Aug 30
TIP842: Comfort Systems USA (FIX): The Five-Bagger We Passed On w/ Kyle Grieve & Shawn O'Malley
In today's episode, Kyle Grieve and Shawn O’Malley revisit Comfort Systems USA, a business Shawn originally passed on at $320 that has since appreciated fivefold due to explosive data center spending. The company shattered original projections, with accelerating organic growth, e ... Show More
1h 19m
Aug 27
TIP841: Palantir – Palantir is Cheaper than I Thought! w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O’Malley take a deep dive into Palantir (NASDAQ: PLTR), the data and AI platform behind everything from battlefield targeting systems to Airbus’s A350 production line, with customers including the U.S. Army, the NHS, Ferrari, and Airbus. Palantir is growi ... Show More
1h 14m
Jul 2022
Mark Yusko – "With Every Investment We Become Richer or Wiser, Never Both" | #427
Today’s guest is Mark Yusko, Chief Investment Officer of Morgan Creek Capital Management and the Managing Partner of Morgan Creek Digital. In today’s episode, Mark covers the evolution he’s seen in the digital asset space and why he likes applying trend-following approach to cryp ... Show More
55m 58s
Jul 2023
Howard Lindzon: Trading Strategies & Stock Investing | The Really Rich Podcast - Ep. 28
<p>In episode 28 of The Really Rich Podcast with Nicholas Crown, I sit down with Howard Lindzon, Founder of StockTwits, author, and investor. With his extensive knowledge of markets, he shares insightful advice on trading and stock investing for beginners. Howard's wealth of ... Show More
1h 16m
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 of Trey's favorite books including The Most Important Thing and Mastering the M ... Show More
<p><a href="https://twitter.com/howardmarksbook">Howard Marks</a> is co-chairman and co-founder of <a href= "https://www.oaktreecapital.com/" target="_blank" rel= "noopener noreferrer">Oaktree Capital Management</a>, a leading investment firm with more than $120 billion in assets ... Show More
<p><!-- wp:paragraph --></p> <p>Howard Marks is the Co-Founder and Co-Chairman of <a href= "https://www.oaktreecapital.com/" target="_blank" rel= "noreferrer noopener">Oaktree Capital Management</a>, a leading investment firm with more than $120 billion in assets. Prior to foundi ... Show More
