Rebecca Hotsko chats with Corey Hoffstein, and together they discuss the concept of return stacking, its mechanics, leverage determination, fund selection, and a whole lot more!
Corey Hoffstein is the co-founder and Chief Investment Officer at Newfound Research, which is a quantitative investment and research firm managing strategies that implement Return St ... Show More
Apr 12
Special Announcement: The Intrinsic Value Podcast Update
This week, Shawn and Daniel won't be releasing an episode as usual, but they will be back next Sunday with a new co-host joining them to help break down companies for The Intrinsic Value Portfolio. Plus, Shawn & Daniel are moving over to the main podcast feed for The Investor's P ... Show More
2m 32s
Apr 5
TIVP066: Valuing Constellation Software's Spinoffs: Topicus, Lumine and co. w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O'Malley take a deep dive into four companies operating in the shadow of one of the greatest compounders of the last two decades — Constellation Software. Some investors believe that Topicus, Lumine, Sygnity, and Asseco Poland represent the best way to ow ... Show More
1h 20m
Mar 29
TIVP065: Spotify (SPOT): Investing in Music in the Age of AI w/ Shawn O’Malley & Daniel Mahncke
Shawn O'Malley and Daniel Mahncke explore Spotify Inc. (ticker: SPOT), the world's largest audio streaming platform, and assess whether the company can sustain its growth and improve margins against fierce competition from YouTube, Apple, and Amazon, or whether it will remain tra ... Show More
1h 36m
Jul 2021
TIP364: How to Invest in Alternative Assets w/ Michael Weisz
In today’s episode, Trey Lockerbie sits down with Michael Weisz, the founder and President of Yieldstreet, which is a platform that serves up offerings in alternative asset classes. IN THIS EPISODE, YOU'LL LEARN: (01:54) Why you should consider diversifying into alternative asset ... Show More
1h 4m
Apr 2023
TIP544: Life-Changing Returns in Cyclicals & Spinoffs
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 p ... Show More
53m 42s
May 2023
TIP551: Berkshire Hathaway Annual Shareholders Meeting 2023
In this episode, Clay Finck presents his favorite clips from the 2023 Berkshire Hathaway annual shareholder meeting, featuring insightful responses from Buffett and Munger during the marathon Q&A session, along with his own thoughts on their answers.
IN THIS EPISODE YOU’LL LEARN ... Show More
1h 10m
Feb 2023
TIP520: Investing Through Post-bubble Markets w/ Jamie Catherwood
Trey brings back financial historian, Jamie Catherwood. Jamie is a Client Portfolio Specialist at O'Shaughnessy Asset Management and the author of the popular blog, Investor Amnesia.
Trey and Jamie discuss the historical viewpoint on a post-bubble world, the impact of 1800s marke ... Show More
1h 9m