Mar 15

TIVP063: Figma Inc. (FIG): Recovering From An 80% Post-IPO Decline w/ Shawn O’Malley & Daniel Mahncke

Shawn O’Malley and Daniel Mahncke break down the emerging design giant Figma Inc. (ticker: FIG) and discuss whether the company can expand further into other enterprise design software verticals against Adobe. In this episode, you’ll learn how Figma burst onto the scene after thr ... Show More

1h 12m

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

Jan 2022

TIP416: High Finance Strategies for New Investors w/ Joe Percoco

Trey Lockerbie sits down with Joe Percoco, the Co-Founder and Co-CEO of Titan - an investing platform with a mission to take on legacy institutions such as Fidelity and democratize access to high finance strategies. Titan has over $1B in AUM and recently closed a $58MM round led ... Show More

59m 25s

Jul 2021

TIP364: How to Invest in Alternative Assets w/ Michael Weisz

In today’s episode, Trey Lockerbie sits down with Michael Weisz, the founder and President of Yieldstreet, which is a platform that serves up offerings in alternative asset classes. IN THIS EPISODE, YOU'LL LEARN: (01:54) Why you should consider diversifying into alternative ass ... Show More

1h 4m

Mar 2022

TIP430: From Facebook to Meta and Beyond w/ Bill Nygren

Trey Lockerbie brings back one of our favorite guests, Bill Nygren. Bill is a partner and portfolio manager at OakMark where they manage over $64B. IN THIS EPISODE, YOU’LL LEARN: 01:39 - An update on Facebook, now Meta, since our last discussion in June 2021. 11:53 - Oakmarks ... Show More

1h 1m

Aug 2023

TIP568: Current Market Conditions, Alternative Assets, & AI w/ David Stein

Clay Finck chats with David Stein about current market conditions, the role of international stocks in a portfolio, whether investors should get exposure to AI stocks or not, if GDP is an outdated metric, the role of alternative assets in a portfolio, and David’s guide to living ... Show More

1h 12m

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

Oct 2021

TIP389: Buffett's Core Principles w/ Dev Kantesaria

Trey Lockerbie chats with Dev Kantesaria. Dev is the Managing Partner of Valley Forge Capital Management, which currently has $2.7 billion in assets. Dev holds an undergrad from MIT and was top of his class at Harvard Medical School before pivoting and going into venture instead ... Show More

55m 38s

Feb 2022

TIP422: Frontier Market Investing w/ Maciej Wojtal

Stig Brodersen speaks to Maciej Wojtal about investing in Iran. Iran equities are trading at P/E ratios of 3-5, and a dividend yield of 20% of blue-chip stocks is not uncommon. IN THIS EPISODE, YOU’LL LEARN: 01:12 - Why you want to be invested in a stock market that is opening ... Show More

1h 3m

Nov 2021

TIP393: Fundamentals for Private Deals W/ Brent Beshore

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 ... Show More

59m 22s

Dec 2022

TIP508: Berkshire's Purchase of TSM & Meta "Doomsday" Analysis

IN THIS EPISODE, YOU’LL LEARN: 03:36 - TSM’s business model and competitive advantages. 07:13 - All about the critical role semiconductors play in our overall economy. 17:15 - Potential risks of investing in TSM. 18:11 - The geopolitical tensions that are brewing with the US ... Show More

49m 30s

Oct 2023

TIP583: Preparing for the Bear Market to Come w/ Gautam Baid

Clay Finck is joined by Gautam Baid to discuss his new book, The Making of a Value Investor. Gautam Baid, CFA is the Managing Partner of Stellar Wealth Partners India Fund, a Delaware-based investment partnership which is available to accredited investors in the US. Gautam is al ... Show More

1h 1m

MI144: Investing in the Metaverse and Te...