Mar 8
TIVP062: Duolingo (DUOL): Generational Opportunity or fad? w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O’Malley take a deep dive into Duolingo — the leading language learning app with over 50 million daily active users and the chaotic green owl as a mascot. Since its IPO in 2021, Duolingo has expanded beyond language instruction to include math, music, and ... Show More
1h 23m
Mar 1
TIVP061: Lyft Inc. (LYFT): The Key to Winning the AV Wars? w/ Shawn O’Malley & Daniel Mahncke
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 ... Show More
1h 22m
Feb 22
TIVP060: Constellation Software (CSU): Historic Drawdown, Historic Buying Opportunity w/ Daniel Mahncke & Shawn O’Malley
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: 0 ... Show More
1h 27m
Nov 2014
TIP 007 : Peter Thiel's book - Zero to One (Investing Podcast)
In this episode of The Investor's Podcast, the panel discusses the ideas of Peter Thiel. Peter is a famous Silicon Valley Billionaire who founded PayPal and Palantir. He also owned a 10% stake in Facebook. The Investors, along with Hari Ramachandra, discuss Peter's new book - Zer ... Show More
36m 51s
Aug 2017
TIP150: Questions from the Audience, Artificial Intelligence (AI), Options Trading, Value Investing, & The Intelligent Investor (Business Podcast)
IN THIS EPISODE, YOU’LL LEARN:
How Artificial Intelligence will disrupt multiple industries.
How the best investors in the world use stock screeners.
Exactly how much the valuation of stocks change the expected return.
How to invest with options in an overvalued market.
How ... Show More
1h 6m
BOOKS AND RESOURCES
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Read this episode’s transcript and full show notes on our website.
Intrinsic Value Assessment of Square (article)
TIP Intrinsic Value course ... Show More