Jul 26

TIVP086 (Video): Perimeter Solutions (PRM): A Niche Monopoly, One Acquisition at a Time w/ Kyle Grieve and Shawn O'Malley

In today's episode, Kyle Grieve and Shawn O’Malley analyze Perimeter Solutions, a niche industrial conglomerate built by Transdigm's legendary founder Nick Howley using the same playbook that turned Transdigm into a multi-decade compounder. They break down how the company operate ... Show More

1h 16m

Jul 22

TIVP085 (Video): Fairfax Financial (FFO.TO): The Berkshire Of The North w/ Kyle Grieve and Shawn O'Malley

In today's episode, Kyle Grieve and Shawn O’Malley analyze Fairfax Financial, the insurance conglomerate that Prem Watsa built from a near-bankrupt trucking insurer into a compounding machine often compared to Berkshire Hathaway. They break down Fairfax's insurance and non-insura ... Show More

1h 7m

Jul 19

TIVP084 (Video): Pinduoduo (PDD): Is PDD the Best Buy in China? w/ Daniel Mahncke & Shawn O'Malley

Daniel Mahncke and Shawn O'Malley take a deep dive into Pinduoduo (NASDAQ: PDD), the Chinese retail giant that has overtaken local competitors like Alibaba and JD.com and expanded internationally with Temu, which has become the most-downloaded e-commerce app in the world. They di ... Show More

1h 28m

Feb 2017

TIP 124 : One Up On Wall Street by Peter Lynch (Business Podcast)

IN THIS EPISODE, YOU’LL LEARN: If new investors should build their portfolio around small cap stocks. Why there is more to it than just picking companies you understand. How to identify a stock pick that has pricing power. A rather untraditional approach to identifying good stock ... Show More

45 m

Jan 2023

TIP511: How to Pick Stocks like Peter Lynch

IN THIS EPISODE, YOU'LL LEARN: 05:27 - How everyday people can actually have an advantage investing in stocks over those on Wall Street. 13:15 - Lynch’s stock investing philosophies and methods. 26:41 - How he categorizes the stocks he invests in, in order to manage expectations. ... Show More

54m 18s

Oct 2022

TIP486: Macro Investing w/ Cullen Roche

IN THIS EPISODE, YOU’LL LEARN: 01:22 - Why and how do we need to understand the macro environment when we invest 07:18 - Why we should think of the economy as we think of the human body 19:02 - Why the traditional buy-and-hold equity strategy is flawed 26:20 - Why a house we live ... Show More

1h 21m

Apr 2017

TIP134: Unshakeable by Tony Robbins (Business Podcast)

IN THIS EPISODE, YOU’LL LEARN: What you can and can’t control in the financial markets. The truth about diversification. Why private equity funds are not worth their high fees. Why you should write down your personal rules before you invest. BOOKS AND RESOURCES Join the exclusive ... Show More

51m 53s

Aug 2022

IFB236: Differences Between ETFs and Mutual Funds, and Investing in Companies Beyond Their Fair Value

Welcome to the Investing for Beginners podcast. In today’s show, we answer three great listener questions: *The differences between investing in mutual funds and ETFs *Why we advocate for investing in individual stocks *How to deal with dollar cost averaging into a company that h ... Show More

34m 18s

Dec 2021

IFB215: ETFs and Stock Price Impacts, Plus Stock Spinoffs

Welcome to the Investing for Beginners podcast. In today’s show, we discuss: *Diving deeper into ETF construction, and how they match the markets they mimic *Does the movement of individual stocks affect the overall ETF? *How spinoffs work, and some thoughts on the upcoming spino ... Show More

33m 25s

Jan 2021

REI053: Evaluating Markets and Pandemic Investing with Axel Ragnarsson

IN THIS EPISODE, YOU’LL LEARN: How to set real estate investing goals. How COVID has impacted investor’s portfolios. How to evaluate real estate markets to invest in. All about the sales and marketing side of real estate. And much, much more! *Disclaimer: Slight timestamp discrep ... Show More

48m 5s

May 2023

07. What are index funds and ETFs?

Ask a long-term investor about passive investing, and they’ll likely mention index funds and Exchange-Traded Funds (ETFs). However, even after sitting through a lengthy explanation, you’d be forgiven for not quite knowing how they actually work. Don’t worry – ... Show More

21m 45s

Feb 2025

Index Funds or ETFs, what's the difference?

Understanding the difference between index funds, ETFs, actively managed funds or even thematic funds can be confusing. But once it clicks, a whole lot of the investing world becomes so much clearer! So we are taking you through a set by step guide to deciphering Index funds and ... Show More

12m 53s

Sep 2021

IFB208: ETFs and Dividends/Fees, Plus How to Navigate Changes in Financials

Welcome to the Investing for Beginners podcast. In today’s show, we discuss: *How expense fees and dividend yields work for ETFS, and whether they change over time. *An example of a set it and forget it type investment portfolio using ETFs *How to examine financials for irregular ... Show More

33m 53s

MI237: Are We In an Index Fund Bubble? w...