Representative appearances

• Microsoft (MSFT): Is Microsoft a Misunderstood AI Opportunity?

  Co-host of the episode, expressing skepticism about Microsoft's consumer ecosystem and complexity.

• Charlie Munger's Secret to Beating the Market w/ Ryan Sablan

  Host of The Intrinsic Value Podcast, interviewing Ryan Sablan.

• Hermes ($RMS): Outperforming the Market paying a Luxury Premium

  Co-host of the podcast, discussing investment philosophy and comparing Hermès to other luxury brands.

• Can The LinkedIn For Doctors Be a 10-Bagger?

  Co-host of the podcast who pitched Doximity and conducted the primary research.

• Valuing Meta (META): Undervalued AI Bet?

  Co-host and analyst discussing portfolio strategy and comparing Meta to Alphabet; speaking directly throughout the episode.