Today
TIVP106 (Video): Airbnb (ABNB): The Business Outgrew Its Peak, The Stock Hasn't w/ Kyle Grieve & Shawn O’Malley
In today's episode, Kyle Grieve and Shawn O’Malley discuss whether Airbnb’s recent slowdown was a warning sign or just building the groundwork for its next growth phase. They explore how a company that owns no homes built one of travel’s strongest brands, and why AI agents could ... Show More
1h 26m
Oct 28
TIVP105 (Video): Shopify (SHOP): The Big Winner of Agentic Commerce? w/ Shawn O'Malley & Daniel Mahncke
Shawn O’Malley and Daniel Mahncke revisit Shopify (NASDAQ: SHOP) fifteen months after Shawn pitched it, called it one of the best businesses they’d ever studied, and recommended passing on the stock at around $80 per share. Since then, the stock has nearly doubled, gross merchand ... Show More
1h 19m
Oct 25
TIVP104 (Video): GE Aerospace: Chris Hohn’s Biggest Bet w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O'Malley follow up last year's TransDigm pitch with the biggest monopoly in aviation: GE Aerospace (NYSE: GE), the engine maker behind nearly three out of every four commercial flights in the world. With roughly 50,000 commercial and 30,000 military engin ... Show More
1h 14m
Dec 2024
TIP680: Investing in Exceptional Businesses for the Long Run w/ Dev Kantesaria
On today’s episode, Clay is joined by Dev Kantesaria to discuss the current market environment, the types of investments he is looking for, FICO, S&P Global, and much more. Dev is the founder and portfolio manager at Valley Forge Capital Management. The firm has been highly succe ... Show More
58m 21s
Jun 2021
TIP356: Investing Mastermind Q2 2021
For this week’s Mastermind discussion, Stig Brodersen has invited Tobias Carlisle from Acquirer's Fund, Jake Taylor from Farnam Street Investments, and Dr. Wes Gray from Alpha Architect. The topic of the week is how they can best help the TIP Community. IN THIS EPISODE, YOU'LL LE ... Show More
1 h
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
Mar 2022
TIP433: The Art and Science of Investing in Startups w/ Jason Calacanis
Trey Lockerbie chats with Angel Investing legend, Jason Calacanis. Jason is an entrepreneur who sold his second business Weblogs to AOL for $30MM in 2005. Jason then founded multiple other companies and along the way, became an angel investor in companies like Uber, Robinhood, Ca ... Show More
56m 31s
Apr 2021
TIP343: How to Invest like the Best w/ Ted Seides
In today’s episode, Trey sits down with Ted Seides to talk about how the world’s elite money managers lead and invest. Ted has had an incredible career as an allocator, having started under the tutelage of David Swensen of the Yale Endowment, before starting his own multi-billion ... Show More
54m 31s
Aug 2024
TIP650: Stock Market Bubbles, AI, & Climate Change w/ Jeremy Grantham
On today’s episode, Clay Finck is joined by investing legend and bubble historian, Jeremy Grantham. Jeremy gives his updated views on the recent stock market run up, how today’s market compares to market bubbles of the past, and indicators that point to the potential bear market ... Show More
59m 35s
May 2023
Lessons From Over 100 Business Founded | Jeremy Delk
<p dir="ltr">In this episode of the Millionaire Mindcast, we have our guest Jeremy Delk who shares his entrepreneurship journey for over 20 years of investing, successful exits, and logistics failure, the framework of a Fouder-type mentality, his learning lessons from founding ov ... Show More
50m 33s
Jul 2021
Meet The Multi-Millionaire Gas Station Employee | Investing $0 to $10,000
Today we're speaking with Jeremy Financial Education about how to invest in the stock market, how to make passive income, and his investing strategy for 2021 - Enjoy! DOWNLOAD NEW HUNGRY BULL APP: http://onelink.to/the-hungry-bull Follow Jeremy: https://www.youtube.com/channel/UC ... Show More
1h 16m
Jun 2023
The Buy Box: What We Look for in Companies to Invest In | Ep 546
"The bigger the investment, the more the leadership team matters.” Today, Alex (@AlexHormozi) talks about the criteria they look for investing in companies, including the importance of cash flow-positive and profitable businesses that are founder-led and have exceptional products ... Show More
18m 5s
Clay Finck chats with Jeremy Deal about how Jeremy finds companies that are positioned to thrive in any market environment, and much more!
Jeremy Deal is the founder and a portfolio manager at JDP Capital Management.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
02:25 - How Jeremy selects companies that are positioned to not only survive, but thri ... Show More
