Feb 11

TIVP058.5 The Intrinsic Value Community (Mini Episode): The Power of a Trusted Peer Group w/ Daniel Mahncke & Shawn O’Malley

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 t ... Show More

7m 42s

Feb 8

TIVP058: Hermes: The Most Prestigious Luxury Brand in the World w/ Daniel Mahncke & Shawn O’Malley

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 wh ... Show More

1h 26m

Feb 1

TIVP057: Doximity (DOCS): A Profitable Social Media Platform For Doctors w/ Shawn O’Malley & Daniel Mahncke

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 moneti ... Show More

1h 10m

Sep 2021

TIP378: Move Forward with Caution w/ Howard Marks

In today’s episode, we have an extremely special guest who is a billionaire and investing legend, Howard Marks. Howard really needs no introduction, but if you have not read Howard's memos, you are missing a critical piece of your investing education. Howard has also written some ... Show More

55m 40s

Feb 2023

TIP525: Secrets from a Private Billionaire Club w/ Michael Sonnenfeldt

Trey speaks with accomplished real estate entrepreneur, Michael Sonnenfeldt, about his experiences and takeaways from his private club, Tiger 21, as well as his early life achievements and other topics. Michael is also the author of the book, "Think Bigger: And 39 Other Winning S ... Show More

1h 9m

Jul 2021

TIP364: How to Invest in Alternative Assets w/ Michael Weisz

In today’s episode, Trey Lockerbie sits down with Michael Weisz, the founder and President of Yieldstreet, which is a platform that serves up offerings in alternative asset classes. IN THIS EPISODE, YOU'LL LEARN: (01:54) Why you should consider diversifying into alternative ass ... Show More

1h 4m

Aug 2022

TIP469: Would Warren Buffett invest in venture capital? W/ Kiyan Zandiyeh

IN THIS EPISODE, YOU’LL LEARN: 01:14 - What we can learn from Warren Buffett that can be implied in venture capital. 04:09 - Why emerging markets and frontier markets generate superior returns. 10:59 - What value add can a good investor bring to the table. 36:05 - How to meas ... Show More

1h 10m

Feb 2023

TIP522: Unconventional Wisdom From The Greatest Minds In Investing w/ Joseph Shaposhnik

Trey chats with Joseph Shaposhnik. Joseph is the Portfolio Manager of TCW’s New America Premier Equities Fund. Joseph also serves as a Senior Equity Analyst in the equity research group with coverage responsibility for the industrials and basic materials sectors. Before joining T ... Show More

56m 33s

Jan 2022

Classic 03: Seth Klarman's Book - Margin of Safety

IN THIS EPISODE, YOU’LL LEARN: 12:25 - The different methods for stock investing valuations. 13:43 - The difference between investors and speculators. 21:35 - When you should hold short term and long term bonds. 40:04 - How to counteract risk in your portfolio. *Disclaimer: ... Show More

54m 14s

Jan 2023

TIP512: Top Takeaways from 2022 w/ Trey Lockerbie

IN THIS EPISODE, YOU'LL LEARN: 03:54 - How today’s inflation compares to 1970 with Jeremy Grantham. 07:52 - Why Michael Mauboussin says you have to earn the right to use a valuation multiple. 13:17 - How energy impacts inflation with Josh Young. 31:55 - Why investors should c ... Show More

1h 12m

May 2022

Classic 15: The Great Minds of Investing

IN THIS EPISODE, YOU’LL LEARN: 05:42 - Who is William Green and what is his book, “The Great Minds of Investing” about? 08:39 - What can all value investors learn from reading William Green’s book? 47:24 - Ask The Investors: Can you be successful by investing according to a fo ... Show More

1h 37m

May 2024

TIP634: Value Investing Fundamentals w/ John Huber

On today’s episode, Clay is joined by John Huber to discuss value investing fundamentals and the current market conditions. John Huber is the Managing Partner of Saber Capital Management, LLC. Saber manages separate accounts as well as a partnership modeled after the original Buf ... Show More

1h 2m

Apr 2024

TIP622: Finding Certainty in an Uncertain World w/ Joseph Shaposhnik

On today’s episode, Clay sits down with Joseph Shaposhnik to discuss his high quality investing approach. Since its inception in 2015, the TCW New America Premier Equities fund has compounded at 15.8% per year versus the benchmark of 12.0%. Joseph is the Portfolio Manager of TCW ... Show More

1h 11m

MI Rewind: Behind the Scenes of Shark Ta...