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Episodios
  • #54 Gabriel Colominas Bigorra - Japan's Hidden Opportunity

    #54 Gabriel Colominas Bigorra - Japan's Hidden Opportunity
    Apr 13 2026

    Most investors write Japan off. Too slow. Too opaque. Too different.

    Gabriel Colominas Bigorra has spent over a decade finding deeply undervalued companies in Japan's small-cap market, trading at 2, 3, sometimes 5 times free cash flow while the rest of the world looked the other way.

    In this episode, we get into why Japan is still one of the most mispriced markets, how a landmark governance reform is quietly changing everything, and what it actually takes to unlock value when you are an outsider in one of the world's most relationship-driven business cultures.
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    25 m
  • #53 Nikki Varanasi - Democratising Wall Street: How Everyday Investors Can Now Mirror the Pros

    #53 Nikki Varanasi - Democratising Wall Street: How Everyday Investors Can Now Mirror the Pros
    Feb 21 2026

    Nikki Varanasi, CEO of Parrot Finance, breaks down how everyday investors can now mirror real portfolios from hedge funds, asset managers and top investors. Stop guessing. Start mirroring the pros!
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    26 m
  • #52 Charles Sunnucks - Value Investing in Emerging Markets

    #52 Charles Sunnucks - Value Investing in Emerging Markets
    Jan 20 2026

    Stefan Wagner is joined by Charles Sunnucks of Oldfield Partners to discuss how valuation really works in emerging markets. Drawing on The Company Valuation Playbook, Charles explains his CORE, CASTLE, and MOAT framework, the practical use of DCF and reverse DCF, and how investors can separate good companies from good investments while managing risk and uncertainty.
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    26 m
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