Devin Martin, recommended by the one and only Tom Morgan, stops by the show to discuss how he helps high performing individuals hone in on what they truly want out of life. Devin primarily works with successful people who want to achieve something more/different.
In this episode we discuss his methodology. There is some discussion of ayahuasca and psychedelics so be prepared (shout out to one of the best songs in The Lion King).
As always, we hope you enjoy the show! Big shoutout to Daloopa for sponsoring the show.
Sponsor Info:
Daloopa is founded by a former hedge fund analyst to bring simplicity into the investment process. Daloopa offers an AI driven single source for all company reported data, and allows for investment teams to make the most informed decisions in the shortest amount of time.
Daloopa scales the velocity of an investment team’s idea gen. Analysts spend less time locating and manually inputting meaningful disclosures into Excel and more time synthesizing in the minutes after the print. Daloopa captures data from all company reported sources, including from footnotes, MD&As, and investor presentations.
Daloopa's data sheets include GAAP to non-GAAP adjustments, guidance, and all company specific KPIs. Each datapoint is auditable to the source for easy verification and accuracy. Daloopa’s Excel plugin can also update your existing models for the latest quarter in just a single click.
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Devin Anderson - Exploiting Behavioral Biases
Michael Batnick - The Not So Irrelevant Investor
Dan Zwirn - Unconstrained Opportunities
Mike and Eli - Chasing Scratch and Podcasting
Tom Gayner - A Discussion with Markel's CEO
Adam Wyden - Discussing The Etymology of Returns
Arnaud Cosserat and Rick Mercado - Researching Resilience
Randy Baron - International Truffle Hunting
Whit Clay – Crafting Communications
Will Thomson - Real Assets Are Like Hansel (So Hot Right Now)
Thomas Ricketts, CFA - Investing in Innovation
Henry Reardon - Asymmetric Contrarian
Jake Taylor - Improve Your Decisions
John McClain - Opportunities in Credit
Bob Robotti - Searching For Improving Industries
Cullen Roche - Why Macro Matters
Craig Moffett - A True Expert
Mark Newfield - Keep Going!
Matt Cochrane - Moats and More
Alex Morris - TSOH Returns
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