Aug 30
TIP842: Comfort Systems USA (FIX): The Five-Bagger We Passed On w/ Kyle Grieve & Shawn O'Malley
In today's episode, Kyle Grieve and Shawn O’Malley revisit Comfort Systems USA, a business Shawn originally passed on at $320 that has since appreciated fivefold due to explosive data center spending. The company shattered original projections, with accelerating organic growth, e ... Show More
1h 19m
Aug 27
TIP841: Palantir – Palantir is Cheaper than I Thought! w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O’Malley take a deep dive into Palantir (NASDAQ: PLTR), the data and AI platform behind everything from battlefield targeting systems to Airbus’s A350 production line, with customers including the U.S. Army, the NHS, Ferrari, and Airbus. Palantir is growi ... Show More
1h 14m
Aug 23
TIP840: CATL: Powering EVs, Power Grids, and AI w/ Stig Brodersen, Manish Karira & Ralph Summerford
In today’s episode, Stig Brodersen is joined by Manish Karira and Ralph Summerford for a bull and bear debate on CATL, the world’s largest battery maker. Manish presents the bull case, arguing that a company most listeners have never heard of is becoming the backbone of the globa ... Show More
1h 19m
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
Feb 2020
Invest Like Warren Buffett – Warren Buffett’s 5 Principles And Rules For Investing
Would you be doing what you’re doing right now if you could invest like Warren Buffett? Maybe you would, maybe you wouldn’t. However, knowing how to invest like Warren Buffett could help you achieve financial success for a lifetime, and that’s why Dan Lok is sharing Warren Buffet ... Show More
8m 58s
Apr 2025
Warren Buffets Advice For Investors in 2025
This week, Sim breaks down the four hottest investing lessons from Warren Buffett’s 2024 shareholder letter and how you can apply them to grow your wealth. From ignoring political noise to investing beyond your home country, Sim shares simple, timeless strategies that even new in ... Show More
15m 36s
Jun 2024
The Key to Picking Stocks like Warren Buffett
I analyzed three of Warren Buffett's biggest stock picks (GEICO, Coca-Cola, Apple) and drew lessons from that. By understanding the thought process of his stock picks, we can emulate his mindset. Whether you’re a passive or active investor, we can all use a little bit of “Warren ... Show More
22m 8s
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 a management team.
31:02 - How to calculate the intrinsic value of a compan ... Show More
<p><strong>1. Invest in Businesses, Not Stocks:</strong></p>
<ul>
<li><strong>Core Concept:</strong> Treat stock purchases as ownership stakes in businesses. Focus on the underlying company's fundamentals rather than short-term stock price fluctuations.</li>
<li><strong>Quote:< ... Show More
