The JRo Show interviews experts in and outside the field of investing to explore the themes of achieving mastery, sustained performance, and longevity. Does it really take 10,000 hours of deliberate practice to become a master? Listen in on Thursdays to find out.
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Welcome to 7investing.com. Our mission is to empower you to invest in your future. This podcast brings our market-based experts together to discuss our investing process and important news. Once a month, we will also feature interviews with some of the best minds in business and investing. Check out 7investing.com to find more of our free content and premium monthly stock recommendations.
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EVERY MONDAY A NEW EPISODE. I READ ALL MY EMAILS - contact form on my website - www.bogumilbaranowski.com. TELL ME YOUR STORY. I’m Bogumil Baranowski, an author, a TEDx speaker, an investor, and an investment advisor to families and individuals. Intimate conversations about money, wealth, and living a rich and fulfilling life. We talk about big ideas, big inspirations, big topics. We take on the hardest subject of all – money: how to make it, save it, keep it, but our conversations lead us t ...
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Eric Markowitz: Lessons from Investigative Journalism, Playing Long Games, Finding Generational Winners
1:16:59
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Investor, business journalist, writer, and author of the Nightcrawler Newsletter shares his lessons and wisdom Eric Markowitz is a Partner and the Director of Research at Nightview Capital. Nightview is an investment management firm that runs a concentrated, "best ideas" public equity strategy for long-term investors. Eric was previously a business…
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A Fireside Chat with the Host: Bogumil answers Christian Billinger’s questions
2:02:14
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We talk about managing family fortunes with an infinite investment horizon.It’s a Fireside with the host today; Christian Billinger is asking questions, and I’m answering. You need to look up earlier editions with Matt Zeigler, who started this new Talking Billions tradition, and Matthew Stafford. I’ll also mention that the next Fireside chat will …
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John Purkiss: The Power of Letting Go: How to Drop Everything That's Holding You Back
1:16:13
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What if being wealthy was all about rewriting the mental software we run on?My guest today is John Purkiss. He is the author of a truly wonderful book, a best seller called the “Power of Letting Go.”John has had a successful corporate career first, learned mindfulness later, only to combine both in his later and current pursuits.John studied econom…
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Lucas Miller: Becoming Superhuman in the Age of AI
1:23:37
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My guest today is Lucas Miller; it’s his second time on the show; please look up his earlier episode. I highly recommend it. We met over a year ago in Zurich, where I shared with a small group of investors what I learned about my life, investing process, and work in general during the unusual pandemic years. We bonded right away since Lucas told me…
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What I'm Reading: The Book of Charlie: Wisdom from the Remarkable American Life of a 109-Year-Old Man Book by David Von Drehle
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It’s Sunday. On weekends, I usually put the finishing touches on the upcoming episode. I won’t say what it is; I’ll let it be a surprise, but it’s a really special conversation that made me think—you’ll find out tomorrow. As I was recording the episode's intro, it dawned on me that it might be a good time to record this bonus episode. It’s been on …
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The One Percent Show with Vishal Khandelwal: Bogumil Baranowski on Building Generational Wealth and Playing the Infinite Game of Investing
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I had the pleasure and honor of being Vishal’s guest on his wonderful show, The One Percent Show. Please find his show on Apple Podcast, Spotify, and YouTube, all links and credits below. Vishal was a guest on Talking Billions earlier this year; please look up his episode. Vishal Khandelwal:I talk to Bogumil Baranowski, a seasoned investor, insight…
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Luca Dellanna: Winning Long-Term Games: Reproducible Success Strategies to Achieve Your Life Goals
1:23:01
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What Formula 1 racing can teach us about investing.“It takes a lot of ambition to maximize your wealth over 100 years” - Luca DellannaI was introduced to Luca’s work by Guy Spier in our conversation a year and a half ago. I got see Luca in person a few times since, and we recorded by now three episodes of Talking Billions. Given the kind of long-te…
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Investing with an Infinite Time Horizon with Bogumil Baranowski, Founder of Blue Infinitas Capital on the Compounders Podcast
1:12:55
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I was a guest on Ben Claremon’s the Compounders Podcast — here is the episode, and episode notes. Thank you so much, Ben!My guest on the show today is Bogumil Baranowski: author, podcast host and the Founder of Blue Infinitas Capital. Many people may know Bogumil for his excellent podcast, Talking Billions. However, as I turned the microphone aroun…
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Pieter Slegers (Compounding Quality): The Art of Quality Investing: How to Invest in the Best Companies in the World
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My guest today is Pieter Slegers. He is the writer behind the widely popular newsletter Compounding Quality. He lives in Belgium, and used to work for a Belgian Asset Manager. His hobbies are running (he ran his first marathon last year), lifting weights and reading books. Pieter is a co-author with Luc Kroeze of a recently published book The Art o…
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Interview with Steve Scruggs, Portfolio Manager of the FPA Queens Road Small Cap Value Fund
1:16:24
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About the FPA Queens Road Small Cap Value Fund What criterial he looks for when investing in a business Portfolio management philosophy and cash position Being a generalist Avoiding making macro predictions The research process and industries he tends to avoid His four-pillar investing framework and research process Valuation and DCF modeling What …
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John Rotonti: The Ultimate Stockpicking Masterclass
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My guest today is John Rotonti — in my mind, John is a very diligent, thoughtful, deliberate stock analyst with a great gift for teaching others the necessary skills to analyze and evaluate businesses. He is kind, generous, and always so much fun to talk to. We recorded our first episode together about a year ago; scroll down to find it. It’s a tru…
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Interview with Bill Miller IV of Miller Value Partners
1:06:53
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About Miller Value Partners Investing strategy and philosophy Why being too dogmatic about the definition of value may not work in your favor Portfolio management philosophy Risk Management On why he doesn’t short or use options His thesis on bitcoin and why he considers himself to be a massive bitcoin bull Thesis on Microstrategy as the largest co…
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Morgan Ranstrom: Money with Purpose: Receive the Dividends of an Undivided Financial Life
1:20:29
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Morgan is a singer-songwriter, an author, and the co-founder of Trailhead Planners, a financial planning and wealth management firm serving clients nationally. Morgan lives with his family in Minneapolis, Minnesota.Morgan is the author of Money with Purpose: Receive the Dividends of an Undivided Financial Life and is an in-demand financial industry…
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Interview with Ric Dillon, founder and CEO of Vela Investment Management
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About Vela Investment Management Vela investment philosophy Vela portfolio management philosophy Why he offers a long/short strategy and uses options Vela’s iterative research process Idea generation Ric’s macro views Vela’s valuation methodology Selling vs trimming What’s next for Vela Investment Management ****************************************…
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Innovative Industrial Properties (IIPR): "Patience is a Virtue"
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Innovative Industrial Properties is America's only publicly-traded REIT who's exclusively focused on the cannabis industries. It buys cannabis-growing facilities and then rents the spaces out to tenants through triple-net leases. Business was booming in the zero-interest rate economy, with IIP's committed capital skyrocketing 60-fold from $30 milli…
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Brian Portnoy, CFA, PhD: Geometry of Wealth; The Search for Funded Contentment & Underwriting a Meaningful Life
1:02:15
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“True wealth is the ability to underwrite a meaningful life.”My guest today is Brian Portnoy, CFA, PhD — the Founder of Shaping Wealth.Brian is one of the world’s leading experts on the psychology of money. He has written multiple bestselling books, including The Geometry of Wealth, and has 20+ years of experience as an investor and educator in the…
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Adam Seessel: Where the Money Is: Value Investing in the Digital Age
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Investing continues to change -- we talk about Ben Graham's lessons from one particular investment, and where the money is in this new era for investors.Any stocks mentioned today, as always, are no recommendations; they are case studies or illustrations — please do your own research and/or talk to an advisor, please.My guest today is Adam Seessel.…
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Tesla "The Car Company" is Worth $104 Per Share. Here's Why.
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Tesla (Nasdaq: TSLA) is one of the market’s most unique battleground stocks. People either love it or they hate it, the financial media's commentary is either euphoric or miserable, and institutional price targets have ranged everywhere from $10 to $2,000. For the past two weeks, 7investing CEO Simon Erickson has been building a very detailed disco…
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Jeff Gilbert: Curiosity, Ethics, Investing, Frauds & More
1:21:02
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An hour-plus with a master storyteller, forensic accountant, investor, and a good friend. Jeff is such a terrific guy. He has that voice and storytelling gift that keeps you hooked for hours because every minute, you feel like he is letting you in on the biggest secret, and he really is. I had to have him here on TB, and he kindly said yes. He is a…
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The Intentional Investor #4: Bogumil Baranowski with Matt Zeigler on the Epsilon Theory Podcast
1:12:04
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A wide-ranging discussion about money, wealth, investing, inherited wealth, books, curiosity, ideas, and more! Full Credit to Matt Zeigler, his Intentional Investor on Epsilon Theory Podcast. Thank you, Matt!In this episode of The Intentional Investor, host Matt Zeigler is joined by Bogumil Baranowski to discuss the power of investing with a multi-…
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Elizabeth C. Pagé: Leadership for a Change — What Climbing the Himalayas with a Sherpa Can Teach Us About Business
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We will learn about leadership from a global executive who taught 60,000 students around the world.My guest today is Elizabeth Campbell Pagé. She is an entrepreneur, manager, and global executive in international organizations, including The World Bank, Inter-American Development Bank (IDB), and The Royal Society. Elizabeth teaches cross-sectoral t…
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Jeremy Deal: Cultivating the Investing Craft
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Jeremy Deal is the founder of JDP Capital Management. JDP is a private partnership that makes investments in public stocks where the quality and durability of future earnings power is not reflected in the price. The fund's goal is to buy and hold a handful of businesses that can survive and thrive over long periods of time.www.jdpcap.comToday, my g…
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A Fireside Chat with the Host: Bogumil answers Matthew Stafford’s questions
1:10:09
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Before I tell you about this week’s bonus episode, here is a quick announcement: this episode will air on Wednesday, May 1, a day before my arrival in Omaha for Buffett’s Berkshire Meeting. If you are in Omaha and see me, please say hello; I’d love to meet you and hear more about you. Even if you aren’t coming to Omaha but feel inspired to share so…
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Guido Alfani: As Gods Among Men. A History of the Rich in the West
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What if you could learn from the richest people that ever lived -- both how to make money, and how to keep it once you make it. My guest has a lot to share about both pursuits.Guido Alfani is a Professor of Economic History at Bocconi University, Milan (Italy). He is also an Affiliated Scholar at the Stone Center on Socio-Economic Inequality (New Y…
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Ken Honda: Happy Money - The Japanese Art of Making Peace with Your Money
1:13:32
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80th Episode!! My guest today is Ken Honda, the best-selling author of a beautiful book — Happy Money.Another way of looking at money: a money conversation that will make you smile if not laugh!At just 29 years old, Ken made an unexpected decision: he stepped away from a successful career in consulting and accounting to fully immerse himself in the…
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Interview with Chris Pavese of Broyhill Asset Management
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Broyhill overview and investment philosophy Portfolio management Risk management Team size and research process and idea generation Macro outlook and incorporation into process Valuation When to sell What Chris is reading ********************************************************** Options are not suitable for all investors and carry significant risk…
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The Hidden Costs of Moving Money: A Wise Perspective
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If you’ve ever travelled abroad or tried to send money across international borders, hidden fees and unfair exchange rates have no doubt been a massive and expensive headache. In this week’s episode of the 7investing podcast, Lead Advisors Luke Hallard & Krzysztof Piekarski sit down with Rina Wulfing, Senior Manager for the North American policy te…
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Polina Pompliano: Hidden Genius: The Secret Ways of Thinking that Power the World’s Most Successful People
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My guest today is the author of “Hidden Genius,” The Secret Ways of Thinking that Power the World’s Most Successful People, Polina Marinova Pompliano. She is the founder of The Profile, a media organization that studies successful people and companies.Previously, she spent five years at FORTUNE where she covered technology and venture capital.As th…
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Business description Business Model Problems solving and value proposition Market share Pricing power and pricing strategy Balance Sheet Income statement and biggest costs/expenses Future growth opportunities Market penetration Ryan's history at XPEL Margins and returns on invested capital Asset turnover, inventory turnover, and cash conversion cyc…
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Devin Martin: Discovering Lifestyle Integrity: Wealth, Success, Dream Life & Career
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Devin Martin is the founder of the executive life coaching company LifeStyle Integrity. His purpose is to bring wisdom to power, and his passion is helping leaders make life-altering decisions.Because of his core belief that the fate of both humanity and the planet hinges on the decisions that our leaders make, he has since dedicated his career to …
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Shockwave (SWAV) Receives Buyout Offer from J&J: What Investors Should Know
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ShockWave Medical (Nasdaq: SWAV), the innovative pioneer of intravascular lithotripsy, has received an all-cash acquisition offer from Johnson & Johnson (NYSE: JNJ) for $335 per share. In today's episode, 7investing advisors Luke Hallard and Simon Erickson discuss why we made ShockWave a 7investing recommendation, several financial details of the o…
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Gautam Baid: The Making of a Value Investor: What a Bear Market Taught Me About Investing
1:06:21
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Best-Selling Author | 2nd Time on TB | Top Ten TB Episode for 12 months | 50,000 Download MilestoneGautam Baid, CFA is the Managing Partner of Stellar Wealth Partners India Fund. He invests in listed Indian equities with a long-term, fundamental, and value-oriented approach.Gautam is the author of the international best-seller on value investing, T…
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Interview with Win Murray, Director of Research at Diamond Hill (former DoR at Harris Oakmark)
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Diamond Hill is a philosophically pure intrinsic value investing firm Living in Columbus, The Austin of Ohio What makes a great equity analyst vs an average analyst How to determine investing team size (using math) Analyst productivity and how that leads to a better opportunity set and ultimately better client outcomes Generalist vs specialist anal…
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Eddie Palmgren and Niklas Sävås: Investing by the Books Hosts Talking about Serial Acquirers, Investing, Money, Inheritance, Immortality, and More
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Today’s guests — Eddie Palmgren and Niklas Sävås are passionate about learning and investing. They are the hosts of Investing by the Books podcast and work at Redeye, an investment bank in Stockholm, Sweden.It’s a wide-ranging rich discussion from inheritance to immortality and everything in between.Today, they both share with me not only their chi…
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Dan Haylett: Humans vs. Retirement, Becoming a Retirement Rebel, and Getting Over the Fear of Running Out of Money
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My guest today is Dan Haylett (the host of the #1 Retirement Podcast in the UK). Dan’s ‘pull back the duvet every morning’ purpose is to help his clients spend their time and money on what’s truly important.His passion for understanding and learning about the emotional, behavioral, and financial challenges of life after work makes him a true specia…
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CROX | AEO | AVGO | INTC | HD | TXN | Searching for Value with John Rotonti
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Investors are continually looking for a good deal in the stock market. But how exactly should we define value? Quantitatively, publicly-traded companies should serve as compounding machines for their investors. They raise capital -- either through debt or by issuing stock -- then put it to work into projects. If the after-tax profits they generate …
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Interview with Dan Davidowitz of Polen Capital
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Polen Capital's culture: radical candor, autonomy, mastery, purpose Investing philosophy: competitive advantages, concentrated portfolios (20-25 stocks), position sizing Large Company Focus Growth Strategy: 132 stocks in 35 years, largest position in Amazon Risk management: eliminate risky businesses Analysis of Visa, MasterCard, cyclicals Team str…
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TTD | PLTR | AEO | CROX | Our Best Stocks of 2024 Contest continues!
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We are on a quest to find the best stock opportunities of the year for investors. Enter for free, with a chance to win a $1,000 Amazon gift card and a free year of 7investing! To complement our contest, we'll be publishing seven head-to-head matchups between stocks; and we'll include the winners in our own 7investing Team entry. Our third head-to-h…
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Thomas Chua: Steady Compounding, Leaving the Iron Rice Bowl to Chase Your Dreams
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Thomas Chua writes, hosts a podcast, runs a stock research service, he is the founder of SteadyCompounding.com , where he writes about lessons from super investors, stock analysis and market insights.Compounding is a fascinating concept, so simple, yet so hard to embrace. I lately spoke about it with Pieter Slegers from Compound Quality and Gautam …
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As part of our Best Stocks of 2024 Contest, we're narrowing down the picks that will be the start of 7investing's entry into our contest! Between now and March 1, 2025, we'll see which stocks will catapult one of our lucky fans to victory, free subscriptions, and a $1000 Amazon gift card. Of course, we'll analyze some great companies along way, lik…
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Pieter Slegers: Compounding Quality: Lessons from the Investing Legends
1:09:21
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My guest today is Pieter Slegers, the founder of the world-famous and hugely successful Compounding Quality Newsletter.Pieter and I missed each at the last year’s Berkshire meeting, but connected soon after. It was Gautam Baid (the author of Joys of Compounding) who in Omaha told me I should chat with Pieter. We had a few wonderful calls since then…
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3 Big Investor Takeaways from the 2024 WSJ Health Forum
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The Wall Street Journal’s 2024 Health Forum in Boston recently showcased the technology, business, and policy regulations that are impacting the health care industry. With a massive disruption in the medical weight loss industry, new treatments that permanently alter patient DNA, and the ever-present COVID response and its aftermath, this year's co…
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Rachael Camp: Dream Life, Financial Freedom, Sudden Wealth, Alternatives to Retirement and more
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Money is a difficult topic, so when I meet someone who can make it easier, I can’t wait to have them on the show.Rachael is a Certified Financial Planner and owner and founder of Camp Wealth, a financial planning firm for high-earners and entrepreneurs.She graduated from Indiana University Kelley School of Business with a degree in Finance, and spe…
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A Fireside Chat with the Host: Bogumil answers Matt Zeigler’s questions
1:32:48
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My recent podcast guest and a good friend took over the show and asked me some incredibly thoughtful questions -- what followed was a lovely discussion.Matt is one of those multi-faceted individuals that I feel blessed to have in my life that no simple bio can describe, but it doesn’t have to.He reads, writes, loves music, he is passionate about fi…
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Estimating mid-cycle, normalized earnings with Alex Fitch and Michael Nicolas from Harris Associates (Oakmark Funds)
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How Harris Oakmark thinks about and defines value investing Mid-cycle earnings and why they are important (using the coin flip analogy) CBRE example of mid-cycle earnings Banks and SCHW example of mid-cycle earnings Additional common adjustments they make to get to true normalized economic earnings power Estimating normalized earnings for software …
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Christian Billinger: Investing a Family Fortune with the Soul in the Game
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Christian and I were at the same investor event in Zurich last summer, John Mihaljevic’s MOI Global. A couple of mutual friends told me I needed to have Christian on the show, and he was kind enough to say yes, and we sat down, and chatted for over an hour. Christian Billinger has invested in European equities for close to 20 years, first as an ana…
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Vishal Khandelwal: The Sketchbook of Wisdom, A Hand-Crafted Manual on the Pursuit of Wealth and Good Life
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Vishal Khandelwal is the founder of Safal Niveshak, an investor education initiative. He is an independent analyst and financial writer. He says that he spends 75% of his waking time reading. He is the author of The Sketchbook of Wisdom, A Hand-Crafted Manual on the Pursuit of Wealth and Good Life. I highly recommend it; it’s a beautiful book packe…
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How to Invest in Enterprise Software in 2024
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Enterprise software is so intriguing to investors. The rise of mega-platforms like Meta Platforms (Nasdaq: META), powerful SaaS forces like Salesforce (Nasdaq: CRM), and micro-computer software providers like Microsoft (Nasdaq: MSFT) have created several of the best-performing stocks of the past two decades. But things move fast in this innovative …
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Jordan Olmscheid: The Wealth Letters, A Crowdsourced Guidebook on How to Find True Wealth, Wisdom & Meaning in a Noisy World
1:13:29
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Jordan Olmscheid is a successful small business owner and the editor of the Wealth Letters, a collection of letters written by people from all walks of life. The idea was to tap into the wisdom of the crowd and distill wisdom from the life and business experiences of others. Jordan was kind enough to include me in his project, and we’ve had some wo…
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Matt Zeigler: Cultish Creative, Curiosity, Music, and the Power of Personal Archives
1:29:34
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Matt is a Managing Director and Private Wealth Advisor at Sunpointe Investments. He helps clients create, align, and manage their financial plans and investment strategies.Matt’s talent-turned-skill is engaging people on their level. In his words, "Finance may be complex, but it doesn’t have to be complicated.”Outside of work, Matt has a long-stand…
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