Oct 8
TIP852: Hermès and LVMH Stock: Time to Buy Luxury? w/ Daniel Mahncke & Shawn O'Malley
Daniel Mahncke and Shawn O’Malley revisit the two luxury houses they passed on last time — Hermès (EPA: RMS), the 189-year-old maker of the Birkin bag, and LVMH (EPA: MC), the 75-brand conglomerate behind Louis Vuitton, Dior, Tiffany, and Hennessy. Both stocks now sit near their ... Show More
1h 15m
Oct 4
TIP851: HEICO Vs. TransDigm: Whose Aerospace Monopoly Is Better? w/ Kyle Grieve & Shawn O'Malley
In today’s episode, Kyle Grieve and Shawn O’Malley discuss HEICO and TransDigm, two dominant players in the aerospace components industry known for their pricing power and resiliency. They’ll compare how each company grows through acquisitions and organic expansion, how they appr ... Show More
1h 17m
Oct 1
TIP850: Walmart (WMT): From Discount Retailer to eCommerce Powerhouse w/ Kyle Grieve & Shawn O'Malley
In today’s episode, Kyle Grieve and Shawn O’Malley discuss Walmart and how it grew from Sam Walton’s small-town five-and-dime into a retail giant. Today, it also makes money from e-commerce, a marketplace, advertising and memberships. They cover the scale advantages behind Walmar ... Show More
1h 16m
Feb 2019
Questions To Ask Investors Pt. 2
Nobody wants to launch their venture slowly, but it's important to take your time when choosing investors. In this episode, Ian and Chad discuss what you should be asking your potential investors, using life lessons from some of the most successful entrepreneurs to determine if a ... Show More
22m 56s
Jun 2025
Episode 18 - Early-Stage vs. Growth-Stage Funding From Idea to Investment
In this episode, we’ll explore what sets these two funding stages apart, what investors look for at each stage, and how you can position your startup to attract the right type of investment when the time comes. Whether you’re an aspiring entrepreneur with a big idea, a startup fo ... Show More
19m 6s
Jan 2025
129. Is Warren Buffett still relevant?
<p>Tash and Ana chat with Brandon from New Money about Warren Buffett's enduring investment strategies. They explore if his value investing approach, built on four pillars—business understanding, competitive advantage, skilled management, and margin of safety—remains relevant in ... Show More
30m 49s
Oct 2023
29. Q&A! The WACC, Interview Tips, Circularity in Models, and Essential Skills for Traders
Send us Fan Mail Another listener favorite Q&A episode, where Kristen and Jen tackle real questions submitted by our listeners. We use these questions as teaching tools to explain concepts far beyond the scope of any individual question, so be sure to stay tuned to learn valuable ... Show More
51m 24s
Dec 2024
125. Angel Investing: Why a Great Business Isn't Always a Great Investment
Send us Fan Mail In this episode of The Wall Street Skinny, we delve into the world of angel investing. Joined by Matt Naylor and Max Valverde, co-founders of the Milkless podcast, the discussion explores the essentials of evaluating investment opportunities, the importance of li ... Show More
1h 9m
IN THIS EPISODE, YOU’LL LEARN:
01:14 - What we can learn from Warren Buffett that can be implied in venture capital.
04:09 - Why emerging markets and frontier markets generate superior returns.
10:59 - What value add can a good investor bring to the table.
36:05 - How to measure and validate the returns of venture capital companies.
43:39 - What impact ... Show More
