Jul 30
TIP834: DLocal (DLO): Multibagger Potential with Decade-Long Runway w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O’Malley take a deep dive into DLocal (NASDAQ: DLO), the first Uruguayan unicorn and the emerging markets payment provider for companies like Amazon, Uber, Spotify, Netflix, and many more. DLocal is trading at attractive multiples while growing payment vo ... Show More
1h 22m
Jul 26
RWH070: Hunting For Hidden Treasures w/ Christopher Begg
In this episode, William Green chats with Christopher Begg, a renowned hedge fund manager who is the CEO & CIO of East Coast Asset Management. Chris is also an adjunct professor at Columbia Business School, where he teaches the prestigious Security Analysis course that Ben Graham ... Show More
2h 1m
Jul 23
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
Sep 2023
How Fiat Fails and Bitcoin Succeeds with Dylan LeClair (WiM370)
<p>Dylan LeClair joins me to discuss the upcoming Bitcoin halving, the war narratives, the effects of political pressure on inflation, and the impact of derivative markets on Bitcoin price. <br /><br />Dylan LeClair is the Director of Market Intelligence at UTXO Management. He is ... Show More
51m 26s
Mar 2024
Ep. 594 Exploring Bitcoin's Path: Innovations, Investment, and Regulatory Insights with Alex Thorn from Galaxy
In this episode of Crypto 101 featuring Alex Thorn, head of firmwide research at Galaxy, offers an in-depth exploration of the current state and future trajectory of Bitcoin and the broader crypto landscape. Thorn discusses the resilience and growth of Bitcoin amidst market fluct ... Show More
51m 8s
Jul 2024
Crypto Rundown: When Will Bitcoin Hit All Time Highs: The History of Bitcoin Breakouts
In this episode of the Crypto Rundown, hosts Brendan Viehman and Tevo delve into the latest trends and developments in the cryptocurrency markets, focusing on Bitcoin, Ethereum, and Solana, and the anticipation surrounding new ETFs. They discuss the prolonged range-bound movement ... Show More
33m 21s
Oct 2024
Crypto Rundown: Massive Bitcoin ETF Inflows While Billionaires Continue to Buy Bitcoin
In this episode of the Crypto Rundown, Brendan and Tevo discuss the current bullish trends in the cryptocurrency market, focusing on Bitcoin's recent price movements, the impact of Bitcoin ETFs, and the SEC's approval of options trading. They explore the excitement surrounding Bi ... Show More
41m 35s
Preston Pysh and Dylan LeClair cover Dylan's use of AI, programming, and on-chain analytics, what's driving the recent surge we've seen in the Bitcoin price since the start of the year, and what he's personally paying attention to in the general macro overview.
Dylan is one of the lead writers and researchers at Bitcoin Magazine Pro and has some of the most ... Show More
