Tidal River Investments LLC

Podcasts also usually air live on Twitch on Wednesday afternoons, follow there to get go-live notifications.

RECENT EPISODES

FLUCTUATING TIDES S2:E1

Beating the market, moving to indexing

May 20, 2024
FLUCTUATING TIDES S1:E12

Analyzing Riskified Ltd (RSKD), GAAP, chargebacks, and what we're going to do about Zillow.

Nov 3, 2021
FLUCTUATING TIDES S1:E11

Analyzing Arista Networks, Inc. (ANET), inventories, and bad pizza write offs.

Oct 27, 2021
FLUCTUATING TIDES S1:E10

Analyzing Proto Labs, Inc. (PRLB), account receivables, payables, and settling your restaurant tab.

Oct 20, 2021
FLUCTUATING TIDES S1:E9

Analyzing JPMorgan Chase & Co. (JPM), return on equity (ROE), and the smartest guy on wall street.

Oct 14, 2021
FLUCTUATING TIDES S1:E8

Analyzing Broadcom Inc. (AVGO), opex expense ratios, and focusing on future growth over the present.

Oct 6, 2021
FLUCTUATING TIDES S1:E7

Avoiding emotional investing with dollar cost averaging (DCA), the investor gap, adding to past positions.

Sep 29, 2021
FLUCTUATING TIDES S1:E6

Analyzing Activision Blizzard, Inc. (ATVI), dividends / dividend payout ratios, and making an outside call on negative news.

Sep 22, 2021
FLUCTUATING TIDES S1:E5

Analyzing Workiva Inc. (WK), price-to-earnings (P/E) and price-to-sales (P/S), and when to use them for fundamentals valuations.

Sep 15, 2021
FLUCTUATING TIDES S1:E4

Analyzing Zillow Group Inc. (Z/ZG), multiple share classes, and advertising/offering to change the real estate market.

Sep 8, 2021
FLUCTUATING TIDES S1:E3

Analyzing Unity Software (U), insiders and IPOs, mindshare as a qualitative factor, and how being like flash is good.

Sep 1, 2021
FLUCTUATING TIDES S1:E2

Analyzing Teledoc Health (TDOC), what is a market cap, the EDGAR archive at the SEC, and a first look at public filings 10-K, 10-Q, and balance sheets.

Aug 25, 2021
FLUCTUATING TIDES S1:E1

Background on the Fluctuating Tides podcast, winning with the index, what Tidal River Investments does and is going to do, and disclosure of initial positions.

Aug 18, 2021