IN THIS EPISODE, YOU’LL LEARN:
05:54 - How Warren Buffett and Charlie Munger met.
07:07 - Why it’s important to embrace lifelong learning.
09:27) - Why Charlie Munger uses mental models to think and invest.
00:15:53 - How Charlie Munger changed Buffett’s investing strategy.
20:47 - Why we should continuously challenge and reexamine our worldview.
29:22 ... Show More
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
Jul 2024
MI361: Poor Charlie's Almanack w/ Shawn O'Malley
In today’s episode, Patrick Donley (@JPatrickDonley) sits down with Shawn O’Malley, Chief Editor of our newsletter, We Study Markets, to discuss what his main takeaways were from doing a deep dive into the wit and wisdom of Charlie Munger from Poor Charlie’s Almanack. You’ll lear ... Show More
44m 4s
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
Jan 2024
8 Lessons I Learned From My Hero | Ep 634
“Rule zero is spend less than you earn.” Today, Alex (@AlexHormozi) pays tribute one of his ultimate heroes, Charlie Munger, through sharing the lessons that greatly helped him in his entrepreneurial journey. He also delves into several concepts such as inverted thinking, lessons ... Show More
15m 16s
Jan 2024
Guy Spier — Wealth, Wisdom & Enlightenment (EP.197)
<div dir="auto">Guy Spier runs the Aquamarine Fund, an "investment partnership closely modeled on the original Buffet Partnerships." He is also a podcast host, YouTube creator, author of T<em>he Education of a Value Investor</em> and the host of the annual investment gathering VA ... Show More
2h 3m