MI Rewind: Investing Like Warren Buffett w/ Jake Taylor| Listen on Anghami

Today

TIVP103 (Video): Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O’Malley

In today's episode, Kyle Grieve and Shawn O’Malley discuss Aritzia, the everyday luxury fashion brand that has become one of retail's most impressive compounders. They explore how a small boutique in the corner of a department store grew into a brand with exceptional store-based ... Show More

1h 25m

Oct 11

TIVP102 (Video): 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 7

TIVP101 (Video): 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

Jan 2023

TIP513: Warren Buffett's Money Mind

IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 02:54 - What it means to have a “Money Mind”. 10:08 - How Warren's father’s Libertarian viewpoints rubbed off on Warren’s business mind. 24:29 - How Buffett continued to evolve as an investor as the investment landscape changed. 29:24 - ... Show More

48m 53s

Oct 2022

TIP482: How Warren Buffett Became the Greatest Investor to Ever Live (Part 1)

IN THIS EPISODE, YOU’LL LEARN: 00:08:46 - Who the key figures were in Buffett’s development as an investor. 00:09:58 - Benjamin Graham’s definition of an investment. 00:10:21 - What it means to invest with a margin of safety. 00:22:23 - What cigar butt companies are and how they ... Show More

50m 19s

Apr 2022

Classic 11: Warren Buffett’s Biography

IN THIS EPISODE, YOU’LL LEARN: 04:02 - How Warren Buffett already read financial statements when he was a kid. 12:05 - Why Warren Buffett was sitting behind the counter at the local steakhouse collecting receipts, and how that lead to one of his best investments. 24:13 - How a ge ... Show More

43m 41s

Oct 2022

TIP487: Warren Buffett’s 12 Investment Principles (with a Case Study)

IN THIS EPISODE, YOU'LL LEARN: 02:30 - What Warren Buffett’s 12 investment principles are. 08:26 - Why Buffett has largely avoided technology companies over his career. 14:07 - Why Buffett loves companies that repurchase shares. 28:32 - Tips that Buffett shares to help us assess ... Show More

1h 1m

Nov 2022

TIP494: The Worldly Wisdom of Charlie Munger

IN THIS EPISODE, YOU’LL LEARN: 05:54 - How Warren Buffett and Charlie Munger met. 07:07 - Why it’s important to embrace lifelong learning. 09:27) - Why Charlie Munger uses mental models to think and invest. 00:15:53 - How Charlie Munger changed Buffett’s investing strategy. 20:47 ... Show More

53m 42s

Apr 2022

Classic 12: The Intelligent Investor

IN THIS EPISODE, YOU’LL LEARN: 01:21 - Why The Intelligent Investor is Warren Buffett’s favorite book. 07:51 - When and how you should conduct active and passive investing. 13:26 - Why inflation is perhaps the most overlooked macro investing metric. 20:13 - Why Warren Buffett thi ... Show More

52m 8s

May 2016

TIP 088 : The Intelligent Investor (Investment Podcast)

IN THIS EPISODE, YOU’LL LEARN: Why The Intelligent Investor is Warren Buffett’s favorite book. Why inflation is perhaps the most overlooked macro investing metric. When and how you should conduct active and passive investing. Why Warren Buffett thinks that chapters 8 and 20 are t ... Show More

54m 48s

Oct 2025

Winning Long-Term Games and Ergodicity with Author Luca Dellanna | S07 E36

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. ⁠⁠⁠Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking⁠⁠⁠ (⁠⁠⁠Kindle⁠⁠⁠)We are live every Tuesday at 1.3 ... Show More

1 h

Nov 2025

Running Oak's Seth Cogswell on his Efficient Growth Strategy | S07 E40

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. ⁠⁠⁠⁠⁠⁠Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking⁠⁠⁠⁠⁠⁠ (⁠⁠⁠⁠⁠⁠Kindle⁠⁠⁠⁠⁠⁠)We are live every Tu ... Show More

1h 1m

Oct 2022

Jake Taylor Joins Us to Discuss Value Investing and the Importance of Journaling

Welcome to the Investing for Beginners podcast. In today’s show, we chat with Jake Taylor, CEO of Farnam Street Investments and co-host of Value After Hours: How did Jake get started in the investing world? How does Jake think about value investing and has his perspective changed ... Show More

49m 26s

MI Rewind: Investing Like Warren Buffett...