Yesterday
TIVP068: CoStar Group (CSGP): The Real Estate Data Empire Making a $5 Billion Bet w/ Shawn O'Malley & Daniel Mahncke
Shawn O'Malley and Daniel Mahncke explore CoStar Group (ticker: CSGP), the dominant provider of commercial real estate data and analytics, and assess whether the company's massive $5 billion bet on Homes.com can successfully crack the residential real estate market dominated by Z ... Show More
1h 36m
Apr 19
TIVP067: Portfolio Review: Thoughts on Airbnb, Reddit, Adobe, and co. w/ Daniel Mahncke, Shawn O'Malley, & Kyle Grieve
Daniel Mahncke, Shawn O'Malley, and Kyle Grieve take a closer look at the Intrinsic Value Portfolio and some of the high-priority watchlist companies. The episode covers high-conviction portfolio holdings such as Airbnb, Universal Music Group, Reddit, and Exor, as well as watchli ... Show More
1h 46m
Apr 12
Special Announcement: The Intrinsic Value Podcast Update
This week, Shawn and Daniel won't be releasing an episode as usual, but they will be back next Sunday with a new co-host joining them to help break down companies for The Intrinsic Value Portfolio. Plus, Shawn & Daniel are moving over to the main podcast feed for The Investor's P ... Show More
2m 32s
Nov 2022
TIP490: Lessons from Home Depot, Sam Walton and giving away $2 Billion w/ Billionaire Bernie Marcus
IN THIS EPISODE, YOU'LL LEARN:
08:06 - How today’s economy compared to the early eighties when Bernie was co-founding Home Depot.
14:11 - Bernie’s early jobs as a waiter, comedian, and even hypnotist.
37:15 - Bernie’s take on ESG, given that Home Depot, won the Most Socially R ... Show More
59m 6s
Feb 2022
TIP423: Real Estate Update w/ Ian Formigle
Trey Lockerbie invites back our favorite expert on commercial real estate, the CIO at Crowdstreet, Mr. Ian Formigle. IN THIS EPISODE, YOU’LL LEARN: 01:14 - How the commercial real estate market has performed since we last spoke in mid-2021. 03:44 - The top-performing markets of t ... Show More
1h 14m
Mar 2022
TIP433: The Art and Science of Investing in Startups w/ Jason Calacanis
Trey Lockerbie chats with Angel Investing legend, Jason Calacanis. Jason is an entrepreneur who sold his second business Weblogs to AOL for $30MM in 2005. Jason then founded multiple other companies and along the way, became an angel investor in companies like Uber, Robinhood, Ca ... Show More
56m 31s
Jun 2024
TIP639: Buffett's Favorite Business Book w/ David Fagan
On today’s episode, Clay is joined by David Fagan to discuss Don Keough’s book, The Ten Commandments of Business Failure. Don Keough was the President and COO of Coca-Cola. During Keough’s and Roberto Goizueta’s leadership, Coca-Cola’s stock compounded at 27% per annum from 1981 ... Show More
1h 6m
IN THIS EPISODE YOU’LL LEARN:
12:50 - Can entrepreneurship be taught?
21:03 - Does an MBA help someone become a successful entrepreneur?
27:09 - How to stay motivated at your business.
35:13 - How to fund and market your business.
43:08 - The 5 Golden Rules for a Successful Startup.
And much, much more!
*Disclaimer: Slight timestamp discrepancies m ... Show More
