TIP431: The Big World of Microcaps w/ Ian Cassel| Listen on Anghami

Aug 30

TIP842: Comfort Systems USA (FIX): The Five-Bagger We Passed On 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 19m

Aug 27

TIP841: Palantir – 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 14m

Aug 23

TIP840: CATL: Powering EVs, Power Grids, and AI w/ Stig Brodersen, Manish Karira & Ralph Summerford

In today’s episode, Stig Brodersen is joined by Manish Karira and Ralph Summerford for a bull and bear debate on CATL, the world’s largest battery maker. Manish presents the bull case, arguing that a company most listeners have never heard of is becoming the backbone of the globa ... Show More

1h 19m

Mar 2025

Intro to Micro Caps

How does a maker of pesto sauce become a 28-bagger? The recipe calls for profitability, focused management, and sustainable earnings, along with a few other ingredients. Ian Cassel is a micro-cap investor, the founder of MicroCap Club, and the author of two books. Motley Fool S ... Show More

32m 9s

May 2025

Growth Equity vs. PE vs. VC: What Founders Need to Know Part 1 with Stew Campbell

Stew Campbell, Partner at The Chernin Group In this episode of M&A Science, host Kison Patel sits down with Stew Campbell to explore how growth equity supports founder-led companies beyond just capital. Stew shares lessons from his career helping businesses scale while preserving ... Show More

45m 34s

Oct 2021

Michael Mauboussin Master Class — Moats, Skill, Luck, Decision Making and a Whole Lot More

We sit down with the one & only Michael Mauboussin to dive deep into his incredible body of work: untangling skill and luck, measuring moats, persistence of returns in venture capital, decision making and — particularly timely — expectations investing and how to think about valua ... Show More

1h 17m

Aug 2021

Expert Investor: Claude Walker | Assessing Management & Analysing Small Caps

<p>Bryce and Alec talk to a guest who's an expert in a range of thematics that are frequently talked about in the Equity Mates community, so we’re hoping it’s going to be a really valuable conversation. The guys are joined by Claude Walker, who's the founder of A Rich Life and wr ... Show More

52m 37s

Jun 2021

How Owen invests in small-cap ASX shares...no, it's not like the Wolf of Wall St

In today's episode, Kate interviews Owen about one of his favourite topics: investing in small-cap companies listed on the ASX. It's an area that Owen has spent a lot of time and effort learning about and researching over the last decade. Owens discusses why he personally chooses ... Show More

52m 55s

Aug 2024

#222: Macroeconomics and Investing with Mike Singleton

<p>Mike interviews Mike Singleton the founder and senior analyst of Invictus Research. Singleton focuses on macroeconomic trends and helps investors understand the mountains of available economic data.</p><p>Tune in to hear Singleton’s take on inflation, sky-high valuations, and ... Show More

50m 3s

Feb 2025

Brian Jacobs on Bond Myths, Tax Strategies, Home-Ownership and Dynamic Investment Strategies for Today's Market | Aptus Capital Advisors | #569

Today’s guest is Brian Jacobs, Portfolio Manager and Investment Strategist with Aptus Capital Advisors. In today’s episode, Brian and I talk about some investing truisms, including the CAPE ratio, home ownership, the ideal bond allocation, tax-efficient strategies and more. We al ... Show More

59m 29s

Jan 2025

Mike Maples on 100-Baggers, David Swensen & the AI Revolution | #568

Today’s guest is Mike Maples Jr. a partner at Floodgate, a pre-seed and seed-stage venture capital firm that’s invested in companies like Twitter, Lyft, Twitch, Okta. He’s also the author of Pattern Breakers: Why Some Start-Ups Change the Future. In today’s episode, Mike shares h ... Show More

1h 7m

Feb 2021

#161 – Jason Calacanis: Startups, Angel Investing, Capitalism, and Friendship

Jason Calacanis is an angel investor, entrepreneur, and co-host of All-In Podcast and This Week in Startups. Please support this podcast by checking out our sponsors: – Brave: https://brave.com/lex – Linode: https://linode.com/lex to get $100 free credit – Four Sigmatic: https:// ... Show More

2h 16m

Apr 2023

Advice to a Young(er) Investor

What do you wish you knew when you were just starting out investing? (00:21) Jason Moser discusses: - Roblox sharing its last batch of monthly metrics - Why the company still has a "glass half-full valuation" - Thoughts for a relatively new investor with decades of investing ahe ... Show More

27m 3s

TIP431: The Big World of Microcaps w/ Ia...