May 26, 2026
In this Dialogue episode of The Synopsis, we discuss S&P 500 valuations and concentration, and provide short thoughts on Constellation Software, Intuit, Sea Limited, and Mercado Libre.
YouTube Video Links: S&P 500 Concentration
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May 7, 2026
In this wide spanning interview I spoke with pseudonymous investor Rose Celine. Rose is quite prolific on Twitter/X, commonly sharing his sharp thoughts on a variety of different stocks. In this interview we cover several of his investments and how he thinks about various investing topics. We hope you enjoy!
May 1, 2026
On this podcast we talk to Gunjan Bhartia, Former VP of Strategy & Business at Coupang to explore Coupang’s evolving strategy—from international expansion to business model evolution—and the hidden risks that may be overlooked by the market. This was orginally recorded as an AlphaSense webinar in January, and we...
Apr 23, 2026
In this insightful interview I spoke with Hedge Fund Manager of Hayden Capital, Fred Liu. We talked about his investment philosophy of "emerging compounders" and how he likes to concentrate in a few stocks. We also talk about a few of his investments including Sea Limited and AppLovin.
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Apr 20, 2026
In this Dialogue episode of The Synopsis, we discuss private credit and take-aways from our Shift4, Chris Mayer and Bill Nygren interivews.
YouTube Video Links: Private Credit, Tax Implications of Selling Stock
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