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

Jul 9

TIP829: Kaspi Stock ($KSPI): The Cheapest E-Commerce Monopoly in the World w/ Daniel Mahncke and Shawn O'Malley

Daniel Mahncke and Shawn O'Malley take a deep dive into Kaspi.kz (NASDAQ: KSPI), the Kazakhstani super-app that combines payments, e-commerce, and fintech into a single platform that most of the country uses every day. They unpack why its dominance at home has been so hard for co ... Show More

1h 28m

Jul 5

TIP828: Restoration Hardware (RH): Building a Luxury Empire From Scratch w/ Shawn O'Malley and Daniel Mahncke

Shawn O'Malley and Daniel Mahncke explore Restoration Hardware (ticker: RH). In this episode, you'll learn how RH was able to reinvent itself as a high-end furniture retailer, using opulent galleries, high-end dining, private yachts, and a membership model based on Amazon Prime a ... Show More

1h 8m

Jul 2

TIP827: Auto1 Stock (AG1): Is This the Amazon for Cars? w/ Daniel Mahncke & Shawn O’Malley

Daniel Mahncke and Shawn O'Malley take a deep dive into Auto1 Group (ETR: AG1), the Berlin-based used-car platform. They examine whether Auto1's instant-guaranteed-pricing model is a genuine consumer moat or a balance-sheet liability in disguise, what the economics actually look ... Show More

1h 6m

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

1h 2m

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 10m

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...