Today

TIVP055: Churchill Downs, Inc. (CHDN): Investing in the Greatest Two Minutes in Sports w/ Shawn O’Malley & Daniel Mahncke

Shawn O’Malley and Daniel Mahncke break down Churchill Downs, Inc. (ticker: CHDN), a gaming company that is uniquely tied to the world of horse racing. IN THIS EPISODE, YOU’LL LEARN: 00:00:00 - Intro 00:02:48 - What makes the Kentucky Derby such a cherished event and a masterclas ... Show More

1h 12m

Jan 12

TIVP054: Mercado Libre: More than just "the Amazon of Latin America" w/ Daniel Mahncke & Shawn O’Malley

Daniel Mahncke and Shawn O’Malley take a deep dive into Mercado Libre, the dominant e-commerce and fintech platform in Latin America. What started as an eBay-like marketplace has evolved into a fully integrated ecosystem spanning online retail, logistics, digital payments, lendin ... Show More

1h 32m

Jan 4

TIVP053: Exor NV (EXO): Too Good To Be True? w/ Shawn O’Malley & Daniel Mahncke

Shawn O’Malley and Daniel Mahncke break down Exor NV (ticker: EXO), a unique holding company that has acted as a vehicle for the family wealth of Fiat’s founder, but now poses a compelling arbitrage opportunity, with Exor’s stock trading at nearly a 60% discount to its net asset ... Show More

1h 12m

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

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

Dec 2022

TIP506: How Jeff Bezos Built Amazon

IN THIS EPISODE, YOU'LL LEARN: 00:02:34 - How Jeff Bezos came to discover the incredible opportunities on the Internet in the early 1990s. 00:09:58 - How the regret minimization framework led Bezos to starting Amazon. 00:17:08 - How Amazon lost hundreds of millions of dollars ... Show More

1h 13m

Mar 2022

TIP427: The History of Bubbles, Mania & Fraud w/ Jamie Catherwood

Trey Lockerbie chats with Jamie Catherwood. Jamie is a financial market historian, founder of the wildly popular site Investor Amnesia, and an associate at O’Shaughnessy Asset Management which manages $5.3 Billion. IN THIS EPISODE, YOU’LL LEARN: 07:20 - Historical examples of m ... Show More

59m 47s

Jan 2024

TIP601: Junk to Gold by Billionaire Willis Johnson

On today’s episode, Clay shares his biggest takeaways from reading billionaire Willis Johnson’s book – Junk to Gold. Willis Johnson founded Copart in 1982, and today he is worth over $2.6 billion through his equity ownership in the company. Copart is one of the most impressive ... Show More

1h 24m

Jun 2024

TIP637: Jeff Bezos's Shareholder Letters w/ Clay Finck

On today’s episode, Clay reviews Jeff Bezos’ shareholder letters and shares his biggest takeaways. Jeff Bezos is an exceptional capital allocator who has delivered unprecedented returns to shareholders. Since Amazon’s IPO, the stock is up 152,400%. IN THIS EPISODE YOU’LL LEARN: ... Show More

1h 2m

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

Mar 2022

TIP428: Is Russia the most contrarian investment? w/ Harris "Kuppy" Kupperman

Trey Lockerbie sits down with Harris Kupperman, or as most would call him, “Kuppy.” Kuppy is the CEO of Praetorian Capital Management, a hedge fund that focuses on major macro themes. They discuss how Kuppy uses to buy and hold, leverage, options, futures, and indexes all in a he ... Show More

48m 42s

Mar 2022

TIP434: The Billionaire's Peak Performance Playbook W/ Louisa Nicola

IN THIS EPISODE, YOU'LL LEARN: 02:58 - What peak performance looks like. 13:58 - Why sleep is the lead domino for health and performance. 50:58 - Why the brain likes routine. 53:38 - How inflammation can be good and bad and what to do about it and How to use heat and cold tre ... Show More

1h 5m

Jan 2022

TIP416: High Finance Strategies for New Investors w/ Joe Percoco

Trey Lockerbie sits down with Joe Percoco, the Co-Founder and Co-CEO of Titan - an investing platform with a mission to take on legacy institutions such as Fidelity and democratize access to high finance strategies. Titan has over $1B in AUM and recently closed a $58MM round led ... Show More

59m 25s

MI202: Amazon, Shopify, & Growth Investi...