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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 ...
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The Laps & Gaps Podcast

The Laps & Gaps Podcast

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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
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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…
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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…
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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…
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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…
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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…
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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…
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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://…
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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 …
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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…
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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…
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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,…
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