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
Oct 29
TIP856: Airbnb (ABNB): The Business Outgrew Its Peak, The Stock Hasn't w/ Kyle Grieve & Shawn O'Malley
In today’s episode, Kyle Grieve and Shawn O’Malley discuss whether Airbnb’s recent slowdown was a warning sign or just building the groundwork for its next growth phase. They explore how a company that owns no homes built one of travel’s strongest brands, and why AI agents could ... Show More
1h 26m
Oct 25
TIP855: Shopify (SHOP): The Big Winner of Agentic Commerce? w/ Shawn O'Malley & Daniel Mahncke
Shawn O’Malley and Daniel Mahncke revisit Shopify (NASDAQ: SHOP) fifteen months after Shawn pitched it, called it one of the best businesses they’d ever studied, and recommended passing on the stock at around $80 per share. Since then, the stock has nearly doubled, gross merchand ... Show More
1h 18m
Oct 22
TIP854: GE Aerospace: Chris Hohn’s Biggest Bet w/ Daniel Mahncke & Shawn O'Malley
Daniel Mahncke and Shawn O’Malley follow up last year’s TransDigm pitch with the biggest monopoly in aviation: GE Aerospace (NYSE: GE), the engine maker behind nearly three out of every four commercial flights in the world. With roughly 50,000 commercial and 30,000 military engin ... Show More
1h 12m
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