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Best Anchor Stocks
Best Anchor Stocks
Best Anchor Stocks

The Best Anchor Stock podcast will bring sporadic episodes where Leandro, the main contributor, speaks with knowledgeable investors.

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Episodes

19. Nintendo: The Switch 2 Edition w/ Ryan O'Connor (Crossroads Capital)

This week I was fortunate to be joined for the second time by my good friend Ryan O'Connor, founder and... more

15 Apr 2025 · 1 hour,
18. Vials, Tubes, and Billion-Dollar Niches w/Jon aka. Borlaug

If you enjoy this episode feel free to share and rate the podcast, it would help me a lot!Welcome to... more

01 Apr 2025 · 59 minutes
17. Understanding Shorting w/ Paul Cerro

This week I was lucky to be joined by my good friend Paul Cerro, founder of Cedar Grove Capital Management.... more

20 Mar 2025 · 1 hour, 7 minutes
16. Quality Where You Least Expect it To w/ Jeremy Kokemor

In this week’s episode I was joined by Jeremy Kokemor, founder of Right Tail Capital. We remained true to the... more

28 Feb 2025 · 57 minutes
15. Returns, Reinvestment, & Valuation w/ Andy Feldman

In this week's episode I discussed the three most important variables in investing (reinvestment rate, returns, and valuation) with my... more

12 Feb 2025 · 53 minutes
14. The Qualities of Industrial Assets w/ John Rotonti

John Rotonti joined me for the first episode of 2025. We discuss...John's upcoming role as a Portfolio ManagerHow he plans... more

23 Jan 2025 · 1 hour, 15 minutes
13. Palantir: Business & Valuation w/ Arny Trezzi

Link to Best Anchor Stocks, my investment research service focused on high-quality companies: www.bestanchorstocks.com Link to Palantir Bullets, Arny's blog... more

25 Nov 2024 · 1 hour, 5 minutes
12. Long/Short Investing w/ George Livadas from Upslope Capital

In today's episode I have a conversation with George Livadas, founder of Upslope Capital Management. George follows a Long/Short Investment... more

31 Oct 2024 · 49 minutes
11. The Picks & Shovels of the Healthcare Industry w/Peter Mantas

In today's episode, Peter Mantas, partner of Logos LP, come to talk about the picks and shovels of the healthcare... more

18 Sep 2024 · 56 minutes
10. Untangling the Spirits Industry w/ Christian Billinger

Welcome again to the Best Anchor Stocks podcast! I was lucky this time to speak with Christian Billinger about the... more

28 Aug 2024 · 1 hour, 14 minutes
9. The United States Is Going South w/ Lawrence Hamtil & Douglas Ott

Welcome back to another episode! This time I was lucky enough to be joined by Lawrence Hamtil and Douglas Ott... more

15 Aug 2024 · 52 minutes
8. China risk to Big Tech, Index Investing, Vistry and Nintendo with Ryan O'Connor

Link to Best Anchor Stocks: https://www.bestanchorstocks.com/Link to Crossroads Capital: https://www.crossroadscap.io/Link to latest annual letter of Crossroads Capital: https://www.crossroadscap.io/investor-letters/annual-letter-to-investors-2023Don't forget to... more

24 Jul 2024 · 1 hour, 16 minutes
7. Investing in High-Quality Companies w/ Barry Schwartz and Ernest Wong from Baskin Wealth

In today's episode I was lucky to be able to speak with Barry Schwartz and Ernest Wong from Baskin Wealth.... more

09 Jul 2024 · 1 hour, 24 minutes
6. What is a high-quality company? w/ Drew Cohen from Speedwell Research

Hi again!It has been a long time since the last episode, but I'll start uploading these more recurrently from now... more

27 Jun 2024 · 1 hour, 17 minutes
5. Stock Picking, Nintendo, And A Flyover Stock With Todd Wenning

Link to Best Anchor Stocks where you can enjoy a 2-week free trial: https://seekingalpha.com/mp/1399-best... Link to Todd Wenning's Flyover Stocks:... more

12 Sep 2023 · 1 hour, 15 minutes
4. A Conversation with Shree Viswanathan, founder of SVN Capital

Last week I had the opportunity to talk with Shree Viswanathan, founder and portfolio manager of SVN Capital. Shree was... more

06 Apr 2023 · 1 hour, 29 minutes
3. A Conversation With François Rochon, founder of Giverny Capital

Last week François Rochon, founder of Giverny Capital, kindly gave me an hour of his time to talk with him... more

22 Feb 2023 · 1 hour, 8 minutes
2. A Conversation on Quality Investing with Christian Billinger

Welcome to a new episode of the Best Anchor Stocks podcast. Today, I have the pleasure of talking with Christian... more

12 Dec 2022 · 1 hour, 13 minutes
1. Talking Investments and Copart (CPRT) with Chris Mayer

In this episode, Leandro talks with Chris Mayer, author of 100 baggers and portfolio manager at the Woodlock House Family... more

14 Oct 2022 · 54 minutes
Best Anchor Stocks
3. A Conversation With François Rochon, founder of Giverny Capital3. A Conversation With François Rochon, founder of Giverny Capital3. A Conversation With François Rochon, founder of Giverny Capital3. A Conversation With François Rochon, founder of Giverny Capital
Best Anchor Stocks
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Listen now on

Apple Podcasts
Spotify
Overcast
Podcast Addict
Pocket Casts
Castbox
Podbean
iHeartRadio
Player FM
Podcast Republic
Castro
RSS

Description

Last week François Rochon, founder of Giverny Capital, kindly gave me an hour of his time to talk with him about several... more