TIP811: OTC Markets (OTCM): A Picks and Shovels Play in Modern Capital Markets w/ Kyle Grieve & Shawn O'Malley
Podcast: The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast NetworkPublished On: Thu Apr 30 2026
Description: Kyle Grieve and Shawn O’Malley analyze OTC Markets Group, a hidden infrastructure company that collects tolls on over 12,000 securities while operating with fewer than 130 employees. They explore why OTCM is the only viable option for small companies and international firms seeking access to the US market. Find out whether the current stock price offers an attractive entry point for value investors. IN THIS EPISODE YOU’LL LEARN: (00:00:00) Intro (00:01:24) Why OTC Markets operates as a hidden monopoly, most investors have never heard of (00:03:08) The three business segments generating recurring revenue from market infrastructure (00:09:09) How OTCM's pricing power compares to other monopolistic businesses (00:14:54) Why 130 employees can manage the infrastructure for over 12,000 securities (00:19:41) What keeps customers so loyal (00:27:02) How regulatory relationships create barriers to entry (00:50:22) The surprising reason declining subscriber counts might not be concerning (00:59:00) The exceptional unit economics that make Corporate Services so profitable (01:02:29) Why management's capital allocation approach is so different from that of typical CEOs (01:19:54) Whether this hidden infrastructure gem deserves a spot in your portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community. Join The Intrinsic Value Conference in Omaha this May 1, 2026! Track The Intrinsic Value Portfolio. Learn more about OTC Markets Group on their IR. Listen to an interview with CEO, Cromwell Coulson. Follow Kyle on X and Linkedin. Follow Shawn on X and Linkedin. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses through The Intrinsic Value Newsletter. Check out The Investor’s Podcast Starter Packs. Follow our official social media accounts: X | LinkedIn | Facebook. Try our 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: HardBlock Human Rights Foundation Plus500 Netsuite Shopify Vanta 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. Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm 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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