MI226: Investing in Small Cap Stocks w/ Rayna Lesser Hannaway| Listen on Anghami

Jan 25

TIVP056: Meta (META): Is Meta Undervalued Again? w/ Daniel Mahncke & Shawn O’Malley

Daniel Mahncke and Shawn O’Malley take a deep dive into Meta — the world’s most powerful attention engine, spanning Facebook, Instagram, WhatsApp, and Messenger, and still driven primarily by advertising. They break down how Meta’s “Family of Apps” keeps compounding through bette ... Show More

1h 20m

Jan 18

TIVP055: Churchill Downs, Inc. (CHDN): Investing in the Greatest Two Minutes in Sports w/ Shawn O’Malley & Daniel Mahncke

Shawn O’Malley and Daniel Mahncke break down Churchill Downs, Inc. (ticker: CHDN), a gaming company that is uniquely tied to the world of horse racing. IN THIS EPISODE, YOU’LL LEARN: 00:00:00 - Intro 00:02:48 - What makes the Kentucky Derby such a cherished event and a masterclas ... Show More

1h 12m

Jan 12

TIVP054: Mercado Libre: More than just "the Amazon of Latin America" w/ Daniel Mahncke & Shawn O’Malley

Daniel Mahncke and Shawn O’Malley take a deep dive into Mercado Libre, the dominant e-commerce and fintech platform in Latin America. What started as an eBay-like marketplace has evolved into a fully integrated ecosystem spanning online retail, logistics, digital payments, lendin ... Show More

1h 32m

Oct 2022

TIP480: Why Microcaps Have The Best YTD Performance w/ Ian Cassel

IN THIS EPISODE, YOU’LL LEARN: 01:34 - Some reasons why microcaps are outperforming some of the larger cap segments. 05:46 - How Ian compares the current market to 2008. 14:22 - Risks and opportunities appearing as interest rates move higher. 25:13 - Private Equities' recent ... Show More

54m 17s

Oct 2022

TIP484: How Warren Buffett Became the Greatest Investor to Ever Live (Part 2)

IN THIS EPISODE, YOU'LL LEARN: 02:49 - How Buffett came around to purchasing Geico. 07:45 - Why Buffett’s reputation helped him get a fantastic deal on Nebraska Furniture Mart. 10:33 - Why the efficient market hypothesis is partially false. 12:13 - How Salomon Brothers nearly ... Show More

51m 11s

Oct 2022

RWH014: The Resilient Investor w/ Matthew McLennan

William chats with Matthew McLennan about how to achieve resilient wealth creation, which is a central focus of William's book “Richer, Wiser, Happier." This interview was recorded on August 30, 2022. IN THIS EPISODE, YOU'LL LEARN: 02:36 - How Matthew McLennan grew up off the ... Show More

1h 54m

Oct 2022

TIP483: Down But Not Out w/ Cathie Wood

IN THIS EPISODE, YOU’LL LEARN: 06:22 - The recent bids on CDS through Credit Suisse, Deutsche Bank and others. 15:09 - Why Cathie recently stepped down as portfolio manager for 2 of ARKs ETFs. 23:30 - Cathie’s belief that we will experience a deflationary surprise, which could ... Show More

59m 59s

Oct 2022

TIP481: Our Finances w/ Stig Brodersen and Clay Finck (Part 2)

IN THIS EPISODE, YOU’LL LEARN: 01:46 - How and why did Trey and William get hired? 12:52 - What the business model of The Investor’s Podcast Network is. 15:11 - What the Free Cash Flow is of The Investor’s Podcast Network. 23:47 - How potential buyers have been approaching th ... Show More

1h 1m

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 t ... Show More

50m 19s

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 ass ... Show More

1h 1m

Aug 2022

TIP469: Would Warren Buffett invest in venture capital? W/ Kiyan Zandiyeh

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 meas ... Show More

1h 10m

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

Jun 2024

TIP639: Buffett's Favorite Business Book w/ David Fagan

On today’s episode, Clay is joined by David Fagan to discuss Don Keough’s book, The Ten Commandments of Business Failure. Don Keough was the President and COO of Coca-Cola. During Keough’s and Roberto Goizueta’s leadership, Coca-Cola’s stock compounded at 27% per annum from 198 ... Show More

1h 6m

MI226: Investing in Small Cap Stocks w/ ...