Ep. 124: Jim Roppel: Liquidity, Cushion and 30 Years Of Studying Bill O’Neil
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5 Aug 202159min
Ep. 123: Irusha Peiris: Persistence, Planning And Consistency Pay Off
Irusha Peiris is back! Irusha is a portfolio manager at O'Neil Global Advisors and rejoins the podcast this week to share the lessons he's learned to get superior stock market results. He talks about ...
29 Juli 202155min
Ep. 122: Rayna Lesser Hannaway: Finding Companies On The Right Side Of Change
Rayna Lesser Hannaway, portfolio manager and analyst at Polen Capital, joined the podcast this week to share her "flywheel" framework of analysis. Her team studies what factors help build upon each ot...
22 Juli 202157min
Ep. 121: Ed Carson: Don't Let Your Knowledge Blind You To Reality
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15 Juli 202147min
Ep. 120: Jason Thomson: Fundamental Analysis Trumps The Chart For Big Moves
Jason Thomson, portfolio manager at O'Neil Global Advisors, joined the podcast this week to discuss how he uses a deep dive on the fundamental analysis on his core stocks to guide his investing decisi...
8 Juli 202155min
Ep. 119: Jim Golan: Building A High-Conviction Portfolio For The Long Haul
Jim Golan, co-portfolio manager of the William Blair Investing Management Large-Cap Growth Fund, joined the podcast this week to discuss how he builds a high-conviction portfolio with a long-term view...
1 Juli 202147min
Ep. 118: Matt Caruso: Lessons Of The Last Year, Non-negotiable Rules, And Shades Of Gray
Matt Caruso, President of Caruso Investments, joined the podcast this week to discuss how the last year or so has put so many investing lessons into such a short period of time. He discussed how his p...
24 Juni 202143min
Ep. 117: Larry Cordisco: What Growth Investors Should Focus On As Tech Stocks Pick Up
Larry Cordisco, co-CIO of Core Equity at Osterweis Capital Management, joins the podcast this week to provide analysis of past periods of divergence in market history to put the trading action of 2021...
17 Juni 202139min
