Make Something Wonderful - Oil and Marble - Whom the Gods Love
We spoke about these 3 books but it led to a wide-ranging conversation. From speaking about a 20yr unknown genius to discussing Munger's ideas, Steve Job's and Da Vinci's ideas, to Darwin's work.
Link to Peniel's X (https://x.com/Chancellorpen)
20 Aug 2025
Sidecar Investor - Partnering With Extraordinary Operators
Today I'm joined by Sidecar Investor. We talked about his unique approach to investing and the impact an extraordinary operator can have on a business. I hope you enjoy it and I’d encourage you to rate the podcast if you do
Sidecar's Twitter (https://x.com/sidecarcap)
26 Jan 2025
Worldly Wisdom
I speak about this idea Charlie Munger had. After reading about some disciplines, I talk about biology, economics, and physics.
Some of the people mentioned: Munger, Darwin, Hayek, Smith, Newton, Feynman, Gell-Mann, Maxwell & Faraday,
26 Apr 2024
Dave Ahern - Valuation, Simplicity, and Curiosity
Today I’m joined by Dave Ahern, Co-host of The Investing for Beginners Podcast. We discussed business valuation, the importance of taking a simple approach and why investing is the perfect area for a curious mind. I hope you enjoy it and I’d encourage you to rate the podcast if you do.
Dave's Twitter (https://twitter.com/IFB_podcast)
The Investing for Beginners Podcast (https://open.spotify.com/show/3sIN6k0aT6cCWP2AJRvHEK?si=f7ff093a943d4f60)
6 Apr 2024
Antonio Linares - Investing, Philosophy, and Deep Thinking
Antonio Linares is an investor and writer of Investment Ideas (https://www.investmentideas.io/). In this conversation, we delved into his investment philosophy, his thinking process and explored interesting tangents.
Link to Antonio's Twitter (https://twitter.com/alc2022)
26 Feb 2024
The Innovator's Dilemma - With Eric Flaningam
In this episode, we break down The Innovator's Dilemma and all of its intricacies. Topics discussed:
What is The Innovator's Dilemma.
What is disruptive innovation.
What causes good companies to fail.
How was IBM's business disrupted by cloud computing.
Why is Airbnb a disruptive technology but Uber is a sustaining one.
Link to Eric's Twitter (https://twitter.com/EricFlaningam)
Link to Eric's blog/newsletter (https://www.generativevalue.com/)
15 Oct 2023
Digesting Reads, 3
Tesla and how industries evolve
Meta facing the innovator's dilemma
Google bets as a hedge to disruption
First impression from François Rochon's letters
Business models
Vertical vs horizontal integration
Similarities between Zero to One and The Innovator's Dilemma
7 Oct 2023
Digesting Reads, 2
What causes out-performance?
The Innovator's Dilemma
Apple's stance as of theory
Tesla 'should' have failed
Thoughts on the accounting system
Why earnings are fundamentally flawed
1 Oct 2023
Digesting Reads, 1
The case for long term investing
Clayton's theories to practice
Business models
Thoughts on growth investing
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
Apple Podcasts (US)
2.0 / 5
1 ratings
Spotify
5.0 / 5
14 ratings
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