Aug 23
TIP840: CATL: Powering EVs, Power Grids, and AI w/ Stig Brodersen, Manish Karira & Ralph Summerford
In today’s episode, Stig Brodersen is joined by Manish Karira and Ralph Summerford for a bull and bear debate on CATL, the world’s largest battery maker. Manish presents the bull case, arguing that a company most listeners have never heard of is becoming the backbone of the globa ... Show More
1h 19m
Aug 20
TIP839: Domino's Pizza (DPZ): Is the Royalty Engine Still Running? w/ Kyle Grieve & Shawn O’Malley
In today's episode, Kyle Grieve and Shawn O’Malley analyze Domino's Pizza, the world’s biggest pizza franchisor built on a royalty-driven, asset-light business model. They walk through Domino's shift toward franchising and away from Company-owned stores, and what that means for t ... Show More
1h 15m
Aug 16
TIP838: Google, Reddit, Amazon – Are Our Biggest Winners Still a Buy? w/ Daniel Mahncke & Shawn O’Malley
After looking at companies that tanked in recent months in the last episode, Daniel Mahncke and Shawn O’Malley now take a look at the best-performing stocks of the pitches of the last two years. Google, Amazon, and Reddit are companies that generated great returns for the Intrins ... Show More
1h 27m
Aug 2018
What You Learn About Business Deals After: 12,000 Deals Reviewed, 1,500 Deep Dives, 125 Site Visits, and 7 Portfolio Companies with Brent Beshore - [Invest Like the Best, EP.100]
For the 100th episode, I’ve brought back my good friend Brent Beshore. Brent was the 10th guest on the podcast, after we met because of a mutual interest in capital allocation. I quickly learned that Brent was one of the most unique and thoughtful investors around. He was an entr ... Show More
53m 29s
Jan 2025
Insights from Investment Banking: Steve Hunter's Advice for Private Equity and Business Owners
Sean Mooney sits down with Steve Hunter, Managing Director at TM Capital, to discuss the nuanced world of M&A, the key ingredients for creating value in a business, and what both buyers and sellers need to know for a successful deal. Steve offers practical advice for private equi ... Show More
56m 56s
Aug 2024
Elements of Value in Private Equity: Insights from Top Business Builders
Join host Sean Mooney in a special compilation episode of the Karma School of Business, featuring key insights from industry leaders on value creation in private equity. This episode distills wisdom from Carl Press (Thoma Bravo), Suzanne Yoon (Kinzie Capital), John Caple (Hidden ... Show More
36m 34s
Trey Lockerbie explores capital allocation in private markets with the CEO of Permanent Equity, Brent Beshore. Brent started out as an entrepreneur and through his own M&A strategies has now found himself purchasing small to midsize companies with the intention of holding forever. Brent is an empathetic leader whose style is a great reminder that a simple ap ... Show More
