Mar 8
TIVP062: Duolingo (DUOL): Generational Opportunity or fad? w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O’Malley take a deep dive into Duolingo — the leading language learning app with over 50 million daily active users and the chaotic green owl as a mascot. Since its IPO in 2021, Duolingo has expanded beyond language instruction to include math, music, and ... Show More
1h 23m
Mar 1
TIVP061: Lyft Inc. (LYFT): The Key to Winning the AV Wars? w/ Shawn O’Malley & Daniel Mahncke
Shawn O’Malley and Daniel Mahncke break down the ride-sharing giant Lyft Inc. (ticker: LYFT) and discuss whether the company can regain ground against Uber, or whether it’s always destined to be #2. While Lyft has clawed back some market share, finally attained profitability, and ... Show More
1h 22m
Feb 22
TIVP060: Constellation Software (CSU): Historic Drawdown, Historic Buying Opportunity w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O’Malley take a deep dive into Constellation Software — the popular Canadian compounder that has turned buying “boring” vertical market software into one of the most effective capital-allocation machines in public markets. IN THIS EPISODE, YOU’LL LEARN: 0 ... Show More
1h 27m
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 ... 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 198 ... 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
