May 31
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
Feb 2023
TIP525: Secrets from a Private Billionaire Club w/ Michael Sonnenfeldt
Trey speaks with accomplished real estate entrepreneur, Michael Sonnenfeldt, about his experiences and takeaways from his private club, Tiger 21, as well as his early life achievements and other topics. Michael is also the author of the book, "Think Bigger: And 39 Other Winning S ... Show More
1h 9m
Apr 2023
RWH025: Patient Capital W/ Samantha McLemore
In this episode, William Green chats with Samantha McLemore, the founder of Patient Capital Management. After graduating magna cum laude from Washington & Lee University, she was hired by investing legend Bill Miller & spent 20 years working with him. They co-managed Miller Oppor ... Show More
2h 9m
Feb 2024
TIP609: Fooled by Randomness by Nassim Taleb
On today’s episode, Clay reviews Nassim Taleb’s book – Fooled by Randomness. Nassim Taleb is a Lebanon-born American mathematician and statistician whose work concerns problems of randomness, probability, and uncertainty. He’s very well known for his popular books, including The ... Show More
1 h
Feb 2024
TIP610: Mastermind Q1, 2024 w/ Tobias Carlisle and Hari Ramachandra
In today's episode, Stig Brodersen speaks to Tobias Carlisle and Hari Ramachandra. Stig only owns five individual stocks, and in this episode, he outlines why he is still bullish on Spotify. Hari’s pick, Disney, has recently been extremely volatile, and Tobias pitches Mueller Ind ... Show More
1h 26m
Feb 2024
5 Things We Spent Money Last Year on That Didn’t Bring Us Joy
<p>This week, Maia and Simran discuss five things they spent money on in 2023 that didn't bring them joy. They explore the topics of trending or hyped restaurants, getting nails done, assumed sources of joy, and reevaluating spending habits.</p><br><p><br></p><p>Watch the episode ... Show More
37m 20s
Robert Leonard chats with Kelly Lannan about the four ways that young investors are learning about finances, what Fidelity is and what the company does, and much more!
Kelly Lannan is the Vice President of the Young Investors at Fidelity Investments. Kelly discusses different topics on financial literacy such as tackling student loan debt, putting together a ... Show More
