Today
TIVP103 (Video): Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O’Malley
In today's episode, Kyle Grieve and Shawn O’Malley discuss Aritzia, the everyday luxury fashion brand that has become one of retail's most impressive compounders. They explore how a small boutique in the corner of a department store grew into a brand with exceptional store-based ... Show More
1h 25m
Oct 11
TIVP102 (Video): Hermès and LVMH Stock: Time to Buy Luxury? w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O'Malley revisit the two luxury houses they passed on last time — Hermès (EPA: RMS), the 189-year-old maker of the Birkin bag, and LVMH (EPA: MC), the 75-brand conglomerate behind Louis Vuitton, Dior, Tiffany, and Hennessy. Both stocks now sit near their ... Show More
1h 15m
Oct 7
TIVP101 (Video): HEICO Vs. TransDigm: Whose Aerospace Monopoly Is Better? w/ Kyle Grieve & Shawn O’Malley
In today’s episode, Kyle Grieve and Shawn O’Malley discuss HEICO and TransDigm, two dominant players in the aerospace components industry known for their pricing power and resiliency. They’ll compare how each company grows through acquisitions and organic expansion, how they appr ... Show More
1h 17m
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