Jan 25
TIVP056: Meta (META): Is Meta Undervalued Again? w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O’Malley take a deep dive into Meta — the world’s most powerful attention engine, spanning Facebook, Instagram, WhatsApp, and Messenger, and still driven primarily by advertising. They break down how Meta’s “Family of Apps” keeps compounding through bette ... Show More
1h 20m
Jan 18
TIVP055: Churchill Downs, Inc. (CHDN): Investing in the Greatest Two Minutes in Sports w/ Shawn O’Malley & Daniel Mahncke
Shawn O’Malley and Daniel Mahncke break down Churchill Downs, Inc. (ticker: CHDN), a gaming company that is uniquely tied to the world of horse racing. IN THIS EPISODE, YOU’LL LEARN: 00:00:00 - Intro 00:02:48 - What makes the Kentucky Derby such a cherished event and a masterclas ... Show More
1h 12m
Jan 12
TIVP054: Mercado Libre: More than just "the Amazon of Latin America" w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O’Malley take a deep dive into Mercado Libre, the dominant e-commerce and fintech platform in Latin America. What started as an eBay-like marketplace has evolved into a fully integrated ecosystem spanning online retail, logistics, digital payments, lendin ... Show More
1h 32m
Jan 2022
TIP417: The Incredible Story of the PayPal Mafia W/ Jimmy Soni
IN THIS EPISODE, YOU'LL LEARN:
1:50 - Who are the members of the Paypal Mafia, their origin stories, and how PayPal came to be.
36:35 - The many trials that Paypal endured.
50:24 - The culture at Paypal and how it developed.
57:59 - Jimmy's main takeaways having personally in ... Show More
1h 5m
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
Feb 2022
TIP420: Inflation Update and the recent FOMC Meeting w/ Cullen Roche
Trey Lockerbie chats with fan favorite, Cullen Roche. Cullen brings the best contrarian viewpoints and when dug into, you realize they are rooted in first principles thinking.
IN THIS EPISODE, YOU'LL LEARN:
1:25 - Ramifications of the most recent FOMC meeting (which was happen ... Show More
1h 1m
Mar 2022
TIP427: The History of Bubbles, Mania & Fraud w/ Jamie Catherwood
Trey Lockerbie chats with Jamie Catherwood. Jamie is a financial market historian, founder of the wildly popular site Investor Amnesia, and an associate at O’Shaughnessy Asset Management which manages $5.3 Billion.
IN THIS EPISODE, YOU’LL LEARN:
07:20 - Historical examples of m ... Show More
59m 47s
Mar 2022
TIP428: Is Russia the most contrarian investment? w/ Harris "Kuppy" Kupperman
Trey Lockerbie sits down with Harris Kupperman, or as most would call him, “Kuppy.” Kuppy is the CEO of Praetorian Capital Management, a hedge fund that focuses on major macro themes. They discuss how Kuppy uses to buy and hold, leverage, options, futures, and indexes all in a he ... Show More
48m 42s
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:
01:53 - What led Derrick to selling his financial planning business to start Good Money Framework.
04:55 - The tool that Derrick found that businesses can use to drastically differentiate themselves from their competitors.
24:41 - The 3 good money levers outlined in Derrick’s book, Good Money Revolution.
42:45 - Actionable ... Show More
