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
Sep 13
TIP846: Stock Picker: How to Live Off Your Portfolio w/ Ian Cassel
In this episode, Stig Brodersen welcomes back Ian Cassel, founder of MicroCapClub and CIO of Intelligent Fanatics Capital Management, to discuss his new book, Stock Picker. They dig into why most microcaps must be sold within 36 months, why Ian never holds a large cash position, ... Show More
1h 15m
Sep 6
TIP844: Uber (UBER): The Autonomy Referendum — Is Mr. Market Completely Wrong? w/ Daniel Mahncke & Shawn O’Malley
Shawn O’Malley and Daniel Mahncke revisit Uber (NYSE: UBER), one of the largest holdings in The Intrinsic Value Portfolio, fifteen months after they first pitched it. In that time, Uber’s operating profits have roughly doubled, free cash flow has climbed to about $10 billion a ye ... Show More
1h 6m
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