Yesterday
TIVP094 (Video): Comfort Systems (FIX): The Five-Bagger We Passed OnComfort Systems w/ Kyle Grieve & Shawn O'Malley
In today's episode, Kyle Grieve and Shawn O’Malley revisit Comfort Systems USA, a business Shawn originally passed on at $320 that has since appreciated fivefold due to explosive data center spending. The company shattered original projections, with accelerating organic growth, e ... Show More
1h 16m
Aug 30
TIVP093 (Video): Palantir Stock (PLTR): Palantir is Cheaper than I Thought! w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O’Malley take a deep dive into Palantir (NASDAQ: PLTR), the data and AI platform behind everything from battlefield targeting systems to Airbus’s A350 production line, with customers including the U.S. Army, the NHS, Ferrari, and Airbus. Palantir is growi ... Show More
1h 16m
Aug 23
TIVP092 (Video): 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
Oct 2017
TIP160: Bitcoin, Ethereum, Segwit 2X, Atomic Swaps, Lightning Network, and Blockchain Technology w/ Charlie Lee and Tuur Demeester (Business Podcast)
IN THIS EPISODE, YOU’LL LEARN: Why Central Banks are manipulating markets and why Bitcoin is important. What is Segwit 2X. What is the lightning network. What is an atomic swap. What capabilities will be important for bitcoin in the future. What the future price of bitcoin might ... Show More
1h 33m
Jan 2024
Dividend Growth Stocks, BTC ETF Analysis, and Trump's Iowa Sweep: Insights from 'Money Moves' Podcast | Money Moves
<p>This episode of "Money Moves" focuses on stock market trends, real estate developments, and personal finance tips. The hosts, Matty A. and Ryan Breedwell, discuss recent Federal Reserve statements and their impact on bond yields and equities. They delve into the Bitcoin ETF an ... Show More
46m 47s
Jul 2022
Matthew Ball - A Manual to The Metaverse - [Invest Like the Best, EP.286]
My guest today is Matthew Ball. Matt is an investor, the former head of strategy at Amazon studios, and one of the brightest minds in the media industry. Through his essays and now his book, which launches today, Matt has established himself as the foremost authority on the Metav ... Show More
1h 22m
Jan 2022
Sam Englebardt and Richard Kim - Investing in Immersive Worlds - [Invest Like the Best, EP. 259]
Today, my guests are Sam Englebardt and Richard Kim, general partners at venture fund, Galaxy Interactive. Having come from the media and finance sectors, respectively, Sam and Richard joined forces in 2018 to invest in their shared thesis that immersive digital experiences would ... Show More
1h 22m
IN THIS EPISODE, YOU’LL LEARN:
06:04 - Beth’s approach to investing in the Metaverse.
10:17 - How large the Metaverse market could potentially become over the coming years.
10:17 - The companies that Beth is most excited about in relation to the Metaverse and other technology trends.
45:54 - How to think about the Federal Reserve’s role as a tech invest ... Show More
