Yesterday
TIP833: Perimeter Solutions (PRM): A Niche Monopoly, One Acquisition at a Time w/ Kyle Grieve & 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 15m
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
Nov 2021
Life, Liberty, and the Pursuit of Tokens
On this week's episode of The Compound & Friends, Michael Batnick, Jim O'Shaughnessy, Phil Huber, and Downtown Josh Brown discuss: selling a business, tail risks, tech innovations and politics, FinTechs buying media companies, financial influencers, investing in collectibles, Phi ... Show More
1h 24m
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
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
On today’s episode, Clay continues his review of Gautam Baid’s book, The Joys of Compounding. Today’s episode is part 3 of our review of this incredible book.
Gautam Baid is the Managing Partner and Fund Manager of Stellar Wealth Partners India Fund, a Delaware-based investment partnership which is available to accredited investors in the US. The fund is mod ... Show More
<p>The World’s #1 Personal Development Book Podcast! </p>
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<p>In today’s episode we have the pleasure to interview author of “The Joys of Compounding” Gautam Baid. </p>
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<p>Gautam is fund manager and Managing partner at Stellar Wealth Partners India Fund, an ... Show More
<p class="p3"><span class="s1">Today's Mobile Home Park Episode is from Episode #99. </span></p> <p class="p4"><strong>Recommended Resources: </strong></p> <ul> <li>Accredited Investors, you're invited to <a href= "https://kevinbupp.com/join/">Join the Cashflow Investor Club</a> ... Show More