TIP386: Global Investment Opportunities w/ Lyn Alden| Listen on Anghami

Jun 7

TIP821: Grab Holdings (GRAB): Why Uber Surrendered Southeast Asia w/ Shawn O’Malley & Daniel Mahncke

Shawn O'Malley and Daniel Mahncke explore Grab Holdings (ticker: GRAB). In this episode, you'll learn how Grab was able to quickly grow across eight countries in Southeast Asia, and what local adaptations they made to outmaneuver Uber, which eventually ceded its entire market sha ... Show More

1h 20m

Jun 4

TIP820: WIX: The Most Asymmetric AI Bet? w/ Daniel Mahncke & Shawn O’Malley

Daniel Mahncke and Shawn O'Malley take a deep dive into Wix.com — the Israeli website-building platform whose investment case now turns on two of the most debated questions in the stock today: whether the generative-AI wave that lets anyone spin up a site from a text prompt is th ... Show More

1h 13m

May 31

TIP819: Lifco AB (LIFCO-B.ST): The Serial Acquirer Building an Unstoppable Compounding Engine w/ Kyle Grieve & Shawn O'Malley

Kyle Grieve and Shawn O’Malley analyze LIFCO, one of the world's leading industrial serial acquirers operating through three distinct divisions spanning dental supplies, demolition equipment, and niche systems solutions across Europe. IN THIS EPISODE YOU’LL LEARN: (00:00:00) Intr ... Show More

1h 22m

Oct 2022

MI230: Buffett Indicator Says Stock Market is Overvalued w/ Lance Roberts

IN THIS EPISODE, YOU’LL LEARN: 09:18 - Understanding the basics of valuations and how to interpret price multiples. 17:00 - What the Shiller P/E (CAPE) ratio is, and why it is telling us future returns are expected to be low going forward. 25:46 - What Lance thinks are some catal ... Show More

1h 3m

Nov 2022

MI232: Understanding Quantitative Easing w/ Alfonso Peccatiello

IN THIS EPISODE, YOU’LL LEARN: 01:30 - What conventional monetary policy is and what are the main tools the Fed uses to achieve its two part mandate. 01:30 - What unconventional monetary policy is and why central banks use these tools. 09:26 - What is quantitative easing (QE) and ... Show More

1h 8m

Apr 2022

MI163: Macro Market Overview w/ Darius Dale

IN THIS EPISODE, YOU’LL LEARN: 04:21 - What sort of impact the Russian invasion of Ukraine has on financial markets. 07:39 - Why the market expects inflation to come down in the near term. 11:43 - What a “Fed Put” is. 21:51 - Why the Federal Reserve raised interest rates well aft ... Show More

43m 13s

Feb 2022

MI Rewind: Warren Buffett Value Investing with Gary Mishuris

IN THIS EPISODE YOU’LL LEARN: 12:24 - What exactly value investing is. 12:24 - What are the common misconceptions about value investing. 42:11 - How Coronavirus will continue to impact the stock market. 1:01:27 - How investors build conviction to hold during hard times. And much, ... Show More

1h 8m

Mar 2023

MI262: Warren Buffett’s 4 Principles of Investing w/ Michelle Marki & Signe Lonholdt

Rebecca Hotsko chats with Michelle Marki, who is a certified Project Management Professional (PMP), and Signe Lonholdt, who is an executive at LEGO Group. They talk about the most important lessons from studying Superinvestors like Warren Buffett and Charlie Munger, their thought ... Show More

55m 44s

Jan 2024

MI Rewind: Growth Investing Stock Analysis w/ Simon Erickson

Robert Leonard brings back Simon Erickson to review the growth investing strategy and how investors can start with this strategy. Robert and Simon discuss how to find the right investments, portfolio allocation, what are the biggest deal breakers after analyzing these companies, ... Show More

44m 3s

Sep 2022

MI225: Studying Superinvestors w/ David Rubenstein

IN THIS EPISODE, YOU’LL LEARN: 02:41 - How David started Carlyle Group and grew it to be one of the world’s largest private equity firms. 06:51 - What markets and sectors David thinks are most attractive to invest in right now. 18:05 - David’s greatest learnings from studying oth ... Show More

44m 37s

Apr 2023

MI Rewind: Buying Winners Through Momentum Investing w/ Wes Gray

Clay Finck chats with Wes Gray all about momentum investing, how retail investors can utilize a momentum strategy, and much more! Dr. Gray earned an MBA and a PhD in finance from the University of Chicago where he studied under Nobel Prize Winner Eugene Fama. IN THIS EPISODE, YOU ... Show More

55m 8s

Oct 2022

REI142: Real Estate Syndications w/ Dan Handford

IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 02:46 - Why you might want to consider attending conferences. 06:36 - Why networking is important. 09:11 - What a real estate syndication is. 12:05 - How syndication investments impact your taxes. 19:56 - What a 1031 exchange is. 31:10 ... Show More

52m 33s

Oct 2022

MI Rewind: A Rational Approach to Investing w/ Tobias Carlisle

IN THIS EPISODE, YOU’LL LEARN: 02:00 - How Tobias ended up becoming a value investor. 07:43 - What investors had a big impact on Tobias’s own development. 32:20 - How inflation impacts his overall thought process for stock investing. 44:03 - Tobias’s thoughts on an appropriate di ... Show More

52m 1s

TIP386: Global Investment Opportunities ...