IN THIS EPISODE, YOU’LL LEARN:
09:18 - Understanding the basics of valuations and how to interpret price multiples.
17:00 - What the Shiller P/E (CAPE) ratio is, and why it is telling us future returns are expected to be low going forward.
25:46 - What Lance thinks are some catalysts that could cause the market to mean revert to historically normal va ... Show More
Nov 23
TIVP047: Booking Holdings (BKNG): Does Booking.yeah = Value.yeah? w/ Shawn O’Malley & Daniel Mahncke
Shawn O’Malley and Daniel Mahncke break down Booking Holdings (ticker: BKNG), the world’s largest travel company.
IN THIS EPISODE, YOU’LL LEARN:
00:00:00 - Intro
00:24:07 - What are the subtle differences between Expedia, Booking, and Airbnb
00:26:18 - How Booking.com establi ... Show More
1h 34m
Nov 9
TIVP045: Robinhood Markets Inc. (HOOD): The World’s Most Innovative Financial Company? w/ Shawn O’Malley & Daniel Mahncke
Shawn & Daniel discuss how Robinhood transformed investing with commission-free trading, overcame controversies, and now aims to become a full-service financial platform through Robinhood Gold. IN THIS EPISODE, YOU’LL LEARN: 00:00:00 - Intro 00:00:40 - How Robinhood disrupted the ... Show More
1h 42m
May 2023
TIP551: Berkshire Hathaway Annual Shareholders Meeting 2023
In this episode, Clay Finck presents his favorite clips from the 2023 Berkshire Hathaway annual shareholder meeting, featuring insightful responses from Buffett and Munger during the marathon Q&A session, along with his own thoughts on their answers.
IN THIS EPISODE YOU’LL LEARN ... Show More
1h 10m
Oct 2023
TIP583: Preparing for the Bear Market to Come w/ Gautam Baid
Clay Finck is joined by Gautam Baid to discuss his new book, The Making of a Value Investor.
Gautam Baid, CFA is the Managing Partner of Stellar Wealth Partners India Fund, a Delaware-based investment partnership which is available to accredited investors in the US. Gautam is al ... Show More
1h 1m