Best Anchor Stocks

by Best Anchor Stocks

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

Podcast episodes

  • Season 1

  • Talking Investments and Copart (CPRT) with Chris Mayer

    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 Capital Fund. Chris talks about his investment philosophy and both also discuss Copart (CPRT)

  • Investing in High-Quality Companies w/ Barry Schwartz and Ernest Wong from Baskin Wealth

    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. Their investing philosophy is one of high-quality investing, but we go over many topics such as... How Ernest got hired at Baskin (comes with good advice for people who might be starting out) Why today is different to the dotcom era Disruption for tech companies and why we tend to overestimate it Adobe and generative AI Characteristics of a high quality company Dividend investing The advantages and disadvantages of leverage Capex of the big techs How they think about selling Mistakes Their favorite investment books As you can see, we covered a lot. I highly recommend going over Baskin Wealths' web page (https://baskinwealth.com/) and following their podcast (https://open.spotify.com/show/3ntwlj9GW7U1zcHbdgGP6F?si=5255de4333f44d4b) As always, don't forget you can follow my writing at bestanchorstocks.com and my X account (@invesquotes). Lastly, feel free to leave a follow and a review if you liked the content! Disclaimer: As of the moment of this episode, participants might have positions in the securities discussed. The article is intended with information purposes only, do your own due diligence.

  • What is a high-quality company? w/ Drew Cohen from Speedwell Research

    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 on. In this episode I discuss with my good friend Drew Cohen about the characteristics that make a company a high-quality company. We also share the highest-quality company we've ever researched. Drew and I have also written some articles related to this topic, here they are... My article: https://www.bestanchorstocks.com/p/the-traits-of-a-high-quality-company Drew's article: https://t.co/IB7BWV8ErA I also recommend checking our investment research services out. You can find mine at bestanchorstocks.com and Drew's in https://speedwellresearch.com/. As always, don't forget to follow the podcast and leave a review if you enjoy the content.

  • Stock Picking, Nintendo, And A Flyover Stock With Todd Wenning

    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: https://www.flyoverstocks.com/ I plan on being more active in the podcast from now on, so if you enjoy these types of episodes be sure to follow and leave a review! ---------------------------------------------------------------- Hello! I had the chance of speaking to Todd Wenning this week, founder of Flyover Stocks. We discussed stock picking in general and important topics such as portfolio sizing, volatility...and we also touched on Nintendo and a Flyover Stock that was recently discovered by Todd. Todd was a great guest and I enjoyed our conversation :) I hope you enjoy this one!

  • A Conversation with Shree Viswanathan, founder of SVN Capital

    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 incredibly kind to give me 1h30m of his time to discuss several investment related topics. We also talked about two great companies in detail, Copart (CPRT) and HEICO (HEI), focusing on the main risks for each.