshi, who has been investing in the BDC sector for twenty years. I wanted to pick his brain and share what I learned.
This category keeps growing as I keep having good conversations with people who know what they are talking about.