Today

TIVP070 (Video): Microsoft (MSFT): Is Microsoft a Misunderstood AI Opportunity? w/ Shawn O'Malley & Daniel Mahncke

Daniel Mahncke and Shawn O'Malley take a deep dive into Microsoft — the $3 trillion incumbent whose entire investment thesis now hinges on two of the most contested questions in technology: whether AI will reinforce or quietly dismantle the software franchises that built the comp ... Show More

1h 32m

May 3

TIVP069 (Video): OTC Markets (OTCM): A Picks and Shovels Play in Modern Capital Markets w/ Kyle Grieve & Shawn O'Malley

Kyle Grieve and Shawn O’Malley analyze OTC Markets Group, a hidden infrastructure company that collects tolls on over 12,000 securities while operating with fewer than 130 employees. They explore why OTCM is the only viable option for small companies and international firms seeki ... Show More

1h 22m

Apr 25

TIVP68 (Video): CoStar Group (CSGP): The Real Estate Empire Making a $5 Billion Bet w/ Shawn O'Malley & Daniel Mahncke

Shawn O'Malley and Daniel Mahncke explore CoStar Group (ticker: CSGP), the dominant provider of commercial real estate data and analytics, and assess whether the company's massive $5 billion bet on Homes.com can successfully crack the residential real estate market dominated by Z ... Show More

1h 36m

Jul 2023

TIP567: The Evolution of Value Investing w/ Brian Feroldi

Clay Finck chats with Brian Feroldi about the valuation mindset spectrum, and how investors can determine which valuation approach investors should use when analyzing a company. Brian Feroldi is an expert content creator in the investing space and a writer and contributor to the ... Show More

54m 38s

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

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

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 mar ... Show More

59m 47s

Sep 2022

TIP476: How to Value Companies like Alphabet, AXON and FIGS w/ Brian Feroldi

IN THIS EPISODE, YOU’LL LEARN: 01:53 - How and when to apply metrics like P/E, P/GM and P/S depending on a company's stage in its lifecycle 12:17 - Brian’s most important attribute when valuing a company 15:22 - The difference between real moats and fake moats 27:51 - When to ... Show More

57m 11s

Jun 2022

TIP453: The Case for Long-Term Value Investing w/ Jim Cullen

IN THIS EPISODE, YOU'LL LEARN: 01:30 - How Jim is thinking through today’s market and what previous era it most reminds him of. 10:45 - A breakdown of his disciplined value investing approach. 18:59 - Why you should care or even reconsider high dividend stocks. 28:22 - Why va ... Show More

47m 17s

Feb 2022

TIP420: Inflation Update and the recent FOMC Meeting w/ Cullen Roche

Trey Lockerbie chats with fan favorite, Cullen Roche. Cullen brings the best contrarian viewpoints and when dug into, you realize they are rooted in first principles thinking. IN THIS EPISODE, YOU'LL LEARN: 1:25 - Ramifications of the most recent FOMC meeting (which was happening ... Show More

1h 1m

May 2022

Classic 15: The Great Minds of Investing

IN THIS EPISODE, YOU’LL LEARN: 05:42 - Who is William Green and what is his book, “The Great Minds of Investing” about? 08:39 - What can all value investors learn from reading William Green’s book? 47:24 - Ask The Investors: Can you be successful by investing according to a fo ... Show More

1h 37m

Apr 2017

TIP134: Unshakeable by Tony Robbins (Business Podcast)

IN THIS EPISODE, YOU’LL LEARN: What you can and can’t control in the financial markets. The truth about diversification. Why private equity funds are not worth their high fees. Why you should write down your personal rules before you invest. BOOKS AND RESOURCES Join the exclusive ... Show More

51m 53s

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

MI Rewind: You CAN Beat The Market w/ Br...