พอดคาสท์ Basil Sands ชั้นนำ (2024)

1
SPACs, The Next Generation 51:41

3+ y ago51:41

51:41

Episode: With SPACs coming down the hype cycle, we look at what we believe the successful use of SPACs will look like in the future. We examine terms and use cases and how it can be more fair and appropriate for investors. Podcast: A stock picking, mid-cap, concentrated, value investor chats with a venture capital professional about investing and t…

1
Interview: Phil Ordway of Anabatic Capital on Airlines 1:00:26

3+ y ago1:00:26

1:00:26

Welcome to Season 2 of Laps and Gaps. If season 1 was about proving this podcast in concept, season 2 it's about execution and proving that we're worth your time. The first episode welcomes Phil Ordway of Anabatic Capital as our first interview guest. In the first section, Basil makes a case that the Airline industry was worth the government suppor…

1
Update Podcast 0:51

4y ago0:51

0:51

We'll be back soon. --- Send in a voice message: https://podcasters.spotify.com/pod/show/lapsandgapspodcast/messageSupport this podcast: https://podcasters.spotify.com/pod/show/lapsandgapspodcast/support

1
Mailbag Episode! 29:31

4y ago29:31

29:31

We received listener questions, and today we try to answer those questions. Topics include elevated farm incomes, repositioning mall assets, FinTech, plant-based foods, valuation, and pivoting to cyclicals. Follow us on Twitter Basil - @balsikafi Jack - @jackson4w The content presented here only reflects the opinions of those presenting at the time…

1
Drawing lines in the sand on ESG 33:29

4y ago33:29

33:29

In today's podcast, Jack and Basil discuss ESG mandates and the gray area they must contend with as marijuana and psychedelics are legalized and pose some good for society. They disagree quite a bit. Quite a bit.... Follow Basil on Twitter: @balsikafi Follow Jack on Twitter: @jackson4w If you have a comment, question, or idea for the podcast, email…

1
Covid takeaways: Entrepreneur Diligence 49:11

4y ago49:11

49:11

In today's podcast, recorded on November 10th, Jack and Basil talk small-ball about how Basil rotated his portfolio and some of the outsized moves in light of the Pfizer Covid vaccination news. We then spend more time talking about how Jack thinks about remote working and the skills gained evaluating entreprenuers during this period that he will us…

1
Great Ideas: The Owner's Manual 33:20

4y ago33:20

33:20

In today's episode, Jack and Basil talk about the concept of the owner's manual as originally discussed on the excellent August 21st Episode of the Manual of Ideas This Week in Intelligent Investing Podcast. In particular, Basil and Jack touch on how private and public companies can use the framework to help long term investors make investment deci…

1
Subscription cars, Outsourced Manufacturing, and Canoo 50:41

4y ago50:41

50:41

In today's episode, Jack and Basil use the recent SPAC Canoo (CNOO) to touch on subscription automobiles, outsourced manufacturing, and what that might mean for dealerships. At the end, Basil updates the Triterras - A SPAC I Like podcast with an uncharacteristicly quick about-face. He doesn't as much now. Basil --- Send in a voice message: https://…

1
Solar, Storage, and Transmission 27:05

4y ago27:05

27:05

Basil and Jack are inspired by a recent Economist article outlining Solar’s emergence. Today Jack and Basil talk about power generation and the emergence of solar power. Jack outlines solar's importance and how that has given rise to a focus on storage in Silicon Valley. Jack and I will disagree about the relative importance of transmission versus …

1
Math is Hard, Covid Relentless - Preparing for 2021 and Normalcy 31:57

4y ago31:57

31:57

Jack and Basil chat about recent Covid developments based on a recent McKinsey & Company publication “When will the COVID-19 pandemic end? and a recent article in Forbes, “The Happy Talk About Covid-19 Vaccines And Herd Immunity Is Deadly” Thanks again for listening to Laps and Gaps. As a disclaimer for today's episode, Jack worked previously at Mc…

1
Introduction to Special Purpose Acquisition Companies (SPAC) 21:10

4y ago21:10

21:10

Introduction to Special Purpose Acquisition Companies (SPACs) Basil: [00:00:00] Welcome to Laps and Gaps, a podcast between two friends, discussing topics and finance. I'm Basil, a mid-cap, public markets investor. Jack will be joining us in a moment and leading the discussion today. He is a private markets investor. Today we'll be talking about SP…

1
Laps & Gaps Podcast Coming Soon 0:37

4y ago0:37

0:37

Intro to Laps and Gaps Podcast Feed Basil: Hello, this is the Laps and Gaps podcast feed. My name is Basil. I am a public markets, environmentally and socially responsible, mid cap investor. Every week, my friend Jack will join me. Jack is a healthcare venture capitalist, and we're going to talk to each other, to industry leaders, to entrepreneurs,…

1
Fresh Kills 10 21:43

14+ y ago21:43

21:43

Mickey Moss by Basil Sands: Mickey Moss has been a tortured soul all his life, but he finally gets a chance to be something when he discovers a neighbors long time secret.

1
Fresh Kills 09 43:09

14+ y ago43:09

43:09

Ghost Story, by Michelle Gagnon: A man is haunted by ghost who will not leave him alone until he does what she wants.

1
Fresh Kills 08 22:43

14+ y ago22:43

22:43

Discipline, by John Gilstrap: Dr. Applewaite is a Headmaster who knows how to teach discipline to the boys in his charge, but has he learned it for himself?

1
Fresh Kills 07 25:18

14+ y ago25:18

25:18

Final Flight by Joe Moore: A WWII pilot on a secret mission with a mysterious cargo lets his curiosity get the best of him.

1
Fresh Kills 06 20:12

14+ y ago20:12

20:12

Family Again by John Ramsey Miller: An orphaned child gets lost in the woods and, while searching for refuge, knocks on the wrong door.

1
Fresh Kills 05 40:54

14+ y ago40:54

40:54

Blood Remains by Kathryn Lilley: a victim of childhood abuse returns home after many years only to discover that while memories fade, blood remains.

1
Fresh Kills 04 32:37

14+ y ago32:37

32:37

The Angel in the Garden by Clare Langley-Hawthorne: Australian police constable Duff McManus must confront both the death of a childhood friend long considered a traitor, as well as his own wartime memories.

1
Fresh Kills 03 38:24

14+ y ago38:24

38:24

In The After by John Gilstrap: An intruder demands the impossible of Tony Emerson—he wants to set the clock back 18 years and retrieve the childhood that Tony stole from him.

1
Fresh Kills 02 27:51

14+ y ago27:51

27:51

The Chicken Guy, by Michelle Gagnon: FBI Special Agent Kelly Jones—who was first introduced in her novel The Tunnels—encounters a ruthless killer in an abandoned chicken processing plant.

1
Fresh Kills 01 26:02

14+ y ago26:02

26:02

Laughing Matters, by James Scott Bell: A down-on-his-luck comedian gets a big break, though it comes with a very strange string attached.

พอดคาสต์ที่ควรค่าแก่การฟัง

Basil Sands พอดคาสต์

พอดคาสต์ที่ควรค่าแก่การฟัง

1
Fresh Kills, narrated by Basil Sands

1
The Laps & Gaps Podcast

The Laps & Gaps Podcast

1
SPACs, The Next Generation 51:41

1
Interview: Phil Ordway of Anabatic Capital on Airlines 1:00:26

1
Update Podcast 0:51

1
Mailbag Episode! 29:31

1
Drawing lines in the sand on ESG 33:29

1
Covid takeaways: Entrepreneur Diligence 49:11

1
Great Ideas: The Owner's Manual 33:20

1
Subscription cars, Outsourced Manufacturing, and Canoo 50:41

1
Solar, Storage, and Transmission 27:05

1
Math is Hard, Covid Relentless - Preparing for 2021 and Normalcy 31:57

1
Introduction to Special Purpose Acquisition Companies (SPAC) 21:10

1
Laps & Gaps Podcast Coming Soon 0:37

1
Fresh Kills 10 21:43

1
Fresh Kills 09 43:09

1
Fresh Kills 08 22:43

1
Fresh Kills 07 25:18

1
Fresh Kills 06 20:12

1
Fresh Kills 05 40:54

1
Fresh Kills 04 32:37

1
Fresh Kills 03 38:24

1
Fresh Kills 02 27:51

1
Fresh Kills 01 26:02

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