IN THIS EPISODE, YOU’LL LEARN:
01:49 - Why Billionaire Bill Ackman says Adam’s new book is one of the best investing book he’s read in years.
10:18 - Adam’s Business, Management, and Price (or BMP) checklist.
14:33 - Why value investors should reconsider investing in high-growth tech companies.
34:23 - Why Generally Accepted Accounting Principles (or GAA ... Show More
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
Apr 2024
This Is How My Mentor Set Up My Wealth | Ep 674
“It's always never lose money.” Today, Alex (@AlexHormozi) shares effective wealth management strategies for entrepreneurs, focusing on long-term growth and capital preservation. He discusses key lessons from building a billion-dollar portfolio, emphasizing strategies like yield, ... Show More
13m 17s
Nov 2025
Running Oak's Seth Cogswell on his Efficient Growth Strategy | S07 E40
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking (Kindle)We are live every Tu ... Show More
1h 1m
Jul 2025
13 Rules for Building Wealth Before 40 | Ep 885
In today´s episode, Alex (@AlexHormozi) unpacks the 13 hardest lessons from a decade of building, failing, and eventually creating portfolio companies generating over $250M annually. Alex explores asymmetric bets, dropping the “follow your passion” lie, crushing imposter syndrome ... Show More
41m 45s
Jun 2025
$250M Lessons in Bite-Sized Chunks | Ep 879
In this Q&A episode, Alex (@AlexHormozi) answers rapid-fire questions from listeners on business hiring, early-stage sales, and leadership mindset, and breaks down the decision-making frameworks that got Acquisition.com to $250M+. Welcome to The Game w/Alex Hormozi, hosted by ent ... Show More
43m 6s
Nov 2020
Money Marketing Ratios | Ep 247
Man makes the money. Today, Alex (@AlexHormozi) talks about the three kinds of numbers and their relationships when looking at high-level businesses to invest in or partner with. Welcome to The Game w/Alex Hormozi, hosted by entrepreneur, founder, investor, author, public speaker ... Show More
10m 53s
May 2022
Aswath Damodaran - Making Sense of the Market - [Invest Like the Best, EP. 279]
My guest today is Aswath Damodaran, a Professor of Finance at NYU’s Stern School of Business. Aswath is one of the clearest teachers of investing and finance in our industry and through his blog, books, and YouTube has open-sourced his wisdom for decades. This conversation is a m ... Show More
1h 57m