))
Fresh Kills is a podcast collection of original short stories by the authors of the popular literary blog The Kill Zone. Reminiscent of the Twilight Zone, these killer tales vary from the paranormal to the chilling to the just plain scary. Each delivers a finely crafted tale that will keep you clicking through the pages. Contributors to the podcast version include these award winning and best selling authors: John Gilstrap, Michelle Gagnon, James Scott Bell, Kathryn Lilley, John Ramsey Mille ...
…
continue reading
Basil and Jack invest in the public and private markets, respectively. They bring their private conversations to the public while looking into different businesses and business models to discover new opportunities and refine their investment approaches. We record every week, we publish when it's good. Support this podcast: https://podcasters.spotify.com/pod/show/lapsandgapspodcast/support
…
continue reading
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…
…
continue reading
1
Interview: Phil Ordway of Anabatic Capital on Airlines
1:00:26
1:00:26
Riproduci in seguito
Riproduci in seguito
Liste
Like
Like aggiunto
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…
…
continue reading
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
…
continue reading
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…
…
continue reading
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…
…
continue reading
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…
…
continue reading
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…
…
continue reading
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://…
…
continue reading
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 …
…
continue reading
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…
…
continue reading
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…
…
continue reading
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,…
…
continue reading
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.
…
continue reading
Ghost Story, by Michelle Gagnon: A man is haunted by ghost who will not leave him alone until he does what she wants.
…
continue reading
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?
…
continue reading
Final Flight by Joe Moore: A WWII pilot on a secret mission with a mysterious cargo lets his curiosity get the best of him.
…
continue reading
Family Again by John Ramsey Miller: An orphaned child gets lost in the woods and, while searching for refuge, knocks on the wrong door.
…
continue reading
Blood Remains by Kathryn Lilley: a victim of childhood abuse returns home after many years only to discover that while memories fade, blood remains.
…
continue reading
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.
…
continue reading
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.
…
continue reading
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.
…
continue reading
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.
…
continue reading
