Yesterday
TIP819: Lifco AB (LIFCO-B.ST): The Serial Acquirer Building an Unstoppable Compounding Engine w/ Kyle Grieve & Shawn O'Malley
Kyle Grieve and Shawn O’Malley analyze LIFCO, one of the world's leading industrial serial acquirers operating through three distinct divisions spanning dental supplies, demolition equipment, and niche systems solutions across Europe. IN THIS EPISODE YOU’LL LEARN: (00:00:00) Intr ... Show More
1h 22m
May 28
TIP818: NVR (NVR): What's Next for One of History's Greatest Compounders? w/ Kyle Grieve & Shawn O'Malley
In today's episode, Kyle Grieve and Shawn O’Malley analyze NVR, Inc., a homebuilder that has achieved incredible returns through disciplined capital allocation and aggressive share buybacks. They’ll explore NVR's differentiated business model, which helps minimize capital intensi ... Show More
1h 26m
May 24
TIP817: Simple Investing Beats Complexity
In this episode, Stig Brodersen speaks with David Fagan about why simplicity often beats complexity in investing and life. They discuss why many investors overcomplicate wealth creation, how simple systems can lead to better long-term outcomes, and why clarity, focus, and consist ... Show More
1h 8m
Aug 2023
MI283: Simple Ways to Supercharge Your Money & Investments w/ Chris Pedersen & Paul Merriman
Robert Leonard chats with Chris Pedersen, who is an engineer by training, and new opportunity finder by nature & Paul Merriman, who is a nationally recognized authority on mutual funds, index investing, and asset allocation. They talk about how young investors should be thinking ... Show More
1h 6m
Mar 2023
MI262: Warren Buffett’s 4 Principles of Investing w/ Michelle Marki & Signe Lonholdt
Rebecca Hotsko chats with Michelle Marki, who is a certified Project Management Professional (PMP), and Signe Lonholdt, who is an executive at LEGO Group. They talk about the most important lessons from studying Superinvestors like Warren Buffett and Charlie Munger, their thought ... Show More
55m 44s
IN THIS EPISODE, YOU'LL LEARN:
03:20 - The biggest takeaways from the meeting.
17:51 - Why and what Berkshire Hathaway invested $51B in during Q1 2022.
34:15 - Berkshire Hathaway and their plans for share buyback.
41:01 - Warren Buffett’s view of inflation.
1:03:15 - Warren Buffett’s experiences of changing his opinion.
1:16:33 - Warren Buffett's learn ... Show More
