IN THIS EPISODE, YOU'LL LEARN:
00:06:59 - How to identify Rule Breaking companies.
00:37:30 - Why optionality is a great indicator of a company's future success.
00:42:50 - David’s 25 point system to identify risk.
00:48:00 - What is Conscious Capitalism and why it should become a focus for your portfolio.
And so much more!
*Disclaimer: Slight timesta ... Show More
Sep 13
TIP846: Stock Picker: How to Live Off Your Portfolio w/ Ian Cassel
In this episode, Stig Brodersen welcomes back Ian Cassel, founder of MicroCapClub and CIO of Intelligent Fanatics Capital Management, to discuss his new book, Stock Picker. They dig into why most microcaps must be sold within 36 months, why Ian never holds a large cash position, ... Show More
1h 15m
Sep 6
TIP844: Uber (UBER): The Autonomy Referendum — Is Mr. Market Completely Wrong? w/ Daniel Mahncke & Shawn O’Malley
Shawn O’Malley and Daniel Mahncke revisit Uber (NYSE: UBER), one of the largest holdings in The Intrinsic Value Portfolio, fifteen months after they first pitched it. In that time, Uber’s operating profits have roughly doubled, free cash flow has climbed to about $10 billion a ye ... Show More
1h 6m
Jul 2025
13 Rules for Building Wealth Before 40 | Ep 885
In today´s episode, Alex (@AlexHormozi) unpacks the 13 hardest lessons from a decade of building, failing, and eventually creating portfolio companies generating over $250M annually. Alex explores asymmetric bets, dropping the “follow your passion” lie, crushing imposter syndrome ... Show More
41m 45s
Jan 2023
24 Rules in Investing | Ep 486
The moment you feel unsure, don’t do it. Today, Alex (@AlexHormozi) shares with us the 24 rules of investing he has come up with in order to help you make easier & better decisions, and use any of these principles as a guide whenever you need to make choices. Welcome to The Game ... Show More
21m 4s