Yesterday
TIVP073 (Video): NVR (NVR): What's Next for One of History's Greatest Compounders? w/ Kyle Grieve & Shawn O'Malley
In today's episode, Kyle Grieve and Shawn O’Malley analyze NVR, Inc., a homebuilder that has achieved incredible returns through disciplined capital allocation and aggressive share buybacks. They’ll explore NVR's differentiated business model, which helps minimize capital intensi ... Show More
1h 28m
May 17
TIVP071 (Video): Formula One Group (FWONA): The Only Sports Franchise Worth Owning w/ Kyle Grieve & Shawn O'Malley
Kyle Grieve and Shawn O’Malley analyze Formula One Group, a business that commands nearly a billion global fans, generates billions in revenue from only 24 live events, and boasts free cash flow margins nearly any business would envy. They’ll trace the company’s growth history, u ... Show More
1h 18m
Mar 2023
TIP536: Buffett and Munger’s Principles and Mental Models
On today’s episode, Clay Finck continues his review of Gautam Baid’s book, The Joys of Compounding.
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 t ... Show More
55m 44s
Feb 2022
TIP420: Inflation Update and the recent FOMC Meeting w/ Cullen Roche
Trey Lockerbie chats with fan favorite, Cullen Roche. Cullen brings the best contrarian viewpoints and when dug into, you realize they are rooted in first principles thinking. IN THIS EPISODE, YOU'LL LEARN: 1:25 - Ramifications of the most recent FOMC meeting (which was happening ... Show More
1h 1m
Robert Leonard chats with Chris Pedersen, who is an engineer by training, and new opportunity finder by nature & Paul Merriman, who is a nationally recognized authority on mutual funds, index investing, and asset allocation. They talk about how young investors should be thinking about inflation, financial advisors, ETF investing strategies, how to supercharg ... Show More
