Yesterday
TIP852: Hermès and LVMH Stock: Time to Buy Luxury? w/ Daniel Mahncke & Shawn O'Malley
Daniel Mahncke and Shawn O’Malley revisit the two luxury houses they passed on last time — Hermès (EPA: RMS), the 189-year-old maker of the Birkin bag, and LVMH (EPA: MC), the 75-brand conglomerate behind Louis Vuitton, Dior, Tiffany, and Hennessy. Both stocks now sit near their ... Show More
1h 15m
Oct 4
TIP851: HEICO Vs. TransDigm: Whose Aerospace Monopoly Is Better? w/ Kyle Grieve & Shawn O'Malley
In today’s episode, Kyle Grieve and Shawn O’Malley discuss HEICO and TransDigm, two dominant players in the aerospace components industry known for their pricing power and resiliency. They’ll compare how each company grows through acquisitions and organic expansion, how they appr ... Show More
1h 17m
Oct 1
TIP850: Walmart (WMT): From Discount Retailer to eCommerce Powerhouse w/ Kyle Grieve & Shawn O'Malley
In today’s episode, Kyle Grieve and Shawn O’Malley discuss Walmart and how it grew from Sam Walton’s small-town five-and-dime into a retail giant. Today, it also makes money from e-commerce, a marketplace, advertising and memberships. They cover the scale advantages behind Walmar ... Show More
1h 16m
Oct 2018
Howard Marks - It's Not What You Buy, It's What You Pay for It That Determines Whether Something is a Good Investment | #124
In Episode 124, we welcome legendary investor, Howard Marks. Meb begins with a quote from Howard’s new book, Mastering the Market Cycle, and asks him to expound. Howard gives us his top-line take on market cycles, ending with the idea that if you understand them, you can profit f ... Show More
42m 54s
Jul 2023
Howard Lindzon: Trading Strategies & Stock Investing | The Really Rich Podcast - Ep. 28
<p>In episode 28 of The Really Rich Podcast with Nicholas Crown, I sit down with Howard Lindzon, Founder of StockTwits, author, and investor. With his extensive knowledge of markets, he shares insightful advice on trading and stock investing for beginners. Howard's wealth of ... Show More
1h 16m
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
IN THIS EPISODE YOU’LL LEARN:
00:01:50 - The biggest investing lessons from Howard’s book, The Most Important Thing.
00:03:07 - How to apply second-level thinking to our investing strategy.
00:03:44 - How psychology plays such an important role in markets.
00:07:37 - How Howard thinks about the efficiency of markets.
00:20:32 - The role market cycles pl ... Show More
<p><a href="https://twitter.com/howardmarksbook">Howard Marks</a> is co-chairman and co-founder of <a href= "https://www.oaktreecapital.com/" target="_blank" rel= "noopener noreferrer">Oaktree Capital Management</a>, a leading investment firm with more than $120 billion in assets ... Show More
