About this episode
Oct 8
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
Feb 2024
MI327: Unpacking the Secrets of the World’s Greatest Investors w/ Clay Finck
In this week’s episode, Patrick Donley sits down with Clay Finck, host of We Study Billionaires. They do a deep dive into what Clay has learned since becoming a host at TIP, what his biggest takeaways from his favorite interviews have been, who his favorite investors are, how he ... Show More
1h 9m
May 2023
115. Gautam Baid | Author of The Joys of Compounding
47m 50s
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
Apr 2017
019 | Stock Market Investing: The Simple Path to Wealth Part 1
Most investors think they need an advisor, perfect timing, and complex strategies to build wealth. Jim Collins just destroyed all three myths. Jim Collins' Stock Series has become the investing bible for the financial independence community. Brad Barrett and Jonathan Mendonsa sit ... Show More
1h 31m
Oct 2024
The Intelligent Investor
On episode 163 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jason Zweig of the Wall Street Journal to discuss: the best investing book ever written, what Ben Graham would think about today's market, buffered ETFs, Jason's last conversation wi ... Show More
1h 24m
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
Aug 2020
Ep 240. When Dead Money Becomes a Great Investment. Stock Reratings Over a 10-Year Period
www.focusedcompounding.com/App QuickFS Link: https://quickfs.net/company/USLM?via=focused ... Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research write ... Show More
32m 15s
Sep 2020
Value: After Hours S02 E36 Masa Son's $4billy YOLO Trade, Slime Value Investors, Creativity in Value
<p>Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at <a href="https://acquirersmultiple.com/ ">https://acquirersmultiple.com/ </a></p>
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59m 19s
Dec 2023
#681 MHP: How '08 Led to One's Discovery of MHP Investing -- With Andrew Lanoie
34m 12s
Sep 2016
Jeff Gramm – Activist Investing - [Invest Like the Best, EP.01]
Hedge Fund Manager and author Jeff Gramm talks with Patrick O'Shaughnessy about the history and current state of shareholder activism and discusses how Jeff invests himself, taking large positions and often board seats in undervalued companies. For comprehensive show notes on thi ... Show More
1h 27m
On today’s episode, Clay Finck continues his review of Gautam Baid’s book, The Joys of Compounding. Today’s episode is part 4 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 ... 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
