Essential Listening: 4 Podcasts Worth Tuning Into
Evolution's Challenges, Luxury Industry Insights, Charlie Munger's Last Public Conversation, and Financial Wisdom
Welcome back to the Wolf of Harcourt Street Newsletter.
The past week was a slow news week for the stocks that I follow closely but I have been consuming a lot of excellent podcasts recently. With that in mind, I would like to highlight some material that will provide you with a valuable return on the time you invest in listening.
When it comes to Evolution, Ali Gündüz is one of the brightest minds who follows the company closely. I have discussed Evolution with Ali as part of my own research into the company, but I believe this might be his first public podcast appearance. This material is worth your time because it focuses on the challenges that Evolution faces, including increasing competition, its dependence on Asian markets to sustain its growth, the slow roll-out of game shows in the US, its difficulties in RNG, and its need for a more consistent capital allocation policy.
Sleepwell Capital and Leandro from Best Anchor Stocks join host Brett to provide an extremely comprehensive overview of the luxury industry. They discuss everything from what constitutes a luxury company to what sets Hermes, Rolex, and Ferrari apart from the rest. What I found particularly insightful was the differentiation made between true luxury and premium products. I have a couple of luxury stocks on my watchlist, and this primer has provided an excellent resource to complement my own research process.
It is very rare to hear new material from a person who has passed away. However, this conversation between Charlie Munger and John Collison was actually recorded before Charlie's sad passing. This provides one final opportunity to learn from one of the greatest investors of all time. Don’t miss out on it.
Morgan Housel is one of my favourite authors. The Psychology of Money is one of the best books I have read, and I recently purchased his latest one, Same as Ever. What you might not know is that Morgan also has his own podcast. In this episode, Morgan discusses ten of the most important financial skills, ranging from realising that no one is as impressed with your possessions as you are, to accepting that living below your means requires suppressing your ego to a level below your income.
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Wolf of Harcourt Street