May 31
TIP819: Lifco AB (LIFCO-B.ST): The Serial Acquirer Building an Unstoppable Compounding Engine w/ Kyle Grieve & Shawn O'Malley
Kyle Grieve and Shawn O’Malley analyze LIFCO, one of the world's leading industrial serial acquirers operating through three distinct divisions spanning dental supplies, demolition equipment, and niche systems solutions across Europe. IN THIS EPISODE YOU’LL LEARN: (00:00:00) Intr ... Show More
1h 22m
May 28
TIP818: NVR (NVR): What's Next for One of History's Greatest Compounders? w/ Kyle Grieve & Shawn O'Malley
In today's episode, Kyle Grieve and Shawn O’Malley analyze NVR, Inc., a homebuilder that has achieved incredible returns through disciplined capital allocation and aggressive share buybacks. They’ll explore NVR's differentiated business model, which helps minimize capital intensi ... Show More
1h 26m
May 24
TIP817: Simple Investing Beats Complexity
In this episode, Stig Brodersen speaks with David Fagan about why simplicity often beats complexity in investing and life. They discuss why many investors overcomplicate wealth creation, how simple systems can lead to better long-term outcomes, and why clarity, focus, and consist ... Show More
1h 8m
May 2022
MI166: Bitcoin Conference Recap w/ Blue Collar Bitcoin
IN THIS EPISODE, YOU’LL LEARN: 03:30 - Dan, Josh, and Clay’s general thoughts on the Bitcoin Conference. 06:04 - Their takeaways from The Billionaire Capital Allocators discussion at the conference. 17:35 - How Samson Mow is playing such a huge role in the Bitcoin space. 22:12 - ... Show More
1h 21m
Jul 2022
MI Rewind: Side Hustling and Stock Investing w/ Ryan Scribner
IN THIS EPISODE, YOU’LL LEARN: 08:47 - Why you need, and how to create, passive income streams. 12:14 - What affiliate marketing is. 21:02 - How to create a successful online business without an existing following. 34:06 - Which stock Ryan is watching in 2020. And much, much more ... Show More
48m 34s
Jul 2022
MI191: Credit Unions, Credit Scores, & Housing w/ David Tuyo II
IN THIS EPISODE, YOU’LL LEARN: 01:45 - Trends David is seeing in the real estate market. 06:58 - Why today’s real estate market is much stronger than it was in 2008. 08:52 - How higher rates will affect the banking industry as a whole. 12:51 - The impact institutional investors a ... Show More
50m 30s
IN THIS EPISODE, YOU’LL LEARN:
01:06 - How things have matured in the markets since the previous quarter.
05:08 - Unemployment chart.
09:16 - What's truly driving the markets in the 3rd quarter?
16:09 - Are we seeing buying exhaustion?
57:10 - Margin debt.
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOK ... Show More