The Intrinsic Value Podcast - The Investor’s Podcast Network
Presented by The Investors Podcast Network with over 10 million downloads — home to the popular We Study Billionaires podcast, The Intrinsic Value Podcast is a new show focused on breaking down businesses, estimating their intrinsic value per share, and deciding whether they should be added to an ongoing portfolio of stocks built out each week. From assessing the monopoly power of Google to determining the fair value of publicly-traded sports franchises, no topics is off limits in the pursuit of understanding as many different businesses as possible and putting together the ultimate long-term stock portfolio. Every week, The Intrinsic Value Podcast will you help get smarter about business, valuation, and investing — don’t miss out on the journey! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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Shawn O’Malley and Daniel Mahncke break down the ride-sharing giant Lyft Inc. (ticker: LYFT) and discuss whether the company can regain ground against Uber, or whether it’s always destined to be #2. While Lyft has clawed back some market share, finally attained profitability, and is now growing internationally, Shawn finds Lyft most interesting as a potential acquisition target for a company like DoorDash, Amazon, or Alphabet. IN THIS EPISODE, YOU’LL LEARN: 00:00:00 - Intro 00:02:18 - Why Lyft could be such an interesting acquisition target 00:11:58 - How the company has actually managed to regain market share versus Uber 00:13:36 - What Lyft did to achieve operating profitability for the first time this year 00:24:24 - How Zimbabwe became the inspiration for Lyft 00:31:30 - How Lyft’s co-founders used viral marketing to gain traction 00:32:05 - Why scrappiness is in Lyft’s DNA 00:33:14 - Why Lyft made sure to IPO before Uber 01:16:05 - How to think about modeling LYFT’s intrinsic value 01:19:00 - Whether Shawn and Daniel add LYFT to their Intrinsic Value Portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!) Sign up for The Intrinsic Value Newsletter. Learn how to join us in Omaha for the 2026 Berkshire Hathaway shareholder meeting. Track The Intrinsic Value Portfolio. Shawn & Daniel use Fiscal.ai for every company they research — use their referral link to get started with a 15% discount! Learn how to join us in Omaha for the 2026 Berkshire Hathaway shareholder meeting. Acquired podcast’s coverage of the Lyft IPO. Lyft’s CEO on the shift to robotaxis. Value Investor’s Club pitch for Lyft. Lyft’s S1 filing. Check out our previous Intrinsic Value breakdowns: Transdigm, Salesforce, Berkshire Hathaway, FICO, PayPal, Uber, Nike, Amazon, Airbnb, Alphabet. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Facebook. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Daniel Mahncke and Shawn O’Malley take a deep dive into Constellation Software — the popular Canadian compounder that has turned buying “boring” vertical market software into one of the most effective capital-allocation machines in public markets. IN THIS EPISODE, YOU’LL LEARN: 00:00:00 - Intro 00:03:33 - How Mark Leonard founded Constellation 00:08:43 - What principles drive Mark Leonard 00:15:23 - What Constellation looks for in acquisition targets 00:19:20 - About the metrics that matter to Constellation 00:21:15 - How Constellation is structured and incentivized 00:46:26 - Whether AI is a threat or chance 01:04:50 - Why Constellation considers investing outside of VMS 01:08:50 - Whether Shawn and Daniel add Constellation to the portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!) Sign up for The Intrinsic Value Newsletter. Learn how to join us in Omaha for the 2026 Berkshire Hathaway shareholder meeting. Track The Intrinsic Value Portfolio. Shawn & Daniel use Fiscal.ai for every company they research — use their referral link to get started with a 15% discount! WSB episode on Constellation Software. Synopsis Podcast on Constellation Software. Business Breakdown Podcast on Constellation Software. Mark Leonard Shareholder Letters. Saber Capital: How to Think about ROIC. Check out our previous Intrinsic Value breakdowns: Transdigm, Salesforce, Berkshire Hathaway, FICO, PayPal, Uber, Nike, Amazon, Airbnb, Alphabet. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Facebook. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Shawn O’Malley and Daniel Mahncke break down Netflix (ticker: NFLX) and discuss whether the company has finally won the streaming wars. While growth looked challenged back in 2022, Netflix has proven resilient in the face of competition and economic slowdowns by leaning into advertising and password crackdowns, with much room left to run internationally. IN THIS EPISODE, YOU’LL LEARN: 00:00:00 - Intro 00:13:36 - How Netflix pivoted from mailing DVDs to streaming 00:14:48 - How Netflix killed Blockbuster 00:24:20 - Why the business works so well with two co-CEOs 00:46:25 - How being a first-mover got Netflix through the cash burn phase before any competition arose 00:48:29 - What Netflix is doing to sustain growth into the future 00:54:00 - What makes the company’s culture so legendary 01:04:18 - Why Netflix’s app just “works” better than the competition 01:18:03 - How to think about modeling NFLX’s intrinsic value 01:22:28 - Whether Shawn and Daniel add NFLX to their Intrinsic Value Portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!) Sign up for The Intrinsic Value Newsletter. Learn how to join us in Omaha for the 2026 Berkshire Hathaway shareholder meeting. Track The Intrinsic Value Portfolio. Shawn & Daniel use Fiscal.ai for every company they research — use their referral link to get started with a 15% discount! Value Investors Club pitch on NFLX. The Acquired podcast’s episode on Netflix. Business Breakdowns’ podcast on Netflix. Check out No Rules Rules by Reed Hastings & Erin Meyer. Netflix CEO Ted Sarandos on the future of entertainment. Check out our previous Intrinsic Value breakdowns: Transdigm, Salesforce, Berkshire Hathaway, FICO, PayPal, Uber, Nike, Amazon, Airbnb, Alphabet. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Facebook. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. References to any third-party products, services, or advertisers do not constitute endorsements, and The Investors Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Daniel Mahncke and Shawn O’Malley answer some of the most common questions about The Intrinsic Value Community. What exactly is it, who is it for, and how does it differ from simply listening to the podcast or reading the free newsletter? In this short episode, they explain why the Community was built, who the members are, and how it helps investors improve idea generation, decision-making, and long-term learning through thoughtful discussion and collaboration. IN THIS EPISODE, YOU’LL LEARN: 00:00:00 - Intro 00:01:04 - Why Shawn and Daniel built The Intrinsic Value Community 00:01:58 - How members generate, discuss, and refine investment ideas 00:02:28 - What makes the member base and discussions unique 00:03:39 - How learning, feedback, and accountability work inside the Community 00:04:34 - What role the Community plays alongside the podcast and newsletter 00:06:26 - And how to get involved when new spots open *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!) Sign up for The Intrinsic Value Newsletter. Learn how to join us in Omaha for the 2026 Berkshire Hathaway shareholder meeting. Explore our previous Intrinsic Value breakdowns: Uber, Nike, Reddit, Nintendo, Airbnb, AutoZone, Alphabet, Ulta, John Deere, Madison Square Garden Sports. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Facebook. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. References to any third-party products, services, or advertisers do not constitute endorsements, and The Investors Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Daniel Mahncke and Shawn O’Malley take a deep dive into Hermès — the family-controlled luxury house that has turned craftsmanship and scarcity into a compounding machine. Join Daniel Mahncke and Shawn O’Malley as they assess whether Hermès can remain the pinnacle of luxury and whether it deserves a spot in The Intrinsic Value Portfolio. IN THIS EPISODE, YOU’LL LEARN: 00:00:00 - Intro 00:01:10 - What makes a brand true luxury 00:10:35 - Why no one can copy Hermès 00:18:57 - How important local production and family ties are 00:20:26 - Why Hermès started producing bags 00:23:55 - How Hermès built its moat and reputation 00:39:22 - What markets matter most to Hermès 00:43:07 - How Hermès can keep growing 01:10:51 - Whether Shawn and Daniel add Hermès to the portfolio And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!) Sign up for The Intrinsic Value Newsletter. Shawn & Daniel use Fiscal.ai for every company they research — use their referral link to get started with a 15% discount! Learn how to join us in Omaha for the 2026 Berkshire Hathaway shareholder meeting. Jean-Noël Kapferer's The Luxury Strategy. WSB Episode on Hermès. WSB Luxury Strategy Breakdown. Quartr Article on Hermès. Explore our previous Intrinsic Value breakdowns: Transdigm, Salesforce, Berkshire Hathaway, FICO, PayPal, Uber, Nike, Amazon, Airbnb, Alphabet. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Facebook. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. References to any third-party products, services, or advertisers do not constitute endorsements, and The Investors Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Shawn O’Malley and Daniel Mahncke break down Doximity (ticker: DOCS), known as “the LinkedIn for doctors,” with a suite of productivity apps supporting physicians’ workflows, too. Incredibly, 80% of physicians in the U.S. are on Doximity, giving them fertile real estate to monetize those eyeballs with high-margin advertising opportunities for pharma companies. IN THIS EPISODE, YOU’LL LEARN: 00:00:00 - Intro 00:00:22 - Why Doximity is so uniquely positioned to capitalize on pharmaceutical marketing 00:01:42 - How much of the U.S. health care system is still plagued by bureaucratic admin work, and the opportunity that creates for Doximity 00:03:40 - What makes Doximity’s ecosystem so useful for physicians at all stages of their career 00:10:32 - Why Doximity uses subscription-based advertising options 00:25:26 - How the company protects doctors’ privacy and saves them hours a week doing admin tasks with HIPAA-compliant generative AI tools 00:26:01 - How Doximity uses productivity tools to complement its social networking service 00:44:22 - The risks and moats of having a business so concentrated on one industry 00:56:17 - How to think about modeling DOCS’ intrinsic value 01:02:36 - Whether Shawn and Daniel add DOCS to their Intrinsic Value Portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!) Sign up for The Intrinsic Value Newsletter. Shawn & Daniel use Fiscal.ai for every company they research — use their referral link to get started with a 15% discount! Learn how to join us in Omaha for the 2026 Berkshire Hathaway shareholder meeting. Check out Doximity Pitch on Value Investors Club. Doximity’s 2023 Shareholder Presentation. Doximity’s Investor Relations Page. Business Breakdowns’ podcast on Doximity. Listen to Doximity’s Investor Day. Explore our previous Intrinsic Value breakdowns: Transdigm, Salesforce, Berkshire Hathaway, FICO, PayPal, Uber, Nike, Amazon, Airbnb, Alphabet. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Facebook. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. References to any third-party products, services, or advertisers do not constitute endorsements, and The Investors Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Daniel Mahncke and Shawn O’Malley take a deep dive into Meta — the world’s most powerful attention engine, spanning Facebook, Instagram, WhatsApp, and Messenger, and still driven primarily by advertising. They break down how Meta’s “Family of Apps” keeps compounding through better AI-driven content discovery and ad targeting, while new surfaces like Reels, Threads, and WhatsApp monetization expand inventory and improve the long-term revenue mix. IN THIS EPISODE, YOU’LL LEARN: 00:00:00 - Intro 00:04:02 - How much money the Metaverse failure cost 00:06:19 - How AR glasses could replace smartphones 00:23:48 - Why Reality Labs will likely yield average returns at best 00:29:50 - What AI efforts Meta is implementing 00:32:10 - Why Meta’s AI projects are not as bad as investors think 00:35:37 - How the ad engine works 00:41:31 - How WhatsApp and AI content could benefit Meta 00:57:06 - Whether Shawn and Daniel add Meta to the portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!) Sign up for The Intrinsic Value Newsletter. Shawn & Daniel use Fiscal.ai for every company they research — use their referral link to get started with a 15% discount! Learn how to join us in Omaha for the 2026 Berkshire Hathaway shareholder meeting. Interview with Mark Zuckerberg. Google Glasses Article and Demo. MBI Deep Dives Work on Meta. News, Articles, and Updates: 9to5Google. Clay’s Meta Pitch in our WSB Episode. Explore our previous Intrinsic Value breakdowns: Uber, Nike, Reddit, Nintendo, Airbnb, AutoZone, Alphabet, Ulta, John Deere, Madison Square Garden Sports. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Facebook. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. References to any third-party products, services, or advertisers do not constitute endorsements, and The Investors Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Shawn O’Malley and Daniel Mahncke break down Churchill Downs, Inc. (ticker: CHDN), a gaming company that is uniquely tied to the world of horse racing. IN THIS EPISODE, YOU’LL LEARN: 00:00:00 - Intro 00:02:48 - What makes the Kentucky Derby such a cherished event and a masterclass on luxury hospitality 00:05:30 - Why Churchill Downs is so much more than just a gambling company 00:07:54 - What to make of the surge in historical racing machines that are powering the company’s growth 00:17:22 - Why Churchill Downs gave up on mobile-app-based casino gaming 00:34:16 - How the company has used its relationships and lobbying powers to protect its business and even lower its taxes 00:38:18 - The risks and moats of entrenched gambling businesses 00:40:43 - What the future of horse racing looks like 00:45:09 - Why Churchill Downs is such an asset-heavy business 00:57:27 - How to think about modeling CHDN’s intrinsic value 01:01:21 - Whether Shawn and Daniel add CHDN to their Intrinsic Value Portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!) Sign up for The Intrinsic Value Newsletter. Shawn & Daniel use Fiscal.ai for every company they research — use their referral link to get started with a 15% discount! Learn how to join us in Omaha for the 2026 Berkshire Hathaway shareholder meeting. 2023 Value Investors Club pitch for CHDN. 2025 Value Investors Club pitch for CHDN. Churchill Downs’ investor relations page. Explore our previous Intrinsic Value breakdowns: Uber, Nike, Reddit, Nintendo, Airbnb, AutoZone, Alphabet, Ulta, John Deere, Madison Square Garden Sports. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Facebook. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. References to any third-party products, services, or advertisers do not constitute endorsements, and The Investors Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Daniel Mahncke and Shawn O’Malley take a deep dive into Mercado Libre, the dominant e-commerce and fintech platform in Latin America. What started as an eBay-like marketplace has evolved into a fully integrated ecosystem spanning online retail, logistics, digital payments, lending, and advertising, with leading positions across Brazil, Mexico, and Argentina. IN THIS EPISODE, YOU’LL LEARN: 00:00:00 - Intro 00:10:28 - About Mercado Libre’s founding story 00:12:05 - How it won the e-commerce market 00:14:14 - How and why it built its logistics network 00:38:45 - What competitors are the biggest risk 00:46:51 - What flywheel is powering the business 01:00:50 - Why Mercado Pago is such a powerful business 01:07:59 - About Mercado Libre’s management and capital allocation 01:18:29 - Whether Shawn and Daniel add MELI to the portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!) Sign up for The Intrinsic Value Newsletter. Shawn & Daniel use Fiscal.ai for every company they research — use their referral link to get started with a 15% discount! Learn how to join us in Omaha for the 2026 Berkshire Hathaway shareholder meeting. Listen to Management Podcasts. Read the Potential Multibagger Article on Mercado Libre. Tune in to the Business Breakdown Episode on Mercado Libre. Read the Substack Article on Mercado Libre. Check out the McKinsey Report on Payments in Latin America. Explore our previous Intrinsic Value breakdowns: Uber, Nike, Reddit, Nintendo, Airbnb, AutoZone, Alphabet, Ulta, John Deere, Madison Square Garden Sports. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Shawn O’Malley and Daniel Mahncke break down Exor NV (ticker: EXO), a unique holding company that has acted as a vehicle for the family wealth of Fiat’s founder, but now poses a compelling arbitrage opportunity, with Exor’s stock trading at nearly a 60% discount to its net asset value. IN THIS EPISODE, YOU’LL LEARN: 00:00:00 – Intro 00:04:55 – How Ferrari became Exor’s largest investment 00:06:16 – Whether Exor actually offers discounted exposure to companies like Ferrari, Stellantis, and CNH 00:16:48 – What markets Exor is focusing on most now 00:19:45 – Why Exor trades at such a discount to its NAV 00:42:02 – Why Exor trimmed part of its Ferrari stake 00:45:01 – Why Exor is unlikely to be forced to realize its NAV by outsiders 00:51:03 – Why Exor reclassified itself from an industrial conglomerate to an investment company 01:00:11 – How to think about modeling EXO’s intrinsic value 01:09:24 – Whether Shawn and Daniel add EXO to their Intrinsic Value Portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!) Sign up for The Intrinsic Value Newsletter. Shawn & Daniel use Fiscal.ai for every company they research — use their referral link to get started with a 15% discount! Learn how to join us in Omaha for the 2026 Berkshire Hathaway shareholder meeting. Check out the Interview with Exor’s CEO, John Elkann. Check out the 2020 Value Investors Club pitch on Exor. Read the 2011 book on the Agnelli family history. Explore our previous Intrinsic Value breakdowns: Transdigm, Salesforce, Berkshire Hathaway, FICO, PayPal, Uber, Nike, Amazon, Airbnb, Alphabet. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Public.com - See the full disclaimer here. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Daniel and Shawn take a deep dive into Chapters Group — one of Europe’s most rapidly evolving serial acquirers of mission-critical software and services. They explore where the group’s growth is coming from, how the company allocates capital, and whether Chapters Group’s valuation is justifiable. IN THIS EPISODE, YOU’LL LEARN: 00:00:00 – Intro 00:06:56 – How Chapters Group was founded 00:09:20 – Why elite investors invest in it 00:14:09 – How their playbook for M&A works 00:20:55 – About the major long-term tailwinds behind their businesses 00:35:28 – How M&A is financed 00:46:14 – Why dilution is justified at this stage 00:50:39 – How the financials look 01:05:26 – Whether Shawn and Daniel add CHG to the portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!) Sign up for The Intrinsic Value Newsletter. Joys of Compounding interview with CEO Jan Mohr. Chapters Group Half-Year Presentation 2025. TIVP Episode on TransDigm. Tresor Capital Research Article. CEO Mohr presenting at the Redeye Serial Acquirer Conference. William Thorndike’s book: The Outsiders. Explore our previous Intrinsic Value breakdowns: Transdigm, Salesforce, Berkshire Hathaway, FICO, PayPal, Uber, Nike, Amazon, Airbnb, Alphabet. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Public.com - See the full disclaimer here. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Shawn and Daniel break down Snap Inc., a camera-based social media platform with nearly one billion monthly users. IN THIS EPISODE, YOU’LL LEARN: 00:00:00 – Intro 00:08:25 – Why Snapchat, being a founder-led company, is less than ideal in this case 00:09:15 – Why Snapchat is unlikely to be acquired any time soon 00:17:49 – How Snapchat almost didn’t become a hit, and what made it suddenly so popular 00:39:24 – Why growth internationally is actually worsening Snapchat’s unit economics 00:45:12 – What to know about how the company is dipping its toes into artificial intelligence 00:48:01 – Whether subscriptions can save Snapchat’s business model 00:57:55 – Why it has been so much harder for Snapchat to make its unit economics work relative to peers 01:07:08 – How to think about modeling SNAP’s intrinsic value 01:07:29 – Whether Shawn and Daniel add SNAP to their Intrinsic Value Portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!) Sign up for The Intrinsic Value Newsletter. Shawn & Daniel use Fiscal.ai for every company they research — use their referral link to get started with a 15% discount! Snap’s investor relations page. Acquired’s podcast coverage of Snap. Why Snap CEO Evan Spiegel is betting on smart glasses. Explore our previous Intrinsic Value breakdowns: Transdigm, Salesforce, Berkshire Hathaway, FICO, PayPal, Uber, Nike, Amazon, Airbnb, Alphabet. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: - Public.com - See the full disclaimer here. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Daniel and Shawn review the Intrinsic Value Portfolio after nearly one year of searching for the best opportunities in the market. In this episode, they break down the portfolio’s current performance, share updates on existing holdings, and revisit watchlist companies that may now deserve a spot — either because they’ve become cheaper or their outlook has changed. IN THIS EPISODE, YOU’LL LEARN: 00:00:00 - Intro 00:01:15 - How the Intrinsic Value Portfolio performed 00:05:03 - How we think about Reddit’s price increase 00:11:33 - What way we found to invest in Ferrari 00:21:30 - Why Crocs has become even more interesting 00:36:25 - Why we are bullish on Uber 00:46:28 - How we think about our retail investments 00:58:57 - About the similarities between Salesforce and Adobe 01:14:16 - What we think of Ulta Beauty *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!) Sign up for The Intrinsic Value Newsletter to track our Portfolio. Last Portfolio Review. Our Free Newsletter. Our Free Podcast. Explore our previous Intrinsic Value breakdowns: Paypal, Uber, Nike, Reddit, Amazon, Airbnb, TSMC, Alphabet, Ulta, LVMH, and Madison Square Garden Sports. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: • Public.com - See the full disclaimer here. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Shawn and Daniel break down DoorDash (ticker: DASH), America’s dominant meal-delivery company that’s rapidly expanding into all forms of local commerce. IN THIS EPISODE, YOU’LL LEARN: 00:00:00 - Intro 00:00:47 - How DoorDash came out of nowhere to become America’s leading meal-delivery service, usurping Uber Eats and Grubhub 00:07:57 - What opportunity DoorDash’s founders saw and the story of its origins as Palo Alto Delivery 00:10:26 - What DoorDash has done to finally crack the code of positive unit economics in restaurant delivery 00:19:21 - Why DoorDash is well-positioned to continue growing both domestically and internationally 00:28:41 - How a tipping scandal nearly destroyed the brand 00:16:21 - Why the COVID-19 pandemic was such a significant boon to DoorDash’s business 01:15:35 - The company’s approach to management comp 01:21:07 - How to think about modeling DASH’s intrinsic value *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!) Sign up for The Intrinsic Value Newsletter to track our Portfolio. Shawn & Daniel use Fiscal.ai for every company they research — use their referral link to get started with a 15% discount! Business Breakdowns’ coverage of DoorDash The Acquired podcast’s coverage of DoorDash Modern MBA on DoorDash and the myth of profitable food delivery Explore our previous Intrinsic Value breakdowns: Paypal, Uber, Nike, Reddit, Amazon, Airbnb, TSMC, Alphabet, Ulta, LVMH, and Madison Square Garden Sports. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: • Public.com - See the full disclaimer here. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Daniel and Shawn dive into S&P Global – the data and benchmark giant that is best-known for the S&P 500 index. IN THIS EPISODE, YOU’LL LEARN: 00:00:00 - Intro 00:03:02 - About S&P’s Rating Business 00:03:56 - What businesses S&P Global operates 00:04:32 - About S&P’s Market Intelligence Business 00:07:54 - About S&P Global’s founding story 00:38:52 - About S&P’s Index Business 00:48:45 - About S&P’s Commodity Insight Business 00:58:10 - About S&P’s Mobility Business 01:03:45 - How S&P thinks about Capital Allocation 01:24:43 - Whether Shawn & Daniel add SPGI to The Intrinsic Value Portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!) Sign up for The Intrinsic Value Newsletter to track our Portfolio. Barron’s Interview with Former SPGI CEO Doug Peterson. S&P Global Investor Day Presentation 2025. TIVP Episode on MSCI. Explore our previous Intrinsic Value breakdowns: Paypal, Uber, Nike, Reddit, Amazon, Airbnb, TSMC, Alphabet, Ulta, LVMH, and Madison Square Garden Sports. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Public.com Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Shawn O’Malley and Daniel Mahncke break down Booking Holdings (ticker: BKNG), the world’s largest travel company. IN THIS EPISODE, YOU’LL LEARN: 00:00:00 - Intro 00:24:07 - What are the subtle differences between Expedia, Booking, and Airbnb 00:26:18 - How Booking.com established a foothold in Europe despite Expedia’s dominance in North America 00:55:59 - What Alphabet could do to seriously disrupt Booking 01:01:14 - How Booking uses price parity to protect its value-add to customers 01:03:56 - Whether Booking can be disrupted by AI 01:09:50 - About the flawed approach the company has taken with its management comp 01:19:04 - Why the global travel industry should continue to outpace GDP growth 01:22:09 - How to think about modeling BKNG’s intrinsic value 01:23:53 - Whether Shawn and Daniel add BKNG to their Intrinsic Value Portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!) Sign up for The Intrinsic Value Newsletter to track our Portfolio. Shawn & Daniel use Fiscal.ai for every company they research — use their referral link to get started with a 15% discount! Our colleagues Clay Finck and Kyle Grieve’s discussion of BKNG on We Study Billionaires. How Booking’s management thinks about stock-based comp. Interview with Booking's CEO on the promise of AI in travel. Booking’s CEO interview with Time Magazine. Explore our previous Intrinsic Value breakdowns: Paypal, Uber, Nike, Reddit, Amazon, Airbnb, TSMC, Alphabet, Ulta, LVMH, and Madison Square Garden Sports. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Public.com Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Daniel Mahncke and Shawn O’Malley dive into TransDigm — the aerospace supplier that turned “boring parts” into a compounding machine. Built around proprietary, often sole-source components installed across nearly every commercial and military aircraft in service, TransDigm monetizes decades of aftermarket demand through premium pricing and enviable margins. IN THIS EPISODE, YOU’LL LEARN: 00:00:00 - Intro 00:01:19 - What TransDigm does, and how was it founded 00:14:45 - What makes TransDigm’s founders and philosophy so special 00:18:05 - How TransDigm uses debt to leverage returns 00:34:34 - Why TransDigm is basically a monopoly 00:49:41 - What TransDigm’s M&A Playbook looks like 00:54:14 - Where future growth is coming from 01:16:15 - Whether TransDigm is fairly valued 01:20:06 - Whether Shawn & Daniel add TDG to The Intrinsic Value Portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!) Sign up for The Intrinsic Value Newsletter to track our Portfolio. Howley Interview with William Thorndike at the 50x Podcast. Clay’s Deep Dive into TransDigm Competitor Heico. Clay’s Interview with Niklas Sävås about Serial Acquirers. TransDigm 2024 Analyst Day Webcast. Explore our previous Intrinsic Value breakdowns: Paypal, Uber, Nike, Reddit, Amazon, Airbnb, TSMC, Alphabet, Ulta, LVMH, and Madison Square Garden Sports. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Public.com Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Shawn & Daniel discuss how Robinhood transformed investing with commission-free trading, overcame controversies, and now aims to become a full-service financial platform through Robinhood Gold. IN THIS EPISODE, YOU’LL LEARN: 00:00:00 - Intro 00:00:40 - How Robinhood disrupted the entire brokerage industry 00:32:05 - How Robinhood can offer commission-free trading 00:05:34 - Why Robinhood Gold may be the financial services equivalent of Amazon Prime 00:46:55 - What makes Robinhood so well-positioned to capitalize on the passing down of wealth from Baby Boomers to Millennials and Gen Z 00:28:10 - How the company is revolutionizing finance again with prediction markets, fractionalized shares, 24/5 trading, stock tokens, crypto, and more 00:50:40 - What to make of Robinhood’s controversial CEO and co-founder, Vlad Tenev 01:30:03 - How to think about modeling HOOD’s intrinsic value 01:38:16 - Whether Shawn and Daniel add HOOD to their Intrinsic Value Portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!) Sign up for The Intrinsic Value Newsletter to track our Portfolio Shawn & Daniel use Fiscal.ai for every company they research — use their referral link to get started with a 15% discount! How Robinhood revolutionized retail investing (Quartr article) Vlad Tenev’s 2025 interview with Barron’s on the future of Robinhood Vlad Tenev’s interview describing the Robinhood super app to Ark Invest Robinhood’s 2024 Investor Day Vlad Tenev’s All-In podcast interview on stock tokenization and the future of fintech Derek Pilecki’s interview on We Study Billionaires discussing Robinhood Explore our previous Intrinsic Value breakdowns: Paypal, Uber, Nike, Reddit, Amazon, Airbnb, TSMC, Alphabet, Ulta, LVMH, and Madison Square Garden Sports. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Public.com Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Daniel Mahncke and Shawn O’Malley dive into Salesforce — the company that practically invented modern enterprise software and is now trying to reinvent it again through AI. From its origins as the pioneer of the Software-as-a-Service model in the late 1990s, Salesforce has grown into the world’s #1 CRM provider, powering customer relationships for over 90% of the Fortune 500. IN THIS EPISODE, YOU’LL LEARN: 00:00:00 - Intro 00:02:43 - What exactly Salesforce does? 00:03:49 - How Salesforce dominates the CRM market and revolutionizes AI Agents 00:10:23 - Who Founder and CEO Marc Benioff is and how he thinks 00:44:06 - How the management and executives are compensated and incentivized 00:47:08 - Where Salesforce’s moat comes from and whether it’s sustainable 00:53:29 - Where Salesforce invests its money 01:01:24 - Whether Salesforce is fairly valued 01:08:16 - Whether Shawn & Daniel add CRM to The Intrinsic Value Portfolio And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!) Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Dreamforce Conference 2024. Dreamforce Main Keynote 2025. Marc Benioff Interview at Lenny’s Podcast. VIC Article on Salesforce. Explore our previous Intrinsic Value breakdowns: Paypal, Uber, Nike, Reddit, Amazon, Airbnb, TSMC, Alphabet, Ulta, LVMH, and Madison Square Garden Sports. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Public.com Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Shawn O’Malley and Daniel Mahncke break down MSCI Inc. (MSCI), the global leader in financial market indexes that power the passive investing revolution. They explore how MSCI built its dominant, utility-like business model, its compounding potential, and whether the stock remains attractively priced. IN THIS EPISODE, YOU’LL LEARN: 00:00:00 Intro 00:03:08 How indexes produced by MSCI help to organize, simplify, and provide context for different aspects of financial markets 00:06:01 What makes MSCI one of the highest quality businesses we’ve ever looked at 00:12:05 Why MSCI has become the industry standard for indexes outside of the U.S. 00:14:27 Whether passive investing will be a boon going forward for MSCI, or if declining management fees in mutual funds will devastate the business 00:30:13 About MSCI’s relationship with major asset managers like Vanguard, BlackRock, and State Street 00:54:01 Whether direct indexing will disrupt MSCI’s golden goose 01:02:59 How to think about modeling MSCI’s intrinsic value 01:06:59 Whether Shawn and Daniel add MSCI to their Intrinsic Value Portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!) Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Shawn & Daniel use Fiscal.ai for every company they research — use their referral link to get started with a 15% discount! Podcast interview with MSCI’s CEO. MSCI Investor Relations’ page. Pitch for MSCI on the Value Investors Club forum. BuyBack Capital’s research on MSCI. Check out The Outsiders, by William Thorndike. Explore our previous Intrinsic Value breakdowns: Paypal, Uber, Nike, Reddit, Amazon, Airbnb, TSMC, Alphabet, Ulta, LVMH, and Madison Square Garden Sports. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Public.com Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Daniel Mahncke and Shawn O’Malley dive into Copart, the salvage auction company that’s quietly become one of the best-performing stocks of the last three decades. From a single junkyard in California in the 1980s, Copart has grown into a global online marketplace that sells more than three million vehicles a year. With sellers ranging from major insurers and rental fleets to car dealers and finance companies, and buyers spanning over 190 countries, Copart has built a platform that turns totaled cars into a surprisingly durable business. IN THIS EPISODE, YOU’LL LEARN: 00:00:00 Intro 00:01:12 How was Copart founded and what’s so special about the culture? 00:12:19 How does the competitive landscape look? 00:26:10 What are Copart’s competitive advantages? 00:36:48 What risks does Copart face through AVs and EVs? 00:52:48 What makes Copart’s management best in class. 00:58:47 What are the growth drivers and future business opportunities? 01:06:54 Whether Copart is attractively valued at its current levels. 01:11:03 Whether Shawn & Daniel add CPRT to The Intrinsic Value Portfolio. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Sign Up for The Intrinsic Value Community. Related episode: Copart Deep Dive w/ Leandro and Clay. Related episode: Junk to Gold Summary on We Study Billionaires. Rijnberk Invest Article. Explore our previous Intrinsic Value breakdowns: Paypal, Uber, Nike, Reddit, Amazon, Airbnb, TSMC, Alphabet, Ulta, LVMH, and Madison Square Garden Sports. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Public.com Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Shawn O’Malley and Daniel Mahncke break down Fair Isaac Corporation (ticker: FICO), a company whose algorithms are essential to computing credit scores, which are used in everything in the U.S., from applying for a mortgage, credit cards, apartments, to even job applications and more. FICO has incredible market penetration and earnings leverage, as almost all of its price increases trickle down to the bottom line, even though the cost of credit checks is typically a very small portion of the mortgage origination process, for example. In this episode, you’ll learn about how FICO came to dominate credit scoring in the U.S., how credit scores have made it possible for millions of people to access financing, why FICO’s industry-leading position is so rock-solid, whether FICO can still be a “compunder” going forward, and whether FICO’s stock is attractively priced, plus so much more! IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 15:35 - How credit scores helped to democratize access to credit 25:47 - What actually goes into a FICO score 29:08 - Why FICO has become the industry standard for credit scores 29:49 - About FICO’s relationship with the three major credit bureaus — Experian, Equifax, and TransUnion 30:19 - How the government helped solidify FICO’s moat, and whether that’s changing 55:12 - What makes FICO one of the most profitable businesses we’ve ever looked at 01:03:04 - How to think about modeling FICO’s intrinsic value 01:11:26 - Whether Shawn and Daniel add FICO to their Intrinsic Value Portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Sign Up for The Intrinsic Value Community. Business Breakdowns coverage of FICO. Check out the Value Investors’ Club Pitch for FICO. FICO’s investor relations page. Explore our previous Intrinsic Value breakdowns: Paypal, Uber, Nike, Reddit, Amazon, Airbnb, TSMC, Alphabet, Ulta, LVMH, and Madison Square Garden Sports. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Harvest Right Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Daniel Mahncke and Shawn O’Malley dive into Manchester United, the legendary football club that’s grown from a 19th-century railway team into one of the most recognized sports brands on the planet. With revenue pillars in commercial sponsorships, broadcasting rights, and matchday income, plus a fanbase that spans every continent, United is often described as one of the biggest franchises in global sports. To frame the economics of the club, Daniel and Shawn also unpack the key differences between Europe’s open football leagues and the closed, franchise-based model of U.S. sports. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 06:04 - How Manchester United was founded 07:50 - What role investors play in European football leagues 11:55 - The differences between U.S. leagues and European leagues 37:19 - What role on-pitch performance plays for finances 43:39 - How Manchester United’s business model works 46:56 - What catalysts could close the valuation gap 51:02 - Whether Manchester United is attractively valued at its current levels 53:45 - Why sport franchises become increasingly valuable 01:01:51 - Whether Shawn & Daniel add MANU to The Intrinsic Value Portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Sign Up for The Intrinsic Value Community. Deloitte Football Money League. Annual Review of Football Finance. Interview with Todd Boehly. Madison Square Garden Sports Podcast. Explore our previous Intrinsic Value breakdowns: Paypal, Uber, Nike, Reddit, Amazon, Airbnb, TSMC, Alphabet, Ulta, LVMH, and Madison Square Garden Sports. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Harvest Right Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Shawn O’Malley and Daniel Mahncke break down Universal Music Group (ticker: UMG), a company that controls a royalty stream on roughly ⅓ of the world’s music in an oligopolistic industry also dominated by Sony and Warner Music Group. Universal has incredibly high-quality earnings, with a very stable business and excess returns on capital — a recipe that is very appealing to investors at the right price. In this episode, you’ll learn about the economics of the music industry, how Universal creates value for artists, what the company is doing in response to AI, the mutually dependent relationship between labels and music streaming platforms, and whether Universal Music Group’s stock is attractively priced, plus so much more! IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 05:00 - Why royalties from the music industry are so stable 07:57 - How Universal Music Group makes money and supports artists 11:12 - How Universal operates as an oligopoly alongside Sony and Warner Music Group 20:24 - The economics of digital streaming 43:48 - Why Universal’s leading market share position reinforces its advantages 01:04:48 - About UMG’s unique business model as a serial acquirer of music catalogs 01:10:35 - How to think about modeling UMG’s intrinsic value 01:21:27 - Whether Shawn and Daniel add UMG to their Intrinsic Value Portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Sign Up for The Intrinsic Value Community. Shawn’s 2024 Millennial Investing episode on Universal Music Group. Shawn’s 2024 Millennial Investing episode on Spotify. Check out the Music Royalties 101 article. Bill Ackman’s presentation on Universal Music Group. Dive into Shawn’s past podcast on Disney for more on the power of beloved IP. Explore our previous Intrinsic Value breakdowns: Paypal, Uber, Nike, Reddit, Amazon, Airbnb, TSMC, Alphabet, Ulta, LVMH, and Madison Square Garden Sports. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Harvest Right Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Daniel Mahncke and Shawn O’Malley dive into Berkshire Hathaway, the billion-dollar conglomerate built by Warren Buffett and Charlie Munger that’s grown from a struggling textile mill into one of the most valuable companies in the world. With core pillars in insurance, railroads, and energy, plus a $250 billion equity portfolio anchored by Apple, Berkshire is often seen as the ultimate compounding machine. Its decentralized structure, conservative balance sheet, and reputation for permanence make it unlike any other business in corporate America. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 06:15 - How Buffett took over Berkshire Hathaway 12:20 - How Buffett turned Berkshire Hathaway into an investment vehicle 20:22 - Why Buffett loves insurance businesses 26:22 - Why Buffett chose to invest in the energy business 47:51 - How Berkshire’s manufacturing business is set up 57:16 - What Buffett’s retirement will mean for Berkshire 01:00:08 - Whether Berkshire is attractively valued at its current levels 01:13:08 - Whether Shawn & Daniel add BRK to The Intrinsic Value Portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Sign Up for The Intrinsic Value Community. A Biography of Buffett: The Snowball. Semper Augustus Investment Letters. Warren Buffett Shareholder Letters. Adam Mead website. The Story of Berkshire Hathaway w/ Jacob McDonough. Berkshire Hathaway Discussion w/ Stig Brodersen and Chris Bloomstran. Clay and Kyle reflecting on the Berkshire Annual Meeting 2025. Explore our previous Intrinsic Value breakdowns: Moncler, Uber, Nike, Reddit, Nintendo, Airbnb, AutoZone, Alphabet, Ulta, John Deere, and Madison Square Garden Sports. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Harvest Right Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Shawn O’Malley and Daniel Mahncke break down Match Group (ticker: MTCH), a company that operates as part of a duopoly in online dating, owning a number of dating platforms, including Tinder, Match.com, Hinge, OkCupid, and more, with specialized platforms appealing to certain demographics and dating niches. During the Pandemic, the company was a popular growth stock, but as the number of paying users at Tinder has declined, the business has stagnated, and the market has punished it severely. Yet, the company is still quite profitable, yielding a seemingly attractive valuation. In this episode, you’ll learn about the unique business behind online dating, why Match is having trouble resonating with Gen Z, how large the TAM is for online dating, the most important things the company is focusing on to reinvigorate Tinder, why Hinge may be the future of Match Group and online dating, and whether Match Group is attractively priced, plus so much more! IN THIS EPISODE, YOU’LL LEARN: 00:00 – Intro 07:24 - What advantages Match Group has in its favor as the world’s largest online-dating company 29:05 - About Match’s origin story as a spinoff and its executive turnover 35:59 - The biggest structural challenges weighing on Match Group’s growth 44:44 - Why the senior dating market may be a growth engine for Match Group 46:50 - How Match Group operates and competes as part of a duopoly with Bumble 47:19 - Why investors are so weary of the online dating industry 01:03:18 - How to think about modeling MTCH’s intrinsic value 01:07:28 - Whether Shawn and Daniel add MTCH to their Intrinsic Value Portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Sign Up for The Intrinsic Value Community. Check out the Pew Research findings on online dating. Andrew Chen’s article on why investors don’t fund online dating. Gen Z dating and marriage stats. Explore our previous Intrinsic Value breakdowns: Moncler, Uber, Nike, Reddit, Nintendo, Airbnb, AutoZone, Alphabet, Ulta, John Deere, and Madison Square Garden Sports. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Harvest Right Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Daniel Mahncke and Shawn O’Malley dive into Dell Technologies, the legacy PC giant that’s quietly become one of the largest suppliers of AI infrastructure in the world. Once seen as a low-growth hardware player, Dell now sits at the heart of the data center buildout — shipping billions of dollars worth of GPU-powered servers to customers like xAI, Meta, and Microsoft. With a growing AI backlog, enterprise trust, and deep global reach, Dell might be one of the most overlooked players in today’s AI cycle. IN THIS EPISODE, YOU’LL LEARN 00:00 – Intro 01:09 - How Dell became a global PC behemoth. 5:27 - Why Dell managed to outcompete IBM. 10:56 - How Dell’s business is structured. 14:30 - Why the PC Market is struggling to grow. 20:36 - What role AI Servers play in Dell’s future. 47:23 - Whether Dell has a moat. 54:09 - How profitable Dell is and how it allocates capital. 01:11:15 - Why hardware is such a tough business. 01:14:11 - Whether Dell is attractively valued at its current levels. 01:14:11 - Whether Shawn & Daniel add DELL to The Intrinsic Value Portfolio. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Sign Up for The Intrinsic Value Community. Norges Bank Interviews with Michael Dell. Dell Presentation on the AI PC Revolution. Jensen Huang, Michael Dell Interview on Nvidia and Dell Partnership 3rd Party Report on Dell’s Moat. Explore our previous Intrinsic Value breakdowns: Uber, Nike, Reddit, Nintendo, Airbnb, AutoZone, Alphabet, Ulta, John Deere, and Madison Square Garden Sports. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Harvest Right Connect with Shawn: Twitter | LinkedIn | Email Connect with Daniel: Twitter | LinkedIn | Email Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Shawn O’Malley and Daniel Mahncke break down Ferrari (ticker: RACE), a company whose stock is arguably just as impressive as its high-performance and ultra-luxury vehicles. By global automotive standards, Ferrari hardly has any sales volumes, selling about 14,000 cars a year, yet these vehicles come with such premium price tags that the company can reasonably command a $90 billion market valuation still. IN THIS EPISODE, YOU’LL LEARN 00:00 – Intro 09:27 - Why Ferrari obsesses over keeping supply below demand. 11:45 - Why Ferrari is more like Hérmes than Porsche. 16:27 - Ferrari’s response to the hybrid and EV movements. 30:35 - What makes Ferrari special amongst even other ultra-luxury vehicle makers. 33:53 - What it actually takes to buy a Ferrari, and how Ferrari chooses its customers. 42:40 - How Ferrari has created a long-term ownership culture amongst its clients, similar to the mindset among shareholders of Berkshire Hathaway. 48:05 - How to think about modeling RACE’s intrinsic value. 57:45 - The creative ways Ferrari has leveraged its IP to sell cars at higher and higher prices. 01:04:28 - Whether Shawn and Daniel add RACE to their Intrinsic Value Portfolio. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Sign Up for The Intrinsic Value Community. Quartr Edge’s breakdown of Ferrari. Business Breakdowns’ podcast on Ferrari. Related episode: TIP711: Netflix, Ferrari, & Managing Market Volatility w/ Arif Karim. Guy Spier on Ferrari. K500 Classic Car Index. Explore our previous Intrinsic Value breakdowns: Uber, Nike, Reddit, Nintendo, Airbnb, AutoZone, Alphabet, Ulta, John Deere, and Madison Square Garden Sports. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Harvest Right Connect with Shawn: Twitter | LinkedIn | Email Connect with Daniel: Twitter | LinkedIn | Email Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Daniel Mahncke and Shawn O’Malley dive into Crocs, the footwear company that turned a ridiculed foam clog into a global fashion phenomenon. After a post-IPO collapse and years of overextension, Crocs has staged one of the most impressive brand comebacks in recent retail history — now fueled by strong margins, loyal customers, and bold international expansion. But there are still some challenges and risks. The HEYDUDE acquisition wasn’t successful yet, and the turnaround will still take time, and there are still reasonable doubts around the sustainability of the growth and fashion relevance of Crocs. In this episode, Shawn and Daniel unpack what’s driving Crocs' profitability, why its turnaround worked, and whether its Asia strategy could be the next big unlock. They break down the brand's unique mix of comfort and cultural cachet, the economics of Jibbitz and limited-edition drops, and how Gen Z’s shift toward athleisure might power a decade of demand. Along the way, they explore whether Crocs is a misunderstood compounder or a hype-driven value trap — and where the stock could go in a bull, bear, and base-case scenario. IN THIS EPISODE, YOU’LL LEARN 00:00 – Intro 04:59 – How Crocs was founded 13:38 – Why Crocs almost went bankrupt in 2008 and how it survived 25:44 – What started the second hype cycle 28:35 – What its highly customized designs mean from a business perspective 32:57 – What role social media plays in Crocs’ success 41:31 – How the HEYDUDE acquisition hurt Crocs’ business 50:28 – About Crocs’ international strategy 01:04:23 – Whether Crocs is attractively valued at its current levels 01:09:18 – Whether Shawn & Daniel add CROX to The Intrinsic Value Portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Sign Up for The Intrinsic Value Community. Crocs 2025 Investor Presentation. Value Investor’s Club Pitch. Baird 2025 Global Consumer Interview with CEO. Explore our previous Intrinsic Value breakdowns: Uber, Nike, Reddit, Nintendo, Airbnb, AutoZone, Alphabet, Ulta, John Deere, and Madison Square Garden Sports. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Harvest Right Connect with Shawn: Twitter | LinkedIn | Email Connect with Daniel: Twitter | LinkedIn | Email Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Shawn O’Malley and Daniel Mahnke break down Lululemon (ticker: LULU), an iconic brand famous for pioneering the now ubiquitous athleisure industry. Lululemon has a fiercely loyal customer base, with industry-leading rates of repeat customers, sales per square foot of retail space, and very little need for discounting, if any. In this episode, you’ll learn about why the market has soured on this powerful brand, despite incredible success growing internationally, leaving its P/E ratio at a relatively low 15-16x. You’ll also learn about how Lululemon controls all of its touchpoints with customers, selling primarily DTC, as opposed to wholesale like Nike and Adidas do, as well as whether LULU is attractively valued today, plus so much more! IN THIS EPISODE, YOU’LL LEARN 00:00 – Intro 04:23 - Why Lululemon has such a cult-like following. 07:19 - What makes Lululemon products so special. 15:41 - How new competitors are challenging Lululemon on the margins. 20:59 - How the future of Lululemon may be defined by China and menswear. 26:48 - Why the setup for LULU stock may be even more attractive than Nike. 53:48 - What to know about possible yellow flags with the business, like its declining inventory turnover ratio and expanding cash conversion cycle. 01:01:57 - Why the company’s acquisition of the sports-tech hardware company, Mirror, failed so miserably. 01:07:15 - How to think about modeling LULU’s intrinsic value. 01:16:16 - Whether Shawn and Daniel add LULU to their Intrinsic Value Portfolio. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Sign Up for The Intrinsic Value Community. Clay Finck and Kyle Grieve’s discussion of LULU on We Study Billionaires. How Vuori and Alo are taking on Lululemon. Explore our previous Intrinsic Value breakdowns: Uber, Nike, Reddit, Nintendo, Airbnb, AutoZone, Alphabet, Ulta, John Deere, and Madison Square Garden Sports. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Harvest Right Connect with Shawn: Twitter | LinkedIn | Email Connect with Daniel: Twitter | LinkedIn | Email Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Daniel & Shawn dive into Remitly, the digital remittance platform aiming to disrupt a $2 trillion global market. After years of prioritizing customer acquisition and corridor expansion over profits, Remitly is now approaching a critical inflection point, one where scale, margin leverage, and cash generation could unlock a new phase of investor confidence. But there are risks as well: crypto-native challengers, regulatory uncertainty, and broader concerns about the remittance industry all raise the question of whether the upside is worth the risk. Here, they unpack Remitly’s moat, including its direct payout network, risk engine, and customer trust, and assess whether these factors are enough to fend off cheaper, faster payment rails, such as stablecoins. They walk through the company’s unit economics and what the valuation model implies under both steady-state and high-growth scenarios. Along the way, they compare Remitly’s customer lock-in strategy to Booking.com, examine the remittance corridor dynamics in India, the Philippines, and Latin America, and debate whether this is a misunderstood fintech with enduring staying power or a product ripe for crypto disruption. IN THIS EPISODE, YOU’LL LEARN 00:00 – Intro 01:08 – How the remittance market works 01:50 – Why Western Union struggles to compete with Remitly 02:16 – Why and how Remitly was founded 04:48 – What risks Remitly faces 05:01 – How stablecoins could disrupt the remittance industry 11:34 – What competitive advantages Remitly has 17:16 – What digital-first companies compete with Remitly 24:37 – Why scale is everything in the payments sector 27:56 – Whether Remitly is attractively valued at its current levels 29:27 – Whether Shawn & Daniel add RELY to The Intrinsic Value Portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Sign Up for The Intrinsic Value Community. Value Investor’s Club Article on RELY. Check out the Substack Article on RELY. Dive into Pernas' Research Article on RELY Explore our previous Intrinsic Value breakdowns: Uber, Nike, Reddit, Nintendo, Airbnb, AutoZone, Alphabet, Ulta, John Deere, and Madison Square Garden Sports. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Harvest Right Connect with Shawn: Twitter | LinkedIn | Email Connect with Daniel: Twitter | LinkedIn | Email Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Shawn and Daniel break down The Trade Desk (ticker: TTD), a pure-play bet on the future of digital advertising, focusing specifically on supporting ad buyers who want to get the most value per impression across the so-called “Open Internet.” The Trade Desk has compounded its stock at 43% a year since its IPO almost a decade ago, and in that same period, it has grown revenues at an incredible rate of 50% a year. Learn about where TTD fits into the programmatic advertising ecosystem, why the company has fewer conflicts of interest than its competitors, how The Trade Desk is positioned to take advantage of antitrust regulatory enforcement against Google, what they’re trying to do to replace 3rd-party cookies tracking, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 04:38 - What is TTD’s niche in programmatic digital advertising 11:58 - Who are the major players in the digital advertising landscape 12:16 - How advertising across the internet has evolved over time 31:36 - What is the “Open Internet” and how it differs from “Walled Gardens” 36:42 - Why TTD has built its own alternative to 3rd‑party cookies 45:22 - What needs to happen to realize TTD’s vision for the future of programmatic advertising 01:05:27 - Why regulators are taking action against Google’s ad management unit, and how TTD could benefit from that 01:16:38 - Whether Shawn & Daniel add TTD to The Intrinsic Value Portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Sign Up for The Intrinsic Value Community. Advertisers shift retail media spending beyond Amazon. The digital advertising ecosystem, explained. Check out Modernizing advertising with Trade Desk CEO Jeff Green. Read Zero to One by Peter Thiel. Explore our previous Intrinsic Value breakdowns: Moncler, Uber, Nike, Reddit, Nintendo, Airbnb, AutoZone, Alphabet, Ulta, John Deere, and Madison Square Garden Sports. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Harvest Right Connect with Shawn: Twitter | LinkedIn | Email Connect with Daniel: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Daniel Mahncke and Shawn O’Malley dive into PayPal’s post-pandemic reset, tracing the fintech pioneer’s slide from market darling to value-story candidate. Once lifted by lockdown spending and eBay tailwinds, PayPal has seen its growth stall, its take-rate decline, and investors seem to have given up on it. In this episode, Shawn and Daniel unpack whether new CEO Alex Chriss’s “profitable growth” playbook, Fastlane one-click checkout, a margin-focused Braintree overhaul, and fresh bets on Ads and the PYUSD stablecoin, can restore momentum. They also debate how realistic PayPal’s ambitious goals for the future are, what a sustained 6% share shrink via buybacks does for long-term EPS, how the new management team is incentivized, and whether PayPal’s consumer moat still matters in an Apple-Pay world. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 04:38 - How PayPal became the No.1 payment provider and what the PayPal Mafia is. 09:47 - Why investors fell out of love with PayPal’s stock. 14:03 - What the next chapter under the new CEO will look like. 26:42 - Which new businesses could make PayPal dramatically more profitable? 33:31 - How the new strategy shows up in the numbers. 50:06 - Why the management incentive structure is a big benefit for shareholders. 51:36 - Whether stablecoins are bearish or bullish for PayPal. 01:01:11 - Whether PayPal is attractively valued at its current levels. 01:10:05 - Whether Shawn & Daniel add PYPL to The Intrinsic Value Portfolio. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Sign Up for The Intrinsic Value Community. Emerging Value Substack Article. Crossroad’s Interview with Alex Chriss. PayPal 2025 Investor Day. The Reservist Article on the Payment Industry. Jimmy Soni’s Book on The PayPal Mafia. Explore our previous Intrinsic Value breakdowns: Uber,Nike, Reddit, Nintendo, Airbnb, AutoZone, Alphabet, Ulta, John Deere, and Madison Square Garden Sports. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Harvest Right Connect with Shawn: Twitter | LinkedIn | Email Connect with Daniel: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Shawn O’Malley and Daniel Mahnke break down Roku (ticker: ROKU), an aggregator of digital content in the world of TV streaming, with a footprint in nearly 90 million households. Roku is the gateway to streaming, and its devices have famously turned any TV into a Smart TV, but now Roku does much more than that. In this episode, you’ll learn why the market has soured on Roku, how much its honeypot of first-party data could be worth, how Roku makes money for driving subscriptions to services like Disney+, how Roku is monetizing its uniquely positioned business, what has powered The Roku Channel’s surge toward ad-supported streaming dominance, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 01:34 - How Roku is a unique combination of being like a streaming service, device manufacturer, and digital advertising exchange. 03:38 - Why Roku’s financials look so poor and why the market has soured on Roku post-pandemic. 10:21 - How Roku has been able to sustain its massive market share over competitors like Amazon and Google in connected streaming. 21:24 - Why Roku’s intrinsic value is so volatile given small changes in assumptions about its future. 23:21 - What makes Roku’s founder/CEO so special. 51:07 - Why Roku may be sitting on a gold mine of digital real estate. 01:00:01 - The biggest competitive threats facing Roku. 01:08:20 - Whether Shawn and Daniel add Roku to their Intrinsic Value Portfolio. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Sign Up for The Intrinsic Value Community. Business Breakdowns podcast on Roku. Roku’s Q1 2025 shareholder letter. Jim Collins' book: Good to Great. CEO Anthony Wood on CNBC, discussing Roku’s Q4 2024 results. Explore our previous Intrinsic Value breakdowns: Uber,Nike, Reddit, Nintendo, Airbnb, AutoZone, Alphabet, Ulta, John Deere, and Madison Square Garden Sports. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Harvest Right Connect with Shawn: Twitter | LinkedIn | Email Connect with Daniel: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Daniel Mahncke and Shawn O’Malley take a closer look at Estée Lauder’s turbulent turnaround, tracing the beauty giant’s fall from pandemic favorite to contrarian play. After years of strong growth, the company was hit by an inventory pileup, the collapse of China’s daigou shopping channel, and a broader slowdown in its most important market. In this episode, they explore whether the “Beauty Reimagined” strategy and the arrival of new CEO Stéphane de La Faverie can reignite growth through cost savings, better channel mix, and stronger appeal to younger consumers. Daniel and Shawn debate how realistic a turnaround is, whether the risk/reward resembles Nike’s recent playbook, and what needs to go right for Estée Lauder to reclaim its former strength. They also touch on wider beauty industry trends, the role of R&D as a competitive moat, internal tensions within the Lauder family, and the growing strategic weight of China for global fashion and cosmetics brands. Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 05:29 - How Estée Lauder built the beauty giant 13:42 - Why Estée Lauder’s business and stock fell so dramatically 27:22 - How Social Media and personal brands changed the beauty industry 14:03 - Why China played a major part in the company’s rise and fall 42:23 - How the family drama caused a management crisis 46:26 - How Estée Lauder plans to rise to the industry’s top again 55:08 - Whether Estée Lauder is attractively valued at its current levels 1:00:08 - Whether Shawn & Daniel add EL to The Intrinsic Value Portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Sign Up for The Intrinsic Value Community. Book on Estée Lauder: The Company I Keep – My Life in Beauty. Estée Lauder’s Investor Relations. Explore our previous Intrinsic Value breakdowns: Uber,Nike, Reddit, Nintendo, Airbnb, AutoZone, Alphabet, Ulta, John Deere, and Madison Square Garden Sports. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORSSupport our free podcast by supporting our sponsors: Harvest Right Connect with Shawn: Twitter | LinkedIn | Email Connect with Daniel: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Shawn O’Malley and Daniel Mahncke break down LVMH (ticker: MC), an iconic luxury goods empire with brands ranging from Louis Vuitton to Moët, Dior, Chandon, Hennessy, Tiffany, Bulgari, and Tag Heur, among others. It’s a powerful conglomerate built by one of the world’s richest men, Bernard Arnault, known as the “wolf in cashmere” for his ruthless consolidation of power in the luxury industry. In this episode, you’ll learn how Arnault built the LVMH empire, what makes “true luxury” so special and different from other types of businesses, the parallels between LVMH and Berkshire Hathaway, what the backbone of this conglomerate is, whether there’s actually a backdoor way to buy LVMH shares at a 20% discount, whether the stock is currently fairly valued, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 15:57 - How Arnault got his start and took control of LVMH. 20:56 - What inspired Arnault to build a luxury conglomerate. 24:05 - How LVMH benefits from economies of scale. 30:31 - Which brands drive business the most. 51:59 - What factors matter most in luxury purchases. 56:07 - What are the most important markets for luxury goods? 01:00:59 - Whether the backdoor way to buy LVMH shares at a discount is too good to be true. 01:08:03 - Whether LVMH is fairly valued and whether it’s added to the Intrinsic Value Portfolio. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Sign Up for The Intrinsic Value Community. LVMH’s rich history of tradition and desirability. Business Breakdowns’ 2022 episode on LVMH. Acquired’s podcast on LVMH. Financial Times’ profile of Bernard Arnault. WSB645: The King of Luxury with Christian Billinger. WSB643: The Luxury Strategy with Christian Billinger. Bernard Arnault’s 2024 interview with CNBC. Explore our previous Intrinsic Value breakdowns: Nintendo, Airbnb, AutoZone, Alphabet, Ulta, John Deere, and Madison Square Garden Sports. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Harvest Right Connect with Shawn: Twitter | LinkedIn | Email Connect with Daniel: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Daniel and Shawn step back for a mid-year review of the Intrinsic Value Portfolio, revisiting each holding to test the strength of their original theses and weigh what’s changed. From ride-hailing to beauty retail, this episode covers the full lineup: why Uber’s cross-sell flywheel and Waymo partnership reinforce its moat; how Alphabet’s latest earnings measure up against the growing threat of AI-native search; and why Reddit may succeed where Snapchat struggled, turning engagement into monetisation. You’ll hear updates on Q1 earnings, commentary on management execution, and discussions on whether current valuations still offer upside or warrant trimming. They re-evaluate Airbnb’s evolving strategy as it expands into services and experiences, break down Ulta Beauty’s standout results, and revisit early convictions in new names like Nubank. They also debate the long-term outlook for consumer brands like Nike. Along the way, they reflect on where they’ve been right, where they’ve been early, and how to think about sizing, patience, and risk-reward in a concentrated portfolio. Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 03:14 - Why the Ulta Beauty position was being trimmed 17:47 - How Alphabet is holding up against AI competition 28:10 - Why Uber could benefit from autonomous vehicles 58:57 - How Airbnb overcomes regulatory hurdles and expands into experiences 1:06:17 - How Adobe used the AI revolution to strengthen its ecosystem 1:10:10 - Why Reddit might become more of a second Meta than a second Snapchat 1:20:46 - How Nike could overcome the recent headwinds 1:27:39 - Why initiating a position in Nubank is worth the risks *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Sign Up for The Intrinsic Value Community. Ulta Beauty: Check out the Podcast and Newsletter. Alphabet: Check the Podcast & Newsletter. Airbnb: Check the Podcast & Newsletter. Adobe: Check the Podcast & Newsletter. Reddit: Check the Podcast & Newsletter. Uber: Check the Podcast & Newsletter. Nike: Check the Podcast & Newsletter. Explore our previous Intrinsic Value breakdowns: Nintendo, Airbnb, AutoZone, Alphabet, Ulta, John Deere, and Madison Square Garden Sports. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: • Airbnb Connect with Shawn: Twitter | LinkedIn | Email Connect with Daniel: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Shawn O’Malley and Daniel Mahnke break down Smith & Wesson (ticker: SWBI), an iconic firearms manufacturer with 170+ years of history. Smith & Wesson is no compounder, though. It’s an okay business, at best, but Shawn and Daniel want to determine whether this often-overlooked stock is cheaply priced. In this episode, you’ll learn how Smith & Wesson has navigated the volatile sales cycle in firearms, what factors can drive the biggest swings in firearms sales, whether Smith & Wesson’s juicy dividend is sustainable, the biggest political and legal risks facing this company, what famous investor owns the stock, how Smith & Wesson shares can help an investor hedge societal disruptions, and whether Smith & Wesson is attractively valued on a normalized earnings basis plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 02:47 - The historic origins behind this company that predates the Civil War. 06:12 - Why “Sin” stocks can offer attractive returns from discounted valuations. 10:54 - What drives Smith & Wesson’s business. 23:17 - How the company navigates a range of factors that can impact it, from regulation to litigation, that are largely beyond its control. 35:17 - How the company’s relocation of its headquarters has added to its financial stress. 46:11 - The biggest challenges of investing in a “mean reversion” bet like Smith & Wesson. 01:01:15 - Whether Shawn & Daniel add SWBI to The Intrinsic Value Portfolio. 01:05:38 - Why Smith & Wesson may be a hedge against societal disruptions. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Sign Up for The Intrinsic Value Community. 2022 Value Investors’ Club Pitch of Smith & Wesson. Link to Smith & Wesson’s 2024 annual filing. Chit Chat Stocks’ coverage of Smith & Wesson Check out our previous Intrinsic Value breakdowns: Nintendo, Airbnb, AutoZone, Alphabet, Ulta, John Deere, and Madison Square Garden Sports. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Airbnb Connect with Shawn: Twitter | LinkedIn | Email Connect with Daniel: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Daniel Mahncke and Shawn O’Malley turn their focus to Taiwan Semiconductor Manufacturing Company (ticker: TSM) — the quiet engine powering nearly every device we touch and the global AI boom. Pioneering the pure-play foundry model, TSMC went from a government-backed experiment in the late 1980s to controlling more than 90 % of the world’s leading-edge chip production, fabricating Apple’s A- and M-series processors, Nvidia’s AI GPUs, and virtually every 3nm part on the planet. In this episode, you’ll learn how Morris Chang’s radical bet rewired the semiconductor industry, why extreme scale and EUV mastery give TSMC a moat rival chipmakers can’t cross, how its Arizona and Japan fabs fit into a strategy shaped by China-Taiwan tension, and how wafer volumes, node mix, and multi-billion-dollar capex translate into free-cash-flow and ROIIC. Daniel and Shawn also debate the right way to price the ever-present geopolitical “wipe-out” tail risk, and ask whether today’s market price offers a margin of safety on what could be the most important company in the world. Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 07:39 - How TSMC evolved from a government-backed project to a trillion-dollar company 07:45 - How the semiconductor industry works 16:10 - Where TSMC’s dominance comes from 31:27 - What moat protects TSMC’s business 39:54 - What the competitive landscape looks like 43:55 - Where future growth is coming from 49:45 - How geopolitical risk is impacting TSMC 1:03:25 - Whether TSMC is attractively valued at its current levels 1:09:18 - Whether Shawn & Daniel add TSM to The Intrinsic Value Portfolio And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Sign Up for The Intrinsic Value Community. Interview with TSMC Founder Morris Chang Quartr’s Overview of TSMC NZS Semiconductor Whitepaper Check out our previous Intrinsic Value breakdowns: Nintendo, Airbnb, AutoZone, Alphabet, Ulta, John Deere, and Madison Square Garden Sports. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: • Airbnb Connect with Shawn: Twitter | LinkedIn | Email Connect with Daniel: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Shawn O’Malley and Daniel Mahncke break down Nubank (ticker: NU), a leading fintech company providing credit card, banking, and insurance services to millions across Latin America, with nearly 60% of Brazil’s adult population using one of the company’s products. Nubank’s success is a true David vs.Goliath story, overcoming a powerful banking oligopoly in Brazil to provide more accessible and lower-fee digital banking services to the masses, who had long been neglected by traditional banks. In this episode, you’ll learn how Nubank grew to become one of Latin America’s largest companies with over 100 million users in just over a decade, how being a digital-first bank has given them huge operating cost advantages, why Nubank’s unit economics are so attractive, what key metrics to focus on when evaluating a banking business, and whether Nubank is attractively valued given its incredible growth prospects, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 13:42 - Nubank’s inspiring David vs. Goliath origin story. 19:17 - How Nubank’s first credit card product spread like wildfire. 23:20 - Why the customer experience with Nubank is fundamentally different than with competitors. 25:00 - What makes David Velez such a special founder and CEO. 29:30 - How Nubank has used its low-cost moat to compound the advantages of its business structure and built customer loyalty by sharing those rewards with customers. 41:17 - Why Nubank’s growth story may only be just starting. 01:20:14 - Whether Shawn & Daniel add NU to The Intrinsic Value Portfolio. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Sign Up for The Intrinsic Value Community. Nubank: Business Breakdowns Podcast. Is Nubank Disrupting Traditional Banking? Substack Article. Article on Nubank’s late payments jumping. Aswath Damodaran's resources on equity & country risk premiums. Nubank’s CEO on the Crucible Moments Podcast. Long-form investment thesis on NU. Check out our previous Intrinsic Value breakdowns: Nintendo, Airbnb, AutoZone, Alphabet, Ulta, John Deere, and Madison Square Garden Sports. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Airbnb Connect with Shawn: Twitter | LinkedIn | Email Connect with Daniel: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Daniel Mahncke and Shawn O’Malley break down Amazon (ticker: AMZN), one of the most transformative companies of the modern era — a business that started as an online bookstore and ended up reshaping global commerce, cloud computing, and digital infrastructure. From innovating retail logistics to building the backbone of the internet through AWS, Amazon has changed the way the world shops and interacts with technology — and it’s not slowing down. In this episode, you’ll learn how Amazon evolved from a retail disruptor into a multi-engine platform business, how AWS and advertising became its primary profit drivers, how the company is navigating massive AI investments and expanding into satellite internet with Project Kuiper, and whether the current valuation reflects the next leg of growth — plus plenty more along the way. Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 03:20 - How Bezos built Amazon and its Culture 13:32 - How Amazon’s Flywheel works 18:46 - How Amazon built one of the largest Advertising businesses in the world 27:19 - What AWS is and what role it plays for Amazon 39:09 - The Dynamics of the e-commerce business and competition 43:44 - Whether Amazon Devices can turn into a success story after all 51:01 - What position Amazon is taking in AI 58:20 - What impact Kuiper could have on Amazon’s business 1:08:46 - How Amazon performed in times of tariffs and immense capex spend 1:27:56 - Whether Amazon is attractively valued at its current levels 1:29:29 - Whether Shawn & Daniel add AMZN to The Intrinsic Value Portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Sign Up for The Intrinsic Value Community. The Investor’s Podcast on Amazon’s Story. Quartr’s Overview of Amazon. The Shareholder Letters of Jeff Bezos. Clayton Christensen's The Innovator’s Dilemma. Amazon CEO Andy Jassy Interview at the Harvard Business Review. Check out our previous Intrinsic Value breakdowns: Nintendo, Airbnb, AutoZone, Alphabet, Ulta, John Deere, and Madison Square Garden Sports. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: • CFI Education • Airbnb Connect with Shawn: Twitter | LinkedIn | Email Connect with Daniel: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Shawn O’Malley and Daniel Mahncke break down Shopify (ticker: SHOP), a leading e-commerce platform company enabling e-commerce merchants across the world to seamlessly manage nearly every part of their business in one place. Shopify has been locked in a power struggle with Amazon, as the two present distinct visions for the future of e-commerce: Amazon tries to pull merchants to its marketplace and to conform with its standardized shopping experience, while Shopify empowers merchants to manage their own websites that go direct-to-consumer. In this episode, you’ll learn how Shopify started humbly as a snowboard website, what makes Shopify such a killer app, how Shopify and Amazon compete but also have found ways to strategically co-exist, why Shopify may have multiple moats working to its advantage, and whether Shopify is attractively valued given its compelling growth prospects, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 05:30 - Why the enterprise software market was ripe for disruption. 10:50 - Shopify’s origin story as a simple snowboard website in Canada. 14:47 - How Shopify’s value proposition differs from Amazon. 36:42 - Why Shopify abandoned its logistics business just one year after making a major acquisition. 42:42 - How Shopify has responded to Amazon encroaching on its turf. 01:01:38 - What to make of Shopify’s share split and ownership structure. 01:12:28 - Why Shopify’s growth story may only be just beginning. 01:16:32 - Whether Shawn & Daniel add SHOP to The Intrinsic Value Portfolio. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Business Breakdowns podcast on Shopify. Quartr’s overview of Shopify. Clayton Christensen's The Innovator’s Dilemma. Check out our previous Intrinsic Value breakdowns: Nintendo, Airbnb, AutoZone, Alphabet, Ulta, John Deere, and Madison Square Garden Sports. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: CFI Education Airbnb Connect with Shawn: Twitter | LinkedIn | Email Connect with Daniel: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Daniel Mahncke and Shawn O’Malley break down Visa (ticker: V), the global payments powerhouse that acts as the invisible engine behind billions of transactions every day. Visa doesn’t issue cards, lend money, or handle customer accounts — instead, it operates the network that connects banks, merchants, and consumers in over 200 countries. Whether you’re tapping your card for a coffee, shopping online, or sending money abroad, there’s a good chance Visa is taking a small slice behind the scenes. Visa is to the global economy what highways are to cars — an essential infrastructure layer that makes modern commerce move. In this episode, you’ll learn how Visa evolved from a consortium of banks to a dominant public company, how it defends its massive competitive moat, where growth will come from beyond traditional card payments, whether emerging technologies like account-to-account payments pose a real threat, how to think about Visa’s valuation, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 03:04 - How Visa’s business model works and how it earns money from transactions17:49 - Why every player in the payment process needs Visa26:54 - Visa’s origin story and how BofA’s BankAmericard changed banking forever55:36 - Where Visa’s growth will come from in the future47:50 - What are Visa’s Value Added Services and New Flows57:44 - Why Visa’s Moat is so impenetrable1:01:31 - Who are Visa’s competitors and what are the overarching risks1:10:07 - Whether Visa is attractively valued at current levels1:19:10 - Whether Shawn & Daniel add V to The Intrinsic Value Portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Visa’s latest Annual Report. Book to understand Payments: The Pay Off. The Acquired Podcast on Visa. Visa Investor Day 2025 Presentation. Check out our previous Intrinsic Value breakdowns: Nintendo, Airbnb, AutoZone, Alphabet, Ulta, John Deere, and Madison Square Garden Sports. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: • CFI Education • Airbnb Connect with Shawn: Twitter | LinkedIn | Email Connect with Daniel: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Shawn O’Malley and Daniel Mahncke break down Adobe (ticker: ADBE), a leading software company providing end-to-end solutions for creative professionals, from design and creation to marketing and performance measurement. Through apps like Photoshop and After Effects, Adobe offers an industry-leading suite of productivity tools for creatives, including freelancers designers, Hollywood design studios, and everyone inbetween. Excel is to the financial world as Adobe is to the creative world, you might say. In this episode, you’ll learn how Adobe grew out of a garage and became tangled with Apple early on, how the company transitioned to a cloud-based subscription model, whether AI risks to Adobe’s business are overstated, how Adobe is implementing AI into its tool, whether Adobe is as attractively valued as it seems, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 00:43 - Adobe’s origin story and how it was created out of a garage. 07:24 - What were Adobe’s first few popular products and how Apple elevated Adobe’s business. 16:02 - Why Adobe transitioned to a subscription-based business model in 2013. 19:36 - Why the market has soured on Adobe’s otherwise wonderfully profitable and growing business. 24:40 - How Adobe is responding to Canva, Figma, and disruptions from AI. 39:32 - What Adobe is doing to keep the next generation of designers using its products. 01:04:50 - The biggest risks to Adobe’s continued dominance. 01:07:41 - Whether Adobe is attractively valued at its current beaten down levels. 01:16:22 - Whether Shawn & Daniel add ADBE to The Intrinsic Value Portfolio. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. From Quartr’s Insights blog: Adobe: Equipping the Architects of Digital Expression. Adobe’s Investor Day Summit. Value Investor’s Club pitch for Adobe. Never Sell podcast on Adobe. Check out our previous Intrinsic Value breakdowns: Nintendo, Airbnb, AutoZone, Alphabet, Ulta, John Deere, and Madison Square Garden Sports. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: CFI Education Airbnb Connect with Shawn: Twitter | LinkedIn | Email Connect with Daniel: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Daniel Mahncke and Shawn O’Malley break down Mercedes-Benz (ticker: MBG), one of the world’s most iconic automakers known for luxury, engineering, and performance. From the invention of the automobile to perfecting the engineering craft, Mercedes has shaped the way the world moves — and it wants to continue to do so, now with a stronger focus on EVs and in-car technology. In this episode, you’ll learn how Mercedes grew out of the industrial revolution and invented the modern car, how its legacy and brand power influence the company’s strategy today, how it's navigating the shift to electrification and digital software, whether Chinese EV competition is an existential threat, how Mercedes plans to monetize its own operating system, and whether the stock’s high dividend yield and low valuation make it a hidden gem — plus plenty more along the way. Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 11:40 - Mercedes’ origin story and how it built the first automobile 18:21 - How Mercedes dominated motorsports 24:53 - How Mercedes makes money and what business segments they have 31:22 - Why Mercedes’ EQ lineup has failed 32:40 - What Mercedes has changed for the new EVs 37:06 - How the industry and competitive landscape have changed 43:31 - What role China plays and how Mercedes is performing in China 58:38 - Whether Mercedes is attractively valued at its current beaten-down levels 59:35 - How Mercedes performed recently and what KPIs matter most 1:01:02 - Whether Shawn & Daniel add MBG to The Intrinsic Value Portfolio And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Mercedes’ latest Annual Report. CEO Ola Källenius 2022 interview on the Decoder Podcast. Value Investor’s Club Pitch on Mercedes. Check out our previous Intrinsic Value breakdowns: Nintendo, Airbnb, AutoZone, Alphabet, Ulta, John Deere, and Madison Square Garden Sports. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: CFI Education Airbnb Connect with Shawn: Twitter | LinkedIn | Email Connect with Daniel: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Shawn O’Malley and Daniel Mahnke break down Comfort Systems (ticker: FIX), a specialty contracting company providing installation and maintenance services for the electrical, HVAC, and plumbing needs of schools, hospitals, apartment buildings, restaurants, data centers, manufacturing facilities, and a range of other customers. Comfort Systems is something of a serial acquirer, snapping up regional contracting companies at attractive prices and plugging them into a broader holding company structure, where management at the top can handle capital allocation across each of the subsidiaries. In this episode, you’ll learn how Comfort Systems has scaled across the country and diversified its operations, how the business has used the serial acquirer playbook to compound its intrinsic value for shareholders, why the company is benefiting from major tailwinds related to AI and manufacturing onshoring in the U.S., plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 09:59 - Why Comfort Systems has benefited from a manufacturing boom in the U.S. 10:54 - How Comfort Systems is tied to the AI boom 14:40 - What the company looks for in acquisition targets 20:32 - How Comfort Systems increases its intrinsic value by supporting its subsidiary contracting businesses 35:28 - Why mechanical contracting is such a localized business 40:45 - Whether Comfort Systems can continue to compound returns going forward 1:00:13 - How to calculate returns on incremental invested capital and why it matters for shareholders 1:02:41 - What is Comfort Systems’ intrinsic value per share 1:06:44 - Whether Shawn & Daniel add FIX to The Intrinsic Value Portfolio And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out the Yahoo Finance Article on FIX. Fix’s latest 10K filing. CEO Brian Lane’s 2022 interview on the Compounders Podcast. John Huber on calculating returns on incremental capital. Chris Mayer’s book: 100 Baggers. Check out our previous Intrinsic Value breakdowns: Nintendo, Airbnb, AutoZone, Alphabet, Ulta, John Deere, and Madison Square Garden Sports. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: CFI Education Airbnb Connect with Shawn: Twitter | LinkedIn | Email Connect with Daniel: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Shawn O’Malley and Daniel Mahncke break down Uber (ticker: UBER), a ubiquitous tech giant that has changed how the world travels. Uber became profitable annually for the first time in 2023, and as its user growth accelerates, the company appears to be achieving modest economies of scale, making it an increasingly attractive business. In this episode, you’ll learn how Uber has scaled across the world and invested in competitors in areas it couldn’t win, why Uber isn’t as negatively exposed to autonomous vehicles as you might think, and why Bill Ackman invested in the company, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 06:55 - What it has taken for Uber to finally turn profitable. 09:25 - How regulatory risks are affecting the company. 12:37 - Uber’s playbook for global growth. 15:52 - Why international growth is more profitable than U.S. growth for Uber. 25:20 - Why Uber has invested in so many competitors. 50:52 - How Uber can actually benefit from autonomous vehicles. 56:47 - Why Bill Ackman invested billions in Uber. 01:03:30 - What is Uber’s intrinsic value per share. 01:15:09 - Whether Shawn & Daniel add UBER to The Intrinsic Value Portfolio. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Bloomberg’s reporting on how Uber bypasses minimum wage restrictions. Uber’s Q4 supplemental charts presentation. The New York Times’ coverage of driver lockouts. Check out our previous Intrinsic Value breakdowns: AutoZone, Alphabet, Ulta, John Deere, and Madison Square Garden Sports. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: CFI Education TurboTax Airbnb Connect with Shawn: Twitter | LinkedIn | Email Connect with Daniel: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Daniel Mahncke and Shawn O’Malley break down Nike (ticker: NKE), the global leader in athletic footwear and apparel. With a legacy built on innovation, iconic athlete endorsements, and a brand that resonates across generations, Nike has long been a dominant force in the sportswear industry. But after years of consistent success, the company is now navigating through one of its toughest stretches in decades, facing slowing sales, margin pressure, and growing competition from younger, more trendy brands. In this episode, you’ll learn why Nike’s once-flawless growth story has recently hit turbulence, how its shift toward direct-to-consumer impacted its wholesale relationships, what the brand is doing to win back market share and reignite innovation, why CEO Elliott Hill is refocusing the company on core sports categories, and whether this could be the reset Nike needs to stage a long-term comeback — plus a whole lot more. Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 01:48 - How Nike went from a small retail store to the biggest brand in sportswear. 12:13 - How Nike’s business is structured. 21:46 - Why Nike’s management decisions caused today’s challenges. 25:46 - How the new competitive landscape looks. 31:55 - Whether Nike still has a moat. 37:47 - Why Nike lost the edge on innovation. 38:55 - What Nike’s new CEO is doing to turn the ship around. 46:11 - How do Nike’s most recent results look. 50:39 - How to think about Nike’s intrinsic value. 57:08 - Whether Shawn & Daniel add NKE to The Intrinsic Value Portfolio. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. The World Cup 2014 Nike Commercial. Nike: From Humble Beginnings to Global Domination — We Study Billionaires podcast. Daniel Mahncke’s last Pitch on Moncler. Phil Knight's Shoe Dog. Check out our previous Intrinsic Value breakdowns: AutoZone, Alphabet, Ulta, John Deere, and Madison Square Garden Sports. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: CFI Education TurboTax Airbnb Connect with Shawn: Twitter | LinkedIn | Email Connect with Daniel: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In today’s episode, Shawn O’Malley and Daniel Mahnke break down Reddit (ticker: RDDT), an emerging social media giant. Reddit became profitable for the first time in 2024, and as its user growth accelerates, the company appears to be achieving economies of scale, making it a very promising business. In this episode, you’ll learn why Reddit is such a unique social media platform, how it cultivates community and authenticity, why the company is surprisingly tied to the hype around AI, what Reddit can do to further improve its business quality, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 02:12 - Why people come to Reddit and why the platform might be very durable. 04:04 - Why Reddit is such a unique social media platform. 30:15 - How the company is tapping into AI models’ demand for data to earn licensing fees. 35:12 - What Reddit is doing to revamp its advertising business. 36:28 - What underpins the symbiotic relationship between Google and Reddit. 51:12 - How Reddit uses language translation to make its content accessible to anyone worldwide. 51:35 - How Reddit can grow internationally. 1:14:50 - What is Reddit’s intrinsic value per share. 1:19:36 - Whether Shawn & Daniel add RDDT to The Intrinsic Value Portfolio. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Join The Investors Podcast’s subreddit. The Quartr blog’s coverage of Reddit’s business model and IPO. Reddit management’s Q4 earnings AMA. Reddit CEO’s interview with the WSJ. Check out our previous Intrinsic Value breakdowns: AutoZone, Alphabet, Ulta, John Deere, and Madison Square Garden Sports. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: CFI Education TurboTax Airbnb Connect with Shawn: Twitter | LinkedIn | Email Connect with Daniel: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In today’s episode, Daniel Mahncke and Shawn O’Malley break down Moncler (ticker: MONC), an emerging leader in luxury outerwear. Known for its iconic down jackets, high-profile collaborations, and strategic expansion into new markets, Moncler has established itself as a powerhouse in the luxury fashion industry. As the company focuses on strengthening its direct-to-consumer model and expanding the luxury streetwear brand Stone Island, it’s positioning itself for more stable and profitable growth while maintaining its exclusive brand image. In this episode, you’ll learn why Moncler stands out in the luxury fashion world, how it has built a strong brand identity rooted in both heritage and innovation, why its shift toward direct sales is so important for long-term profitability, what role collaborations and limited collections play in driving demand, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 02:44 - How Moncler evolved from a French, niche skiwear brand into an Italian luxury brand. 13:10 - What makes a luxury brand successful. 26:51 - Why Direct-to-Consumer is so important for luxury brands. 34:59 - How Remo Ruffini transforms niche, local brands into global luxury brands. 49:28 - What role does Stone Island play? 49:28 - How does Moncler think about further acquisitions? 52:54 - Where does future growth come from? 01:10:52 - What are the risks in a Moncler investment? 01:26:37 - Whether Shawn & Daniel add MONC to The Intrinsic Value Portfolio. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. What Moncler and Canada Goose are really chasing: watch the video. Moncler x Pharrell Williams Art of Terrain Experience. Daniel Mahncke’s last Pitch on Nintendo. “The Luxury Strategy” book. Check out our previous Intrinsic Value breakdowns: AutoZone, Alphabet, Ulta, John Deere, and Madison Square Garden Sports. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Shopify CFI Education TurboTax Airbnb Connect with Shawn: Twitter | LinkedIn | Email Connect with Daniel: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In today’s episode, Shawn O’Malley and Daniel Mahnke break down Hershey (ticker: HSY), a company about so much more than chocolate. From Hershey’s Kisses to Reese’s, Skinny Pop, and Dot’s Pretzels, Hershey’s is home to a number of iconic brands and is turning into an increasingly diversified snacking company. In this episode, you’ll learn how Hershey’s was founded, why chocolate brands are hard to scale internationally, why Hershey’s is diversifying into salty snacks, what Hershey’s is doing about a global cocoa shortage, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 04:41 - Hershey’s unique origin story 16:09 - How the company is responding to global cocoa shortages 22:19 - Why Hershey is unlikely to be acquired and its plans for growth 23:36 - The origins of Hershey’s unconventional ownership structure 29:27 - Why Hershey’s isn’t as popular outside North America 39:53 - What made Hershey’s diversify into salty snacks 42:45 - Why the stock has been so beaten up over the last 18 months 35:12 - How Hershey’s stacks up against competitors 1:00:20 - What is Hershey’s intrinsic value per share 1:07:44 - Whether Shawn & Daniel add HSY to The Intrinsic Value Portfolio And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Hershey’s 2023 pitch on the Value Investors Club Forum. Check out Poor Charlie’s Almanack. The History of Hershey. Hershey’s annual financial reports. Check out our previous Intrinsic Value breakdowns: AutoZone, Alphabet, Ulta, John Deere, and Madison Square Garden Sports. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Shopify CFI Education TurboTax Airbnb Connect with Shawn: Twitter | LinkedIn | Email Connect with Daniel: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In today’s episode, Daniel Mahncke and Shawn O’Malley break down Nintendo (ticker: NTDOY), a global gaming powerhouse. With its legendary franchises, expanding digital services, and a growing presence beyond gaming, Nintendo is evolving into a broader entertainment empire. As the company focuses on building an everlasting ecosystem and shifting toward recurring revenue streams, it appears to be achieving greater financial stability while maintaining its reputation for innovation. In this episode, you’ll learn why Nintendo is such a unique gaming and entertainment company, how it has built one of the most loyal fan bases in the industry, why its business model is evolving beyond traditional console cycles, what Nintendo can do to strengthen its long-term profitability, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 03:57 - How Nintendo evolved from a small playing card company into a global gaming powerhouse. 07:48 - Why Nintendo's consoles and games are unique in the industry. 10:03 - Why Nintendo differs from competitors like PlayStation and Xbox. 21:20 - How the introduction of online services has changed the gaming industry forever. 26:57 - How Nintendo survived the Wii U failure and stepped up its game. 35:29 - How Nintendo is turning its consoles into an everlasting gaming ecosystem. 47:04 - How Nintendo is leveraging its IP to expand beyond gaming. 01:27:14 - What is Nintendo’s intrinsic value per share? 01:31:51 - Whether Shawn & Daniel add NTDOY to The Intrinsic Value Portfolio. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Crossroad's 2021 Annual Letter: Nintendo Breakdown. Nintendo's Investor Relations Information. Daniel Mahncke’s appearance on the Millennial Investing podcast to discuss Alibaba. Shawn and Daniel’s 2024 podcast on Disney The Original 1972 Magnavox Odyssey Commercial. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Netsuite Shopify CFI Education TurboTax Airbnb Connect with Shawn: Twitter | LinkedIn | Email Connect with Daniel: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down Airbnb (ticker: ABNB), a dominant and disruptive business in the hospitality industry. Airbnb has changed how the world travels, convincing millions to spend a night in a stranger’s home, similar to how Uber convinced the world to ride in strangers’ vehicles. Shawn explores how Airbnb got its start, the business’s economics, and whether the company is an attractive investment at current prices. In this episode, you’ll learn the secret sauce behind Airbnb, how it stacks up against the competition, what Airbnb’s flywheel looks like, how the company plans to grow, the best ways to think about valuing its shares, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 03:06 - Airbnb’s surprising origin story 07:56 - How Airbnb’s co-founder has continued to lead the company 23:47 - Which concerns pose the biggest downside risks for Airbnb investors 25:12 - How Airbnb is navigating regulatory controversies in cities across the world 28:25 - What impact has Covid had on the business, and why it may have made Airbnb stronger 41:00 - Airbnb’s plans for growth and continued disruption of the hospitality industry 41:20 - What underpins Airbnb’s flywheel for success 47:56 - How to think about Airbnb’s valuation and Shawn’s decision on Airbnb for The Intrinsic Value Portfolio And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out The Story of Airbnb w/ Clay Finck | YouTube Video. Aswath Damodaran’s blog post on ABNB. Leigh Gallagher's book, The Airbnb Story. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Airbnb TurboTax Netsuite CFI Education Public Shopify Connect with Shawn: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down Blue Owl Capital (ticker: OWL), an emerging giant in the world of alternative asset management that specializes in private credit. Blue Owl has quickly grown its assets under management to over $230 billion and is one of the few SPACs from 2020 to work out, yet Shawn explores whether the company is a good investment at current prices. In today’s episode, you’ll learn how Blue Owl was born out of several mergers, how the private credit legend Doug Ostrover has built an extremely high-quality asset-management business with 91% permanent capital, why private asset classes have become so popular in recent years and whether that growth is sustainable, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 05:11 - How Blue Owl was born out of a merger with Dyal Capital and a SPAC. 05:11 - What the business model for an alternative asset manager looks like. 11:49 - Why alternative investing has ballooned in recent years and whether that growth is sustainable. 29:49 - Why Blue Owl’s permanent capital base is so attractive. 36:23 - How Blue Owl has continued to grow its assets under management through acquisitions. 59:04 - How to untangle Blue Owl’s convoluted corporate structure. 01:03:42 - Why financial services businesses are especially opaque and hard-to-value. 01:08:17 - Whether Shawn adds Blue Owl to The Intrinsic Value Portfolio. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. The Financial Times’ article on Michael Rees of Dyal Capital. Capital Allocators podcast with Douglas Ostrover. Chris Panagiotu was my financial-advisory scuttlebutt contact for Blue Owl — checkout his podcast on financial planning. Ohio State study on private credit returns. See here on how to attend the 2025 Berkshire Hathaway shareholder’s meeting and meet-ups with The Investor’s Podcast Network Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Netsuite Shopify TurboTax Public Airbnb Connect with Shawn: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down VeriSign, a company that underpins the functioning of the internet. VeriSign acts like a toll road, collecting fees from anyone using website domains ending in .com or .net, in exchange for managing the global domain registry system and making these domains accessible. VeriSign is a fascinating company with the fifth-highest profit margins in the S&P 500, and its shares have been increasingly snapped up by Berkshire Hathaway of late, which has become its largest shareholder. You’ll learn how VeriSign was granted its monopoly, how it supports internet infrastructure, and whether the stock is attractively valued, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 02:29 - How VeriSign sits at the foundation of the world’s internet. 07:22 - Why VeriSign is legally permitted to have a monopoly over the .com & .net website domains. 08:40 - How VeriSign is like a toll road by getting paid by any website ending in .com. 12:29 - What VeriSign does with its ample cash flows. 13:34 - How domain registration works and how VeriSign relies on sites like GoDaddy to drive more domain registrations. 13:44 - Why VeriSign’s monopoly likely isn’t going anywhere. 32:26 - The biggest risks, from cyberattacks to terrorism, threatening the company’s operations. 45:39 - How to think about the company’s intrinsic value and how expected returns fluctuate based on your purchase price per share. 51:15 - Whether Shawn adds VeriSign to The Intrinsic Value Portfolio. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our discussion of VeriSign in the Q1 2025 Mastermind episode on We Study Billionaires | YouTube Video. Value Investors Club pitch for VRSN. Read the article on Berkshire’s acquisitions of VRSN shares. The difference between ICANN and VeriSign, explained. Explore Myths & facts about VeriSign. See here on how to attend the 2025 Berkshire Hathaway shareholder’s meeting and meet-ups with The Investor’s Podcast Network Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Netsuite TurboTax Public Airbnb Connect with Shawn: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down AutoZone, ticker: AZO, a 100-bagger stock that continues to wow investors with its massive share repurchases after already buying back more than 90% of its total shares outstanding in the past two decades. AutoZone is a seemingly mundane auto parts retailer, a common store you’ve probably driven past or visited dozens of times, but its returns on capital are anything but average. Shawn goes through the company’s surprising origin story, how it scaled nationwide and internationally with a simple business model, why the business is so profitable and why it has been able to fend off Amazon so well, and whether this quality stock is attractively valued today, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 05:51 - How AutoZone was born out of a family grocery chain. 11:30 - How AutoZone leverages “mega hubs” to keep an inventory of over 100,000 SKUs. 13:45 - Why AutoZone is able to boost its free cash flows with negative working capital. 13:45 - How is AutoZone able to repurchase so much of its stock? 28:37 - What has made the company so resistant to e-commerce and pressures from Amazon? 35:58 - Why AutoZone’s customers are price insensitive and value service quality more than anything. 53:40 - Where AutoZone is expanding internationally and how that affects the business’s growth prospects. 59:59 - How to think about the company’s intrinsic value and how expected returns fluctuate based on your purchase price per share. 01:05:05 - Whether Shawn adds AutoZone to The Intrinsic Value Portfolio. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Value Investors Club post on AZO. Quartr’s deep dive into AZO. CNBC on how AutoZone has fended off Amazon. Attend the 2025 Berkshire Hathaway shareholder meeting and meet-ups with The Investors Podcast Network Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Netsuite TurboTax Public Airbnb Connect with Shawn: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down Vital Farms, a company that sells pasture-raised eggs with a cult-like following. Vital Farms missed the memo that eggs are supposed to be a commodity and instead has brought the “premium egg” market mainstream. Shawn goes through how the company has scaled its business sustainably and ethically through a network of family farms, why the brand has such incredible customer loyalty, how they can continue growing, and why the stock may offer “egg-cellent” value to investors, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 07:20 - What makes the Vital Farms brand so special to consumers 15:15 - How Vital Farms built up a network of family farms from scratch 28:10 - How the company has leveraged its pricing power and customer loyalty to scale revenues dramatically 40:45 - What Vital Farms has done to fend off allegations of greenwashing 46:33 - What Vital Farms can do to keep expanding its business 51:57 - How to think about the company’s intrinsic value 52:15 - Why the stock appears undervalued relative to other fast-growing, pure-play consumer packaged goods companies 57:53 - Whether Shawn adds Vital Farms to The Intrinsic Value Portfolio And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Vital Farms pitch on the Value Investors Club forum. Learn more about Vital Farms. Check out tracing egg cartons with Vital Farms Matt O’Hayer’s interview with CNBC. Attend the 2025 Berkshire Hathaway shareholder meeting and meet-ups with The Investors Podcast Network Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Netsuite TurboTax Public Airbnb Connect with Shawn: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down Alphabet — the parent company of Google, which is one of the most valuable companies in the world and probably an important part of your everyday life. Shawn explores how Google got its start, how Alphabet makes money from seemingly-free services like Gmail, Google Maps, and Google Earth, and what to make of how AI and regulatory threats could reshape Alphabet’s business model. Shawn paints a high-level picture of the most important things to understand about this incredible business and then goes through his process for valuing each individual business unit at Alphabet. You’ll learn how Alphabet’s different business units are structured, how they make money, and how Shawn assembles a “sum-of-the-parts valuation” for the company, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 05:39 - Which subsidiaries make up the Alphabet conglomerate 07:58 - What to make of Alphabet’s “Moonshot Bets” division 10:33 - How to factor in Waymo and other speculative technologies into the company’s valuation 23:58 - How AI is changing search 29:22 - In what ways Alphabet earns different forms of advertising revenue 31:33 - Why YouTube is arguably the most valuable streaming platform in the world 39:37 - Why regulatory concerns aren’t as much of a worry as you might think 45:42 - Mind-blowing stats about just how large and influential Alphabet is 48:16 - How to put together a sum-of-the-parts valuation for Alphabet *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Aswath Damodaran on the Magnificent 7. Check out Alphabet pitch on the Value Investors Club. Adam Seessel's book, Where the Money Is: Value Investing in the Digital Age. Adam Seessel’s past appearances on the Millennial Investing podcast in: November 2023, September 2022, and June 2022. Adam Seessel on the We Study Billionaires podcast. Learn more about Alphabet’s Moonshot Bets. Attend the 2025 Berkshire Hathaway shareholder meeting and meet-ups with The Investors Podcast Network Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: TurboTax Public Airbnb Connect with Shawn: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down John Deere, a company as American as Levi’s blue jeans and apple pie. John Deere is a fascinating business because it has survived for nearly two hundred years and remained an industry leader for much of that time, continually building their world-famous green-and-yellow tractors. Deere is about much more than tractors, though, and you might be surprised to learn that its story is really about cutting-edge technology. Deere’s equipment is extremely sophisticated, and the company is working on autonomous tractors that may very well be the future of agriculture. After breaking down Deere’s business, Shawn shares his thoughts on the company’s valuation and his decision on whether to add it to The Intrinsic Value Portfolio he’s building each week on the show, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 01:56 - How John Deere was founded. 19:24 - Why farmers love John Deere so much. 24:24 - How the company has embraced cutting-edge technology. 33:04 - Where Deere stacks up against the competition. 41:58 - Why subscriptions are enabling Deere’s business to be less cyclical. 55:19 - How to value a cyclical company. 56:53 - What to make of Deere’s seemingly large amount of debt. 01:06:40 - Whether Shawn thinks the stock is attractively valued. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Leandro’s article on John Deere for Best Anchor Stocks. Leandro’s Twitter account. Value Investors Club pitch of John Deere. David Magee's The John Deere Way. Aswath Damodaran on valuing cyclical businesses. Attend the 2025 Berkshire Hathaway shareholder meeting and meet-ups with The Investors Podcast Network. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: TurboTax Public Airbnb Connect with Shawn: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down what you might call a beautiful compounder. That is, Ulta Beauty, one of America’s largest retailers for cosmetics, skincare, and hair care products, with an impressive track record of generating returns on capital while benefiting from industry trends where beauty enthusiasts increasingly see beauty products as being key to their wellness and self-care routines. Shawn outlines what has worked well for Ulta, why its customers are so loyal, how it survived disruption from Amazon, his thoughts on the company’s valuation, and finally, his decision on whether to add the company to The Intrinsic Value Portfolio he’s building each week on the show, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 02:28 - How Mary Dillon made Ulta into an e-commerce giant. 11:27 - What customers love about Ulta. 13:35 - What makes the in-person experience at Ulta so special. 26:39 - How Ulta stacked up 44 million members in its loyalty program. 29:08 - How Ulta compares to Sephora and other competitors. 39:44 - Why Ulta has been able to generate such impressive returns on capital. 42:53 - What’s attractive about Ulta’s current valuation. 48:44 - Whether the company can continue growing. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Sign up for The Intrinsic Value Newsletter. ROIIC Formula: Intrinsic Value Compounding Rate = ROIC x Reinvestment Rate. John Huber on calculating the incremental return on invested capital. Berkshire Hathaway’s 1992 shareholder letter from Warren Buffett. Ulta’s 2024 Investor Day webcast. An interview with Ulta’s CEO , Dave Kimbell, on why Ulta is winning despite industry disruption. Attend the 2025 Berkshire Hathaway shareholder meeting and meet-ups with The Investors Podcast Network. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: TurboTax Public Bluehost Airbnb Connect with Shawn: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) tells the story of Coupang, the “Amazon of South Korea.” Coupang’s Bom Kim is an impressive founder & CEO who has led the company to incredible growth, with almost half of South Korea’s population becoming active customers of Coupang. And Coupang’s overnight delivery actually puts Amazon to shame, while few companies create as much value for customers as Coupang does with its RocketWOW memberships, which are similar to Amazon’s Prime subscriptions. But how well does this all translate into value for Coupang’s shareholders? In today’s episode, you’ll learn the origin story behind Coupang, how its business model works, why its stock has flopped since IPOing in 2021, how Shawn thinks about its valuation, and whether he wants to add it to The Intrinsic Value Portfolio, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 02:51 - How Coupang captured the hearts — and wallets — of South Koreans 05:06 - Why Bom Kim founded Coupang 22:03 - What’s behind Coupang’s shift into luxury e-commerce 33:11 - Why Coupang is planning to expand more in Taiwan and what went wrong in Japan 38:40 - Which legendary investors have invested in Coupang 40:28 - How a negative cash conversion cycle supports Coupang’s free cash flows 42:34 - In what ways Temu and Alibaba are threatening Coupang 45:53 - How to think about Coupang’s intrinsic valuation 49:41 - Whether Shawn is adding Coupang to The Intrinsic Value Portfolio And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Sign up for The Intrinsic Value Newsletter. Coupang’s pitch on the Value Investors Club forum. Check out Miller Value Partners on Coupang. Quartr’s breakdown of the Coupang story. Coupang’s AI-powered fulfillment center. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: TurboTax Airbnb Public Bluehost Connect with Shawn: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down Madison Square Garden Sports Corp., ticker: MSGS, which is the holding company that owns the NBA’s New York Knicks and NHL’s New York Rangers. MSGS is one of the few publicly-traded equities that allows retail investors to directly own professional sports teams, and few franchises are of a higher profile than the Knicks and Rangers. Shawn covers the business model of professional sports teams, why sports franchises are trophy assets for billionaires, the driving factor behind the rapid appreciation in the value of professional sports teams, why investors in MSGS are effectively getting ownership in the Knicks and Rangers at a 50% discount, estimates for the intrinsic value per share of MSGS, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 02:59 - How MSGS gives retail investors a chance to own two of the most valuable sports franchises in the world 04:02 - Why purchase prices for sports teams have appreciated so dramatically in recent years 16:06 - How to think about MSGS’s valuation and its discount to NAV 20:55 - How league structure affects the Knicks and Rangers differently 27:19 - What is the biggest cost for sports teams 29:57 - Why the business of pro sports teams isn’t as good as you’d think 30:17 - How a tax break incentivizes billionaires to buy sports teams 32:24 - The bear case against investing in MSGS 33:28 - Shawn’s estimate of MSGS’s intrinsic value and decision on whether to add it to The Intrinsic Value Portfolio And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Sign up for The Intrinsic Value Newsletter. $MSGS pitch on the Value Investor’s Club forum. Follow Vince Pagano on social media. Check out Aswath Damodaran on sports franchises. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: TurboTax Airbnb Public Bluehost Connect with Shawn: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
The Intrinsic Value Podcast by The Investor’s Podcast Network is hosted by Shawn O’Malley. This podcast is inspired by 10 years of interviews with the world’s best investors here at The Investor’s Podcast Network. Shawn applies those lessons while breaking down and valuing a different business every week. From outlining how companies make money to understanding their competitive advantages, competitors, growth opportunities, and, of course, estimating their intrinsic value, this podcast will help you think smarter about business and investing. Tune in each week and start growing your knowledge and wealth today! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) chats with Clay Finck and Kyle Grieve of our We Study Billionaires podcast. Shawn reflects with Clay and Kyle on some of their favorite moments as Millennial Investing hosts in the past, from chatting with William Green to discussing whether we are in an “Everything Bubble” and how passive investing has affected markets. You’ll learn how Clay has evolved as an investor since joining The Investor's Podcast Network, how Kyle built out his stock portfolio and the challenges of doing so publicly, what has resonated with them the most from studying legendary investors, and updates on our new show — The Intrinsic Value Podcast — plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 00:29 - What to expect from our new show, The Intrinsic Value Podcast 03:10 - How Clay has evolved since joining The Investor's Podcast 13:00 - Whether markets are in an “Everything Bubble” and how to manage anxiety as an investor 17:08 - How Kyle built out his portfolio of individual stocks 37:31 - What it means to have skin in the game as a public personality and investor 45:03 - How passive investing has changed financial markets 49:38 - Why Clay and Kyle both choose to be active investors 58:53 - What surprised William Green most about legend investors from his interactions with them 1:02:40 - What has resonated with Clay and Kyle the most from studying legend investors And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Listen to Clay Finck and Kyle Grieve on We Study Billionaires or watch them on YouTube. Listen to MI131 with William Green and Clay Finck | Youtube Video. Listen to MI167 with Eric Balchunas and Clay Finck | Youtube Video. Listen to MI197 with Scott Nations and Clay Finck | Youtube Video. Listen to MI345 with Brian Stoffel and Kyle Grieve | Youtube Video. Check out William Green’s book Richer, Wiser, Happier. Meet up with us at the 2025 Berkshire Hathaway shareholder’s meeting in Omaha. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Airbnb Connect with Shawn: Twitter | LinkedIn | Email Connect with Clay: Twitter | LinkedIn | Email Connect with Kyle: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) goes through the best-selling book Zero to One by the prolific investor Peter Thiel, who’s best known for co-founding PayPal and Palantir and for being the first outside investor in Facebook. Thiel is a highly contrarian thinker, and the book organizes his notes from his time at Stanford lecturing to the next generation of Silicon Valley’s entrepreneurs. You’ll learn Peter Thiel’s favorite question to ask in interviews, the difference between horizontal and vertical progress, how the Tech Bubble changed Silicon Valley, why Peter Thiel actually likes monopolies, what investors get wrong about competition, how the Pareto Principle applies to the venture capital industry, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 06:06 - What Peter Thiel’s favorite interview question is 09:42 - What the difference is between horizontal and vertical progress 11:41 - Why Thiel thinks that technological progress has stagnated since the 1970s 17:43 - How Thiel took advantage of the Dot-Com Bubble to scale PayPal 19:57 - How the Dot-Com Bubble changed the culture of Silicon Valley and the goals of its founders 23:22 - Why Peter Thiel encourages funders to build a monopoly in specific niches 26:34 - How competition destroys profits 34:50 - Which types of monopolies are good for society 41:10 - What the Pareto Principle means for the venture capital industry And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Peter Thiel's book, Zero to One. Check out the Podcast review of Peter Thiel’s Zero to One on We Study Billionaires | YouTube Video. Check out the Executive summary of Zero to One by Preston Pysh and Stig Brodersen. Clayton Christensen's book, The Innovator’s Dilemma. Nassim Taleb's book, The Black Swan. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Netsuite TurboTax Public Airbnb Connect with Shawn: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) shares his favorite lessons from the billionaire investor Mohnish Pabrai, who some know as the “Indian Warren Buffett.” Pabrai is a master investor, a close friend of Charlie Munger, and a wonderful storyteller, too. You’ll learn what it means to circle the wagons in investing, how a few big decisions will end up mattering the most throughout your investment career, how GEICO changed Benjamin Graham’s perspective on investing, why Nick Sleep told his investors to simply buy and hold three stocks, what Pabrai learned from having lunch with Buffett, what it means to be a Dhando Investor, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 03:59 - Why only 4% of Berkshire Hathaway’s decisions over the years have explained most of Buffett’s outperformance 08:52 - Which three stocks Nick Sleep told his investors to hold after winding down his fund 09:48 - Which types of stocks you’d want to circle the wagons around 10:10 - How GEICO changed Benjamin Graham’s perspective on investing 17:19 - What Pabrai learned from having lunch with Warren Buffett 30:26 - Why great companies are not always great investments 37:55 - How the Patels built a motel empire across America 42:24 - What it means to be a Dhando Investor And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Mohnish Pabrai's book, The Dhando Investor. Pabrai’s Circle the Wagons presentation. Pabrai’s past interviews on The Investors Podcast Network: The Inner Score Card, Masterclass, Playing to Win, Value Investing and Philanthropy. Pabrai’s profile in Richer, Wiser, Happier. Check out Richer, Wiser, Happier by William Green. Pabrai’s presentation to Peking University students. Pabrai’s Dakshana Foundation. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: CFI Education Airbnb Connect with Shawn: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) takes you into the classroom of legendary investor Joel Greenblatt, sharing his biggest takeaways from watching Greenblatt’s lectures at Columbia. Greenblatt is a wildly successful investor, professor, founder of the Value Investor’s Club forum, and best-selling author of some of the most popular stock investing books ever written. You’ll learn how Greenblatt thinks about the upside and downside potential for investments through three case studies, how Joel Greenblatt derived his Magic Formula for investing, why buying cheap stocks still works even though the strategy is well-known, where to look for the rarest but most attractive types of stock investments, what was Joel Greenblatt’s biggest investing mistake, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 02:34 - How to think through stock investments via case studies on the best pitches ever submitted to the Value Investor’s Club forum 03:02 - How Joel Greenblatt derived the Magic Formula for investing 05:12 - Which investments are the rarest but most attractive 07:34 - Why it’s important to condense an investment thesis down to just a few sentences 11:52 - How bankruptcy restructurings can actually generate undervalued and overlooked stocks 19:02 - Why so many great investors get their start with microcap stocks and special situations 30:16 - Why value investing still works and has worked across time 41:29 - How Joel Greenblatt made his biggest investing mistake And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Joel Greenblatt's book, The Little Book that Beats the Markets. Watch the Video summary of The Little Book that Beats the Markets. Joel Greenblatt’s site: MagicFormulaInvesting.com. Playlist of Joel Greenblatt’s video lectures. Check out Value Investors Club (VIC). Norbert Lou interview (Charlie479). Joel Greenblatt’s 2022 interview on the Richer, Wiser, Happier podcast | YouTube Video. Joel Greenblatt’s 2021 interview on the We Study Billionaires podcast | YouTube Video. Check out NVR Pitch on VIC. Take a look at the NII Pitch on VIC. See the SGDE Pitch on VIC. Review the WNMLA Pitch on VIC. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Airbnb Connect with Shawn: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) discusses the concept of hidden compounders, where some of the most boring businesses can make the best long-term investments. Compared to well-known compounders like Apple and Amazon, which have well-known track records in compounding returns for investors, there are loads of lesser-known companies with less obvious competitive advantages that operate in less exciting industries with equally impressive track records in recent years. You’ll learn what it means to be a hidden compounder, why many hidden compounders have invisible moats, what to look for in finding hidden compounders, what makes companies like Old Dominion and Teqnion so successful, why intangible assets can provide more enduring advantages than physical assets, why Peter Lynch loves boring businesses, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 03:13 - What is a hidden compounder, and how to think about their invisible moats 03:43 - Why Peter Lynch loves boring businesses 06:44 - What signs to look for in identifying hidden compounders 31:36 - What the Lindy effect is, and how it relates to hidden compounders 32:27 - How Warren Buffett has set the standard for investing in boring, hidden compounders 37:48 - Why intangible competitive advantages can be the most enduring 40:17 - Morgan Stanley’s conclusions on investing in compounders And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. We Study Billionaires episode 295 with Mohnish Pabrai | YouTube Video. Millennial Investing episode 373 on Monster Beverage | YouTube Video. Millennial Investing episode 379 on quality investing for the long-term | YouTube Video. Read One Up On Wall Street by Peter Lynch. Check out Invisible Moats blog post from Chris Mayer. Guy Spier’s interview with Mohnish Pabrai on Hidden Moats. Check out Teqnion stock explained, YouTube interview for We Study Billionaires. Morgan Stanley’s 2016 report on the value of equity “compounders”. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Airbnb Connect with Shawn: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) explores the fundamentals of, and merits in, being a long-term, quality-focused investor, using John Huber’s success and philosophy as an example to follow. Huber is the rare money manager who truly aligns incentives with his investors by using the template created by Warren Buffett back in his days before Berkshire Hathaway. You’ll learn about what makes Huber’s fee structure special, Huber’s philosophy for investing long-term in high-quality companies, how time-arbitrage gives long-term investors a structural advantage in markets, how to blend both a focus on value and quality, the importance of assessing compounding power, how much to pay for quality companies, how changes in valuation multiples affect returns even for great businesses, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 01:36 - Why John Huber used the Buffett partnership fee structure in his fund 03:44 - How time-arbitrage gives investors an advantage over time 04:55 - What it means to find investments where you can win big, and if you lose, not lose much 11:40 - How to calculate ROIC and why it matters for compounders 28:11 - What price to pay for the highest-quality businesses 32:33 - How changes in price-to-earnings multiples can affect returns over time 35:36 - How to blend both value and quality as investing styles And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Saber Capital Management’s website. Check out What Is Your Investing Edge? Article from John Huber. John Huber’s latest interviews on Millennial Investing (YouTube Video) and We Study Billionaires (YouTube Video). Follow John’s Substack: Base Hit Investing. Buffett’s 1987 shareholder letter discussing returns on capital. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: CFI Education Airbnb Connect with Shawn: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) explores the highs and lows of famed investor Martin Whitman’s career. Whitman is the founder of Third Avenue Management, which, at its peak in 2006, managed 26 billion dollars across a handful of funds. For nearly two decades, Whitman outperformed market benchmarks with average annual returns of 12 percent. Whitman’s approach to investing is unique, and in this episode, you’ll learn about why the balance sheet is just as important or more important than the income statement, how Whitman got his reputation for being a “vulture” investor, how Whitman was able to profit from companies going through bankruptcy, the legal differences between being a bondholder and stockholder, what Whitman looks for in the companies he owns long-term, and takeaways from Whitman’s legacy, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 07:13 - Why investors should focus on creditworthiness 08:20 - Why the balance sheet is just as important or more important than the income statement 11:35 - How Whitman’s legacy was tarnished by the 2008 Financial Crisis 15:05 - How to assess earnings power using assets 28:58 - What strategies Whitman used to beat the market averages 35:09 - How different markets have varying degrees of efficiency 37:42 - What issues Whitman has with current accounting standards 43:16 - The case for thinking more like a creditor in stock investing And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Request a free copy of Whitman’s book, Dear Fellow Shareholders, on this page. Whitman’s book Distress Investing. Case studies on legend investors from past episodes: Howard Marks, Bill Ackman, Bill Miller, George Soros. William Thorndike Jr.'s book, The Outsiders. Hunter Hopcroft’s blog post on Martin Whitman — check out Hunter on Twitter. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: CFI Education Airbnb Connect with Shawn: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) discusses how companies can age just like people, how to define and understand the corporate life cycle, why the corporate decline phase is both inevitable and almost always poorly managed, how to invest across the corporate life cycle, plus so much more from studying Aswath Damodaran and recent research from Michael Mauboussin & Dan Callahan of Morgan Stanley. Aswath Damodaran is a renowned professor of finance at NYU who recently published a book on corporate life cycles. Shawn pulls from Aswath and other sources in painting an actionable picture of the corporate life cycle and how it affects investors while also diving into case studies on three aging companies: Intel, Walgreens, and Starbucks. Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 02:18 - Why companies age 07:37 - What the corporate life cycle looks like 18:03 - How companies can age gracefully (and why most don’t) 23:35 - How Intel, Walgreens, and Starbucks face different and similar challenges of aging 29:23 - Which declining stock Aswath Damodaran is investing in 34:31 - Investing strategies based on the corporate life cycle 36:59 - Why it’s important to diversify across the corporate life cycle 43:19 - Why younger companies carry more duration risk And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Clay Finck’s interview with Aswath Damodaran on We Study Billionaires | YouTube Video. Morgan Stanley’s paper on stages of the corporate life cycle. Damodaran’s free online course about the corporate life cycle. Book: The Corporate Lifecycle by Aswath Damodaran. Book: The Little Book of Valuation by Aswath Damodaran. Blog post on the investing implications of the corporate life cycle. Check out the case study on aging on Intel, Starbucks, and Walgreens. Aswath Damodaran’s YouTube channel. Aswath Damodaran’s free mobile app for valuation. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: TurboTax Airbnb Public Bluehost Connect with Shawn: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In today’s episode, Shawn O’Malley (@shawn_OMalley_) discusses why great companies fail, as outlined by Clayton Christensen in his timeless book, The Innovator’s Dilemma, which was first published in 1997. The Economist actually named it one of the six most important business books ever written. Christensen was an academic and business consultant who wrote a number of compelling books, but the Innovator’s Dilemma is by far his best-known work. Christensen worked at Harvard Business School for a decade before founding a consulting firm in 2000 and a venture capital firm focused on investing in Southeast Asia in 2005. In this episode, you’ll learn how disruptive innovations shift the status quo, the difference between disruptive and sustaining innovations, why companies can seemingly do everything right and still lose out to new competition, how following logical incentives can actually lead management to disregard threats from disruptive technology, why disruptive technologies tend to emerge on the fringes of established customer demographics, and what companies can do to prepare themselves for the inevitable rise of disruptive technologies, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 02:11 - What is a disruptive innovation, and how it differs from sustaining innovations. 02:52 - How the “paradox” of innovation impacts industry leaders. 05:11 - Why even the best of the best companies aren’t immune to disruptive innovation. 08:03 - How to think about disruptive technologies from the vantage point of a value investor. 08:55 - How Tesla disrupted the automotive industry. 13:15 - Why the fast-paced hard-drive industry is such a good case study on innovation. 21:10 - How value networks shape biases and outcomes in companies. 31:28 - What industry leaders can do to manage disruptive innovation. 36:20 - How Honda stumbled into disruptive innovation in the U.S. market. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Sign up for TIP’s free newsletter, We Study Markets. The Innovator’s Dilemma by Clayton Christensen. Clayton Christensen’s website. Executive Summary of the book. Clayton Christensen’s Essential Articles, from the Harvard Business Review. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: TurboTax Airbnb Public Bluehost Connect with Shawn: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) discusses The Alchemy of Finance by George Soros. George Soros is a controversial political figure, but he is a legend on Wall Street. Many know him as the man who “broke the Bank of England” for his epic short bets against the British pound that broke its currency peg. Soros’s hedge fund is among the best performing ever, generating billions of dollars in wealth and giving rise to a number of Soros’s protégés who would make their own names for themselves. You’ll learn about Soros’s life growing up in Nazi-occupied Hungary, how he went from immigrant to hedge fund titan, why philosophy and abstract thinking were critical to Soros’s success, Soros’s unique theory on investing called Reflexivity and how it has helped him throughout his career, which shortcomings Soros identified in markets, how he used reflexivity to profit from a boom in conglomerates, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 02:18 - What it was like for George Soros growing up in Nazi-occupied Hungary 03:15 - How Soros went from immigrant to hedge fund titan 10:01 - What is reflexivity, and how did Soros use it 12:16 - Why markets are a place to test hypotheses 24:30 - Why Soros thinks free markets have shortcomings 26:33 - What value investors miss about reflexivity and stock prices 29:45 - How Soros profited from a boom in conglomerates using reflexivity 32:06 - What causes reversals in markets And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. George Soros's book, The Alchemy of Finance. George Soros's book, Soros on Soros: Staying Ahead of the Curve. George Soros’s wiki. How Soros broke the Bank of England. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Airbnb Connect with Shawn: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) discusses the formula used by some of history’s best investors to systematically beat the market averages. It’s not a secret formula for winning if you don’t have any investing edge, but it is a system for maximizing wealth over time by properly sizing bets based on your conviction in terms of how favorable bets are for you ( your “edge.”) You’ll learn about the great minds of Bell Labs behind the Kelly formula, how Ed Thorpe used the Kelly formula to beat the dealers in Las Vegas, which investors have used the Kelly formula and found success with it, how to define having an “edge” in investing and what that can mean for you, the controversies surrounding the Kelly formula, and why the Kelly formula isn’t better known, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 01:57 - The origins of the esteemed Bell Labs and how its research led to the Kelly formula’s creation 02:27 -How to define and use the Kelly formula 18:22 - Why the Kelly formula is helpful 23:40 - Why there are limits to the Kelly formula 25:17 - How Ed Thorpe beat the dealer and the markets with the Kelly formula 28:22 - How Claude Shannon’s approach to beating the markets with the Kelly formula differed from Thorpe’s 36:38 - What it means to have an edge in markets 38:52 - Why the Kelly formula is controversial 41:02 - How to think about your own edge in markets 41:44 - Why the Kelly formula isn’t better known And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Check out Fortune’s Formula by William Poundstone. Check out Beat the Dealer by Ed Thorpe. Read Beat the Market (free PDF) by Ed Thorpe. Bell Labs’ history. Read about the Information theory. The Kelly Formula, explained. William Thorndike's book The Outsiders. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Airbnb Connect with Shawn: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down the energy drink company Monster Beverage, which you may be surprised to learn has been one of the best-performing stocks of the last few decades. You’ll learn about how Monster got its start almost one hundred years ago and how it took on a new identity in the early 2000s, how Monster Energy changed the beverage market, why Monster’s stock has done so incredibly well, how Monster is fending off the competition and its plan for continuing to compound excellent returns, why Monster’s relationship with Coca-Cola is such a strategic advantage, how to think about valuing Monster Beverage, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 02:22 - How Monster Beverage got its start almost a century ago 04:49 - How a single product completely changed Monster Beverage’s trajectory as a company 06:30 - Why Monster has delivered such exceptional returns 08:34 - Why Coca-Cola invested in Monster and how that partnership is still helping Monster to this day 10:08 - What the energy drink market looks like today and how competition threatens Monster 20:53 - What investors can learn from doing a case study on Monster 23:53 - Which challenges could weigh on Monster the most going forward 30:09 - Whether Shawn thinks the stock offers good value And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Monster’s latest annual 10k filing. Monster Energy’s website. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: CFI Education Airbnb Connect with Shawn: Twitter | LinkedIn | Email Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) will be breaking down the Magic Kingdom company: Disney. You’ll learn about why recognition value is so important to Disney, why hit movies are just the top of the sales funnel for Disney, how Disney has built a flywheel supporting its businesses, what the outlook is for Disney’s streaming efforts, how Covid hurt the company and how it has bounced back, why the company’s famed ex-CEO Bob Iger returned, what to make of Disney’s financials and valuation, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 01:48 - How Disney relies on recognition value at the top of its sales funnel 04:36 - What to understand about the flywheel of Disney’s businesses 11:34 - How Disney’s streaming business is doing 14:17 - Why Covid was so challenging for Disney 19:17 - Why Disney’s famed ex-CEO Bob Iger returned to the company 32:02 - What makes ESPN so profitable 36:43 - What to make of Disney’s financials and valuation 39:51 - Shawn’s opinion on buying the stock And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Check out The Ride of a Lifetime: Lessons learned from 15 years as CEO of the Walt Disney Company by Bob Iger. Check out Walt Disney: The Triumph of the American Imagination by Neal Gabler. Breakdown of TV Sports Rights. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Airbnb Connect with Shawn: Twitter | LinkedIn | Email Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) is joined by stock investor and founder of The All-in-One Investing Platform, Daniel Mahncke, to break down the world’s largest online Retailer: Alibaba. You’ll learn about Alibaba’s different business segments, how Alibaba has been impacted by regulations from the Chinese government, why investors have lost trust in Chinese regulators, what drives Alibaba’s profits, what drove the recent slowdown in Alibaba’s business, why Alibaba may finally offer an attractive valuation to investors, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 03:00 - Which segments drive Alibaba’s business the most 16:35 - Why the Chinese government cracked down on tech companies 17:02 - Why investors have soured generally on Chinese stocks 30:35 - How Covid disrupted Alibaba’s operations 34:02 - What is the outlook for Alibaba’s profitability 37:32 - How to value Alibaba 43:48 - Why Alibaba may finally offer good value to investors 47:12 - Which risks are most concerning for Alibaba And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Daniel Mahncke’s All-In-One Investing Platform. Warren Buffett Shareholder Letter 1994. Charlie Munger on investing in China and his Alibaba Investment. Howard Marks Memo: Thinking about Macro. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: CFI Education Airbnb Connect with Shawn: Twitter | LinkedIn | Email Connect with Daniel: Twitter | LinkedIn HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Clay Finck chats with Tobias Carlisle about what led him to becoming a value investor, what mean reversion is and how it relates to his overall investment strategy, how inflation impacts his investment process, what the shiller PE is and why it’s something to be mindful of, what his thoughts are on determining an appropriate discount rate, and much, much more! Tobias Carlisle is the founder of The Acquirer’s Multiple®. He is also the founder of Acquirers Funds® which manages ZIG, the Acquirers Fund, and DEEP, the Roundhill Acquirers Deep Value Fund. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 02:00 - How Tobias ended up becoming a value investor. 07:43 - What investors had a big impact on Tobias’s own development? 12:02 - What mean reversion is from an investment standpoint, and how it relates to his overall investment strategy. 21:44 - What the shiller PE is, and why it is something to be mindful of. 32:20 - How inflation impacts his overall thought process for stock investing. 44:03 - Tobias’s thoughts on an appropriate discount rate, and what discount rate Warren Buffett might be using in his valuation process. 47:19 - The two funds the Acquirer’s Fund manages - ZIG and DEEP. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Tobias Carlisle’s book The Acquirer’s Multiple. Tobias Carlisle’s book Deep Value. Tobias Carlisle’s book Quantitative Value. Bruce Greenwald’s book Value Investing. Benjamin Graham’s book, The Intelligent Investor. The Acquirer’s Podcast. The Acquirer’s Multiple. The Acquirer’s Fund. Related Episode: Listen to MI025: Deep Value Investing w/ Tobias Carlisle, or watch the video. Related Episode: MI084: Warren Buffett, Charlie Munger, And Berkshire Hathaway w/ Adam Mead, or watch the video. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: CFI Education Airbnb HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) is joined by stock investor and founder of The All-in-One Investing Platform, Daniel Mahncke, to break down the company behind the S&P 500 index: S&P Global. You’ll learn about the five different business units at S&P Global, how the company has built up such deep moats in its credit ratings and indices businesses, how the company’s merger with IHS Markit has affected its future outlook, why the company faced allegations of enabling the Great Financial Crisis, its current valuation and intrinsic value estimate, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 06:30 - How S&P Global was formed and which business units are most important today 07:09 - Why S&P Global is such an important company behind the scenes in financial markets 12:43 - What credit ratings are and why they matter to companies 17:03 - How S&P Global provides data to participants throughout financial markets 35:27 - What was S&P Global’s role in the Great Financial Crisis 38:05 - Why the company is so attractive to investors 39:09 - What risks undermine S&P Global’s future returns 41:51 - Whether Shawn and Daniel think the stock offers good value today And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Daniel Mahncke’s All-In-One Investing Platform. Value Investors Club post breaking down S&P Global. Try valuing S&P Global for yourself with our TIP Finance tools. Andrew Ross Sorkin's book, Too Big to Fail. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: TurboTax Public Airbnb Connect with Shawn: Twitter | LinkedIn | Email Connect with Daniel: Twitter | LinkedIn HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Clay Finck chats with Rihard Jarc to do a deep dive on Alphabet’s stock, better known as Google. We cover what Alphabet’s main sources of revenue are, why Google search is such a valuable resource for advertisers to acquire new customers, what is included in Alphabet’s ‘other bets’ line of business, where Alphabet sits in the AI industry, potential risks for Alphabet, why Rihard is bullish on AirBnB, and much more! Rihard Jarc is the Chief Investment Officer of New Era Funds and runs an investment newsletter called Uncover Alpha. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 02:04 - What Alphabet’s main sources of revenue are. 06:39 - Why Google is such a valuable resource for advertisers to acquire new customers. 15:55 - What is included in Alphabet’s ‘other bets’ line of business? 18:21 - How Rihard projects revenue for Alphabet going into the future. 24:01 - Where Alphabet sits in the AI industry. 27:00 - Whether Alphabet’s cash pile is excessive or not. 34:38 - Potential risks investing in Alphabet. 40:46 - Why Rihard is bullish on AirBnB. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Related episode: Listen to MI165: Is FAANG The New Value? w/ John Huber, or watch the video. Related episode: Listen to MI124: Is Amazon a Value Stock? w/ Jason Moser, or watch the video. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: CFI Education Airbnb Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down two of the greatest bear market bottoms in stock market history which left stocks incredibly undervalued, as outlined by Russell Napier’s book The Anatomy of the Bear. You’ll learn why it’s important to study financial history, what bear markets have in common, how the bear market of 1921 differed from 1932, how the financial system has evolved over the last century, which factors really caused the Stock Market Crash of 1929 and the Great Depression, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 01:31 - Why it’s important to study financial history 03:53 - What similarities and differences there are between major bear markets 08:51 - Why the Federal Reserve was first founded and how its role evolved 10:22 - What types of stocks led the stock market across the 1910s and 1920s 11:56 - What circumstances led up to the great bottom of 1921 and how you could have identified the bottom 38:44 - Why the economy boomed in the 1920s 47:17 - What sparked the Stock Market Crash of 1929 55:40 - How a stock market selloff turned into an economic depression *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Russell Napier's book, The Anatomy of the Bear. The Library of Mistakes website. Russell Napier’s newsletter. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: TurboTax Airbnb Public Bluehost Connect with Shawn: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Clay Finck chats with Trey Lockerbie about how his investment strategy has changed with the everchanging macro landscape, how he analyzes the opportunity cost between individual stocks, what asset classes he invests in, how he became the host of TIP’s flagship show, We Study Billionaires, how his kombucha company was able to get stocked at Target and Costco, how being an investor has made Trey a better businessman, and a whole lot more! Trey Lockerbie is the co-founder and CEO of Better Booch, and previously the co-host of The Investor’s Podcast’s flagship show, We Study Billionaires. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 01:50 - How Trey’s investment strategy has changed with the everchanging macro landscape. 04:30 - How he analyzes the opportunity cost between two different individual stocks. 04:30 - What asset classes he invests in. 34:21 - What he'll be eyeing in the months ahead. 36:37 - How Trey became the host of We Study Billionaires. 51:48 - How his company was able to get stocked at Target and Costco. 53:53 - How being an investor has made Trey a better businessman. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Trey’s company, Better Booch. Related episode: MI161: Building a Balanced Portfolio w/ Dan Rasmussen. Related episode: MI135: Bitcoin is for Millennials w/ Preston Pysh. Related episode: MI127: Life as a Podcast Host, Investing in FinTech, and Buying Rental Properties w/ Robert Leonard. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Airbnb Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down the rollercoaster ride of Bill Ackman’s career, who is one of the most famous investors alive. You’ll learn about how Ackman’s career got its start, why his biggest successes were so brilliant, why his biggest losses were so painful, what his current portfolio looks like, why his company is looking to IPO, and what sparked his decade-plus feud with billionaire Carl Icahn, plus so much more! IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 02:24 - How Bill Ackman’s career got its start 03:56 - What started the feud between Bill Ackman and Carl Icahn 08:38 - Why Ackman’s first hedge fund, Gotham Partners, failed 15:54 - How Ackman was able to foresee MBIA’s collapse and the 2008 Financial Crisis 19:39 - Why Ackman wanted Wendy’s to spin off Tim Horton’s 22:01 - How Ackman made one of the greatest hedge fund trades ever 30:14 - Why Ackman’s campaign against Herbalife was a financial fiasco but not necessarily wrong 31:36 - What Ackman got incorrect about Valeant Pharmaceuticals 44:37 - What Ackman’s portfolio looks like today and his latest ventures And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Bill Ackman’s question at the 1998 Berkshire shareholder meeting. 2003 NYT article on Gotham Partners. Highlights from the Bill Ackman and Carl Icahn debate over Herbalife. Christine Richard's book, Confidence Game. Bill Ackman’s research on MBIA. Bill Ackman’s letter to Wendy’s CEO in 2005. Check out Betting On Zero — Herbalife movie. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: CFI Education Airbnb Connect with Shawn: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Clay Finck chats with Alexander Morris about the initial things Alex looks at when analyzing a company, why paying up for quality companies is acceptable for long-term investors, how ROIC plays a role in Alex’s investment decisions, why Alex recently added Spotify to his portfolio, how Alex thinks about Spotify’s valuation and their path to profitability, and much more! Alexander Morris provides high-quality equity research with deep dive company analysis and complete portfolio transparency through his newsletter, The Science of Hitting. Prior to working on his newsletter full-time, Alex was an analyst for an RIA for 10 years. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 03:00 - The initial things Alex looks at when analyzing a company. 08:37 - Why paying up for quality companies is acceptable for long-term investors. 11:33 - How ROIC plays a role in Alex’s investment decisions. 13:58 - What the objective of Alex’s portfolio is. 32:37 - Why Alex recently added Spotify to his portfolio. 35:59 - How Alex thinks about Spotify’s valuation and their path to profitability. 44:38 - The mistakes that Alex has learned over the years. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Check out Alex’s Newsletter. Read Sven Carlsson’s book, The Spotify Play. Read Peter Lynch’s book, One Up on Wall Street. Read Peter Lynch’s book, Beating the Street. Read Berkshire’s shareholder letters. Related episode: Listen to MI149: Peter Lynch & GARP Investing w/ Robert Reynolds, or watch the video. Related episode: Listen to MI131: Richer, Wiser, Happier w/ William Green, or watch the video. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: CFI Education Airbnb Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down different investors’ approaches to finding the best of the best companies to own. It’s a strategy known as Quality Investing, and it differs from value investing because quality investors are more focused on finding companies to own forever, as opposed to selling them if they rise above their current intrinsic value. You’ll learn how definitions of quality vary, how quality investing is still rooted in value investing, what the patterns and building blocks of high-quality companies are, why pricing power is a great way to identify quality businesses, how Chuck Akre approaches quality investing, what Jim Collins’ research on enduringly great companies reveals, and how Chris Mayer finds stocks with 100-to-1 returns—plus so much more! IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 02:15 - How Quality Investing traces back to Ben Graham 03:10 - What quality investing is generally, and how it differ from other strategies 03:32 - What are the patterns and building blocks of quality businesses 07:51 - Why pricing power is so important to quality stocks 12:37 - How Chuck Akre’s three-legged stool approach to quality investing works 22:12 - What Jim Collins’ intensive study of enduringly great companies reveals for investors 29:57 - How Chris Mayer finds stocks that generate 100-to-1 returns 32:46 - How to define and determine whether a company has a winning corporate culture 41:55 - Why quality investing is really an art form And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Compounding Quality’s Investing Philosophy. Three-Legged Stool Masterclass. Chris Mayer’s blog Jim Collins' book, Built to Last. Thomas Peters' book, In Search of Excellence. Michael Porter's book, Competitive Advantage. Lawrence Cunningham's book, Quality Investing. Thomas Phelps' book, 100 to 1 in the Stock Market. Jim Collins' book, Good to Great. Chris Mayer's book, 100 Baggers. Long Equity's book, The Intelligent Quality Investor. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: CFI Education Airbnb Connect with Shawn: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Clay Finck chats with John Huber about the edge retail investors can have to beat the market, how watching sports has helped John become a better investors, what to look for in a company to determine it if has a strong moat and competitive advantage, John’s thought’s on portfolio allocation and selling winners, the three factors that go into a stock’s overall return, what led John to recently making Amazon his biggest position in his portfolio, and much more! John Huber is the Managing Partner of Saber Capital Management, LLC. Saber manages separate accounts as well as a partnership modeled after the original Buffett Partnership fee structure. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 06:57 - How retail investors can have an edge over other investors in the market. 10:08 - How watching sports has helped John become a better investor. 16:04 - What to look for in a company to determine if it has a strong moat and competitive advantage. 27:16 - John’s thoughts on portfolio allocation and selling winners. 31:52 - The three factors that go into a stock’s overall investment return. 42:50 - What led John to recently making Amazon his biggest position in his portfolio. 56:05 - Whether John considers the company’s impact on society when forming his investment thesis. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Check out John’s fund and research, Saber Capital Management. Related episode: Listen to MI125: Investing Like Warren Buffett w/ Jake Taylor, or watch the video. Related episode: Listen to MI159: The Science of Hitting w/ Alexander Morris, or watch the video. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: CFI Education Airbnb Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down the life and career of the great Bill Miller, the only investor to ever beat the market for 15 consecutive years. You’ll learn how Miller invested in his first stock, Miller’s investment approach and how it differs from classical value investors, what Miller recognized as an early investor in Amazon, why he’s bullish on Bitcoin, how Miller bounced back from the 2008 Financial Crisis, how philosophy shaped his performance as an investor, plus so much more! IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 00:08 - How Miller got his start as an investor 03:27 - How philosophy shaped Miller’s investment approach 05:26 - What is different about how Miller thinks about value investing 08:52 - What Miller recognized about Amazon before Wall Street 10:07 - Why most investors don’t have enough factor diversification 11:22 - What Miller learned from Peter Lynch 17:36 - How the cost of capital impacts companies’ ability to create shareholder value 20:57 - What went wrong for Miller during the Financial Crisis 24:09 - Why Miller decided to go solo and leave Legg Mason 31:02 - Why Miller and his son are bullish on Bitcoin 35:07 - Why Miller is usually worried about nothing in markets *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. R.J. Shook's book, The Winner’s Circle. Peter Lynch's book, One Up On Wall Street. William Green's book, Richer, Wiser, Happer. Check out The Value Investor’s Case for Bitcoin. Check out Why I’m Still Betting on Bitcoin. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: CFI Education Airbnb Connect with Shawn: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Robert Leonard chats with Grant Norwood about the oil and gas industry, and why investors should consider this potentially lucrative space. Grant is the president of Norwood Energy Corporation, a Texas-based oil and gas exploration company. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 02:18 - The current state of the oil and gas industry. 04:16 - Why you should consider investing in oil and gas companies. 10:12 - What is the difference between passive investing and buying stock in this industry? 17:45 - Which types of investors should consider this strategy? 22:04 - About current oil prices. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Rick Ferri’s book The Power of Passive Investing. Taylor Larimore’s book The Bogleheads’ Guide to the Three-Fund Portfolio. Joel Greenblatt’s book The Little Book That Still Beats the Market. Guy Spier’s book The Education of a Value Investor. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: CFI Education Airbnb Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down 30 years’ worth of memos from one of Wall Street’s most storied investors: Howard Marks. You’ll learn how Marks’s thinking about beating the market evolved over the course of his career, what it was like going through the 2008 Financial Crisis as a professional investor, the 5 market calls that Marks is most proud of, avoiding the cardinal sin of investing, plus so much more! IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 01:38 - Why steady, slightly above-average returns drive the best long-term returns 05:28 - How to find a balance between finding fewer losers and more winners 07:36 - How to intelligently bear risk for profit 13:48 - Why nobody knows what will happen next in a crisis 14:40 - Why booms and busts are inevitable 22:44 - When Marks realized the dot com bubble was going to pop 24:08 - How low interest rates drive investors to take risks 27:33 - Why beliefs about the housing market were wrong 30:45 - How Marks’s firm responded to the Great Financial Crisis 36:02 - How Marks understood when to start buying stocks again after the 2008 crash 37:59 - When Marks knew bargains were being offered in March 2020 39:37 - How to avoid the cardinal sin of investing And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. 2023 Memo: Taking The Temperature. 2023 Memo: Fewer Winners Or Losers? 2012 Memo: Deja Vu All Over Again. 2008 Memo: The Limits To Negativism. 2008 Memo: Nobody Knows. 2007 Memo: It’s All Good. 2005 Memo: Three They Go Again. 2004 Memo: Risk And Return Today. 2000 Memo: Bubble.com. 1990 Memo: The Route To Performance. Benjamin Graham and David Dodd's book Security Analysis. Jesse Livermore's book How To Trade In Stocks. Edward Chancellor's book Devil Takes The Hindmost. Howard Marks' book Mastering The Market Cycle. Howard Marks' book The Most Important Thing. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: CFI Education Airbnb Connect with Shawn: Twitter | LinkedIn | Email Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Robert Leonard chats with Brian Feroldi about why personal finance isn’t widely spread in the US education system today, why stocks have value in the first place, what the Dow Jones Industrial Average, S&P 500, and the Nasdaq really are and how they differ, why public companies might issue new shares or even buy back their own shares, why the stock market generally goes up over a long time horizon, and much more! Brian Feroldi has been intensely interested in money, personal finance, and investing ever since he graduated from college. Brian started investing in 2004. In the beginning, he got his teeth kicked in. His returns improved dramatically as he learned more about how the stock market works. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 01:55 - Why personal finance isn’t widely spread in the US education system today. 06:19 - Why stocks have value in the first place. 11:27 - What the Dow Jones Industrial Average, S&P 500, and the Nasdaq really are and how they differ. 17:32 - What the difference is between a publicly vs privately traded company, and why a company would want to go public. 29:20 - Why public companies want their stock price to go up. 37:09 - Why public companies might issue new shares or even buy back their own shares. 42:12 - How Brian thinks about valuing a company. 55:53 - Why the stock market generally goes up over a long time horizon. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Check out Brian’s new book, Why Does the Stock Market Go Up? Check out all of Brian’s Motley Food Articles. Related episode: Listen to MI082: You CAN Beat The Market W/ Brian Feroldi, or watch the video. Related episode: Listen to MI124: Is Amazon a Value Stock? w/ Jason Moser, or watch the video. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Toyota Facet Fundrise Public Airbnb Bluehost NetSuite Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) shares his favorite insights from Michael Mauboussin’s excellent book, More Than You Know. You’ll learn how the stock market is like a complex adaptive system, the importance of having a clear investment philosophy, the psychology of investing, how innovation and competition affect stock returns, how Mauboussin uses complexity theory as an investor, plus so much more! IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 02:00 - Why multi-disciplinary thinking matters so much to investors 03:55 - What a good investment process looks like and how to build one 05:39 - Why results can be so blinding to investors 08:39 - Why the magnitude of returns can matter more than frequency 10:13 - What are the commonalities between top investors 19:04 - How stress and other biases distort our thinking 25:57 - What the original Dow Jones index looked like 29:07 - How the boom and bust cycle for new industries unfolds 30:57 - Why companies’ assets don’t last as long as they used to 36:29 - Why using historic P/E ratios can be fraught 44:28 - How the wisdom of the crowds works 45:04 - How extreme events shape markets and the St. Petersburg paradox And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Michael Mauboussin's book, More Than You Know. Nassim Taleb's book, The Black Swan. Richard Foster and Sarah Kaplan's book, Creative Destruction. Chris Zook and James Allen's book, Profit to the Core. Pulak Prasad's book, What Darwin Taught Me About Investing. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: TurboTax Airbnb Public Bluehost Connect with Shawn: Twitter | LinkedIn | Email Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Clay Finck chats with Jim Crider about the benefits of having a financial planner, how millennials differ from other clients Jim has worked with, what it really means to achieve financial independence, how to deal with information overload, Jim’s thoughts on Bitcoin, and much, much more! Jim Crider is the founder of Intentional Living FP which helps families achieve early financial independence. Intentional Living FP helps their clients navigate the decisions, opportunities, and obstacles that they face so their money is used efficiently and effectively to serve its purpose in your life. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 02:33 - What the benefits are of having a financial planner. 07:36 - When someone should consider getting a financial planner themselves. 09:32 - The differences Jim has seen working with Millennials compared to other clients. 12:41 - How millennials living a busy life can stay on top of their finances. 22:36 - What millennials can do to find the right balance between preparing for your future, while still enjoying the present. 28:35 - What financial independence really means. 37:49 - Whether you should focus on paying off your debt early, or invest the extra cash. 37:49 - How to sort through and deal with information overload in a world where information is free and everywhere. 50:42 - Whether millennials should consider Bitcoin as a part of their financial plan. 50:42 - Jim's thoughts on how much Bitcoin to allocate in a portfolio. 55:29 - Jim’s recommended resources for learning about Bitcoin. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Listen to Bitcoin Fundamentals hosted by Preston Pysh. Related Episode: Listen to MI115: Young Investor’s Getting Started w/ Kelly Lannan, or watch the video. Related Episode: Listen to BTC001: Bitcoin Common Misconceptions w/ Robert Breedlove, or watch the video. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: TurboTax Public Airbnb Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down Universal Music Group’s stock and what the music industry looks like from music labels’ perspective. You’ll learn why Universal Music Group is a more reliable bet on the music industry than Spotify, why music labels have such compelling economics, Bill Ackman’s rationale for owning Universal, how AI could impact the music industry, and whether Universal is currently undervalued, fairly valued, or overvalued, plus so much more! IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 00:19 - Why Universal is a more reliable bet on the music industry than Spotify 03:44 - How streaming has increased the value of music rights 05:16 - What music labels do for artists 06:40 - What Universal’s advantage is as the largest global music label 07:44 -How Universal’s revenue streams breakdown 12:45 - Why Universal’s business is like selling shovels in a gold rush 18:30 - Why big stars still need music labels 18:50 - How Universal split off from Vivendi 20:40 - The risks from AI and Bill Ackman’s thoughts on AI 25:24 - What happened during Universal’s feud with TikTok 28:00 - What Universal’s health and wellness ambitions are for music 30:29 - Which challenges could hinder Universal the most 35:02 - How to value Universal like Bill Ackman And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Bill Ackman’s presentation on Universal stock. Music Streaming Royalties 101 article. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: CFI Education Airbnb Connect with Shawn: Twitter | LinkedIn | Email Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Clay Finck chats with MJ DeMarco about why he chose entrepreneurship as his path to building wealth, his journey in building a successful business, how he knew it was time to sell what he built, why following your passion is bad advice when starting a business, what MJ’s definition of wealth is, ways in which entrepreneurs can validate their business ideas, and much more! MJ DeMarco is an entrepreneur and international best selling author of The Millionaire Fastlane, Unscripted, and The Great Rat Race Escape. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 04:30 - Why MJ chose entrepreneurship as his preferred path to building wealth. 09:52 - MJ’s journey to building his first successful business. 18:14 - How he knew it was time to sell out of his business. 22:19 - Why following your passion in starting a business is bad advice. 26:03 - What MJ’s definition of wealth is. 40:14 - Ways in which entrepreneurs can validate their business ideas. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Check out MJ’s book, The Millionaire Fastlane. Check out MJ’s book, Unscripted. Check out MJ’s book, The Great Rat Race Escape. Read MJ’s Fastlane Forum. Related episode: Listen to: MI069: Practical Strategies For Starting A Business W/ Steve Hoffman, watch the video. Related episode: Listen to: MI071: How To Become A Successful Entrepreneur w/ Sean Castrina, watch the video. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: CFI Education Airbnb Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Millennial Investing by The Investor’s Podcast Network is hosted by Shawn O’Malley. Millennial Investing by The Investor’s Podcast Network is hosted by Shawn O’Malley.This popular podcast has been downloaded over 10 million times and dives into a range of topics from a value investor’s perspective. From the lessons of history’s best investors to breaking down interesting companies, outlining different approaches to stock investing, recapping the most influential investing books ever written, and more — Millennial Investing has everything you need to help you on your investment journey. Tune in each week and start growing your knowledge and wealth today! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) tells the story of Spotify, the music and podcast streaming app that hundreds of millions of people worldwide use. You’ll learn about how streaming saved the recorded music industry, Spotify’s origins, the economics of music streaming, Spotify’s business model, risks, and future outlook, as well as Shawn’s valuation of the stock and how you can create your own, plus so much more! IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 01:45 - How the music industry was consumed by piracy and how streaming changed that. 02:56 - How Spotify disrupted the iTunes Store and Apple. 05:09 - Why Spotify’s service is so sticky. 05:23 - What are the keys to Spotify’s business model and future growth. 17:15 - What challenges Spotify faces from its competition. 20:42 - How Spotify transitioned from just music to being a broader audio streaming service. 24:21 - How Spotify can improve its profit margins. 27:50 - How music royalties work and how Spotify’s relationships with music labels works. 40:42 - What it looks like to build a financial model for big tech companies. 32:44 - Which metrics Spotify must focus on to justify its current valuation. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Check out The Spotify Play: How CEO and Founder Daniel Ek Beat Apple, Google, and Amazon in the Race for Audio Dominance by Sven Carlsson and Jonas Leijonhufvud. Follow Sleepwell Capital for insights on the music industry. Music Streaming Royalties 101 article. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Airbnb Connect with Shawn: Twitter | LinkedIn | Email Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Clay Finck chats with Andy Edstrom about why Bitcoin should be considered as a part of an investment portfolio, how Andy thinks about valuing Bitcoin as an investment, how investors can potentially keep themselves from ‘buying the top’ in Bitcoin, the 14 characteristics of money and how Bitcoin stacks up against gold and fiat currency, some of the common misconceptions around Bitcoin, and much, much more! Andy Edstrom, CFA, CFP is a wealth manager at Wescap Group and is Managing Director of Swan Advisor Services. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 02:00 - How Andy discovered Bitcoin and ended up buying it. 07:40 - Why investors should consider adding Bitcoin as a part of their portfolio. 07:40 - Why Bitcoin has a lot of potential to continue achieving very high returns. 26:13 - How Andy thinks about the value of Bitcoin today when buying it for his portfolio. 26:13 - How investors can potentially keep themselves from ‘buying the top’ in Bitcoin. 40:53 - Why it’s important to first understand money, what is good money versus what is bad money. 40:53 - What the 14 characteristics of money are. 58:17 - What is driving the continued growth in the adoption of Bitcoin in portfolios? 58:17 - Why El Salvador is embracing Bitcoin and what countries might be next. 01:18:01 - What makes Bitcoin different from all of the other cryptocurrencies? 01:18:01 - Why Bitcoin incentivizes the movement towards renewable and green energy. 01:27:12 - Why the US government is not likely to ban Bitcoin. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Check out Swan Advisor Services. Andy’s book, Why Buy Bitcoin. Trade Bitcoin with Swan. Check out TIP’s Mayer Multiple and the Mayer Multiple Twitter Account. Square and Ark Invest’s Report, Bitcoin is Key to an Abundant, Clean Energy Future. Explanation of the Lindy Effect. Related Episode: Listen to MI032: Bitcoin, Cryptocurrencies, and Blockchain (Part 1) w/ Preston Pysh, or watch the video. Related Episode: Listen to MI044: Bitcoin, COVID-19, And Macroeconomics For Beginners Part 1 w/ Pomp, or watch the video. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: CFI Education Airbnb Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In today’s episode, Patrick Donley (@JPatrickDonley) sits down with Shawn O’Malley, Chief Editor of our newsletter, We Study Markets, to discuss what his main takeaways were from doing a deep dive into the wit and wisdom of Charlie Munger from Poor Charlie’s Almanack. You’ll learn how Ben Franklin inspired Munger, how Buffett and Munger developed their relationship, what the key character traits were that made Munger a great investor, why it is important to be a multi-disciplinary thinker, what elementary worldly wisdom is and how to develop it, what the psychology of human misjudgment is and how to avoid it to lead a better life, plus so much more! IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 02:17 - How Ben Franklin inspired Charlie Munger. 05:32 - How Buffett and Munger developed their relationship. 08:42 - What key character traits made Munger a great investor. 12:33 - How Munger served as a trusted devil’s advocate to Buffett. 15:30 - Why it is so important to be a multi-disciplinary thinker to succeed as an investor. 18:54 - What is elementary worldly wisdom. 25:38 - What is the psychology of human misjudgement and how to avoid it. 32:04 - Why academics should focus more on microeconomics. 35:37 - What is febezzlement. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Lawrence Cunningham’s book, The Essays of Warren Buffett. Benjamin Graham’s book, The Intelligent Investor. William Thorndike’s book, The Outsiders. Peter Kaufman's book, Poor Charlie’s Almanack. Robert Cialdini's book, Influence. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: CFI Education Airbnb Connect with Patrick: Twitter | Email Connect with Shawn: Twitter | LinkedIn | Email Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Robert Leonard chats with Eric Jorgenson about who Naval Ravikant is, why he wanted to write a book about him as a guide to wealth and happiness, how his strategy of not making any money out of the book came about and why he chose to go that route, the most important thing Eric has learned from Naval, and much, much more! Eric is a writer, podcaster, and builder of books. He is the creator of The Almanack of Naval Ravikant: A Guide to Wealth and Happiness. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 02:35 - Who Naval Ravikant is and why Eric wanted to write a book about him. 07:01 - How Eric’s strategy of not making any money out of the book came about and why he chose to go that route. 11:38 - How someone can build or find a position of leverage and why this is important going into the future. 12:43 - The breakdown of Naval’s framework on how to get rich without getting lucky. 21:28 - What’s behind Naval's idea that if you don't have equity in a business, then you don’t have a path towards financial freedom? 23:02 - Why Naval believes the forty-hour work week is outdated and why we should be like athletes instead. 24:55 - How Eric was able to get Tim Ferriss to write the foreword to his book. 25:46 - What the quote, “You’ll never be rich since you’re obviously smart, and someone will offer you a job that’s just good enough” means. 27:04 - Why being a clear thinker is more important than being smart, and how we can think clearly. 28:42 - What a mental model is and how this can help you in your business and life. 41:52 - Which habit or principle Eric follows in his life that has had a big impact on his success and what has been the most influential book in his life. 46:44 - What has been the most important thing Eric has learned from Naval? And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Podcast: Naval Ravikant: The Angel Philosopher in The Knowledge Project with Shane Parrish. Tim Ferriss’ book, The 4-Hour Workweek. Charlie Munger’s book, Poor Charlie’s Almanack. Bill Watterson’s book, The Complete Calvin and Hobbes. Robert Cialdini’s book, Influence, New and Expanded: The Psychology of Persuasion. Jason Calacanis’ book, Angel. Eric Ries’ book, The Lean Startup. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: CFI Education Airbnb Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In today’s episode, Patrick Donley (@JPatrickDonley) sits down with Shawn O’Malley, Chief Editor of our newsletter, We Study Markets, to discuss what his main takeaways were from doing a deep dive into The Outsiders by William Thorndike. Learn how CEOs operate like stock investors, why capital allocation is unintuitive for most company leaders, what factors lead to poor capital allocation, how to identify leaders that will be extraordinary capital allocators, which Outsider CEO most stood out to Shawn, how you can apply the lessons in The Outsiders to your own investing, plus so much more! William N. Thorndike is founder and a managing director of Housatonic Partners, a private equity firm. He is a graduate of Harvard College and the Stanford Graduate School of Business. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 02:36 - How CEOs operate like stock investors 05:01 - Why is capital allocation is unintuitive to most CEOs 09:37 - What factors lead to poor capital allocation by CEOs 11:36 - What is in a CEOs toolkit to allocate capital effectively and how can they be evaluated 16:28 - How to identify extraordinary CEOs that will be great capital allocators 20:18 - How the Outsider’s CEOs were able to resist the institutional imperative 24:29 - Which of the Outsider’s CEOS most stood out to Shawn 29:30 - How Henry Singleton masterfully allocated capital at Teledyne 34:05 - What lessons can be learned from The Outsiders for today’s investor *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Lawrence Cunningham's book, The Essays of Warren Buffett. Benjamin Graham's book, The Intelligent Investor. William Thorndike's book, The Outsiders. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Airbnb Connect with Patrick: Twitter | Email Connect with Shawn: Twitter | LinkedIn | Email Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Clay Finck chats with Jeff Booth about inflation and deflation, why inflation isn’t necessarily ‘good’ for a healthy and thriving economy, why so many people are missing the fact that deflation and technological innovation is too powerful of a force to stop, why Jeff believes that Bitcoin is positioned to perform well over the long-term, and much much more! Jeff Booth is a technology entrepreneur and founder of BuildDirect which is now a company with a market capitalization of over $500 million. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 06:10 - The two colliding forces at an exponential rate and why they are the most important thing for investors to understand. 10:37 - An example of deflation playing out in our everyday lives. 12:07 - Why there has been such a huge disconnect in the price changes between certain industries. 29:29 - Why inflation isn’t necessarily ‘good’ for a healthy and thriving economy. 32:55 - Why so many people are missing the fact that deflation and technological innovation is too powerful of a force to stop. 40:09 - Whether the Federal Reserve can perform quantitative tightening or not in the future. 41:22 - Why Jeff believes that Bitcoin is both an asymmetric bet and one of the safest places to store value. 46:22 - How investors can potentially benefit from these massive shifts in our economy. 49:10 - What Jeff is seeing for Bitcoin adoption from the private companies he works with. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Jeff Booth’s book, The Price of Tomorrow. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Airbnb Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In today’s episode, Patrick Donley (@JPatrickDonley) sits down with Shawn O’Malley, Chief Editor of our newsletter, We Study Markets, to discuss what his main takeaways were from doing a deep dive into The Intelligent Investor by Benjamin Graham. Buffett called The Intelligent Investor the most important book on investing ever written and said outside of his own father, Ben Graham was the most influential person on his life. You’ll learn what the main principles of the book that stood out to Shawn were, what an intelligent investor does that average investors don’t do, why common sense is more important than a high IQ in investing, how to apply the idea of margin of safety, how to do an intrinsic value calculation, how to benefit from the mood swings of Mr. Market, plus so much more! The Intelligent Investor by Benjamin Graham was originally published in 1949. It has remained relevant over the years due to its timeless principles and insights into the world of investing. Graham, often referred to as the "father of value investing," offers practical advice for investors of all levels, emphasizing the importance of a disciplined, rational, intelligent approach to investing and the need to distinguish between speculation and investment. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 02:42 - What were the main principles that stood out to Shawn in the book. 12:59 - What an intelligent investor is and what they do. 16:02 - Why common sense rather than high intelligence is what’s necessary for investing. 21:20 - What ideas from The Intelligent Investor, Shawn feels could be updated or revised. 27:31 - How to apply the idea of margin of safety in 2024. 31:58 - What an intrinsic value calculation is and how to do it. 35:23 - How to benefit from the mood swings of Mr. Market. 37:25 - What are some lesser-known nuggets of wisdom in the book. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Lawrence Cunningham's book, The Essays of Warren Buffett. Benjamin Graham's book, The Intelligent Investor. Check out How to Calculate the Intrinsic Value of a Company Like Benjamin Graham. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: CFI Education Airbnb Connect with Patrick: Twitter | Email Connect with Shawn: Twitter | LinkedIn | Email Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
On today’s show, Robert Leonard chats with Tom Bilyeu on how he was able to build one of the fastest growing food companies in the world and received a $1 billion valuation in under 5 years, what marketing strategies there are to turn to first in order to grow a brand new company, what NFTs are and what Tom’s goals are with an NFT marketplace, and much, much more! Tom Bilyeu is the co-founder of billion-dollar brand Quest Nutrition and the co-founder and host of Impact Theory. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 01:57 - How Tom was able to build one of the fastest-growing food companies in the world and received a $1 billion valuation in under 5 years. 08:09 - What marketing strategies to implement first in order to grow a brand new company. 08:09 - What Impact Theory is exactly and why Tom started it. 36:51 - What Tom’s process and strategy are for controlling one’s emotions. 36:51 - What has been the most influential book in Tom’s life? 43:15 - Where Tom falls on the debate of focusing versus trying a bunch of different things as an entrepreneur. 54:17 - What NFTs are and why Tom is so bullish on their future. 54:17 - What an NFT marketplace is and what Tom’s goals are with it. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Tom Bilyeu’s Impact Theory Instagram. Carol Dweck’s book Mindset. Victor Frankl’s book Man’s Search for Meaning. Gary Vaynerchuk’s book Crushing It! Lori Greiner’s book Invent It, Sell It, Bank It! Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: TurboTax Airbnb Public Bluehost Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In today’s episode, Patrick Donley (@JPatrickDonley) sits down with Shawn O’Malley, Chief Editor of our newsletter, We Study Markets, to discuss what his main takeaways were from doing a deep dive into The Essays of Warren Buffett by Lawrence Cunningham. You’ll learn how Charlie Munger fits into the story of Berkshire, what allowed for Berkshire’s incredible success, how to properly value a company, how Buffett views gold and index funds, the most important aspect of Buffett’s character that stood out to Shawn, plus a whole lot more! The Essays Of Warren Buffett: Lessons for Corporate America is Cunningham’s seminal work. He was a Professor of Corporate Governance for 15 years at George Washington University. He serves on the board of directors for several public businesses such as: Constellation Software, Kelly+Partners Group, and Markel Group. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 02:26 - Why Buffett recommends The Essays of Warren Buffett as one of his favorites 04:26 - How does Munger fit into the Berkshire Hathaway story and what his role was 05:59 - Why Munger thought buying Berkshire was a dumb decision 11:13 - What was it that allowed for Berkshire’s incredible success 19:44 - How Buffett thinks about risk in investing 25:07 - What Buffett says about index funds 28:13 - How to properly value a company 34:28 - Why Buffett has chosen not to pay a dividend on Berkshire shares 36:49 - How Buffett views gold as an investment 40:28 - What one aspect of Buffett’s character that stood out the most to Shawn And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Lawrence Cunningham's book, The Essays of Warren Buffett. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Airbnb Connect with Patrick: Twitter | Email Connect with Shawn: Twitter | LinkedIn | Email Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Clay Finck chats with Dan and Josh from the Blue Collar Bitcoin Podcast. They cover their general thoughts on the Bitcoin Conference held in Miami, their takeaways from the billionaire capital allocators discussion at the conference, how Samson Mow is playing such a huge role in the Bitcoin space, what Cathie Wood, Michael Saylor, and Peter Thiel spoke about at the conference, how Jack Mallers is disrupting the payments industry, how the Lightning Network actually works, and much more! Josh & Dan are the hosts of the Blue Collar Bitcoin Podcast. They are career firefighters & paramedics, and lifelong students of economics, finance & philosophy. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 02:12 - Dan, Josh, and Clay’s general thoughts on the Bitcoin Conference. 06:04 - Their takeaways from the billionaire capital allocators discussion at the conference. 17:35 - How Samson Mow is playing such a huge role in the Bitcoin space. 22:12 - What Cathie Wood and Michael Saylor discussed at the conference. 37:19 - Peter Thiel’s bull case for Bitcoin he outlined at the conference. 47:18 - How Jack Mallers is disrupting the payments industry. 47:18 - How the lightning network actually works. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Check out the Blue Collar Bitcoin Podcast. Related episode: MI135: Bitcoin is For Millennials w/ Preston Pysh, or watch the video. Related episode: MI128: Why Buy Bitcoin w/ Andy Edstrom, or watch the video. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: TurboTax Airbnb Public Bluehost Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In today’s episode, Patrick Donley (@JPatrickDonley) sits down with R P Stevens to discuss his new book, The Sloth Investor. You’ll learn about his investing journey and how he developed his SLOTH investing philosophy, what the 5 bedrock principles of SLOTH investing are, how he goes about constructing a globally diversified portfolio, how he thinks about his financial freedom number, what his biggest takeaways have been from his guests on his podcast, and so much more! R P Stevens is the author of the forthcoming personal finance book 'The Sloth Investor'. The publication date is Friday June 28th. The book is an insightful beginner's guide to investing where R P Stevens teaches readers how a 'sloth-like' approach is the rational, evidence-based roadmap to investment success. The Sloth Investor's 5 Bedrock Principles of Investing provide an actionable pathway for anyone looking to grow their wealth. Originally from the UK, R P Stevens currently lives in Hong Kong with his wife and two children. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 01:57 - What R P’s investing journey has been like and who his biggest influences have been 15:47 - How his investing philosophy has evolved over the years 16:39 - Why he decided to write The Sloth Investor 24:07 - What the 5 bedrock principles of SLOTH investing are 30:49 - How he goes about constructing a globally diversified portfolio 37:03 - Why optimism is so critical for investors 43:44 - How R P thinks about his financial freedom number 51:39 - What his biggest takeaways from his podcast guests have been And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. R P Stevens' book, The Sloth Investor. Andrew Hallam's book, The Millionaire Teacher. Morgan Housel's book, The Psychology of Money . William Green's book, Richer, Wiser, Happier. Ben Carlson's book, A Wealth of Common Sense. Lars Kroijer's book, Investing Demystified. Eric Balchunas's book, The Bogle Effect. Jonathon Haidt's book The Coddling of the American Mind. Bill Perkins' book, Die with Zero. J L Collins' book, Pathfinders. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Found Toyota Fundrise Facet NetSuite Connect with Patrick: Twitter | Email Connect with R P: YouTube | Twitter | LinkedIn Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Clay Finck chats with Jim Crider about what money really is, the attributes of good money, why an unstable form of money causes issues in an economy, why gold was chosen as money by the free market for centuries, the history of money in the United States, why Bitcoin has value, Jim’s thoughts on diversification, and much more! IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 02:24 - What money really is. 08:59 - The pros and cons of fiat currency and gold as money. 13:50 - Why a money that fluctuates in value can make planning for the future difficult. 16:25 - What are the attributes of a good money? 24:45 - Why gold has historically been a good money. 27:59 - The history of money in the United States. 42:41 - Why Bitcoin has value. 44:40 - Jim’s thoughts on diversification. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Related episode: Listen to MI120: Bitcoin & Financial Independence w/ Jim Crider, or watch the video. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Airbnb Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In today’s episode, Patrick Donley (@JPatrickDonley) sits down with Rob Petrozzo to learn about the fascinating world of investing in rare collectibles through his platform called Rally. You’ll learn about Rob’s early days prior to Rally, how the genesis of Rally came about, how the platform works and what the early challenges were getting it launched, how they research and source their collectibles, and so much more! Rob is the founder of Rally, the pioneer alternative investing platform for blue-chip and digital collectibles, including classic cars, sports memorabilia, Birkin Bags, and rare watches, totaling over 400 assets in 19+ different categories. IN THIS EPISODE, YOU’LL LEARN: 00:00 Intro 02:30 - How Rob’s childhood led to an interest in art and collectibles. 13:02 - What the inspiration behind Rally was and what the early days were like. 15:48 - How working with the NFL made him realized the importance of storytelling. 24:40 - What Rally is, how it works, and what the early hurdles were. 37:07 - How the Great Financial Crisis of 2008 changed Rob’s life. 44:00 - How to get started investing in collectibles with Rally. 55:23 - Why they created a museum to showcase their collectibles. 59:44 - How they research and source items for the Rally platform. 62:31 - What their average holding period is and how liquid the market is. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Check out: REI160: The Fundrise Approach w/ Ben Miller| YouTube video. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Airbnb Connect with Patrick: Twitter Connect with Rob: LinkedIn | Twitter | Website Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Clay Finck chats with Eric Balchunas about what an ETF is and why it’s a popular investment tool among retail investors, how Vangaurd was originally created after Bogle was ousted out of his own company, why Vanguard’s business model was so successful at attracting new investors, Eric’s thoughts on a potential index fund bubble, how Vanguard is disrupting the financial services industry, Eric’s thoughts around the effects of a Bitcoin ETF in the future, and much more! IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 02:29 - What an ETF is and why it’s a popular investment tool among retail investors. 08:20 - How investors can parce through the thousands of ETFs available to determine which make most sense to them. 12:40 - How Vanguard was originally created after Bogle was ousted out of his own company. 19:09 - Why Vanguard’s business model was so successful at attracting new investors. 19:09 - Why other companies haven’t followed the Vanguard playbook. 31:20 - What drove Bogle to pass on almost all profits to investors through Vanguard. 37:10 - Eric’s thoughts on a potential index fund bubble. 42:07 - How Vanguard is disrupting the financial services industry. 52:35 - Eric’s thoughts around the potential Bitcoin ETF. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Check out Eric’s book, The Bogle Effect. Check out Bloomberg’s podcast, Trillions. Bloomberg’s show, Bloomberg ETF IQ. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: CFI Education Airbnb Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Patrick Donley (@JPatrickDonley) sits down with real estate investor, Henry Washington, to discuss his new book, The Real Estate Dealmaker. You’ll learn how to solve the two biggest problems real estate investors face which is how to find deals and how to fund them. You’ll also hear how Henry got his start in real estate after a panic attack brought on by realizing he was going to reach his financial goals if he kept the status quo, how his faith has impacted his business career, what it was like to write the book and what he hopes for it, what his biggest lessons from hosting the podcast, On the Market have been, and so much more! IN THIS EPISODE, YOU’LL LEARN: 07:07 - What were some of the financial mistakes Henry made when he was younger. 07:27 - How a panic attack made him re-evaluate his financial goals. 13:39 - Why real estate became his chosen path that he committed to. 31:20 - What the steps he took to buy his first deal were. 31:20 - How his faith has impacted his real estate career. 31:20 - Why he felt a responsibility to share his journey and knowledge with others. 48:28 - How he scaled his portfolio. 50:28 - What it was like writing the book and what his hopes are for it. 54:52 - How his book, The Real Estate Deal Maker, teaches how to solve the two biggest problems investors face in real estate. 54:52 - What are some examples of deals Henry has done recently. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Recommended Book: Rich Dad Poor Dad by Robert Kiyosaki. Recommended Book: Get Better at Anything by Scott H. Young. Recommended Book: The Richest Man in Babylon by George Clason. Recommended Book: Millionaire Real Estate Investor by Gary Keller. Recommended Book: Good to Great by Jim Collins. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Airbnb Connect with Patrick: Twitter Connect with Henry: Instagram | Website | Twitter | LinkedIn Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
On today’s show, Greg McKeown discusses his core philosophy to time management and personal development, Essentialism. Greg is a New York Times and Wall Street Journal bestselling author, motivational speaker, and consultant to Adobe, Apple, Google, Facebook, and many more. He reminds us all to reevaluate what we focus on and only work on what is truly essential. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 05:35 - What it means to follow Essentialism. 11:03 - Why you feel like you aren’t succeeding. 25:55 - When you need to practice saying no. 42:14 - How to be a better and more focused investor. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Recommended Book: Essentialism by Greg McKeown. Recommended Book: Indistractable by Nir Eyal. Recommended Book: Ultralearning by Scott Young. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: CFI Education Airbnb Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In today’s episode, Patrick Donley (@JPatrickDonley) sits down with former corporate lawyer turned real estate entrepreneur, Adrian Frederick, to talk about how to make a mid-career change and pursue your highest calling. You’ll also learn about what his first trip to the Berkshire Hathaway annual meeting was like, how he his start in real estate, how to find the right mentors and mastermind groups, what his current real estate strategy is , how his faith influences everything he does, and so much more! Adrian Frederick is a former corporate lawyer turned serial entrepreneur, real estate investor and general contractor. He left a successful law career to pursue his true passions in real estate and has gone on to build a $12M portfolio in just 3 years while also successfully launching his own general contracting business. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 04:04 - What inspired Adrian to pursue a law career. 08:40 - What his experience of the Berkshire Hathaway annual meeting was like. 16:35 - How he got attracted to real estate as an asset class. 16:43 - Why it’s important to find the right mentors. 23:42 - What the exercise was that helped Adrian make the decision to leave law. 39:01 - How he was able to scale and grow his portfolio. 40:57 - How to find legitimate and useful mastermind groups. 43:54 - What his portfolio looks like today and his plans for the future. 46:25 - How his faith influences his life and career. 49:51 - What his “Why” is for his life. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Checkout Strengthfinder’s 2.0 by Tom Rath. Visit: Primemovers. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: TurboTax Airbnb Public Bluehost Connect with Patrick: Twitter Connect with Adrian: Email | LinkedIn Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Today’s show is part 2 of a two-part series all about Bitcoin, other cryptocurrencies, and blockchain technology with TIP’s Co-Founder Preston Pysh. Preston is a graduate of West Point and Johns Hopkins University, the founder of BuffettsBooks.com, and Co-Founder/Co-Host of We Study Billionaires by The Investor’s Podcast Network. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 00:41 - How Bitcoin works and the problems it looks to solve. 05:54 - Why a higher demand for Bitcoin indirectly makes the currency more secure and in turn a better store of wealth. 11:15 - How investors should think about educating themselves about Bitcoin. 15:05 - Why the adoption of a deflationary currency like Bitcoin will encourage people to think long term and invest more. 28:21 - How to value Bitcoin based on the stock to flow ratio. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Experts to Follow: Plan B, Trace Mayer, Caitlin Long, Adam Back. Plan B’s white paper: Modeling Bitcoin’s Value w/ Scarcity. Recommended Book: The Bitcoin Standard by Dr. Saifedean Ammous. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: TurboTax Airbnb Public Bluehost Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Patrick Donley (@JPatrickDonley) sits down with best-selling author, Charles Duhigg to discuss his latest book, Supercommunicators. You’ll learn why Charles decided to become a writer, how challenges in his own life have led him to write his best-selling books, what supercommunicators do that average people don’t do in conversation, how to handle hard conversations using a technique called “looping,” what his hopes for the book are, and much more! IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 02:56 - Why Charles decided to become a writer. 06:47 - Why his most successful year was also one of his hardest years. 11:03 - How writing Supercommunicators solved a problem in Charles’ own life. 11:03 - Why it is important to understand the matching principle. 16:27 - What do supercommunicators do that average people don’t do in conversation. 23:23 - Who his supercommunicator role models are. 27:44 - What is neural entrainment. 30:27 - What are the 3 buckets of conversation. 35:46 - How to handle hard conversations using a technique called "looping". 42:53 - What his hopes for the book are. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Recommended Book: The Power of Habit by Charles Duhigg. Recommended Book: Supercommunicators by Charles Duhigg. Recommended Book: Non-Violent Communication by Dr. Marshall Rosenberg. Check out: TIP098: The Power Of Habit By Charles Duhigg w/ Preston & Stig | YouTube video. Check out: TIP131: Smarter, Faster, Better by Charles Duhigg | YouTube video. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: CFI Education Airbnb Connect with Patrick: Twitter Connect with Charles: Website | Twitter Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Today’s show is part 1 of a two-part series all about Bitcoin, other cryptocurrencies, and blockchain technology with TIP’s Co-Founder Preston Pysh. Preston is a graduate of West Point and Johns Hopkins University, the founder of BuffettsBooks.com, and Co-Founder/Co-Host of We Study Billionaires by The Investor’s Podcast Network. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 05:16 - What Bitcoin, cryptocurrencies, and blockchain are. 10:43 - Why we need an alternative currency that isn’t the US Dollar. 32:31 - How to value an asset such as a cryptocurrency. 50:25 - Why the most common argument against Bitcoin is inaccurate. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Experts to Follow: Plan B, Trace Mayer, Caitlin Long, Adam Back. Plan B’s white paper: Modeling Bitcoin’s Value w/ Scarcity. Recommended Book: The Bitcoin Standard by Dr. Saifedean Ammous. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: TurboTax Public Airbnb Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In today’s episode, Patrick Donley (@JPatrickDonley) sits down with Mike Hoffman, known as Mr. Passive on Twitter to chat about how he is building multiple passive income streams and teaching others to do the same. You’ll learn how wanting freedom motivated Mike to begin building several income streams, how Warren Buffett inspired him to learn about vending machines, how technology is changing the vending industry, his thoughts on how to be most efficient, healthy, and free, why it’s important to pursue hard challenges in life, and so much more! Mike Hoffman has created over 10 passive income streams for he and his family and is now building a tribe of passivepreneurs to teach others to do the same and find wealth and time freedom for themselves. Mike was a former strength and conditioning coach making $1200/mo when he started downt he passive income rabbit hole. He’s focused primarily on vending machines, real estate, Airbnbs rents, and even Bitcoin mining to create a life of freedom and wealth. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 02:42 - How Mike got started pursuing passive income opportunities. 07:58 - How Warren Buffett’s first side hustle inspired him to learn about vending machine. 09:55 - What the biggest hurdles in the vending machine business are. 12:18 - How technology is changing the vending machine world. 14:02 - How to buy vending machines and where to place them. 34:13 - What Mike’s thoughts are on how to be most efficient, healthy, and free. 46:03 - What advice he’d give to his younger self. 48:23 - How he 1031’ed out of his rentals and got involved in Airbnb. 54:17 - Why it is important to pursue hard challenges in life. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Recommended Book: Rich Dad Poor Dad by Robert Kiyosaki Recommended Book: Buy Back Your Time by Dan Martell. Recommended Book: Comfort Crisis by Michael Easter. Recommended Book: Get Better at Anything by Scott H. Young. Recommended Book: Mindset by Carol Dweck. Check out: MI342: The Life of a Real Estate Maximalist w/ Alan Corey | YouTube video. Check out: MI351: Get Better at Anything w/ Scott Young | YouTube video. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Range Rover Airbnb Toyota Public NetSuite Connect with Patrick: Twitter Connect with Mike: Website | Twitter Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
sit down with one of the owners of the NBA’s Atlanta Hawks, Jesse Itzler. Jesse is a successful serial entrepreneur, having founded Marquis Jet, which he sold to Warren Buffett’s Berkshire Hathaway, and being a partner of ZICO coconut water, which was sold to Coca Cola. He is also a best-selling author, keynote speaker, and former rapper. Jesse looks to share the ins and outs of how he has had so much success in business, and in life. IN THIS EPISODE, YOU’LL LEARN 01:12 - What Jesse learned from living with a Navy Seal, and monks. 03:58 - What a “Life Resume” is and how to build it. 10:49 - Why you need re-evaluate how you think about time. 20:16 - How to get the most out of your life. 24:59 - Why patience is so key to success. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Recommended Book: Living with the Monks by Jesse Itzler. Recommended Book: Living with a SEAL by Jesse Itzler. Recommended Book: Can’t Hurt Me by David Goggin. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Found Toyota Fundrise Facet NetSuite Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Patrick Donley (@JPatrickDonley) sits down with Scott Young, author of Get Better at Anything-12 Maxims for Mastery, which you can apply to any domain in life. You’ll learn more about the learning challenges Scott accomplished, how to set and achieve ambitious goals, how to create a brain trust, the importance of seeking out feedback and how to effectively do it, the books that have most impacted Scott, and so much more! IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 02:35 - How Scott got fascinated with learning and who his influences were. 06:25 - How his language learning challenge went and what worked best. 22:43 - How to achieve ambitious goals. 26:19 - Why Scott decided to write How to Get Better at Anything. 32:11 - How you can clone the investing legends. 37:31 - Why poker players make better predictions than psychiatrists. 37:31 - How to make sure you are getting good feedback. 47:36 - Why building a community is vital to mastery. 54:51 - What you’ll learn in Scott’s online courses. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Recommended Book: Ultralearning by Scott H. Young. Recommended Book: Get Better at Anything by Scott H. Young. Recommended Book: Slow Productivity by Cal Newport. Recommended Book: Entangled Life by Merlin Sheldrake. Recommended Book: Fear and Courage by Stanley Rachman. Recommended Book: Life of Focus by Scott H. Young. Check out: MI026: Mastering The Skill Of Learning w/ Scott Young | YouTube video. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Airbnb Connect with Patrick: Twitter Connect with Scott: Website | YouTube | Twitter Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
On today’s show, Robert Leonard talks with James Altucher. James is prolific writer, successful serial-entrepreneur, chess master, and venture capitalist. James has a very colorful history throughout many facets of the finance industry. He has successfully started and sold various companies. James currently actively invests in, or advises, over 30 companies in multiple industries. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 03:06 - The business environment of the early information technology revolution. 06:09 - How to overcome and recover after a difficult financial loss. 19:23 - How to be a successful serial entrepreneur. 28:18 - What it means to “Choose Yourself” for success. 35:23 - Why Bitcoin could be the currency of the future. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Recommended Book: Entrepreneurial Leap by Gino Wickman. Recommended Book: The Lean Startup by Eric Ries. Recommended Book: Choose Yourself by James Altucher. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Found Toyota Fundrise Facet NetSuite Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In today’s episode, Patrick Donley (@JPatrickDonley) sits down with Nick Di Fabio who, prior to discovering Amazon KDP, had 30 jobs before the age of 30. He has since gone on to make over $1 million in Amazon KDP royalties, had a successful exit, and is now helping others clone his self-publishing strategies. You’ll learn how to get started in Kindle Direct Publishing , how to select profitable niches, how AI is changing the publishing landscape, how to 80/20 your marketing efforts and so much more! Nick discovered Amazon KDP while working a 6 pm to 6 am job and has since gone on to publish over 250 books that continue to make him royalties. He also runs Publishing Profits Academy where he teaches others how to build a self-publishing business. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 02:12 - What Amazon KDP is. 06:56 - How Nick found his niche in self-publishing. 07:58 - What are the demographics of people who pursue Amazon KDP. 10:02 - How publishing has changed in the past decade. 13:09 - How Nick selects niches to write about. 21:56 - How AI will continue to change the publishing landscape. 29:10 - What to do to 80/20 your marketing efforts. 35:47 - How to create an exit strategy in publishing. 42:46 - Why do people create a book as a business card. 49:26 - How Publishing Profits Academy was born and what people learn in it. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Checkout: 1000 True Fans by Kevin Kelly. Books mentioned: The 80/20 Principle by Richard Koch. Books mentioned: Deep Work by Cal Newport. Books mentioned: 50th Law by Robert Greene. Books mentioned: 48 Laws of Power by Robert Greene. Books mentioned: On the Shortness of Life by Seneca. Books mentioned: Slow Productivity by Cal Newport. Books mentioned: Outwitting the Devil by Napoleon Hill. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: TurboTax Airbnb Public Bluehost Connect with Patrick: Twitter Connect with Nick: LinkedIn | Twitter Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
On today’s show, Robert Leonard talks with Lewis Howes about mentorship, adversity, personal development, and how having the right mindset leads to success in life, business, and investing. Lewis is a former professional athlete, New York Times bestselling author, successful entrepreneur, and a popular podcast host. He has been featured on Ellen, Good Morning America, Time magazine, Forbes, Entrepreneur, ESPN, Inc., Men’s Health, and many more! IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 07:10 - How to overcome adversity and use it as fuel to succeed. 12:23 - Why your personal development impacts your investing and business success. 23:24 - Why you need a mentor. 23:24 - How a mentor can be virtual today. 33:55 - How to measure your success in life, outside of just money. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Bitcoin’s white paper. Lewis Howe’s movie Chasing Greatness. Recommended Book: The Mask of Masculinity by Lewis Howes. Recommended Book: The School of Greatness by Lewis Howes. Recommended Book: End Self-Sabotage and Demand Your Life Back by Gary John Bishop. Recommended Book: Miracle Morning by Hal Elrod. Recommended Book: Can’t Hurt Me by David Goggin. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: CFI Education Airbnb Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Kyle Grieve chats with Compounding Quality about his quality investing philosophy, how quality businesses at fair evaluations can compound your money for decades, how quality investors can optimize portfolio management, which quantitative metrics to pay special attention to, what to consider when looking at a businesses reinvestment rate, a look at why he likes Dino Polska, and a whole lot more! IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 03:09 - The qualitative and quantitative criteria of quality investing. 12:46 - Why investors should focus on high-quality businesses for long-term rewards. 05:31 - Why intelligent investors should exclude companies with unclear business models. 10:02 - The importance of looking for a successful track record of a business for at least 5 to 10 years. 19:03 - How you can differentiate between secular growth and short-term market events. 19:03 - Why investors should allocate a significant portion of time to high-quality companies with strong management. 38:34 - Why investors should focus on management factors like compensation, incentives, and insider ownership. 45:11 - Some strategies to safeguard investments against disruptive forces via innovation. 50:28 - Why investors should consider returns on invested capital compared to rivals. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Buy a copy of The Psychology Of Money here. Check out: MI314: The Art Of Quality Investing w/ Compounding Quality | YouTube video. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: CFI Education Airbnb Connect with Kyle: Twitter | LinkedIn | Website Connect with Compounding Quality: Twitter | Substack | Facebook | LinkedIn | YouTube Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Patrick Donley and John Marsh dive into how John rebuilt his life and his community, how he worked his way out of over $1 million in debt, how he went on to renovate 300 properties and be part of starting 60 businesses, why he likes to focus on “irreplaceable real estate, and why he thinks historic small towns could be their own asset class in the future. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 02:26 - Why having hope in your future is having power in your present. 02:26 - How he was making more money in high school than his teachers. 08:45 - How he worked his way out of over $1 million in debt, healed his relationship, and transformed his life. 08:45 - How he got his start rebuilding homes in Opelika. 08:45 - What his first renovation was like and why it took 6 ½ years. 10:49 - Why having no outside capital can be a blessing. 10:49 - How he went on to renovate 300 properties and start 60 businesses in Opelika. 14:08 - How a $15,000 profit became the seed for much bigger projects. 14:08 - How he used owner financing to build his portfolio. 14:08 - Why Marsh Collective focuses on companies, couples, and communities. 21:01 - Why he starts revitalization of a town with an iconic food and beverage project. 37:51 - How do you know you’ve found the right mentor? 46:56 - How he evaluates the “5 F’s” — faith, family, fun, fitness, and finances. 58:07 - How to work at the intersection of purpose and profits. 58:07 - Why he likes to focus on “irreplaceable real estate”. 01:02:58 - Why historic small towns could become their own asset class. 01:10:32 - Who are some of his favorite guests who have been on his podcast? And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. 5 Voices personality test. Positive Intelligence test. Redemptification podcast. Recommended Book: Screwtape Letters by C.S. Lewis. Recommended Book: Unreasonable Hospitality by Will Guidara. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: CFI Education Airbnb Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Patrick Donley (@JPatrickDonley) sits down with Grace Gudenkauf and Amelia McGee to discuss how they got started in their journey of real estate investing. You’ll learn about their individual portfolios and how they financed them, how they connected and co-founded Women Invest in Real Estate, what you’ll learn from their forthcoming book, The Self-Managing Landlord, the books that have influenced them the most, and so much more! IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 03:46 - What Amelia and Grace’s first steps in real estate investing were. 06:51 - How they use the BRRRR strategy to grow their portfolios. 18:56 - What they did to finance their deals. 10:35 - How they educated themselves in real estate. 10:35 - Who their book is geared towards and what you’ll learn from it. 14:05 - How they began to scale their portfolios. 22:37 - How they met and created Women Invest In Real Estate (WIIRE). 29:06 - How they spend their time between WIIRE and running their portfolios. 42:41 - What their tech stack looks like. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Recommended book: The Self Managing Landlord by Grace Gudenkauf and Amelia McGee. Recommended book: 10X is Better than 2X by Dan Sullivan. Recommended book: Rich Dad Poor Dad by Robert Kiyosaki. Recommended book: Real Estate Rookie by Ashley Kehr. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: CFI Education Airbnb Connect with Patrick: Twitter Connect with Grace and Amelia: Website | Instagram Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In today’s episode, Patrick Donley chats with The FI Couple, Ali and Josh, about their journey to financial independence. Despite starting with significant debt and job struggles, they turned to real estate investing to change their lives. They paid off over $100,000 in debt, built a $1.3 million real estate portfolio, and left their 9-5 jobs. Now, they manage their rental properties and run The FI Couple platform, helping others achieve financial freedom. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 02:42 - How Ali and Josh grew up with very different money mental models and the challenges that provided to them. 18:08 - Why their differences proved to be a benefit. 25:31 - How they worked their way out of over $100,000 of debt. 27:07 - How they began to build their real estate portfolio. 44:25 - What their buy box looks like. 52:10 - How their strategies and beliefs have changed over the years. 55:33 - How they’ve been using seller financing to build their portfolio. 62:11 - Why it is important to build social capital and a digital resume. 64:35 - How Ali and Josh became The FI Couple. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Recommended book: I Will Teach You To Be Rich by Ramit Sethi. Recommended book: Total Money Makeover by Dave Ramsey. Recommended book: Set for Life by Scott Trench. Recommended book: Seven Habits of Highly Successful People by Stephen Covey. Related Episode: REI064: Financial Freedom Journey w/ Josh and Ali of the Fi Couple | YouTube video. Check out The FI Couple’s free guide to real estate investing and house hacking. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Found Toyota Fundrise Facet NetSuite Connect with Patrick: Twitter Connect with the FI couple: Website | Instagram | Twitter Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Robert Leonard and Raoul Pal discuss the macro environment, NFTs, crypto, and Bitcoin. Raoul Pal is a co-founder of Real Vision, has run a successful global macro hedge fund, co-managed Goldman Sachs’ hedge fund sales business in Equities and Equity Derivatives in Europe, and helped design the BBC TV program Million Dollar Traders, training participants in investment and risk management strategy. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 02:01 - How did Raoul’s experience at BBC while designing Million Dollar Traders inspired him to create Real Vision? 02:01 - What were the roadblocks and defining moments that led to the creation of Real Vision? 02:01 - What was missing in the marketplace prior to Real Vision? 06:21 - What are the 3 phases of a crisis and which phase are we currently in? 06:21 - How the multiple stimulus bills being passed by the US government affects the macro-environment. 15:26 - What financial experts mean when they say the “government is printing money”. 22:07 - With the fall of the macro environment, is this something that new investors should be worried about or should they focus on the basics first? 32:14 - How did Twitter, Reddit and other social media outlets change the investing landscape for younger and newer investors? 36:51 - How Raoul’s opinion changed from just having a small amount of crypto to a large amount specifically, Bitcoin. 38:20 - What other fellow macro-experts think about crypto and bitcoin? 43:13 - What other coins, other than Bitcoin and Ethereum have a potential to succeed? 49:48 - Whether it’s possible for the government to outlaw crypto. 54:12 - What are NFTs and Raoul’s view as a potential investment case? And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Bitcoin’s white paper. Recommended Book: The Intelligent Investor by Benjamin Graham. Recommended Book: The Simple Path to Wealth by JL Collin. Recommended Book: The Laws of Wealth by Daniel Crosby. Recommended Book: Pioneering Portfolio Management by David Swensen. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: CFI Education Airbnb Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Kyle Grieve chats with Brian Stofell about the crucial role of being transparent with your track record, how to score anti-fragility, managing risk in a portfolio where evaluation isn’t critical, the interplay of narrative and investor sentiment, how to utilize a reverse DCF to find the market's assumptions on growth, investment lessons from Nassim Nicholas Taleb, how to weight probabilities for analyzing the outcome of a stock, and a whole lot more! IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 03:12 - The significance of track record in decision-making processes. 03:50 - The crucial role of having "skin in the game" in various ventures. 08:56 - Insights into Brian's transition towards tech-oriented businesses. 09:13 - Why Brian adds a stock at any price, regardless of valuation, if the business is anti-fragile. 09:13 - The importance of free cash flow when looking at loss-making businesses. 14:30 - How Brian enters a position and how he allows it to earn its way to a higher allocation. 19:57 - Exploring the anti-fragility inherent in specific tech sectors. 37:52 - Why switching costs are so easily identifiable. 40:56 - How to use RDCF to help you better understand the assumptions made about a business. 46:22 - The importance of understanding the relationship between narratives and price. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Buy a copy of The Psychology Of Money here. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: CFI Education Airbnb Connect with Kyle: Twitter | LinkedIn | Website Connect with Brian: LinkedIn | Website | Twitter Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In this today’s episode, Patrick Donley (@JPatrickDonley) sits down with Grant Dougherty, a Houston-based tax professional who specializes in real estate and small business tax strategies. You’ll hear about the lessons Grant learned playing college baseball, how he got his accounting practice started, what some of his favorite tax saving strategies are, what are some important financial moves real estate investors and small business owners should make, what the biggest mistakes he sees people make with their taxes, and much more! Grant is a real estate and small business tax professional who runs Dougherty Tax Solutions. He has built his practice largely through content creation on Twitter and Instagram and lives in Houston with his wife and 3 small children. IN THIS EPISODE, YOU’LL LEARN: 00:00 Intro 02:25 - What lessons Grant learn from playing college baseball. 09:36 - What steps did he take to get his accounting practice started. 12:47 - How he has grown his business and Twitter following. 20:50 - What the tax advantages are of a high-earning W2 spouse married to a Real Estate professional. 24:23 - What is cost segregation and bonus depreciation and why it’s important. 28:35 - What are some of his favorite tax-saving strategies. 33:22 - What are some financial moves that small business owners should make. 35:50 - How Grant manages his portfolio. 44:09 - What are the biggest mistakes that he sees people make with their taxes. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Recommended book: Grit by Angela Duckworth. Recommended book: The Intelligent Investor by Benjamin Graham. Check out MI285: The Art of Tax Optimization w/ Mitchell Baldridge | YouTube video. Check out MI334: Confessions of an Entrepreneurial Addict w/ Chris Koerner | YouTube video. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Airbnb Range Rover Meyka Fundrise NetSuite Connect with Patrick: Twitter Connect with Grant: Website | Twitter Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
David Morgan goes through the basics of investing in commodities. David is a widely recognized analyst in the precious metals industry and consults for hedge funds, high net worth investors, mining companies, depositories, and bullion dealers. He is also known as the publisher of The Morgan Report. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 03:37 - What are commodities, and how do you invest in them? 06:33 - How you can invest in commodities through ETFs. 16:59 - When is the "right time to buy"? 25:16 - Why David invests in silver. 29:00 - Why do investors avoid investing in precious metals? 49:50 - How to pick mining stocks. 56:07 - The pros and cons of commodities. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Recommended Book: You Can’t Lose Trading Commodities by Robert Weist. Recommended Book: The Silver Manifesto by David Morgan. Recommended Book: Second Chance by David Morgan. Check out The Morgan Report. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Airbnb Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Patrick Donley (@JPatrickDonley) sits down with Brent Beshore, CEO of Permanent Equity, a private equity firm with a long-term holding period of 30 years that invests in family-owned companies. You’ll hear about Brent’s conversion story and his journey from atheism to faith and how that has affected his life and career. You’ll also learn what it was like for him to become more public with his beliefs, the books he recommends to skeptics, what his advice is to people looking to acquire a business, his views on buying vs. starting a business, and so much more! IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 01:58 - What the daily practice Brent has done that has had the biggest impact on his life. 10:40 - How Brent’s conversion story from atheism to faith unfolded. 11:32 - Why his quest for money, success, and power left him feeling empty. 19:00 - How becoming a believer has affected his business life. 30:50 - What it was like becoming more public with his beliefs. 35:45 - What are some books he’d recommend to skeptics. 47:30 - What Brent would recommend to a young person who wants to acquire a business. 47:30 - What his thoughts on SBA loans are. 47:30 - What his thoughts on buying vs. starting a business are. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Recommended book: The One Year Bible. Recommended book: The Case for Christ by Lee Strobel. Recommended book: Giving it All Away..And Getting It Back Again by David Green. Recommended book: Practicing the Way by John Mark Comer. Recommended book: The Spirit of the Disciplines by Dallas Willard. Recommended book: Living Life Backwards by David Gibson. Recommended book: Confronting Christianity by Rebecca McLaughlin. Recommended book: Making Sense of God by Timothy Keller. Recommended book: The Reason for God by Timothy Keller. Check out Brent’s episode with Chris Powers. Check out: TIP393: Fundamentals For Private Deals w/ Brent Beshore | YouTube video. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: CFI Education Airbnb Connect with Patrick: Twitter Connect with Brent: Website | Twitter Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In this today’s episode, Patrick Donley (@JPatrickDonley) sits down with Alan Corey, a self-described real estate maximalist, who has achieved financial independence through a long-term, straight forward real estate strategy. You’ll also learn about his life as a New York comic, how Alan practiced habits of the wealthy to build his portfolio, how he got his start as an author, what holds people back from getting started in real estate, the importance of finding your niche, and so much more! Alan is a real estate investing mentor and coach, an Atlanta realtor, and owns a large portfolio of multi-family properties. He is also the author of "A Million Bucks by 30" and "House FIRE" and runs House Money Media. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 01:57 - What life was like as a comic in New York City. 06:58 - How Alan started practicing habits of the wealthy. 09:07 - What his first steps in real estate were to start building his portfolio. 31:33 - How Alan got started as an author. 46:20 - What holds people back from getting started in real estate. 50:07 - Why it is important to find your niche in real estate. 51:18 - What Alan’s portfolio looks like today and where he focuses. 54:02 - How he views long-term debt. 58:03 - What is House Money Media. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Recommended book: A Million Bucks by 30 by Alan Corey. Recommended book: The Subversive Job Search by Alan Corey. Recommended book: House Fire by Alan Corey. Check out: REI161: A Better Way to Build Wealth w/ Sean O’Dowd | YouTube video. Check out: MI319: Adulting is Easy w/ Lauren Keen Aumond | YouTube video. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: CFI Education Airbnb Connect with Patrick: Twitter Connect with Alan: Website | Twitter | YouTube Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Matthew Piepenburg talks about the macro environment, current market trends, and risks and opportunities ahead. Matthew is the Co-Founder of SignalsMatter and Co-Author of the book, “Rigged to Fail”. He has over 20 years’ experience in investing, alternative assets, and finance, with expertise in managed futures, credit, and equity investing. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 06:53 - What is a Main Street investor? 06:53 - What are the risks and opportunities for Main Street investors? 10:05 - Why is the next recession going to be worse than previous ones? 35:53 - Why might Buffett be wrong regarding macro environments and interest rates. 43:08 - Are 401Ks at risk? 01:03:06 - How can you position yourself to mitigate risk? 01:07:16 - What impact will rising interest rates have on the financial markets? 01:16:17 - When will market manipulation end? And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Recommended Book: Rigged to Fail by Matthew Piepenburg. Article: To Buy or Not to Buy – That is (Always) the Question. Article: What Lies Ahead – How to Navigate Extreme Markets. Recommended Book: The Power of Passive Investing by Rick Ferri. Recommended Book: The Education of a Value Investor by Guy Spier. Recommended Book: A Random Walk Down Wall Street by Burton Malkiel. Recommended Book: The Little Book That Still Beats the Market by Joel Greenblatt. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: CFI Education Airbnb Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Kyle Grieve chats with Chris Panagiotu about the power of owning a positive mentality, the investing planning strategies of the most successful people, why Chris puts his trust in other great investors to generate returns for himself, why we should pay special attention to the qualitative aspects of investing, how to engineer your own thinking space to improve how you analyze a business and think about important topics, and a whole lot more! IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 11:58 - How to instill financial literacy through practical applications to better help the younger generation understand investing and finance. 17:25 - How Chris has succeeded by investing in other wonderful investors and who taught him this strategy. 21:35 - The positive impacts of emphasizing positivity in sports and business for professional success. 36:28 - How to create a space for critical decision-making and strategic analysis. 36:28 - Easy strategies to simplify financial concepts. 46:11 - How to reduce biases by staying nimble within consistent frameworks. 50:30 - Why diversifying your investments outside of stocks can be an intelligent move. 53:57 - Why we should emphasize business quality. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Buy a copy of The Psychology Of Money here. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: CFI Education Airbnb Connect with Kyle: Twitter | LinkedIn | Website Connect with Chris: LinkedIn | Website | Twitter Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In this today’s episode, Patrick Donley (@JPatrickDonley) sits down with our very own Shawn O’Malley and Matthew Gutierrez who are the main drivers of our financial newsletter, We Study Markets. You’ll learn what it’s been like creating and writing for We Study Markets, who their biggest influences have been, how they structure their own portfolios, what an average day is like for a newsletter writer, and what future plans they have to offer more value to our readers. Shawn O’Malley is the Chief Editor for WSM and has been working on the newsletter since the very first edition in July of 2022. He graduated magna cum laude from Elon University where he studied finance and entrepreneurship. He’s an integral part of the TIP team and has grown the newsletter to over 30,000 readers. Matthew Gutierrez is a writer and editor that has reported for The New York Times, The Wall Street Journal, and The Washington Post. He graduated from Syracuse University with degrees in journalism and finance. He has also been critical to the success of the newsletter and has read widely and broadly as he hones the craft of writing. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 03:09 - How both Shawn and Matthew got interested in the financial markets. 05:52 - What their first career steps out of college were. 08:32 - What books made the biggest impact on them. 12:09 - How Nassim Taleb’s anti-fragile portfolio is structured. 16:10 - Which investors they admire the most and try to emulate. 18:56 - Why it’s important to stick with an investment strategy during the downturns. 27:30 - What money moves they would encourage beginning investors to make. 29:02 - How Shawn and Matthew invest their own money. 35:23 - What is via negativa and how can you apply it. 44:10 - What it has been like to work at The Investor’s Podcast Network. 50:46 - What it has been like building and growing a newsletter. 51:35 - What a day is like as a newsletter writer. 53:18 - How the newsletter has changed over time. 63:20 - What is We Study Markets Pro and how it can help you. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Recommended book: Incerto by Nicholas Nassim Taleb. Recommended book: The Psychology of Money by Morgan Housel. Recommended book: Same as Ever by Morgan Housel. Recommended book: The Joys of Compounding by Gautam Baid. Recommended book: The Snowball by Alice Schroeder. Recommended book: Wherever You Go, There You Are by Jon Kabat-Zinn. Check out: MI306: Almanacks and Anthologies w/ Eric Jorgensen | YouTube video. Recommended book: The Almanak of Naval Ravikant by Eric Jorgensen. Recommended book: The Little Book That Beats the Market by Joel Greenblatt. Recommended book: The Warren Buffett Way by Robert Hagstrom. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Airbnb Connect with Patrick: Twitter Connect with Shawn: Website | Twitter Connect with Matthew: Website | Email Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Robert Leonard talks to Jeremy Schneider all about personal finance, and his useful strategies for building wealth for the millennial generation. Jeremy is a successful entrepreneur and software developer, and the founder of Personal Finance Club, a resource that aims to aid investors in the most effective path to building wealth. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 12:57 - The three life-long habits to form in order to build wealth and stay wealthy. 22:03 - A six-step personal finance plan to become a millionaire. 22:03 - How to minimize or pay off debt. 38:38 - Rules for smart investing. 38:38 - Some approaches to investing in the stock market. 01:15:20 - The first thing you should do to get started on your wealth building journey. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Recommended Book: The Millionaire Next Door by Thomas Stanley and William Danko. Recommended Book: The Total Money Makeover by Dave Ramsey. Recommended Book: I Will Teach You To Be Rich by Ramit Sethi. Recommended Book: The Behavioral Investor by Daniel Crosby. Recommended Book: Set for Life by Scott Trench. Recommended Book: The Education of a Value Investor by Guy Spier. Personal Finance Club: Primary Home vs. Investment Property vs. S&P 500. Personal Finance Club: What’s the difference between an index fund and an ETF? Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Airbnb Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In this today’s episode, Patrick Donley (@JPatrickDonley) sits down with Neville Medhora to hear about his early adventures into online businesses and how that led to creating online courses including the Copywriting Course. You’ll also learn about his early experiences in day trading, how Warren Buffet changed his mind about investing, how to capture anyone’s attention with the AIDA Method, how he structures his own portfolio and so much more! Neville Medhora runs Copywriting Course where 1,000+ business owners get trained on writing better emails, newsletters, landing pages and social media posts. He's been involved with AppSumo, TheHustle, Copy.ai, and a host of other internet businesses. Neville learned to invest in college with spare money made from side projects, and quickly learned the perils of day trading, and the reward of long-term investing. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 02:45 - What Neville’s path was like during and after college. 05:39 - How he arranged to meet Michael Dell and other famous people. 10:07 - What his early experience in day trading was like. 15:49 - Why he started a financial blog and the doors it opened for him. 17:42 - How he got connected with Noah Kagan and Sam Parr. 21:56 - How he first got involved with copywriting and how he learned it. 33:13 - How to capture someone’s attention with the AIDA process. 38:23 - What someone would learn in Neville’s copywriting course. 41:30 - What a typical day looks like for him and how he spends his time. 43:52 - What are some of the “crazy experiments” Neville has done. 51:09 - What Neville’s productivity hacks are. 55:58 - How to think about your own death to plan and live your life. 64:08 - How Neville thinks about living a good and happy life. 67:04 - Why you shouldn’t be 100% content. 68:55 - How he structures his own portfolio. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Check out: MI318: Million Dollar Weekend w/ Noah Kagan | YouTube video. Recommended Book: The Boron Letters by Gary Halbert. Recommended Book: Ask by Ryan Levesque. Recommended Book: Buy Back Your Time by Dan Martell. Recommended Book: You’re Gonna Die by Neville Medhora. Enjoy ad-free episodes when you subscribe to our Premium Feed. Check out the books mentioned in the podcast here. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Airbnb Connect with Patrick: Twitter Connect with Neville: Website | Twitter | YouTube Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In this week’s episode, Patrick Donley (@JPatrickDonley) sits down with Value Stock Geek to chat about his journey into value investing, how he’s developed his unique investing philosophy, and who his biggest influences have been in the value community. They also talk about how VSG worked his way out of debt, how he got into the FIRE movement, what the “weird portfolio” is, and what he would tell a younger investor just getting started. Value Stock Geek is an anonymous blogger who has been blogging & tweeting about his portfolio and value investing concepts since 2016. He operates a Substack where he investigates new companies every week and posts updates on his personal portfolio, where he buys and sells these companies. He has also written up a unique approach to asset allocation, which they discuss in the interview. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 02:05 - How VSG got interested in value investing and what his biggest influences were. 05:46 - How the dot com bubble affected him. 06:37 - How he worked his way out of debt after falling into some typical consumer traps. 09:11 - When and how he got interested in the FIRE movement. 15:16 - What value investors have influenced his current approach to stock selection. 17:52 - How VSG has learned to think about moats. 23:10 - What the “weird portfolio” is. 33:59 - Why he writes weekly research reports. 39:33 - How to use Dataroma to clone great investors. 47:35 - What he’s learned from some of the guests on his podcast. 49:58 - What his favorite money and investing movies are. 52:16 - What his favorite stock is right now. 54:22 - What he would tell a younger investor on how to get started investing. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Recommended Book: The Intelligent Investor by Benjamin Graham. Recommended Book: The Snowball by Alice Schroeder. Recommended Book: Early Retirement Extreme by Jacob Lund Fisker. Recommended Book: Deep Value by Tobias Carlisle. Recommended Book: The Little Book that Beats the Market by Joel Greenblatt. Recommended Book: The Little Book That Builds Wealth by Pat Dorsey. Recommended Book: Money by Tony Robbins. Recommended Book: Principles by Ray Dalio. Recommended Book: The Simple Path to Wealth by JL Collins. Recommended Book: Tapdancing to Work by Carol Loomis. Check out: Dataroma. Enjoy ad-free episodes when you subscribe to our Premium Feed. Check out the books mentioned in the podcast here. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: CFI Education Airbnb Connect with Patrick: Twitter Connect with VSG: Website | Twitter Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Robert Leonard talks with Howard Marks to discuss the future of financing small businesses. Marks is the co-founder and CEO of StartEngine, a leading equity crowdfunding platform that allows people to invest in startups and raise capital through crowds. He started out as the founder and CEO of Acclaim Games, a publisher of online games now part of The Walt Disney Company. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 03:58 - Business challenges and lessons from Activision, Acclaim Games, and StartEngine. 03:58 - How to raise capital through a platform like StartEngine. 22:37 - What crowdfunding is and why businesses need it. 22:37 - What are the different types of crowdfunding? 39:20 - What investors should do before diving into crowdfunding. 53:24 - How investors in private companies can get their capital back through crowdfunding. 57:01 - Why access to liquidity is important for private equity investors. 57:46 - What is the secondary market of StartEngine? 01:32:45 - The insights he learned from Kevin O’Leary of Shark Tank. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Recommended Book: Cold Hard Truth on Business, Money & Life by Kevin O’Leary. Recommended Book: The Shark’s Shark Tank Jump Start Your Business. Recommended Book: How to Be a Capitalist Without Any Capital by Nathan Latka. Recommended Book: Angel by Jason Calacanis. Check out the books mentioned in the podcast here. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: CFI Education Airbnb Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Kyle Grieve chats with Jeremy Kokemor about why Jeremy has utilized Buffett’s 0/6/25 model and why he thinks it’s so powerful, why value, growth and quality are all important for successful investing, why price isn’t the only way to get a margin of safety, why investors should look at reinvestment rates to help identify wonderful investments, why you should only invest in countries that have shareholder friendly regulations, how many investments per year concentrated investors need to be successful, and a whole lot more! IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 03:09 - Why the 0/6/25 model is so powerful and how it aligns Jeremy with his partners. 03:09 - Other methods that Jeremy has used to create alignment with his partners. 15:09 - How a high-quality, low-debt business can add to their margin of safety outside of price. 17:32 - Why Jeremy views the combination of value, growth, and quality as being important for his investing process. 19:17 - The similarities and differences between O'Reilly Auto Parts and NVR in terms of capital allocation. 24:14 - How Jeremy keeps costs down to help ensure his business model is optimized. 28:33 - Why Jeremy runs a concentrated portfolio. 34:27 - The importance of reinvestment into wonderful businesses and value creation. 40:08 - Why we should evaluate a business based on its ability to grow without reinvestment. 40:08 - The strengths of using multiple evaluation methods to help you understand the value of a business. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Read Jeremy’s shareholder letters here. Check out the books mentioned in the podcast here. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: CFI Education Airbnb Connect with Kyle: Twitter | LinkedIn | Website Connect with Jeremy: LinkedIn | Website | Twitter Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In this week’s episode, Patrick Donley (@JPatrickDonley) sits down with Steve Adcock to learn about how he quit his job at 35 after achieving financial independence to pursue a life of adventure. You’ll also learn about the primary habits of millionaires, what kind of investment strategy he recommends, how he handled a $200,000 drop in his portfolio during the pandemic, what his lifestyle is like now in “retirement”, and much more! Steve Adcock runs Millionaire Habits, a resource dedicated to making you smarter about money. Every week, he publishes content designed to help you take full control over your life and achieve everything you’ve ever dreamed of. Steve travelled 3 years in an Airstream and now lives off the grid in the Arizona desert. He’s been featured in publications like CNBC, Forbes, Business Insider, and MarketWatch. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 02:32 - What were some of the early money mistakes Steve made. 06:04 - What the impetus was for writing Millionaire Habits. 08:09 - What is the Trinity Study and why it’s important to understand the 4% rule. 11:50 - What kind of investment strategy Steve recommends. 14:19 - How the traditional indicators of success can become a trap. 17:31 - Why Steve and his wife decided to sell everything to live in an Airstream full-time. 23:19 - What it was like moving off-the-grid. 26:03 - How much Steve had saved before leaving his W-2 job. 35:19 - What the advantages to marrying later in life are and why picking the right partner is so important. 41:33 - How Steve handled a $200,000 drop in his portfolio during the pandemic. 45:10 - How Steve and his wife handle health insurance. 52:19 - What books influenced Steve in his own quest for financial independence. 55:58 - What Steve’s thoughts are on buying vs. renting. 58:03 - Why early retirement can be associated with an early death. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Check out: The Millionaire Next Door by Dr. Thomas Stanley. Check out: The Psychology of Money by Morgan Housel. Visit: Millionaires Habits by Steve Adcock. Check out the books mentioned in the podcast here. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: TurboTax Public Airbnb Connect with Patrick: Twitter Connect with Steve: Website | Twitter Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Robert Leonard talks with Stig Brodersen. Stig is Co-Founder and Co-Host of We Study Billionaires by The Investor’s Podcast Network, a best-selling author, and a former college professor. He has successfully grown We Study Billionaires to the #1 stock investing podcast in the world, while building a platform that is also a leading authority in stock investing. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 01:46 - How to pick a brokerage company to invest with. 06:23 - What stocks, ETFs, mutual funds, bonds, commodities, and options are. 10:17 - How to keep your emotions in check and set realistic expectations. 27:36 - How to actually buy and sell stocks and funds. 35:29 - Different investment strategies that can be implemented. 49:38 - How and why compounding is so important for millennial investors. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Money Under 30 Compounding Example. Recommended Book: I Will Teach You To Be Rich by Ramit Sethi. Recommended Book: The Little Book of Common Sense Investing by John Bogle. Recommended Book: The Education of a Value Investor by Guy Spier. Recommended Book: The Dhandho Investor: The Low-Risk Value Method to High Returns by Mohnish Pabrai. Check out the books mentioned in the podcast here. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: CFI Education Airbnb Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In this week’s episode, Patrick Donley (@JPatrickDonley) sits down with serial entrepreneur Kriss Berg to talk about how turns the cash flows from his online businesses to purchase car washes and utilizes a tax-savings strategy called bonus depreciation to pay almost zero taxes. You’ll also hear about the many entrepreneurial adventures Kriss has had, the books that had a big impact on the trajectory of his career, what it was like living off-the-grid for 13 years, and much more! Kriss Berg has been an entrepreneur for over 21 years. He started out with a home service business and has since had start-ups in solar, ecom, real estate, and much more. Now he runs a portfolio of online businesses and takes the profits from those and invests in car washes. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro. 02:26 - What some of the “dirty jobs” were that Kriss had. 03:53 - How an early-life crisis led to his first entrepreneurial venture. 05:36 - Why he decided to move off the grid and what the experience was like. 11:35 - Why being a continual learner has been an important part of his success. 13:14 - How the 4-Hour Workweek influenced him. 16:28 - How he got involved in real estate investing and increased his cash flow and net worth. 20:30 - Why his own health issues led to a successful entrepreneurial venture. 25:53 - Why he decided to pare down and sell off some of his businesses. 26:36 - How he got turned on to the power of Twitter. 31:16 - Why he choose to invest in carwashes. 33:55 - How he finds carwash deals, finances them, and increases profitability. 43:02 - What the 3 M’s of increasing the value of a carwash are. 44:08 - What his end game is with his car wash investments. 46:15 - What is the biggest challenge to investing in car washes is. 48:26 - How bonus depreciation works and how he uses it with car washes to pay no taxes. 51:57 - How his carwashes create tax savings through bonus depreciation. 54:44 - How mastermind groups have played a big part in his career. 58:41 - How to become instantly likable. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Recommended book: Walden by Henry David Thoreau. Recommended book: 4 Hour Workweek by Tim Ferriss. Recommended book: Ready, Fire, Aim by Michael Masterson. Recommended book: Rich Dad Poor Dad by Robert Kiyosaki. Recommended book: The E-Myth by Michael Gerber. Recommended book: The Millionaire Next Door by Dr. Thomas Stanley. Check out the books mentioned in the podcast here. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: CFI Education Airbnb Connect with Patrick: Twitter Connect with Kriss: Website | Twitter Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In this week’s episode, Patrick Donley (@JPatrickDonley) sits down with serial entrepreneur, Chris Koerner to talk about his holding company, Cofounders and the unique way he launches new entrepreneurial ventures. You’ll also hear what it was like for Chris to be a missionary for two years in Hungary, a crazy story about partnering with John McAfee, how he got involved in bitcoin mining, his experience doing ultramarathons, why living organ donoring became extremely important to him, and so much more! Chris Koerner has started over 20 different companies and currently runs a holding company called Cofounders. He’s started and sold five 7-8 figure businesses in five different industries and loves the game of business. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro. 02:37 - What Chris’ experience was like being a missionary in Hungary. 07:44 - What some of his early hustles as a teenager were. 10:15 - How he got started writing and honing his craft. 10:37 - How Twitter has affected his career. 12:36 - How he has structured his holding company, Cofounders. 14:01 - How he incubates new entrepreneurial ideas. 15:44 - What are the qualities he looks for in people he partners with. 16:01 - How he created a company selling Buc-ee’s products. 27:03 - What Chris thinks about there being an entrepreneurial gene. 28:59 - How he got connected with John McAfee. 34:24 - When he got involved with bitcoin mining. 37:10 - How he developed conviction in Bitcoin and what his price predictions are. 39:10 - How he handles the volatility of Bitcoin. 39:56 - When and how he first got involved with real estate. 45:21 - Why he loves mobile home park investing. 46:59 - What an average day for Chris is like. 48:19 - What is Parkinson’s Law. 50:44 - How he comes up with creative business ideas. 54:16 - Why he got into ultramarathons. 61:07 - How Chris and his wife became living organ donors. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. For more information check out: National Kidney Registry. Check out: REI192: Building an Empire w/ Nick Huber | YouTube video. Check out the books mentioned in the podcast here. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Range Rover Airbnb NetSuite Public Connect with Patrick: Twitter Connect with Chris: Website | Twitter Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
On today’s Millennial Investing Rewind Episode, Robert sits down with Neil Patel to talk about how he got his start as an entrepreneur, his thoughts on side hustles, and how everyone should own their dream. Neil is a New York Times bestselling author and successful entrepreneur. He is also recognized as one of the Top 10 marketers by Forbes, and one of President Obama’s Top 100 entrepreneurs under 30. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 02:04 - Why Neil decided to become a digital marketing entrepreneur. 05:47 - How Neil funded his business. 06:14 - Should a new entrepreneur raise venture capital for their business? 09:05 - What it means to "own your dream". 17:47 - How you can make your own luck. 22:48 - What are the four major hustles? 31:31 - Some side-hustle recommendations. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Recommended Book: Neil Patel’s Hustle. Recommended Book: Gino Wickman’s Entrepreneurial Leap. Recommended Book: Mike Michalowicz’s Fix This Next. Recommended Book: Mike Michalowicz’s Profit First. Recommended Book: Nathan Latka’s How to Be a Capitalist Without Any Capital. Recommended Book: Eric Ries’ The Lean Startup. Check out the books mentioned in the podcast here. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: CFI Education Airbnb Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Kyle Grieve chats with TIP Mastermind Community member David Fagan about the universal truths about money, hidden areas of life where compounding happens, why we should welcome doses of luck to help us succeed, how to be financially unbreakable, why asymmetric investments are so powerful, why we all must pay a fee to earn our wealth (and why it’s worth it), the power of narratives in building wealth, and a whole lot more! IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 04:29 - Why we disagree with others on money and why that’s ok. 12:07 - Why we should all strive to compound knowledge. 14:04 - What shapes our willingness to bear risk. 14:04 - The role of luck in success and failure. 14:52 - Why we should understand how luck impacts our outcomes. 16:53 - Why saving can increase happiness. 16:53 - Why building wealth has little to do with your income and everything to do with your savings rate. 22:51 - How you can be wrong 50% of the time and still generate life-changing wealth. 22:51 - The power of concentrated bursts of activity while defaulting to inactivity. 23:41 - Why it’s so difficult to understand the effects of compounding. 25:13 - Why it can be hard to “see” wealth, but not the rich. 25:13 - Why the stock market offers asymmetric upside. 29:43 - How to use history to help guide us into the future. 30:22 - Why we should expect to be surprised regularly. 41:07 - The hidden costs of success. 41:26 - Why we should be willing to pay the fees to benefit from investing. 41:26 - What those fees are and why they can be perceived as being difficult to pay. 44:41 - Why you should be financially flexible. 49:22 - How Kyle and David think about saving and investing. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Buy a copy of The Psychology Of Money here. Check out the books mentioned in the podcast here. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: CFI Education Airbnb Connect with Kyle: Twitter | LinkedIn | Website Connect with David: LinkedIn | Website Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In this week’s episode, Patrick Donley (@JPatrickDonley) sits down with Your Friend Andy to discuss how he worked his way out of significant debt and became a millionaire before his 40th birthday. You’ll learn what steps Andy took to dig himself out of debt, the first money moves he recommends for someone in debt, why it’s never too late to get started, why you need to make asymmetric bets to built wealth, how Bitcoin has been an important part of his portfolio, and much, much more! Andy is a lifelong entrepreneur, but was never very good with money. At age 29 he had racked up $86k in credit card debt and was living paycheck to paycheck and had no savings or investments. 10 years later, he’s erased the debt and become a millionaire. For the past 3yrs, he’s been a creator on YouTube. Initially talking mostly about personal finance, but now solidly focused on Bitcoin and passive income. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro. 02:46 - How Andy’s 20’s got him into financial trouble. 05:41 - What authors made the biggest impact on Andy. 08:13 - What are the first money moves he would recommend for someone in debt. 09:37 - What budgeting app he recommends. 12:58 - Why it’s never too late to get started saving and investing. 15:59 - What the 4% rule is. 24:05 - How Andy approaches lifestyle design. 26:31 - How investing gives you optionality. 26:56 - What are asymmetric bets and how they can increase your net worth rapidly. 29:12 - How Andy got into Bitcoin and developed his conviction. 39:05 - How he has handled the volatility of Bitcoin. 49:25 - When and why he got started with bitcoin mining. 51:17 - How Andy got started with YouTube and how he’s monetized his channel. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Recommended Book: I Will Teach You To Be Rich by Ramit Sethi. Recommended Book: The Total Money Makeover by Dave Ramsey. Recommended Book: 4 Hour Workweek by Tim Ferriss. Recommended Book: The Bitcoin Standard by Saifedean Ammous. Recommended Book: The Creature of Jekyll Island by G. Edward Griffin. Check out: MI080: To Be a Successful Investor, You Need a Budget w/ Jesse Mecham | YouTube video. Check out: Passive Bites. Check out the books mentioned in the podcast here. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: CFI Education Airbnb Connect with Patrick: Twitter Connect with Your Friend Andy: Website | YouTube | Twitter Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
On today’s Millennial Investing Rewind Episode, Robert Leonard chats with Brennan Schlagbaum to talk about the state of financial education and how to take control of your financial future. Brennan is a Certified Public Accountant, Investment Coach, and Author of Investing 101: Everything the Investor Needs to Know. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 05:41 - The strategy of paying down debt as fast as you can. 10:39 - How to manage the dynamic of living for now while striving towards financial goals. 12:18 - How should listeners approach paying off their students debts right now? 18:05 - Why you need to actually invest the cash in your investment accounts. 22:05 - What is currently wrong with our financial education system? 22:05 - How low-cost resources going to change the future of financial education. 37:09 - Why a budget doesn’t have to be restrictive. 44:57 - Common mistakes that new investors make. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Recommended Book: Broke Millennial Talks Money by Erin Lowry. Recommended Book: The Power of Passive Investing by Rick Ferri. Check out the books mentioned in the podcast here. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Airbnb Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In this week’s episode, Patrick Donley (@JPatrickDonley) sits down with Scott Trench, CEO of BiggerPockets, to talk about how Scott pursued financial independence and shared his strategies in his book, Set for Life. You’ll learn about how Scott got turned onto FI, the bet he placed on himself by leaving his W-2 and joining Bigger Pockets, what his views of the real estate market is in 2024, what his own buy box looks like, and where else he invests outside of real estate and index funds. Scott is the CEO and President of BiggerPockets and has dedicated his career to helping ordinary Americans build wealth in part through real estate investing. Since joining BP in 2014, Scott has authored the bestselling wealth-building book Set for Life and joined Mindy Jensen as co-host of the BiggerPockets Money Podcast. He is an active real estate investor in the Denver market, and currently manages a private portfolio of about $1.5M and holds his real estate license as a Colorado broker. Scott stays active in the BiggerPockets Forums and has contributed hundreds of articles, market analyses, and files to BiggerPockets. He hopes this will provide other investors the tools they need to repeat his results in just 3-5 years, giving them the option to go anywhere they want in the world, work any job, start any business, or finish out the journey to financial independence and retire young. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro. 02:45 - How Scott first got turned onto financial independence. 05:20 - How he made his way from cubicle jockey to CEO of BiggerPockets. 07:37 - Why he is a big fan of house hacking. 09:02 - Who some of his early FI influences were. 12:51 - What the middle class wealth trap is. 16:18 - What his view of the 2024 real estate market is and where he sees opportunities. 18:50 - Why real estate is a bet on the long-term growth of the U.S. economy. 23:06 - When he thinks the right time to invest in real estate is. 32:43 - What asset class he thinks will get hurt the most in 2024. 33:14 - What Scott’s buy box looks like. 35:50 - What Scott’s portfolio look like. 43:25 - What Scott would have done differently looking back on his journey. 48:36 - Where else he invests outside of real estate and index funds. 51:29 - What it is like running BiggerPockets and how he structures his day. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Recommended book: Set for Life by Scott Trench. Recommended book: The Everything Guide to House Hacking by Robert Leonard. Recommended book: Early Retirement Extreme by Jacob Lund Fisker. Recommended book: Your Money or Your Life by Vicki Robin. Recommended book: Rich Dad Poor Dad by Robert Kiyosaki. Recommended book: The Millionaire Next Door by Thomas Stanley. Recommended book: The Bitcoin Standard by Saifedean Ammous. Check out the books mentioned in the podcast here. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: CFI Education Airbnb Connect with Patrick: Twitter Connect with Scott: Website Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In this week’s episode, Patrick Donley (@JPatrickDonley) sits down with The Real Estate God, a famous anonymous Twitter account with over 100,000 followers, to talk about his unique views on life, real estate, and business. You’ll learn why he thinks investing in a 401k is a bet against yourself, how he got started in real estate private equity, what moves you need to make to leave your W-2 wisely, macro trends he thinks will affect us in the coming years, why he focuses on tertiary markets, the origin story of The Real Estate God account, and much, much more! The Real Estate God worked in real estate private equity at the institutional level before founding his own REPE firm. Outside of his own deals, he now runs an Acquisitions Bootcamp where he accelerates the learning an investor needs to know before buying their first profitable deal. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro. 02:37 - Who The Real Estate God’s heroes have been. 05:03 - Why he considers investing in a 401k as a bet against yourself. 08:12 - How his first investment lost a $30,000 nest egg and what he learned from it. 10:53 - Why you need to be investing in yourself or in a business when you are starting out. 14:47 - What moves you need to make to leave your W-2 wisely. 24:22 - How he initially got into real estate private equity. 31:30 - What macro trends he thinks will affect us in the coming years. 34:05 - What are the two ways to make money in real estate going forward. 36:23 - Why he focuses on tertiary markets. 40:35 - What his exit strategy is for his real estate investments. 46:22 - How he developed his sales skills. 52:17 - How to create your own yacht and add value to anyone. 57:31 - What you learn in the Acquisitions Bootcamp. 65:19 - What career he would consider if he wasn’t involved in real estate and more. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Check out: MI324: Mastering Money, Words and Wellness w/ Dickie Bush | YouTube video. Recommended book: Die with Zero by Bill Perkins. Check out: Efficiency by the Wall Street Playboys Check out: MI322: Enduring Ventures w/ Sieva Kozinsky | YouTube video. Check out the books mentioned in the podcast here. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Airbnb Connect with Patrick: Twitter Connect with Real Estate God: Website | Twitter Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
On today’s rewind episode, Robert Leonards chats with Aaron Nannini about ways to wisely manage your money and the importance of having a proper mindset for wealth-building. After struggling with money in his twenties and being sick of living paycheck-to-paycheck, Aaron started educating himself on personal finance. Aaron is now the founder of CashUncomplicated.com, a personal finance website that teaches people how to achieve financial success through implementing basic and uncomplicated principles such as life goals, daily habits, intentional money decisions, and a value-based spending mindset. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 03:06 - Why behavior and mindset are so important when it comes to money. 04:42 - What value-based spending is and how it can help with balancing the YOLO and future-thinking mindsets. 06:07 - What “keeping up with the Joneses” means and why you shouldn’t do it. 10:57 - How to fight back against lifestyle creep. 12:53 - How to avoid or get out of the paycheck-to-paycheck cycle. 18:16 - What the difference is between bad debt and good debt. 18:16 - How to get out of bad debt and leverage good debt. 22:37 - If one should use or avoid credit cards and how to appropriately use them. 34:08 - What silent killers are in terms of money. 40:54 - What the shocking cost of cars is and the myths of car loans. 48:25 - How to successfully manage money with one’s partner and avoid divorce. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Recommended Book: Cash Uncomplicated by Aaron Nannini. Recommended Book: The Millionaire Next Door by Thomas Stanley and William Danko. Recommended Book: I Will Teach You To Be Rich by Ramit Sethi. Recommended Book: Broke Millennial by Erin Lowry. Recommended Book: The Richest Man in Babylon by George Clason. Check out the books mentioned in the podcast here. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Airbnb Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Kyle Grieve chats with JL Collins about the adaptability of the term financial independence, how to reframe saving to make it more attractive, why simple is better for the investing process, why it’s so important to minimize fees, why you should stay away from overly complicated financial products, why he doesn’t like real estate as an investment, and a whole lot more! IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 02:56 - How he got Hasan Minhaj to write the forward for his book. 09:12 - Why financial independence means something different to each individual. 12:03 - How to reframe the saving process to remove the “deprivation” component of saving. 17:29 - Why JL is such a big fan of Jack Bogle. 17:29 - Why timing the market is so both pointless and irrelevant when investing in index funds. 18:19 - Why Vanguard’s VTSAX is a good index fund and other great options. 18:19 - How Vanguard aligned itself with its investors. 20:48 How taking a “hands-off” approach to investing can be wildly successful. 23:30 - How to simplify the compounding process with index investing. 27:47 - The optimal way to invest a lump sum. 32:01 - Why Wall Street sells over-complicated products to their clients. 32:01 - Why there are conflicts of interest between financial advisors and their clients. 32:01 - When it makes sense to use financial advisors. 38:37 - Why JL thinks a house is a terrible investment. 38:37 - Why your house can be thought of as an expensive indulgence rather than an investment. 38:37 - The hidden costs of home ownership. 38:37 - Why easing your kids into learning about financial independence is so important. 51:52 - How does saving properly provide such powerful financial stability and freedom. 44:42 - Why focusing on minimizing the expense ratio of index funds is so powerful for compounding your money. 51:52 - Why getting your “money” right, opens up so many possibilities. 54:12 - The power of Chautauqua’s. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Buy a copy of JL’s books here. Check out JL’s blog here. Related Episode: MI041: The Simple Path To Wealth w/ JL Collins | YouTube Video. Check out the books mentioned in the podcast here. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Airbnb Connect with Kyle: Twitter | LinkedIn | Website Connect with JL: Twitter | Blog Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In this week’s episode, Patrick Donley (@JPatrickDonley) sits down with Tim Calise, a serial entrepreneur and investor who has worked with Alex Hormozi and now applies what he learned to help service business owners maximize their existing business. You’ll learn how Tim raised over $325 million for a hedge fund in his twenties, how he got involved in the gym franchise business, how he got connected with Alex Hormozi, the biggest mistakes he sees start-ups making, how he helps “compress time” for founders, and much, much more! Tim is a versatile entrepreneur, investor, consultant, and podcast host who helps service business owners uncover the profits hidden inside of their existing business. By the age of 25, he had raised over $325mm for his investment company before moving onto building a 7 figure tech-enabled fitness business alongside his wife. Most recently, Tim was one of the 4 Executive Team members at GymLaunch alongside Alex and Leila Hormozi where he oversaw the development and launch of ALAN, a machine learning SaaS company, which grew from zero to $20M ARR in 6 months. Currently Tim helps make founders dreams come true by implementing his Product to Profit TM Framework as a sought after #2 to ambitious founders. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 02:26 - How Tim’s younger years set the stage for his future entrepreneurial ventures. 06:08 - What his college business ventures were and what he learned from them. 09:37 - How he navigated his first job out of college. 10:50 - How he raised $325 million in 3 years for a hedge fund. 14:08 - What the investment thesis for the hedge fund was. 22:54 - How his fund handled the 2008 Great Financial Crisis. 28:37 - How he got involved in the world of gym franchises. 32:26 - What the advice Alex Hormozi gave to Tim. 37:28 - What is it that makes Alex Hormozi a phenomenal entrepreneur. 41:23 - How they scaled the Gym Launch model beyond gyms into other industries. 52:00 - Why Tim decided to focus on small businesses to advise after his experience with Alex. 57:49 - What the biggest mistakes he sees start-ups making. 60:57 - How he aligns incentives with the founders he works with. 63:51 - How he finds balance in his life. 66:07 - What’s the #1 piece of worldly wisdom advice he finds himself giving to clients. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Recommended Book: $100 Million Offers by Alex Hormozi. Recommended Book: Buy Back Your Time by Dan Martell. Free Gift: DM “TIP” for a free gift from Tim. Check out the books mentioned in the podcast here. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: CFI Education Airbnb Connect with Patrick: Twitter Connect with Tim: Website | LinkedIn | Facebook Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
On today’s Millennial Investing Rewind Episode, Robert Leonards chats with Erin Lowry to discuss her book— Broke Millennial Talks Money: Scripts, Stories and Advice to Navigate Awkward Financial Conversations. Erin is a personal finance expert, founder of Broke Millennial, and the author of the now three-part Broke Millennial Series. Her main goal is to get people more comfortable with their money and to talk about their finances in a way that it is understandable, digestible, non-condescending and most importantly relatable. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 02:14 - What is a money script? 04:03 - What are the four main money scripts? 04:03 - How to tell your friends that you can’t afford the same lifestyle they can. 11:31 - How to ask parents if they can afford retirement and if they need support as they age. 25:44 - How to open conversations about salaries with co-workers. 34:58 - What is a prenup and how do we start a conversation with our partner? 50:13 - How to get on the same page with our partner on everyday money things. 57:12 - How to prepare kids to have conversations about money. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Related episode: Listen to MI018: Take Control of your Money with Erin Lowry, or watch the video. Recommended Book: Broke Millennial Talks Money by Erin Lowry. Recommended Book: Broke Millennial Takes On Investing by Erin Lowry. Recommended Book: Broke Millennial by Erin Lowry. Recommended Book: Millennial Money by Patrick O’Shaughnessy. Recommended Book: The Total Money Makeover by Dave Ramsey. Recommended Book: Set for Life by Scott Trench. Check out the books mentioned in the podcast here. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Range Rover Airbnb NetSuite Public Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In this week’s episode, Patrick Donley sits down with Clay Finck, host of We Study Billionaires. They do a deep dive into what Clay has learned since becoming a host at TIP, what his biggest takeaways from his favorite interviews have been, who his favorite investors are, how he structures his own portfolio and handles volatility, why The Joys of Compounding is an important book to him, and much more! Clay is a value investor who has been inspired by Chris Mayer, Nick Sleep, and Charlie Munger. He is the host of We Study Billionaires and also helps run TIP’s Mastermind community, an initiative he kickstarted in 2023. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro. 02:00 - How Clay first got turned on to the world of value investing. 05:12 - What his first career steps were. 08:27 - What his thoughts are on index investing vs. active investing. 10:49 - How his transition from actuarial science to host of TIP went. 13:56 - What he’s learned since starting as a host as TIP and how his life has changed. 21:38 - How he has used Twitter to share his ideas. 27:11 - What he learned from Morgan Housel’s new book. 30:05 - Who he’d love to sit next to on a flight from Nebraska to New York to learn from. 47:05 - What his goal is as an investor. 50:19 - How the TIP Mastermind community has been going and what its benefits are. 58:33 - Why The Joys of Compounding is an important book for Clay. 64:52 - What’s in Clay’s portfolio and what some of his favorite holdings are. 69:48 - How he deals with volatility in his portfolio and what his typical holding period is. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Recommended book: Rich Dad Poor Dad by Robert Kiyosaki. Recommended book: The Compound Effect by Darren Hardy. Recommended book: Atomic Habits by James Clear. Recommended book: The Snowball by Alice Schroeder. Recommended book: The Simple Path to Wealth by JL Collins. Recommended book: Where the Money Is by Adam Seessel. Recommended book: Same as Ever by Morgan Housel. Recommended book: How Do You Know? by Chris Mayer. Recommended book: Dhando Investor by Mohnish Pabrai. Recommended book: Richer, Wiser, Happier by William Green. Recommended book: One Up On Wall Street by Peter Lynch. Recommended book: Zen and the Art of Motorcycle Maintenance by Robert Pirsig. Recommended book: The Joys of Compounding by Gautam Baid. Check out TIP587: Dino Polska: A Polish Compounder | YouTube video. Check out TIP604: Best Quality Idea Q1 2024—Evolution AB | YouTube video. Check out the books mentioned in the podcast here. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: CFI Education Airbnb Connect with Patrick: Twitter Connect with Clay: Website | Twitter Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In this week’s episode, Patrick Donley (@JPatrickDonley) sits down with Isaac French, designer and builder of Live Oak Lake, a gorgeous 7-unit nature-immersive retreat located just outside Waco, Texas. In this episode, Isaac shares how he did all of this, his early days as an entrepreneur growing up in an intentional community, the role of faith in his life, and how he utilized social media to fuel profitability, and so much more! In its first year, the property grossed $1 million, with a net profit of $550,000. He has recently sold Live Oak Lake and today, Isaac teaches others how to build and run hospitality businesses at Experiential Hospitality. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro. 02:05 - What it was like for Isaac growing up in a large family in an intentional community. 18:13 - How his faith impacts how he operates his life and business. 30:09 - How he got the inspiration for Live Oak Lake. 35:54 - What went into the creation and development of the property. 38:55 - How he came up with the design of the cabins. 49:20 - Why he was able to finish the project so quickly. 53:10 - What he has been able to automate. 54:14 - What it was like building a spec home and breaking his pelvis during the project. 58:24 - What he would have done differently on the project. 60:47 - How selling Live Oak Lake went. 69:19 - Why he’s offering a masterclass in experiential hospitality. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Check out episode MI315: The Power of Mentorship w/ Chris Powers | YouTube video. Check out episode MI288: Experiencing Unique Stays w/ Ben Wolff | YouTube video. Check out the books mentioned in the podcast here. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: CFI Education Airbnb Connect with Patrick: Twitter Connect with Isaac: Website | Twitter Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
On today’s Millennial Investing Rewind Episode, Robert Leonards chats with Chris Kawaja to learn about why and how he believes you should be investing your emergency fund, using The Ultimate Liquidity Portfolio strategy. Chris is a Stanford and Harvard graduate who worked at Goldman Sachs and Bridgewater Associates, which some may recognize as this super investor, and one of my favorite investors, Ray Dalio’s firm. Chris is also a successful entrepreneur, author, and real estate investor. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 03:39 - How money in a high-yield savings account, like an emergency fund, actually lose money over time. 06:45 - Three major finance trends that have altered the investing landscape. 09:22 - What is "The Ultimate Liquidity Portfolio” strategy? 09:22 - How has this strategy performed in the last financial crisis? 20:51 - Is it really necessary to have a mix of stocks and bonds in your portfolio to create wealth? 40:53 - What are the "jobs" money has in one's life? And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Recommended Book: How To Stash That Cash by Chris Kawaja. Recommended Book: Broke Millennial by Erin Lowry. Recommended Book: The Richest Man in Babylon by George Clason. Recommended Book: Broke Millennial Takes On Investing by Erin Lowry. Recommended Book: Millennial Money by Patrick O’Shaughnessy. Check out the books mentioned in the podcast here. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: CFI Education Airbnb Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Kyle Grieve chats with Braden Dennis about his entrepreneurial history and how it impacted his stock investing, how his background in engineering has helped him solve problems, why he created FinChat and where he sees it going in the future, his investing philosophy, the future of AI for finance use cases, how he utilizes KPIs in investing using technology, why he’ll regret not owning Costco, and a whole lot more! IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 01:52 - The importance of quality investments. 18:25 - How FinChat has trained its AI to overcome mathematical limitations. 22:00 - What Braden likes about Crowdstrike. 22:00 - How AI will free up time for investing professionals shortly. 23:49 - The importance of keeping an open mind to potential investments. 34:01 -Why over-diversification is pointless. 40:50 - Why Braden likes Constellation Software so much. 40:50 - About concentrated investing. 43:51 - Why Costco is such an incredible business. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Check out Braden’s AI-driven investing platform FinChat here. Subscribe to Braden’s podcast “The Canadian Investor” here. Check out the books mentioned in the podcast here. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: TurboTax Public Airbnb Connect with Kyle: Twitter | LinkedIn | Website Connect with Braden: Twitter | LinkedIn Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In this week’s episode, Patrick Donley (@JPatrickDonley) sits down with Dickie Bush, a former BlackRock portfolio manager turned digital entrepreneur. You’ll learn the secrets to Dickie’s success in football, on Wall Street, online as a writer and content creator, and even how he lost 100 pounds after his football career at Princeton ended. Dickie co-founded Ship30For30, a cohort-based course which has helped over 10,000 students start writing. He’s a former professional online gamer and captain of the Princeton football team who has gone on to build a successful career on Wall Street and more recently, as a digital entrepreneur. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro. 02:43 - How video games taught him more than his Ivy League degree about business. 05:45 - What “obsession based” learning is. 07:53 - What his experience at BlackRock was like and why he left. 10:49 - When you should consider leaving a job. 11:36 - How he got started with a blog synthesizing content he was already listening to. 19:46 - What his early days on Twitter were like. 30:53 - How he made $10,000 as a ghostwriter. 36:59 - What the impetus of Ship30For30 was and how he developed the program. 40:36 - How he eliminated his scarcity mindset and improved his relationship with money. 44:18 - Why you should create a “memory dividend” fund with your money. 53:47 - Why you need to save the first $100,000 in cash before you start investing. 57:40 - Why he spent $68,000 on a mastermind group. 63:31 - How he lost 100 pounds and what nutrition system worked best. 68:04 - What keeps people from writing and a tool to generate topics to write about. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Recommended book: The Almanack of Naval Ravikant by Eric Jorgenson. Recommended book: Die with Zero by Bill Perkins. Recommended book: The Anthology of Balaji by Eric Jorgenson. Recommended book: 4 Hour Workweek by Tim Ferriss. Check out the books mentioned in the podcast here. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: CFI Education Airbnb Connect with Patrick: Twitter Connect with Dickie: Website | Twitter Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
On today’s Millennial Investing Rewind Episode, Robert Leonard chats with Jose Hernandez and Alan Angeloni about their journey into entrepreneurship, becoming social media gurus, building a successful financial education platform, and ultimately escaping Wall Street. Jose Hernandez is a former wealth manager for one of the largest firms in the world, who left that career behind to pursue his dream and passion. Alan Angeloni has built one of the largest financial social media accounts on Instagram, Financial Professional, and turned it into a successful and growing business. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 22:51 - How you can meet potential business partners. 32:29 - How to determine if someone is right for a partnership. 34:39 - The challenges of working with a business partner. 37:38 - How to build a large social media following. 37:38 - How to turn a social media following into a business. 45:54 - Mistakes to avoid on social media. 50:57 - How to deal with imposter syndrome. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Recommended Book: One Million Followers by Brendan Kane. Recommended Book: Influencer by Brittany Hennessy. Recommended Book: Virtual Freedom by Chris Ducker. Recommended Book: The ONE Thing by Gary Keller and Jay Papasan. Check out the books mentioned in the podcast here. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: CFI Education Airbnb Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In this week’s episode, Patrick Donley (@JPatrickDonley) sits down with Camp who is a Certified Financial Planner to talk about how to create a work optional life. You’ll learn what Rachael’s first steps and questions are to her clients, how she manages her own financial life, what the biggest mistakes people make with their finances, her thoughts on renting vs. buying, and so much more! Rachael is a Certified Financial Planner and owner of Camp Wealth where she helps high-earners and business owners build a preserve wealth. She is also co-host of The Work Optional podcast and lives in Denver, Colorado. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro. 01:41 - What it was like growing up in a family that was heavily involved in finance and investing. 07:26 - What it was like working at JP Morgan directly out of college. 09:19 - How it was partnering with her father doing financial planning. 12:44 - Why introverts can make great salespeople. 13:50 - How Jerry Seinfeld influenced her to write. 14:50 - What is money and how to become better with it. 17:14 - What her first steps and first questions are with new clients. 25:37 - How Rachael manages her own financial life. 26:41 - How the FIRE movement influenced her. 31:05 - Why everyone should create a memory dividend fund. 36:27 - Why she started her podcast, Becoming Work Optional. 39:31 - How Twitter has influenced and advanced her career. 50:56 - What her tech stack looks like for managing her finances. 54:23 - Why it’s not worth your time to try to beat the market. 58:01 - What the biggest mistakes she sees people making with their finances. 59:38 - What her thoughts are on renting vs. buying. 67:20 - How the ideas of Naval Ravikant have influenced her. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Recommended book: Quiet by Susan Cain. Recommended book: Sapiens by Yuval Noah Harari. Recommended book: The Psychology of Money by Morgan Housel. Recommended book: Die with Zero by Bill Perkins. Recommended book: The Obstacle is the Way by Ryan Holiday. Recommended book: Common Sense on Mutual Funds by Jack Bogle. Recommended book: Deep Work by Cal Newport. Recommended book: The Almanack of Naval Ravikant by Eric Jorgenson. Recommended book: The Creative Act by Rick Rubin. Recommended book: Four Thousand Weeks by Oliver Burkeman. Check out the books mentioned in the podcast here. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: CFI Education Airbnb Connect with Patrick: Twitter Connect with Rachael: Twitter | YouTube Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In this week’s episode, Patrick Donley sits down with Sieva Kozinsky to do a deep dive into his entrepreneurial career and his journey to building his holding company, Enduring Ventures. You’ll learn about Sieva’s early adventures in entrepreneurship, the inspiration Berkshire Hathaway provided, the importance of partnering with the right people, and so much more! Sieva Kozinsky is an entrepreneur and co-founder of Enduring Ventures, a long-term holding company dedicated to buying and building beautiful businesses and stewarding them with exceptional, values-driven leadership. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro. 02:07 - What it was like for his family living in Russia and immigrating to the U.S. 05:19 - How his family’s sacrifices have fueled his drive. 06:27 - How a course in entrepreneurship in college changed his career trajectory. 12:29 - How that first business hit a plateau and what his next steps were. 20:18 - What kind of advice he gives younger entrepreneurs just starting out. 23:05 - How joining a book club led to meeting Sam Parr and Tim Ferriss. 30:00 - What lessons he learned about Warren Buffett by reading Snowball. 30:19 - What he learned from Buffett’s one-time partner, Rick Guerin. 33:28 - How he met his co-founder and the importance of having the right partner. 53:12 - What Scribe Media does and why they acquired it. 58:07 - Why Sieva has decided to write his own book. 60:05 - How Twitter has changed the course of his career. 64:32 - Why understanding the strategy of the Patels is important and much more!. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Recommended book: The 4-Hour WorkWeek by Tim Ferriss. Recommended book: Can’t Hurt Me by David Goggins. Recommended book: The Almanack of Naval Ravikant by Eric Jorgenson. Recommended book: Dhandho Investor by Mohnish Pabrai. Check out Sieva’s website. Related episode – MI306: Almanacks and Anthologies w/ Eric Jorgenson | YouTube video. Check out the books mentioned in the podcast here. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Airbnb Connect with Patrick: Twitter Connect with Sieva: Website | Twitter Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
On today’s Millennial Investing Rewind Episode, Robert Leonard chats with Eric Jorgenson about who Naval Ravikant is, why he wanted to write a book about him as a guide to wealth and happiness, how his strategy of not making any money out of the book came about and why he chose to go that route, the most important thing Eric has learned from Naval, and much, much more! IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 11:38 - How someone can build or find a position of leverage and why this is important going into the future. 12:43 - The breakdown of Naval’s framework on how to get rich without getting lucky. 21:28 - What’s behind Naval's idea wherein he states that if you don't have equity in a business, then you don’t have a path towards financial freedom. 25:46 - What the quote, “You’ll never be rich since you’re obviously smart, and someone will offer you a job that’s just good enough” means. 46:44 - Why Naval believes the forty-hour work week is outdated and why we should be like athletes instead. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Related episode - MI091: Warren Buffett’s #3 & Charlie Munger’s #1 Business Book of All-Time w/ Robert Cialdini. Recommended Book: The Almanack of Naval Ravikant by Eric Jorgenson. Eric Jorgenson's podcast. Recommended Book: The 4-Hour Workweek by Tim Ferriss. Recommended Book: Poor Charlie’s Almanack by Charlie Munger. Recommended Book: The Complete Calvin and Hobbes by Bill Watterson. Recommended Book: Influence, New and Expanded: The Psychology of Persuasion by Robert Cialdini. Recommended Book: Angel by Jason Calacanis. Recommended Book: The Lean Startup by Eric Ries. Check out the books mentioned in the podcast here. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: CFI Education Airbnb Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Kyle Grieve chats with Stephen Clapham about how to use “laterals” to leverage your circle of competence and find great ideas, simple ways to test your investment hypothesis, methods to reduce your exposure to investing frauds, the importance of investing in businesses with properly incentivized management, why you should pay close attention to the value a business's debt, the role that stock charts can play in a fundamental investors toolbox, the power of simplicity in valuation, and a whole lot more! IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 01:54 - How to detect frauds. 04:55 - How to find interesting ideas in different geographies. 11:31 - How to utilize your friends as an investing filter. 17:42 - How charts can help you identify great opportunities even if you are a fundamentally focused investor. 18:16 - The importance of market perception. 25:16 - Management red flag. 31:34 - Why you should place a heavy emphasis on back-of-the-envelope evaluations. 35:24 - Why it’s important to have the skill to detect frauds. 41:01 - The pitfalls of ESG investing. 46:30 - The best ways to build investing skills. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Pick up Stephen’s book: The Smart Money Method here. Subscribe to Stephens’s Newsletter here. Check out Stephen’s courses here. Check out the books mentioned in the podcast here. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Airbnb Connect with Kyle: Twitter | LinkedIn | Website Connect with Stephen: Twitter | Newsletter | LinkedIn Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Patrick Donley sits down with John Wilson to learn about the world of home service holding companies. You’ll learn about how he bounced back from consumer loan and medical debt largely through hard work and self-education, why he decided to form a holding company, what his first acquisitions were, the importance of picking the right partner, and so much more! John Wilson is a 3rd generation home service entrepreneur and CEO of The Wilson Companies. He is also host of the podcast Owned and Operated where he dives deep into the world of home service entrepreneurship. He is on a quest to build a $100 million dollar home service holding company. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro. 02:03 - Why self-reliance and independence drove his desire for his own company. 08:12 - What John learned from being a 3rd generation entrepreneur. 08:37 - How his dad used his plumbing/HVAC company to buy real estate. 12:49 - How the transition from the 2nd generation to the 3rd generation went. 22:40 - What his first acquisition for the hold co. was. 29:08 - The importance of picking the right partner. 34:33 - The benefits of buying a franchise. 34:49 - The importance of being radically focused. 41:48 - Why the whole game is getting the right people on the bus in the right seats. 47:32 - How his buy box has changed over the years. 53:00 - Why he launched a podcast and much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Recommended Book: Traction by Gino Wickman. Recommended Book: Rich Dad Poor Dad by Robert Kiyosaki. Recommended Book: The Everything Guide to House Hacking by Robert Leonard. Check out the books mentioned in the podcast here. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: CFI Education Airbnb Connect with Patrick: Twitter Connect with John: Website | Twitter Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Robert Leonard brings back Simon Erickson to review the growth investing strategy and how investors can start with this strategy. Robert and Simon discuss how to find the right investments, portfolio allocation, what are the biggest deal breakers after analyzing these companies, when to sell stocks, and more! IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 02:40 - What does it mean to buy companies not tickers? 05:58 - What are the first steps when looking for potential investments? 11:12 - Portfolio allocation for new and young investors, should they go all-in on a position when they’re young? 18:57 - When entering investments, is it better buying straight to allocation percentage or buying in chunks? 39:17 - When is the right time to sell stocks? 40:35 - How does economic outlooks impact investing? 42:04 - How are today’s market conditions different from those present during the 2000 and 2001 markets? 43:40 - Simon’s recommended books on growth investing. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Related episode - MI040: COVID19 and Growth Investing with Simon Erickson | YouTube video. Recommended Book: The Innovator's Dilemma by Clayton Christensen. Recommended Book: The Little Book of Common Sense Investing by John Bogle. Recommended Book: The Power of Passive Investing by Rick Ferri. Check out the books mentioned in the podcast here. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Found Toyota Fundrise Facet NetSuite Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Patrick Donley sits down with Lauren Keen Aumond to talk about her journey to financial independence. They also touch on how she learned how to ignore the Joneses, what her real estate portfolio looks like, how she found the right strategy that works for her, how she educated herself in both real estate and personal finance, and so much more. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 01:59 - How Lauren first got turned on to the principles of financial independence. 02:10 - Who her biggest influences were growing up. 04:15 - What the financial blueprints were that she picked up from her parents. 08:25 - How she learned not to keep up with the Joneses. 10:28 - What her early career aspirations were. 14:59 - What her early real estate portfolio looked like. 14:59 - How she used 1031 exchanges to trade up in her portfolio. 17:11 - How she got lured away from FI and pursued the trappings of society. 17:31 - How she laid the groundwork for financial independence. 22:39 - How Lauren found the right real estate strategy that worked for her. 22:44 - How she educated herself about real estate. 25:55 - What her favorite personal finance books are. 28:15 - What she would have done differently to accelerate financial independence. 29:26 - Why she’s a big proponent of house hacking. 30:55 - What it’s like building wealth once you are married. 34:25 - What her main goals are for 2024. 37:26 - The benefits of short-term vs. long-term rentals. 37:26 - What the economics of Airbnb rentals are. 39:37 - What she’s learned from some of her favorite podcast guests. 42:42 - How the idea for House Money Media came about. 45:58 - What it was like for Lauren to have Elon Musk respond to her tweet about 401k’s. 49:35 - What are some of the biggest financial mistakes she sees younger people making. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Recommended Book: The Pschology of Money by Morgan Housel. Recommended Book: Your Money or Your Life by Vicki Robin. Recommended Book: Set for Life by Scott Trench. Recommended Book: I Will Teach You To Be Rich by Ramit Sethi. Recommended Book: The Simple Path to Wealth by JL Collins. Recommended Book: The Everything Guide to House Hacking by Robert Leonard. House Money Media Related episode - REI152: NFL’er Has Time for Real Estate, So Do You w/ Devon Kennard | YouTube video. Check out the books mentioned in the podcast here. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: CFI Education Airbnb Connect with Patrick: Twitter Connect with Lauren: Facebook | Twitter | Website | YouTube | Instagram | LinkedIn Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Patrick Donley sits down with Noah Kagan to talk about his new book, "Million Dollar Weekend". You’ll learn about the early struggles of Noah’s career, the two main things that hold people back from their entrepreneurial dreams, why launching a business doesn’t need to be risky and why now is the best time to do it, why Noah walked out of a Tony Robbins seminar, and much more! IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 03:05 - What some of the hardships and sacrifices Noah’s made to get to where he is. 03:05 - Why it so important to just get started working on your dreams now. 05:48 - What his thoughts on mentors are. 06:28 - How to learn the power of asking for what you want. 10:28 - What Noah learned from talking with first class passengers. 14:38 - What the writing process was like for Noah. 18:21 - What holds people back from launching a successful entrepreneurial venture. 18:31 - How to practice the idea of “now, not how”. 18:31 - Why to set rejection goals. 23:18 - How to calculate your freedom number. 25:26 - How minimalism played a role in his success. 25:26 - Why he is working on simplifying his investments. 27:57 - Why you need to find the thing you’d do for free, but that is hard. 30:12 - Why having a day-job can be risky. 32:20 - How Noah’s experience in real estate investing went. 32:20 - Why entrepreneurship doesn’t need to be risky. 38:28 - Why Noah walked out of a Tony Robbins seminar. 40:13 - How to think about growing an audience. 48:12 - What he sees himself doing in ten years. 48:12 - How he built a $100 million dollar/year business using the framework in his book. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Recommended Book: The Everything Guide to House Hacking by Robert Leonard. Recommended Book: Million Dollar Weekend by Noah Kagan. Recommended Book: The Artist’s Way by Julia Cameron. Recommended Book: The Power of Full Engagement by Tony Schwartz. Check out the books mentioned in the podcast here. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Airbnb Range Rover Meyka Fundrise NetSuite Connect with Patrick: Twitter Connect with Noah: Website | YouTube | Twitter | Facebook | LinkedIn Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In this MI Rewind Episode, Robert Leonard chats with Jason Harris about what it means to be an “influencer,” the four principles for being a master influencer, how personal character is more important than facts and arguments when it comes to persuasion, all the ways empathy plays into business, and much, much more! IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 19:41 - All the ways that empathy plays into business and persuasion. 23:18 - 11 habits of Jason that will help people become authentically persuasive. 37:53 - How Jason’s version of persuasion, The Soulful Art of Persuasion, differs from Dr. Robert Cialdini’s Psychology of Persuasion. 40:32 - What habit or principle Jason follows in his life that has had a big impact on his success and what the most influential book is in his life. 46:15 - What one action should listeners take after listening to this episode that can help improve their life, career, or business? And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Recommended Book: The Soulful Art of Persuasion by Jason Harris. Recommended Book: Influence, New and Expanded: The Psychology of Persuasion by Robert Cialdini. Recommended Book: Measure What Matters by John Doerr. Recommended Book: The New Rules of Marketing and PR by David Meerman Scott. Recommended Book: The Sun Also Rises by Ernest Hemingway. Recommended Book: The Old Man and the Sea by Ernest Hemingway. Check out the books mentioned in the podcast here. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Airbnb Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Kyle Grieve chats with Brian Feroldi about why he decided to write his book “Why Does The Stock Market Go Up?”, his favorite lessons from the late and great Charlie Munger, and a whole lot more! IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 05:13 - The importance of simplifying investing concepts. 13:15 - Industry-specific metrics to track. 13:15 - How to identify key performance indicators. 19:29 - Why gross margins are so important for identifying moats. 23:03 - What to avoid on the financial statements to reduce mistakes. 45:57 - What you should focus on when looking at the income statement, cash flow statement, and balance sheet to improve your investing. 47:40 - Why market timing is much less important than people give it credit for. 50:44 - The mistakes businesses make doing incorrect buybacks. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Read "Why Does The Stock Market Go Up?" here. Subscribe to Brian’s Newsletter here. Take Brian’s course “Financial Statements Explained Simply” here. Watch Charlie Munger’s Psychology Of Human Misjudgement here. Check out the books mentioned in the podcast here. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: CFI Education Airbnb Connect with Kyle: Twitter | LinkedIn | Website Connect with Brian: Twitter | YouTube | LinkedIn Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In this week’s episode, Patrick Donley (@JPatrickDonley) sits down with Kyle Grieve to talk about his transformation into a value investor. They dive into his early investing mistakes, the biggest lessons from his guests on Millennial Investing, how he mitigates risk and what his research process is like, what both fatherhood and Jiu Jitsu have taught him about investing, and much, much more! Kyle is a value investor, author, and manager of his family portfolio. While Kyle took up stock investing his main job was working as a smart home integrator and network specialist. Now, Kyle is living his dream of learning how to invest and helping to educate other investors who are a few years behind him experience-wise as co-host of both Millennial Investing and We Study Billionaires. He is also an integral part of the TIP Mastermind Community. Kyle is passionate about helping others improve their financial sophistication and helping people take their wealth into their own hands. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 02:33 - What Kyle’s journey to value investing looked like. 04:18 - What his early investing mistakes were. 04:35 - The 3 books that made the biggest impact on his investment philosophy. 06:29 - Who Kyle would love to sit down next to on a long flight. 11:34 - What it has been like for him joining The Investor’s Podcast Network team as a host. 13:46 - What Kyle’s writing process is like. 15:42 - Understanding what a “spawner” is. 17:57 - What his biggest lessons from his favorite guests have been. 28:46 - What the benefits are of being part of the TIP Mastermind community. 37:21 - What metrics Chris Mayer looks at to determine future 100-baggers. 35:22 - What the advantages of investing internationally are. 39:30 - How Kyle mitigates risk and much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Peter Kaufman's Poor Charlie’s Almanack. Phil and Danielle Town's Invested. Howard Marks' The Most Important Thing. Benjamin Graham's The Intelligent Investor. Peter Lynch's One Up on Wall Street. Related video: Li Lu video at Columbia University. Commentary: Mohnish Pabrai on Coca Cola. Gautam Baid's Joys of Compounding. Pulak Prasad's What I Learned About Investing from Darwin. Shane Parrish's Great Mental Models. Lawrence Cunningham's Margin of Trust. Related Episode: MI305: Exploring the DNA of Quality Businesses w/ Lawrence Cunningham | YouTube video. Related Episode: MI310: A Serial Acquirer’s Deep Dive w/ Chris Mayer | YouTube video. Related Episode: MI307: Unpacking the Money Mind w/ Robert Hagstrom | YouTube video. Related Episode: TIP531: The Best Capital Allocator You’ve Never Heard Of | YouTube video. Check out Kyle's episode TIP587: Dino Polska | YouTube video. Check out the books mentioned in the podcast here. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: TurboTax Public Airbnb Connect with Patrick: (@JPatrickDonley): Twitter Connect with Kyle: Twitter | LinkedIn | Website Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In this MI Rewind Episode, Robert Leonard chats with Jesse Mecham to talk about how abiding by simple budgeting can set you up for success in the future. Jesse founded You Need A Budget (YNAB) in 2004 while he was still in college. YNAB has grown into a leading software and proven method that helps its users get out of debt and have more control over their money. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 01:43 - How the idea of You Need A Budget came to be. 02:50 - If you need to raise capital to start a business. 04:31 - What is the Four-Rule Method of budgeting, and why it works? 17:30 - How can you roll with the punches when it comes to budgeting? 20:04 - Why budgeting is crucial to being a successful investor. 22:11 - What does it mean to age your money? And much, much more! BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Check out You Need A Budget. JL Collin’s book The Simple Path to Wealth. Thomas Stanley and William Danko’s book The Millionaire Next Door. Ramit Sethi’s book I Will Teach You To Be Rich. Erin Lowry’s book Broke Millennial. Check out the books mentioned in the podcast here. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: CFI Education Airbnb Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In this week’s episode, Patrick Donley (@JPatrickDonley) sits down with Chris Powers to talk about his journey from purchasing his first rental at 17 to becoming Chairman of Fort Capital and host of the entrepreneurial podcast, The Fort. They dive into the sacrifices Chris has had to make to get to where he is today, the struggles along the way, the role of mentorship and faith in his life, what he learned from Sam Zell on how to be a great investor, and so much more. Chris is a serial entrepreneur with more than 18 years of real estate development and investment experience. He founded Fort Capital and to date, the company has invested over $2B in Class B industrial, commercial, multifamily, student housing, and residential / land development projects throughout the state of Texas and the Sunbelt. Chris’s ability to conceptualize, raise capital, and execute are only a small part of what Chris brings to the table as Fort Capital’s Executive Chairman. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro. 02:23 - What sacrifices Chris Powers has had to make to be Chris Powers. 05:32 - The danger of pursuing status games. 05:56 - What impact Chris’ father had on his life and career. 13:19 - How his life changed after his father decided to go back to medical school in his 30’s. 44:01 - How mentorship has played a major role in his life. 49:45 - How the role of faith has impacted his life and career. 59:01 - How podcasting has opened up doors. 59:21 - What the next 10 years will look like. 61:55 - What an average day is like for Chris. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Am I Being Too Subtle by Sam Zell. Good to Great by Jim Collins. The Fort podcast with Chris Powers. Listen to REI184: Beauty in Broken Things w/ John Marsh | YouTube video. Check out the books mentioned in the podcast here. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: CFI Education Airbnb Connect with Patrick: (@JPatrickDonley): Twitter Connect with Chris: Website | Twitter Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In this MI Rewind Episode, Robert Leonard chats with Andrew Gazdecki about what Microacquire is, how he built it, and what his goal is with this company; how he thinks about smaller, bootstrapped companies versus large, venture-backed ones that are trying to be worth a billion dollars; why VC-backed companies generally get all the news coverage and what Andrew is doing to change this, and much, much more! IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 02:29 - What the first steps are to getting a new business off the ground. 32:04 - Why having a great product is not enough in today’s world and why relying on this is a losing strategy. 32:04 - How someone with a faulty sales process can fix it. 32:04 - How to focus on one thing as an entrepreneur and how to determine what that one thing should be. 52:15 - What it means to “build in public” and why Andrew has chosen to go this route. And much, much more! BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Eric Ries’ book The Lean Startup. Pat Flynn’s book Will It Fly?. Chris Guillebeau’s book Born for This. The Shark’s book Shark Tank Jump Start Your Business. Check out the books mentioned in the podcast here. NEW TO THE SHOW? Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Found Toyota Fundrise Facet NetSuite Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Kyle Grieve chats with Compounding Quality about the benefits of quality investing, the tenets of a quality business, why returns on invested capital are the most important metric for measuring quality, the aspects of a quality management team, the attributes of a successful investor, the simple way to measure the returns of an investment, and a whole lot more! IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 07:28 - Why investing in quality is so attractive to investors. 12:40 - The data behind the success of founder-led businesses. 12:40 - Key investing lessons from Warren Buffet, Terry Smith, and Chuck Akre. 33:12 - Why do businesses with high and sustainable returns on invested capital make such a great investment? 28:33 - A simple breakdown of the different types of moats a business has. 47:43 - Why thinking long-term, patience, discipline, and continuous learning are integral for investment success. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Read Compounding Quality’s Substack here. Buy yourself a copy of Investing For Growth By Terry Smith here. Buy yourself a copy of Quality Investing by Lawrence Cunningham, Torkell T. Eide, and Patrick Hargreaves here. Buy yourself a copy of Quality Shareholders by Lawrence Cunningham here. Buy yourself a copy of The Founder's Mentality: How to Overcome the Predictable Crises of Growth by Chris Zook and James Allen here. Buy yourself a copy of The Checklist Manifesto by Atul Gawande here. Buy yourself a copy of Stock’s For The Long Run By Jeremy Siegel here. Check out the books mentioned in the podcast here. NEW TO THE SHOW? Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: TurboTax Public Airbnb Connect with Kyle: Twitter | LinkedIn | Website Connect with Compounding Quality: Twitter | Substack Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Robert Leonard chats with Dr. Robert Cialdini to discuss his book Influence, New and Expanded: The Psychology of Persuasion. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 02:17 - What influence is and why there is so much psychology in persuasion. 07:37 - What the levers of influence are. 27:36 - How the world of digital business is impacted by influence. 32:06 - What makes our cell phones addicting? 36:12 - How do we spot phony online reviews and why this is important? 39:49 - Why personalizing gifts increases the returns of gifts. 47:13 - Which psychological principle Coca-Cola missed that led to a disastrous marketing decision? 48:50 - Why Amazon offers to pay each of its fulfillment employees up to $5,000 if they quit? 54:56 - The question can job candidates ask at the start of an interview to increase their chance of success. 58:49 - What the unity principle of influence is. And much, much more! BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Robert Cialdini’s Book Influence, New and Expanded: The Psychology of Persuasion. John Rulin’s Book Giftology. Gary John Bishop’s book Do the Work. Lewis Howes’ book The School of Greatness. Scott Young’s book Ultralearning. NEW TO THE SHOW? Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. Check out all the books mentioned and discussed in our podcasts here. SPONSORS Support our free podcast by supporting our sponsors: Airbnb Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Kyle Grieve chats with Rayna Lesser Hannaway about her business flywheel model to identify great businesses, a use case of the business flywheel on one of Polen Capital’s holdings, Globant, the strength of businesses with repeatable sales, the advantages of investing in small-cap stocks, how to deal with valuations in high-quality businesses, how to determine when to exit an investment based on a businesses fundamentals, and a whole lot more! IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 05:27 - A 5-step business flywheel approach to finding great businesses. 05:35 - Balancing a portfolio in the small-cap space based on growth. 12:34 - A breakdown of 3 high-quality small caps: Globant, Goosehead Insurance, and Clearwater Analytics. 16:11 - Popular misconceptions of diversification in small-caps. 29:19 - Why high-quality small caps often are undervalued by the market. 35:32 - Why using 5-year models for growth and valuation projections is so effective. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Read Rayna’s perspectives here. Check out all the books mentioned and discussed in our podcasts here. NEW TO THE SHOW? Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: CFI Education Airbnb Connect with Kyle: Twitter | LinkedIn | Website Connect with Rayna: LinkedIn | Website Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Patrick Donley (@JPatrickDonley) sits down with Dave Meyer, VP of Data and Analytics at Bigger Pockets and author of the forthcoming book, Start with Strategy. They do a deep dive and discuss why picking the right strategy is key to your real estate investment success. You’ll also learn how Dave got into financial independence, what the early days of Bigger Pockets were like, and also Dave’s thoughts on where and what asset class he would be investing in given today’s market conditions. Dave Meyer has spent his career working in the technology industry while also investing in real estate. In 2016, he took the opportunity to combine his professional passions for real estate and technology and joined BiggerPockets, where he now serves as the VP of Data and Analytics. Dave has been a rental property investor in Colorado since 2010 and invests passively nationwide. He's also the host of the BiggerPockets On the Market podcast, which started in 2022 and is growing rapidly as a one-stop source for all things real estate analytics. Outside of work, he enjoys traveling, eating sandwiches, and being outside. He currently lives in Amsterdam, Netherlands. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro. 02:50 - How Dave was part of eating the world’s largest hamburger. 05:42 - Why studying abroad was the inspiration for moving to Amsterdam. 08:02 - How Dave got interested in personal finance and investing. 08:41 - How one of Dave’s first entrepreneurial ventures went. 14:04 - Why data analytics intrigued him. 21:22 - What the early days of Bigger Pockets was like. 27:20 - How the writing process for Start with Strategy went. 28:36 - Why investor’s need a guide to pick the right real estate strategy. 30:47 - What is the resource triangle. 34:58 - What Dave’s first real estate investment was and what he contributed to it and much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Dave Meyer’s book: Start with Strategy. The Everything Guide to House Hacking by Robert Leonard. The Lean Startup by Eric Ries. Traction by Gino Wickman. The One Thing by Gary Keller. Real Estate by the Numbers by J Scott and Dave Meyer. Real Estate Rookie by Ashley Kehr. Wealth Without Cash by Pace Morby. Check out all the books mentioned and discussed in our podcasts here. NEW TO THE SHOW? Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Airbnb NetSuite Masterclass Babbel Shopify Connect with Patrick: patrick@theinvestorspodcast.com Connect with Dave: Website | Instagram | Twitter Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Tom Sosnoff discusses the ins and outs of options trading – how it works, some strategies for beginners, and its expected returns and risks. Tom is a well-known entrepreneur and options trader. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 02:34 - What options trading is. 05:53 - Why it is important to consider implied volatility when trading options. 10:04 - If you should be trading options. 10:04 - When should you begin trading options? 11:59 - Strategies that can be useful for beginner options traders. 31:53 - The expected returns and risks of options investing. 39:33 - Why Buffett's options strategy isn't widely publicized. And much, much more! BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Options trading education from Option Alpha. Kirk DuPlessis’ says New Investors SHOULD Use Options. Lawrence McMillan’s book Options as a Strategic Investment. Brian Overby’s book The Options Playbook. Proof Warren Buffett Is An Options Trader Video. A Warren Buffett Options Strategy. All of Robert’s favorite books. NEW TO THE SHOW? Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. Check out all the books mentioned and discussed in our podcasts here. SPONSORS Support our free podcast by supporting our sponsors: TurboTax Public Airbnb Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Kyle Grieve chats with Tobias Carlisle about the key findings from his book on value and concentrated investing, the power of mean reversion and its role in providing value in undervalued stocks, conclusions from academic research on concentration and diversification, the role of courage in investing, some excellent points on concentration from investing legends like Warren Buffett and John Maynard Keynes, and a whole lot more! IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 02:57 - What qualitative investors can take away from Quants. 03:13 - Why long-term survivability is underweighted in investing. 29:02 - The importance of being a contrarian with a calculator attached to you. 46:52 - How to control your ego in investing. 54:32 - What the data says about low-quality business in terms of long-term returns. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Read Tobias’s blog here. Listen to Tobias’s podcast here. Buy a copy of The Acquirer's Multiple: How the Billionaire Contrarians of Deep Value Beat the Market here. Buy a copy of Concentrated Investing: Strategies of the World's Greatest Concentrated Value Investors here. Deep Value: Why Activist Investors and Other Contrarians Battle for Control of Losing Corporations here. Related Episode: Listen to TIP586: Mastermind Q4 2023 w/ Tobias Carlisle and Hari Ramachandra or watch the video. Related Episode: Listen to MI280: Deep Value Investing in 2023 w/ Tobias Carlisle or watch the video. Check out all the books mentioned and discussed in our podcasts here. NEW TO THE SHOW? Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: CFI Education Airbnb Connect with Kyle: Twitter | LinkedIn | Website Connect with Tobias: Twitter | LinkedIn | Website Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Kevin Carter talks about emerging and frontier markets, where and how to get started investing internationally, and much more! IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 03:04 - Revelations Kevin saw when he worked at a mutual fund vs. investments one can do as an individual investor. 16:25 - Lessons Kevin learned when he shorted Amazon. 22:34 - How Kevin got involved with Tesla. 35:05 - What emerging or frontier markets are and which countries they consist of. 41:02 - Why home-country bias exists and what investors are potentially missing by focusing only on their domestic markets. 41:02 - What the most important things to look out for are when investing in foreign or international markets. 48:46 - The catalyst that’s going to change the dynamics of investing and will have a material impact on the future returns of international markets. 01:00:36 - Where to start and how to get started as a new investor in foreign markets. 01:06:59 - How international investors combat against fraud and accounting standards. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Berkshire Hathaway Shareholder Letters. Burton Malkiel’s book A Random Walk Down Wall Street. Fred Schwed’s book Where Are the Customers’ Yachts? David Swensen’s book Pioneering Portfolio Management. John Bogle’s book The Little Book of Common Sense Investing. Joel Greenblatt’s book The Little Book That Still Beats the Market. Benjamin Graham’s book The Intelligent Investor. All of Robert’s favorite books. NEW TO THE SHOW? Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. Check out all the books mentioned and discussed in our podcasts here. SPONSORS Support our free podcast by supporting our sponsors: Airbnb Connect with Kevin: Website | LinkedIn | Twitter Connect with Robert: Website | Instagram Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Kyle Grieve chats with Chris Mayer about the special qualities of serial acquirers that make them compelling investments, tricks on how to value serial acquirers, the importance of decentralization for successful serial acquirers, the proper dynamics to look for between an acquirer and the acquired, the proper uses of leverage to use in mergers and acquisitions, characteristics to look for in scaling serial acquirers, the proper manage traits to look for in highly successful serial acquirers, and a whole lot more! IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 04:05 - Successful acquisition strategies. 41:56 - What to look for in scaling serial acquirers. 10:16 - The general aspects of great serial acquirers. 16:05 - Key differentiators between exceptional serial acquirers. 07:05 - Chris’s favorite debt ratios to examine for acquisitive businesses. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Read Chris’s blog here. Buy a copy of 100 Baggers: Stocks That Return 100-to-1 and How to Find Them here. Buy a copy of Deals from Hell: M&A Lessons that Rise Above the Ashes here. Related Episode: Listen to TIP569: An Investor’s Guide To Clear Thinking w/ Chris Mayer, or watch the video. Related Episode: Listen to TIP543: 100 Baggers: Stocks That Return 100-1 w/ Chris Mayer, or watch the video. Related Episode: Listen to MI276: Finding 100 Bagger Stocks w/ Chris Mayer, or watch the video. NEW TO THE SHOW? Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. Check out all the books mentioned and discussed in our podcasts here. SPONSORS Support our free podcast by supporting our sponsors: Range Rover Airbnb Toyota Public NetSuite Connect with Kyle: Twitter | LinkedIn | Website Connect with Chris: Twitter | Website Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Patrick Donley (@JPatrickDonley) sits down with Nick King to talk about how his company, Vint, has made investing in fine wine and spirits a simple and profitable experience for both retail and accredited investors. They also touch on how Nick’s work at a value-based stock fund influenced the creation of Vint in attempting to find mispriced wine assets with a margin of safety, why wine provides for great arbitrage opportunities, and Nick’s thoughts on how to best succeed at the entrepreneurial game. Nick King is the co-founder & CEO of Vint, the first SEC-qualified platform that is securitizing the wine and spirits industry. Nick leads fundraising efforts, sets Vint’s strategic vision, recruits talent, and manages day to day operations. Prior to Vint, Nick was on the domestic equities team at a $20bn value investment fund, where he learned to think, invest, and build a business. Nick is a graduate of the University of Virginia, with a degree in financial economics. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro. 02:13 - How he learned about inefficient markets as a kid. 07:17 - What he learned working at a value fund and how he applies it to Vint. 09:05 - Why he maximized for learning early in his career. 10:00 - How the concept of margin of safety became important. 10:51 - What the genesis of Vint was. 11:59 - Why he thinks traditional education on the steps to start a business are misguided. 13:16 - How he explains what Vint does to people. 23:02 - What it was like working with the SEC to get approval for Vint. 26:21 - Why it is important to burn the boats in any entrepreneurial venture. 34:34 - How the process of reaching out to VCs went. 42:31 - How capital is returned to investors. 53:18 - Why Nick loves the volatility of the wine market. & much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Margin of Safety by Seth Klarman. REI160: The Fundrise Approach w/ Ben Miller or watch the video here. NEW TO THE SHOW? Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Airbnb NetSuite Masterclass Babbel Shopify Connect with Patrick: LinkedIn Connect with Nick: Website | LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Robert Leonard chats with Kevin Kennedy about the impact of technology, fiscal and monetary policy, options trading and exchanges, cryptocurrency, and the rise of retail investors, on the growth of the stock market, and much more! IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 17:30 - How technology has had an impact on the markets and the rise of retail investors. 26:55 - How to study markets today and if there’s a fundamental shift that makes this time truly “different”. 32:18 - How retail investors’ access to the markets changed how they function outside of fiscal and monetary policy. 33:01 - The recent growth in the options space and where Kevin sees it coming from. 33:01 - If the current growth in options trading is sustainable and if there is going to be a point where this can potentially crumble and backfire on speculative options traders. 37:25 - The different options exchanges the Nasdaq has and why six exchanges are necessary. 49:16 - Where the Nasdaq and the worlds of crypto and options collide. 51:09 - The future of capital markets and whether or not crypto will be part of it. 54:33 - Lessons Kevin learned as a trader and what major mistakes he made. And much, much more! BOOKS AND RESOURCES Nasdaq.com XND microsite. David Swensen’s book Pioneering Portfolio Management. John Bogle’s book The Little Book of Common Sense Investing. Joel Greenblatt’s book The Little Book That Still Beats the Market. All of Robert’s favorite books. NEW TO THE SHOW? Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: TurboTax Airbnb Public Bluehost Connect with Kevin: Website | LinkedIn | Twitter Connect with Robert: Website | Instagram Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Kyle Grieve chats with Matthew Peterson about his journey into the fund management industry, what potential fund managers should consider before starting a new fund, the powerful effects of using post mortems, how he used the Kelly criterion to create his concentrated portfolio, the use case for options for long-term value investors, why options can be a win-win for investors who want to own shares with cheaper entry prices than the market offers, the Seritage Growth Properties situation, and a whole lot more! IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 03:12 - Matthew’s origin story for the fund with limited assets. 05:41 - The importance of a good fee structure. 19:25 - The benefits of a concentrated portfolio. 31:35 - How to own shares at below-market prices with options. 43:29 - Insights into his structured dividend capture system. 57:33 - Updates on a recently exited business. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Read Matthew Peterson’s fund letters here. Watch Matthew Peterson on YouTube here. NEW TO THE SHOW? Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. Help us understand our audience better so we can create a more intentional user experience by answering this survey! SPONSORS Support our free podcast by supporting our sponsors: Airbnb Connect with Kyle: Twitter | LinkedIn | Website Connect with Matthew: Twitter | LinkedIn | Website Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Robert Leonard chats with Adam Mead about his book, “The Complete Financial History of Berkshire Hathaway: A Chronological Analysis of Warren Buffett and Charlie Munger's Conglomerate Masterpiece.” Aside from being a Buffett enthusiast and lifelong learner of business, Adam is the CEO and Chief Investment Officer of Mead Capital Management, LLC. IN THIS EPISODE, YOU’LL LEARN: • 00:00 - Intro • 02:54 - Who is Warren Buffett and Charlie Munger? • 02:54 - How did they influence each other’s investing approach? • 06:36 - Who is Benjamin Graham and what was his impact on Buffett? • 08:46 - What is value investing and why is it relevant in today’s market? • 25:12 - The evolution of Berkshire Hathaway (BRK) and common misconceptions about it. • 37:20 - Why Buffett hasn’t deployed BRK’s large cash pile amid the COVID crisis? • 43:51 - Why investors shouldn’t just copy Buffett’s stock picks. • 45:20 - What has been the leading cause for Buffett’s underperformance over the last decade? • 52:42 - The timeless principles of the Oracle of Omaha that have led to his success and are worth following. • 57:08 - The future of BRK and if it will survive without Buffett and/or Munger. And much, much more! BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Adam Mead’s book The Complete Financial History of Berkshire Hathaway. Mead Capital Management website. The Oracle’s Classroom YouTube channel. Stig Brodersen and Preston Pysh’s book Warren Buffett Accounting Book. Peter Kaufman’s book Poor Charlie’s Almanack. Benjamin Graham’s book The Intelligent Investor. All of Robert’s favorite books. NEW TO THE SHOW? Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: TurboTax Public Airbnb Connect with Adam Mead: Website | Twitter | LinkedIn | Facebook Connect with Robert: Website Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Kyle Grieve chats with Robert Hagstrom about the benefits of reading fiction for improving your investing process, the best mental models Robert learned from his time working with Bill Miller, the importance of understanding complex adaptive systems for understanding the market, how to use the DCF model according to Buffett and Munger, strategies for using multiple mental models in your day-to-day life to think better, and a whole lot more! IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 03:48 - The Lessons from 3 of fiction's best detectives that will make you a better investor. 10:16 - Insights from investments in Dell Computer and Amazon. 10:37 - Why you should look at the market through a biological model over a physics-based model. 10:37 - The importance of network economics in a digital age. 26:55 - Ways to improve efficiency from books that you read. 38:10 - Interesting data points on the advantages and disadvantages of a concentrated portfolio. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Buy a copy of The Warren Buffett Portfolio: Mastering the Power of the Focus Investment Strategy here. Buy a copy of Warren Buffett: Inside the Ultimate Money Mind here. Buy a copy of The Detective And The Investor here. Buy a copy of Investing: The Last Liberal Art here. Buy a copy of The Warren Buffett Way here. Related Episode: Listen to TIP360: Inside The Money Mind Of Warren Buffett w/ Robert Hagstrom, or watch the video. Related Episode: Listen to MI222: How To Invest Like Warren Buffett w/ Robert Hagstrom, or watch the video. NEW TO THE SHOW? Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Airbnb Connect with Kyle: Twitter | LinkedIn | Website Connect with Robert: Twitter | LinkedIn | Website Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In this week’s episode, Patrick Donley (@JPatrickDonley) sits down with Eric Jorgenson to talk not only about his recently released book called The Anthology of Balaji. They also touch on some of his key learnings from writing the Almanack of Naval Ravikant, how to build the future according to Balaji, Balaji’s bitcoin bet, and what Eric’s new role at Scribe media will be and how it came about. Eric Jorgenson is the author of The Almanack of Naval Ravikant and the Anthology of Balaji. He is the host of the Smart Friends podcast and is an investor in early stage tech start-ups. In 2011, he joined the founding team of Zaarly, a company dedicated to helping homeowners find accountable service providers they can trust. His business blog, Evergreen, educates and entertains more than one million readers. He recently became the CEO of Scribe Media. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro. 03:30 - How Eric describes what he does. 03:53 - What a creator capitalist is. 05:13 - Why he choose to focus on tech entrepreneurship. 08:25 - How Eric became interested in Naval Ravikant. 11:54 - How publishing the books through Scribe has changed his life. 23:17 - Why desires gets in the way of happiness. 25:51 - Why wealth may not lead to the happiness people think. 27:53 - What Eric’s writing process looks like. 31:04 - Why he became intrigued with Balaji. 33:05 - What Balaji’s reading habits are and why he has studied history in depth. 42:32 - What transhumanism is. 46:54 - What Balaji’s big ideas are for building the future. 49:24 - Why Balaji made his infamous Bitcoin bet. 52:33 - What Eric’s new role at Scribe Media will be and how it came about. 54:53 - How Scribe is disrupting the traditional publishing model for books. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Sign up for TIP’s free newsletter, We Study Markets. The Almanack of Naval Ravikant by Eric Jorgenson. Richer, Wiser, Happier by William Green. The Anthology of Balaji by Eric Jorgenson. Smart Friends podcast. Naval Ravikant episode on The Knowledge Project. Poor Charlie’s Almanac. Principles by Ray Dalio. Zero to One by Peter Thiel and Blake Masters. The Egg by Andy Weir. The Sovereign Individual by James Dale Davidson. The Network State by Balaji Srinivasan. NEW TO THE SHOW? Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: CFI Education Airbnb Connect with Patrick: Twitter Connect with Eric: Website | Twitter Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Robert Leonard and Chris Naugle talks through the concept of “infinite banking” in-depth. Chris is an accomplished entrepreneur, real estate investor, and author. He is the CEO and Founder of FlipOut Academy and The Money School, while having also participated in an HGTV show “Risky Builders” with his wife Lorissa. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 07:01 - What is infinite banking? 07:01 - Why it may, or may not, be "too good to be true." 14:47 - How to use infinite banking to get out of debt. 14:47 - Who uses infinite banking successfully right now? 22:39 - How to use infinite banking to build wealth. And much, much more! BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Chris Naugle on TIP’s Real Estate Investing podcast. Bauer Financial. Austrian Economics. Nelson Nash’s book Infinite Banking. Chris Naugle’s book Mapping Out the Millionaire Mystery. Chris Naugle’s book The Private Money Guide: Real Estate Edition. Thomas Stanley and William Danko’s book The Millionaire Next Door. All of Robert’s favorite books. NEW TO THE SHOW? Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Airbnb Connect with Chris: Website | LinkedIn | Instagram Connect with Robert: Instagram | Twitter | LinkedIn | Facebook Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Kyle Grieve chats with Lawrence Cunningham about Warren Buffett’s focus on value, Warren’s unique long-term perspective, how the most successful managers utilize self-reflection to help reduce further mistakes, why capital efficiency metrics are so important to the success of a business and its incentive program, a great biological mental model called “security from obscurity” to help identify under the radar businesses, why quality shareholders are so important for public corporations, and a whole lot more! Lawrence Cunningham’s seminal work was the book The Essays Of Warren Buffett: Lessons for Corporate America. He was a Professor of Corporate Governance for 15 years at George Washington University. He serves on the board of directors for several public businesses such as: Constellation Software, Kelly+Partners Group, and Markel Group. He’s published several other books on quality such as Quality Shareholders, Margin Of Trust, and Quality Investing. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro. 11:29 - Overcoming the challenge of assessing management decision-making. 19:12 - Why personal connections are so underrated in investing. 22:25 - The benefits of incremental innovation and who is doing it well. 33:36 - The role of trust in Berkshire Hathaway. 50:31 - The three different shareholder types and why you should be a quality shareholder. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Check out Quality Investing here. Margin Of Trust here. Quality Shareholders here. The Essays Of Warren Buffett: Lessons For Corporate America here. NEW TO THE SHOW? Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Airbnb Connect with Kyle: Twitter | Website Connect with Lawrence: Twitter | LinkedIn | Website Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Robert Leonard talks to Codie Sanchez about where her curiosity for becoming a contrarian came from, her favorite ways of building cash flow with no money, and a bunch more. Codie Sanchez is a reformed journalist turned institutional investor. Throughout her career, she has worked the intersection of marketing and money, finding contrarian ways to invest. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 05:44 - Why Codie thinks the saying "Money can't buy you happiness" is wrong. 11:14 - The importance of books in contrarian thinking. 14:44 - Why rental properties might be a dumb idea according to Codie. 22:01 - How Codie financed a laundromat deal that went viral on Twitter because it had a net of $67,000 when it only needed $100,000 to close. 28:16 - What the quote, “The world is the classroom, the school is the prison,” means. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Codie Sanchez’s Twitter Thread 10 Hard Truths About Getting Rich. Codie Sanchez’s free e-book 28 Passive Income Ideas. Christopher Hitchen's book Letter to a Young Contrarian. Andrew Robert's book Churchill: Walking with Destiny. Morgan Housel’s book The Psychology of Money. David Swensen’s book Unconventional Success. Mark Manson’s book Subtle Art: Counterintuitive Approach to Living a Good Life. All of Robert’s favorite books. NEW TO THE SHOW? Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: TurboTax Public Airbnb Connect with Codie: Website | Twitter | LinkedIn Connect with Robert: Website | Twitter | Instagram HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Kyle Grieve chats with Adam Seessel about the importance of R&D spend to a business's competitive advantage, why value investors should embrace tech as a massive creator of value, how following Benjamin Graham to the letter is causing some investors to hold onto outdated ways of thinking, why studying network effects is so important in the digital age, the importance of buying quality businesses over cheap businesses, using Adam’s BMP method on one of his newest acquisition Texas Instruments, and a whole lot more! IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 03:54 - Why we should prioritize quality businesses over cheap ones. 02:51 - The basics of the BMP method. 10:38 - The importance of R&D spend for competitive advantage. 29:44 - Why value investors should embrace tech for value creation. 31:43 - Questioning the strict adherence to Benjamin Graham's principles. 42:46 - The significance of studying network effects in the digital age. 46:50 - Applying the BMP method to Texas Instruments. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Read Adam’s book Where The Money Is. NEW TO THE SHOW? Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Found Toyota Fundrise Facet NetSuite Connect with Kyle: Twitter | Website Connect with Adam: LinkedIn | Website Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In this week’s episode, Patrick Donley (@JPatrickDonley) sits down with NFL pro-bowler and Super Bowl winner, Cliff Avril. They touch on his football career, but the focus of the conversation is on Cliff’s life after football. You’ll learn how he got started investing in real estate, how his first big project went, what he’s learned from some of his partners, and why he loves cost segregation studies and other tax saving strategies. They also talk about his investment in a professional pickleball team and his philanthropy he does through the Cliff Avril Family Foundation. Cliff Avril had a 10 year NFL career and played for both the Detroit Lions and Seattle Seahawks. He won a Super Bowl with the Seahawks in 2014 and was in the Pro Bowl in 2016 as a Defensive End. Cliff is first and foremost a family man and lives with his wife and two sons in Seattle, Washington. After a career-ending injury, Cliff left the NFL and has gone on to become a successful real estate investor and developer with projects throughout the country. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro. 02:18 - What it was like growing up in two different cultures for Cliff. 02:57 - Why the self-confidence necessary to make it in the NFL can be a detriment later in life. 07:54 - What the NFL provides to players in terms of financial literacy classes. 08:19 - How Cliff saved a bigger portion of his NFL salary. 14:05 - How he dealt with a career-ending injury. 19:09 - How real estate became a calling for him. 19:40 - Why he thinks cash flow is true wealth. 25:19 - How Cliff has found people he can learn from and trust. 26:40 - What his first real estate investments were and how they went. 26:44 - Why he ended up renting to NFL players. 29:51 - What his first big project looked like. 31:49 - How he has implemented learnings from football to real estate. 33:10 - What he learned from one of his first partners. 36:37 - What the benefits of cost segregation studies are and why Cliff does them. 39:37 - How he avoids shiny object syndrome. 42:44 - What his strategy is for building luxury spec homes. 51:39 - What NFL players he is modeling his real estate career after. 53:38 - Why he’s so into pickleball. 59:44 - How philanthropy has become a big part of his life with the Cliff Avril Family Foundation. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Richest Man in Babylon by George Clason. Rich Dad Poor Dad by Robert Kiyosaki. The Everything Guide to House Hacking by Robert Leonard. Related episode: Listen to MI285: The Art of Tax Optimization w/ Mitchell Baldridge or watch the video. SPONSORS Support our free podcast by supporting our sponsors: Airbnb Connect with Patrick: Twitter Connect with Cliff: Website | Instagram Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Clay Finck chats with Joe Brown all about inflation, the primary driver of the high inflation we’ve seen over the past year, and much more! IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 02:45 - What inflation is, and why it exists in our modern day economy. 29:43 - How investors can best protect themselves against inflation. 43:37 - Who the ‘winners’ and ‘losers’ are in an inflationary system. 45:45 - Whether stocks are a good inflation hedge or not. 53:21 - The unintended consequences of price controls in an economy. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Check out Joe’s website. Check out Joe’s YouTube channel. Related episode: Listen to MI132: Weathering Inflation With Commodities w/ Tony Greer, or watch the video. Related episode: Listen to TIP404: The Untold History of Money w/ Joe Brown, or watch the video. NEW TO THE SHOW? Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Found Toyota Fundrise Facet NetSuite Connect with Joe: Website | YouTube | Twitter Connect with Clay: Twitter HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Kyle Grieve chats with Mary Buffett and Sean Seah about Warren's aversion to financial leverage and how he used float as a viable alternative, simple ways to find new ideas, why Warren loves monopolies so much, the way Buffett thinks about and eliminates commodity-type businesses, Buffett’s thought process on holding Coca-Cola when it was overpriced, how to develop patience and discipline, and a whole lot more! IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 02:07 - How Warren shuns leverage but found a way to use a different kind of leverage via insurance floats. 07:38 - The importance of simple investments. 09:59 - Simple ways to find new investing ideas. 12:33 - Why Warren Buffett loves monopolies. 36:14 Strategies for learning patience and discipline. 40:38 - The power of meditation for investing. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Read the 7 Secrets To Investing Like Warren Buffett. Purchase Mary Buffett’s Buffettology. Find all of Mary’s books. Find all of Sean’s Books. NEW TO THE SHOW? Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: CFI Education Airbnb Connect with Kyle: Twitter | Website Connect with Sean: Facebook| Website Connect with Mary: Website | LinkedIn Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Brennan Schlagbaum, better known as Budget Dog, talks about the state of financial education and how to take control of your financial future. Brennan is a certified public accountant, investment coach, and author of Investing 101: Everything the Investor Needs to Know. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 05:41 - The strategy of paying down debt as fast as you can. 10:39 - How to manage the dynamic of living for now while striving towards financial goals. 12:18 - How should listeners approach paying off their students debts right now? 18:05 - Why you need to actually invest the cash in your investment accounts. 22:05 - What is currently wrong with our financial education system? 22:05 - How low-cost resources are going to change the future of financial education. 33:09 - Why a budget doesn’t have to be restrictive. 44:57 - Common mistakes that new investors make. And much, much more! BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Related episode: Listen to MI087: How to Talk About Money w/ Erin Lowry, or watch the video. Erin Lowry’s book Broke Millennial Talks Money. Rick Ferri’s book The Power of Passive Investing. All of Robert’s favorite books. NEW TO THE SHOW? Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: CFI Education Airbnb Connect with Brennan: Website | Twitter | Instagram Connect with Robert: Website | Instagram HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Kyle Grieve chats with Bill Nygren and Robert Bierig about the formation of Harris Associates, their value-based investing strategy, their unique way they have their analysts and portfolio managers come to a consensus on a stock, a deep dive on an exciting underpriced business they’ve recently added in IQVIA, a look at some undervalued industries, the importance of re-evaluating your stocks regularly when information changes, and a whole lot more! IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 13:19 - Why calculations of intrinsic value must be adjusted regularly to ensure a degree of accuracy. 02:44 - Why focusing on long-term returns helps align them with their partners. 02:44 - How a value-based approach has shaped their investing philosophy. 07:10 - The importance of per share growth when looking at growth metrics. 22:16 - A deep dive into one of their newest portfolio additions, IQVIA. 45:42 - Which industries Bill is seeing value in right now. 53:33 - How to look at growth stocks through a value perspective with examples of Adobe and Uber. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Watch or listen to Bill Nygren’s investing appearances here. Read Robert Bierig’s interview with The Street on his investing philosophy here. Related episode: Listen to TIP430: From Facebook To Meta And Beyond w/ Bill Nygren or watch the video. Related episode: Listen to TIP254: Value Investing w/ Bill Nygren or watch the video. NEW TO THE SHOW? Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Range Rover Airbnb Toyota Public NetSuite Connect with Kyle: Twitter | Website Connect with Bill: LinkedIn | Website Connect with Robert: LinkedIn | Website Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Patrick Donley (@JPatrickDonley) sits down with Peter Lohmann to talk about how he got his start in real estate and property management. They also dive into key principles for running a successful business including lessons from the E-Myth and Traction. You’ll learn how Peter has niched down to scale up his business, how he allocates his time for maximum ROI, and how to smash limiting beliefs and start thinking bigger in terms of what’s possible for your life and business. Peter is the CEO & principal broker of RL Property Management, a residential property management company located in Columbus Ohio. RL manages over 600 units. Peter also owns a small engineering company also located in Columbus, run by his business partner. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro. 02:01 - Peter’s early start in real estate and property management. 04:42 - How he built his company to manage over 600 units with 20 people. 04:55 - What it was like leaving his W-2 job. 10:12 - What his first real estate investments were like and how they went. 15:42 - How he decided on property management as a business venture. 18:32 - Why Peter chose a flat fee pricing model. 28:45 - How he went about finding clients. 29:47 - What he means by niching down to scale up. 35:28 - What is the principal/agent problem in real estate and property management. 36:52 - Why that transition can be so difficult and what helped Peter make the journey. 41:26 - Why the experience you get in your first real estate deals is most important. 44:18 - What Peter’s limiting beliefs were and how he overcame them. 60:43 - What some of his key takeaways have been from doing his podcast. 62:04 - The importance of thinking big. 65:30 - How Peter allocates his time for maximum ROI. 01:09:57 - Why writing is a superpower. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. The Everything Guide to House Hacking by Robert Leonard. Rich Dad Poor Dad by Robert Kiyosaki. E-Myth by Michael Gerber. Vivid Vision by Cameron Herold. Traction by Gino Wickman. Millionaire Next Door by Thomas Stanley. 10X is Easier than 2X by Dan Sullivan. Extreme Ownership by Jocko Willink. Related episode: Listen to REI192: Building an Empire w/ Nick Huber or watch the video. SPONSORS Support our free podcast by supporting our sponsors: CFI Education Airbnb Connect with Patrick: Twitter Connect with Peter: Website | Twitter Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Robert Leonard chats with Aaron Nannini about ways to wisely manage your money and the importance of having a proper mindset for wealth-building. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 03:06 - Why behavior and mindset are so important when it comes to money. 04:42 - What value-based spending is and how it can help with balancing the YOLO and future-thinking mindsets. 06:07 - What “keeping up with the Joneses” means and why you shouldn’t do it. 10:57 - How to fight back against lifestyle creep. 12:53 - How to avoid or get out of the paycheck-to-paycheck cycle. 14:16 - What the difference is between bad debt and good debt. 19:04 - How to get out of bad debt and leverage good debt. 22:37 - If one should use or avoid credit cards and how to appropriately use them. 34:08 - What silent killers are in terms of money. 40:54 - What the shocking cost of cars is and the myths of car loans. 48:25 - How to successfully manage money with one’s partner and avoid divorce. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Aaron Nannini’s book Cash Uncomplicated. Thomas Stanley and William Danko’s book The Millionaire Next Door. Ramit Sethi’s book I Will Teach You To Be Rich. Erin Lowry’s book Broke Millennial. George Clason’s book The Richest Man in Babylon. All of Robert’s favorite books. NEW TO THE SHOW? Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Range Rover Airbnb NetSuite Public Connect with Aaron: Website | Facebook | LinkedIn | Instagram Connect with Robert: Website | Instagram HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Kyle Grieve chats with Nicole Lapin about Nicole’s background in finance and how she got to where she is today on her own, why finances seem daunting to some people and what we can do about it, the simple things you need to know to start investing today, the reason starting now is so important, how AI is helping to improve investing for everybody, and much, much more! Nicole Lapin is the author of 5 books on personal finance and the founder of the Money News Network. She hosts The Money Rehab With Nicole Lapin daily podcast. Nicole was an anchor for CNN and CNBC. Now she spends most of her time helping educate people to improve their financial situations. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro. 03:43 - Why financial jargon keeps us in the dark on our finances. 03:47 - Why discussing finances are so taboo. 05:17 - The positive and negative effects of compound interest. 07:08 - What you need to know to get started in investing. 09:18 - A very simple index fund strategy. 17:20 - The importance of time in compounding. 27:29 - The use of AI in helping with personal finances. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Buy Nicole Lapin’s latest book: Miss Independent. Check out Nicole’s other books here. Check out Nicole’s AI service to help make you a better investor: Magnifi. NEW TO THE SHOW? Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Found Toyota Fundrise Facet NetSuite Connect with Kyle: Twitter | Website Connect with Nicole: Twitter | Website | Podcast Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Dan Soviero talks about how he decided to drop out of college and become an entrepreneur, how he used equity crowdfunding to raise money for his business, and much more. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 02:38 - Things to consider when deciding to drop out of college. 13:37 - What the NLL is and how it’s different from the MLL and PLL, which have now merged. 19:06 - How to form a relationship with the NLL and other professional leagues to become the official ball. 26:27 - What it means from a business perspective to be the exclusive provider or official ball of a sports league and what the strategy and goal are with a relationship like this. 26:27 - What Dan’s long-term goal with Signature Lacrosse is. 32:42 - What the benefits of hiring athletes are. 33:06 - How Signature Lacrosse competes in a competitive industry and what makes them different from other lacrosse equipment companies. 33:48 - Why choosing to do equity crowdfunding is a good source for raising capital. 47:21 - The habits or principles Dan have incorporated into his life that have lead to his success. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Lewis Howes’ book The School of Greatness. Gay Hendricks’ Book The Big Leap. Gary Vaynerchuk’s book Crushing It! Lori Greiner’s book Invent It, Sell It, Bank It! All of Robert’s favorite books. NEW TO THE SHOW? Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: CFI Education Airbnb Connect with Dan: Website|Instagram | Facebook | LinkedIn Connect with Robert: Website | Instagram HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Kyle Grieve chats with Todd Finkle about Todd’s background and personal relationship with the Buffett family, what inspired him to write his book, Todd’s strategy as a professor to be invited to meet Warren on three separate occasions, how Warren stays cool while everyone is losing their mind in the market, Warren’s most painful mistakes, and much, much more! IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 02:12 - Rare Warren Buffett stories. 02:12 - How Todd’s entrepreneurial background got him to write his book. 22:58 - Why Warren started his entrepreneurial journey at such a young age. 35:18 - How Buffett evolved towards quality and the people who guided him. 51:25 - How Warren finds his edge vs. everyone else. 53:34 - Buffett’s most painful mistakes. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Todd’s book: Warren Buffett: Investor and Entrepreneur. Todd’s articles. NEW TO THE SHOW? Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Airbnb Connect with Kyle: Twitter | Website Connect with Todd: Twitter | Website | LinkedIn Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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