logo
episode-header-image
Jun 2022
53m 29s

MI184: Studying Billionaires & Portfolio...

The Investor's Podcast Network
About this episode
tail spinning
Up next
Today
TIVP065: Spotify (SPOT): Investing in Music in the Age of AI w/ Shawn O’Malley & Daniel Mahncke
Shawn O'Malley and Daniel Mahncke explore Spotify Inc. (ticker: SPOT), the world's largest audio streaming platform, and assess whether the company can sustain its growth and improve margins against fierce competition from YouTube, Apple, and Amazon, or whether it will remain tra ... Show More
1h 36m
Mar 22
TIVP064: Kelly Partners Group: The Constellation Software of Accounting? w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O'Malley take a deep dive into Kelly Partners — a fast-growing Australian chartered accounting network with over 25,000 SME clients and founder Brett Kelly's relentless ambition to build Australia's first global accounting firm. Join Daniel and Shawn as t ... Show More
1h 17m
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
Recommended Episodes
Feb 2023
TIP525: Secrets from a Private Billionaire Club w/ Michael Sonnenfeldt
Trey speaks with accomplished real estate entrepreneur, Michael Sonnenfeldt, about his experiences and takeaways from his private club, Tiger 21, as well as his early life achievements and other topics. Michael is also the author of the book, "Think Bigger: And 39 Other Winning S ... Show More
1h 9m
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 asset ... Show More
1h 4m
Feb 2023
TIP529: Joel Tillinghast & Uncovering the Art of Outperformance
On today’s episode, Clay Finck reviews Joel Tillinghast’s book, Big Money Thinks Small, and does analysis on two companies built around acquisitions - Brown and Brown Insurance and Constellation Software. Joel is an incredible long-term investor as he has consistently outperforme ... Show More
57m 18s
Mar 2023
TIP535: Insights from the World's Top Money Managers w/ Kristof Gleich
Trey invites Kristof Gleich, together they discuss a wide range of topics, including factor frameworks, advancements in behavior analytics, the qualities that set exceptional money managers apart, and more! Kristof is the President and CIO of Harbor Capital and is responsible for ... Show More
1h 7m
Mar 2023
TIP532: Insights From A Reclusive Investment Firm w/ Graeme Forster
Trey chats with Dr. Graeme Forster. Together they discuss the success of legendary investors such as Jim Simons & Orbis' founder Allan Gray, Graeme's shift from mathematics to value investing, and much more! Graeme is the Director and Portfolio Manager of Orbis, which currently m ... Show More
1 h
Jun 2024
TIP640: Investing: The Last Liberal Art w/ Clay Finck & Kyle Grieve
On today’s episode, Clay and Kyle dive into Robert Hagstrom’s book — Investing: The Last Liberal Art. Charlie Munger is famous for popularizing the use of mental models and pulling key ideas from related fields and implementing them to the world of investing. In today’s episode, ... Show More
1h 7m
Oct 2023
TIP579: Big Mistakes by Michael Batnick
On today’s episode, Clay Finck reviews Michael Batnick’s book, Big Mistakes: The Best Investors and Their Worst Investments.  One of the best ways to become a better investor is to learn from our own mistakes. The second best (and less costly) way is to study the mistakes of othe ... Show More
59m 24s
Feb 2023
TIP522: Unconventional Wisdom From The Greatest Minds In Investing w/ Joseph Shaposhnik
Trey chats with Joseph Shaposhnik. Joseph is the Portfolio Manager of TCW’s New America Premier Equities Fund. Joseph also serves as a Senior Equity Analyst in the equity research group with coverage responsibility for the industrials and basic materials sectors. Before joining T ... Show More
56m 33s
May 2024
TIP629: Berkshire Hathaway Annual Shareholder's Meeting 2024 w/ Clay Finck and Kyle Grieve
On today’s episode, Clay and Kyle give a recap of the 2024 Berkshire Hathaway shareholder meeting and share their favorite clips from the Q&A session with Warren Buffett. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 02:14 - What Clay and Kyle did during the Berkshire weekend in Om ... Show More
1h 22m
Apr 2024
TIP620: The Intelligent Investor by Benjamin Graham
On today’s episode, Clay shares his lessons from reading The Intelligent Investor by Benjamin Graham. Benjamin Graham was a renowned value investor, lecturer, financial securities researcher, and mentor to billionaire investor Warren Buffett. Graham is widely regarded as the fath ... Show More
59m 56s
Listen to millions of songs and podcasts on Anghami