Today
TIVP087 (Video): DLocal (DLO): Multibagger Potential with Decade-Long Runway w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O'Malley take a deep dive into DLocal (NASDAQ: DLO), the first Uruguayan unicorn and the emerging markets payment provider for companies like Amazon, Uber, Spotify, Netflix, and many more. DLocal is trading at attractive multiples while growing payment vo ... Show More
1h 22m
Jul 26
TIVP086 (Video): Perimeter Solutions (PRM): A Niche Monopoly, One Acquisition at a Time w/ Kyle Grieve and Shawn O'Malley
In today's episode, Kyle Grieve and Shawn O’Malley analyze Perimeter Solutions, a niche industrial conglomerate built by Transdigm's legendary founder Nick Howley using the same playbook that turned Transdigm into a multi-decade compounder. They break down how the company operate ... Show More
1h 16m
Aug 2022
TIP467: The King of AirBNB w/ Robert Abasolo
IN THIS EPISODE, YOU’LL LEARN: 09:28 - Rob's personal journey. 14:31 - The basics of house hacking, rental arbitrage, AirBNBs, land hacking, and other strategies. 28:26 - How to automate nearly all of the required AirBNB Host tasks. 33:28 - What characteristics make up a great re ... Show More
1h 10m
Robert Leonard talks with Jonathan Tuttle about how his digital marketing agency and real estate business came about, why he chose the mobile home park niche and implement its strategy, what rent-to-own financing is and how to use it to your advantage, and much, much more!
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
11:05 - What is a mobile home park and ... Show More