logo
episode-header-image
Jul 2022
49m 40s

MI200: Focus on the Fundamentals w/ Davi...

The Investor's Podcast Network
About this episode
IN THIS EPISODE, YOU’LL LEARN: 03:46 - What economic earnings are and why they matter. 06:59 - Why investors should be mindful of executive compensation for a company. 13:40 - A case study between two stocks: Carmax and Carvana. 26:29 - What zombie companies are and what their effects are on the broader economy. 29:48 - Why David is bearish on Tesla’s ... Show More
Up next
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
Mar 8
TIVP062: Duolingo (DUOL): Generational Opportunity or fad? w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O’Malley take a deep dive into Duolingo — the leading language learning app with over 50 million daily active users and the chaotic green owl as a mascot. Since its IPO in 2021, Duolingo has expanded beyond language instruction to include math, music, and ... Show More
1h 23m
Recommended Episodes
Jul 2022
TIP463: Investing for Profit and Joy w/ Howard Lindzon
IN THIS EPISODE, YOU’LL LEARN: 05:29 - Why Howard thinks the stock market is rigged. 08:07 - How to treat investing and business like a game. 20:20 - Why you should invest in companies you know and love, much like the style of Peter Lynch. 23:54 - Howard’s 8 & 80 rule. 44:15 ... Show More
52m 9s
Sep 2022
TIP478: Market Cycle Masterclass w/ David Stein
IN THIS EPISODE, YOU’LL LEARN: 01:10 - Why we have cycles. 02:11 - What the credit cycle is. 09:16 - How are cycles interrelated. 11:53 - Where we are in the real estate cycle. 17:55 - Where we are right now in the cycle. 25:35 - How adjusting risk to your portfolio depends ... Show More
1h 10m
Sep 2022
TIP479: How to Invest w/ David Rubenstein
IN THIS EPISODE, YOU'LL LEARN: 00:03:06 - David’s current thoughts on market headlines surrounding the war in Ukraine and Russia’s chokehold on energy. 00:24:52 - David’s thoughts on the current fundraising environment. 00:32:27 - How David built Carlyle into a global PE insti ... Show More
1h 5m
Jul 2022
TIP466: The Bear Has Arrived w/ Jeremy Grantham
IN THIS EPISODE, YOU’LL LEARN: 01:44 - Where Jeremy thinks we’ll go from here! 06:10 - Why he believes rates will climb higher for longer. 14:27 - How today’s market and economy may start to resemble the stagflation of the 1970s and 80s. 29:03 - Why important resources are in ... Show More
1h 14m
Aug 2021
TIP372: Identifying A Great Company w/ Jim Collins
On today’s episode, we have a very special guest and that is researcher and author, Jim Collins. Jim is most well known for his books, such as Good to Great, Built to Last, How the Mighty Fall, Great by Choice, Turning the Flywheel BE.20, which have sold over 10 million copies wo ... Show More
1h 26m
Dec 2022
TIP499: Investing Through A Bear Market w/ David Gardner
IN THIS EPISODE YOU’LL LEARN: 02:42 - David’s take on the current bear market and how to keep calm. 09:14 - Assessments of Netflix. 19:02 - The new era of Amazon. 31:26 - Assessments of Meta. 36:31 - Assessments of Apple 42:56 - Assessments of Hershey. 58:59 - How David an ... Show More
1h 15m
Oct 2021
TIP385: Breaking the Rules w/ David Gardner
IN THIS EPISODE, YOU'LL LEARN: 00:06:59 - How to identify Rule Breaking companies. 00:37:30 - Why optionality is a great indicator of a company's future success. 00:42:50 - David’s 25 point system to identify risk. 00:48:00 - What is Conscious Capitalism and why it should become ... Show More
1h 5m
Jun 2021
TIP356: Investing Mastermind Q2 2021
For this week’s Mastermind discussion, Stig Brodersen has invited Tobias Carlisle from Acquirer's Fund, Jake Taylor from Farnam Street Investments, and Dr. Wes Gray from Alpha Architect. The topic of the week is how they can best help the TIP Community. IN THIS EPISODE, YOU'LL LE ... Show More
1 h
May 2021
TIP351: The Psychology of Money w/ Morgan Housel
In today’s episode, Trey Lockerbie sits down with Morgan Housel, who is a partner at Venture Capital and PE firm Collaborative Fund. He’s a former columnist at The Motley Fool and Wall Street Journal, and also the author of the international best-selling book, The Psychology of M ... Show More
1h 12m
Mar 2022
Classic 09: Oprah Winfrey - What I Know for Sure
IN THIS EPISODE, YOU’LL LEARN: 12:08 - Why you shouldn’t enter any relationship with the intention to change that person. 15:34 - Why what you fear the most always materialize if you let it cloud your mind. 39:31 - Why Oprah turned 40 before she learned how to say no, and why you ... Show More
50m 52s