IN THIS EPISODE, YOU'LL LEARN:
00:38:03 - Nick Sleep’s investment philosophy and how he was able to outperform the market from over his fund's tenure.
00:06:02 - Why Sleep bet big on Amazon and Costco in the early years of his fund.
00:14:54 - What fundamentally set Amazon and Costco apart from all other companies.
00:15:33 - Sleep’s ideas related to por ... Show More
Oct 29
TIP856: Airbnb (ABNB): The Business Outgrew Its Peak, The Stock Hasn't w/ Kyle Grieve & Shawn O'Malley
In today’s episode, Kyle Grieve and Shawn O’Malley discuss whether Airbnb’s recent slowdown was a warning sign or just building the groundwork for its next growth phase. They explore how a company that owns no homes built one of travel’s strongest brands, and why AI agents could ... Show More
1h 26m
Oct 25
TIP855: Shopify (SHOP): The Big Winner of Agentic Commerce? w/ Shawn O'Malley & Daniel Mahncke
Shawn O’Malley and Daniel Mahncke revisit Shopify (NASDAQ: SHOP) fifteen months after Shawn pitched it, called it one of the best businesses they’d ever studied, and recommended passing on the stock at around $80 per share. Since then, the stock has nearly doubled, gross merchand ... Show More
1h 18m
Oct 22
TIP854: GE Aerospace: Chris Hohn’s Biggest Bet w/ Daniel Mahncke & Shawn O'Malley
Daniel Mahncke and Shawn O’Malley follow up last year’s TransDigm pitch with the biggest monopoly in aviation: GE Aerospace (NYSE: GE), the engine maker behind nearly three out of every four commercial flights in the world. With roughly 50,000 commercial and 30,000 military engin ... Show More
1h 12m
Apr 2023
When Is It Time To Actively Invest? | Ep 523
It’s all about the timing. Today, Alex (@AlexHormozi) talks about the thought process of investing and some frameworks he used to help you know and decide when it’s the right time to invest. Welcome to The Game w/Alex Hormozi, hosted by entrepreneur, founder, investor, author, pu ... Show More
11m 22s
Apr 2024
This Is How My Mentor Set Up My Wealth | Ep 674
“It's always never lose money.” Today, Alex (@AlexHormozi) shares effective wealth management strategies for entrepreneurs, focusing on long-term growth and capital preservation. He discusses key lessons from building a billion-dollar portfolio, emphasizing strategies like yield, ... Show More
13m 17s
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 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
Dec 2024
What I Learned Investing in 24 Companies in 24 Months | Ep 784
Welcome to The Game w/ Alex Hormozi, hosted by entrepreneur, founder, investor, author, public speaker, and content creator Alex Hormozi. On this podcast you’ll hear how to get more customers, make more profit per customer, how to keep them longer, and the many failures and lesso ... Show More
24m 58s