MI207: Intrinsic Value Analysis of Alphabet (Mini-Episode)| Listen on Anghami

Yesterday

TIVP084 (Video): Pinduoduo (PDD): Is PDD the Best Buy in China? w/ Daniel Mahncke & Shawn O'Malley

Daniel Mahncke and Shawn O'Malley take a deep dive into Pinduoduo (NASDAQ: PDD), the Chinese retail giant that has overtaken local competitors like Alibaba and JD.com and expanded internationally with Temu, which has become the most-downloaded e-commerce app in the world. They di ... Show More

1h 28m

Jul 15

TIVP083 (Video): SpaceX (SPCX): Is It Really Worth $2 Trillion Dollars? w/ Kyle Grieve and Shawn O'Malley

Kyle Grieve and Shawn O’Malley analyze SpaceX's blockbuster 2026 IPO, dissecting the company's three segments: Space, Connectivity, and AI. They’ll also look at its history, moats, capital allocation, debt, and incentive structure. They’ll stress-test SpaceX's aggressive $28.5 tr ... Show More

1h 15m

Jul 12

TIVP082 (Video): Kaspi Stock ($KSPI): Beating the Market with an E-Commerce Monopoly? w/ Daniel Mahncke & Shawn O'Malley

Daniel Mahncke and Shawn O'Malley take a deep dive into Kaspi.kz (NASDAQ: KSPI), the Kazakhstani super-app that combines payments, e-commerce, and fintech into a single platform that most of the country uses every day. They unpack how the business actually makes its money across ... Show More

1h 29m

Feb 2017

TIP 124 : One Up On Wall Street by Peter Lynch (Business Podcast)

IN THIS EPISODE, YOU’LL LEARN: If new investors should build their portfolio around small cap stocks. Why there is more to it than just picking companies you understand. How to identify a stock pick that has pricing power. A rather untraditional approach to identifying good stock ... Show More

45 m

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

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

Jan 2022

Classic 03: Seth Klarman's Book - Margin of Safety

IN THIS EPISODE, YOU’LL LEARN: 12:25 - The different methods for stock investing valuations. 13:43 - The difference between investors and speculators. 21:35 - When you should hold short term and long term bonds. 40:04 - How to counteract risk in your portfolio. *Disclaimer: Sligh ... Show More

54m 14s

Dec 2022

TIP500: Berkshire Hathaway Shareholder's Meeting and Intrinsic Value w/ Stig Brodersen and Clay Finck

IN THIS EPISODE YOU’LL LEARN: 02:36 - What is the Berkshire Hathaway Annual Shareholder’s meeting 30:19 - How do you attend the Berkshire Hathaway Annual Shareholder’s meeting 39:16 - What is the Intrinsic Value of Berkshire Hathaway, and how do you value the company 59:54 - ... Show More

1h 9m

Aug 2017

TIP150: Questions from the Audience, Artificial Intelligence (AI), Options Trading, Value Investing, & The Intelligent Investor (Business Podcast)

IN THIS EPISODE, YOU’LL LEARN: How Artificial Intelligence will disrupt multiple industries. How the best investors in the world use stock screeners. Exactly how much the valuation of stocks change the expected return. How to invest with options in an overvalued market. How to va ... Show More

1h 6m

Mar 2024

Your Investing Life

In the fifth and final episode of the Get Started series, you'll learn how to:Find your very first stock.Build and diversify your portfolio.Spot the common mistakes that all investors should avoid.Know when it's time to sell.Not only do we want to help you get started investing w ... Show More

31 m

Mar 2024

Looking Deeper

A company is only as good as its ability to make money. In this episode, we show you how to start analyzing companies from a financial point of view so you can better understand the businesses and the long-term opportunities. Some of the things we cover include:How to accurately ... Show More

35m 26s

Mar 2024

Basics

In this episode of the Get Started series, you'll learn about all the basics that you’ll need to know before you can get started so you can invest with confidence, including:What a stock actually is.How to accurately calculate the size of a company.The reasons why you should avoi ... Show More

44m 20s

Jan 2021

REI053: Evaluating Markets and Pandemic Investing with Axel Ragnarsson

IN THIS EPISODE, YOU’LL LEARN: How to set real estate investing goals. How COVID has impacted investor’s portfolios. How to evaluate real estate markets to invest in. All about the sales and marketing side of real estate. And much, much more! *Disclaimer: Slight timestamp discrep ... Show More

48m 5s

MI207: Intrinsic Value Analysis of Alpha...