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Mar 2023
1h 22m

TIP537: The Surprising Opportunities in ...

The Investor's Podcast Network
About this episode
Trey brings back TIP fan favorite, Mr. Ian Formigle. Together they discuss the future of office and retail, the risks of capital calls in a downward market, and much more. Ian is the Chief Investment Officer of Crowdstreet and our go-to expert on all things real estate, especially commercial real estate.  IN THIS EPISODE, YOU'LL LEARN: 00:00 - Intro 08:32 - ... Show More
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Today
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In today’s episode, Kyle Grieve and Shawn O’Malley revisit Alphabet nearly two years after Shawn’s original pitch, tracing how the company transformed from a cash-rich, buyback-driven business into an aggressive spender on AI infrastructure. They walk through what changed across ... Show More
1h 19m
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
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Sep 10
TIP845: Copart Stock (CPRT): Is Copart Now a Buy? w/ Daniel Mahncke & Shawn O'Malley
Daniel Mahncke and Shawn O’Malley revisit Copart (NASDAQ: CPRT), the online salvage auction giant that turns totaled cars into a global marketplace, connecting insurers with more than a million buyers across 190 countries. Copart owns over 250 salvage yards outright — land that’s ... Show More
1h 9m
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