Robert Leonard chats with Andrew Gazdecki about what Microacquire is, how he built it, what his goal is with this company, why VC-backed companies generally get all the news coverage and what Andrew is doing to change this, and much, much more!
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
02:29 - What the first steps are to getting a new business off the g ... Show More
Nov 23
TIVP047: Booking Holdings (BKNG): Does Booking.yeah = Value.yeah? w/ Shawn O’Malley & Daniel Mahncke
Shawn O’Malley and Daniel Mahncke break down Booking Holdings (ticker: BKNG), the world’s largest travel company.
IN THIS EPISODE, YOU’LL LEARN:
00:00:00 - Intro
00:24:07 - What are the subtle differences between Expedia, Booking, and Airbnb
00:26:18 - How Booking.com establi ... Show More
1h 34m
Nov 9
TIVP045: Robinhood Markets Inc. (HOOD): The World’s Most Innovative Financial Company? w/ Shawn O’Malley & Daniel Mahncke
Shawn & Daniel discuss how Robinhood transformed investing with commission-free trading, overcame controversies, and now aims to become a full-service financial platform through Robinhood Gold. IN THIS EPISODE, YOU’LL LEARN: 00:00:00 - Intro 00:00:40 - How Robinhood disrupted the ... Show More
1h 42m
Mar 2023
TIP540: Lessons in Life and Business from a Self-Made Billionaire w/ Andrew Wilkinson
Trey chats with billionaire entrepreneur and investor, Mr. Andrew Wilkinson. They discuss various topics, including self-care and parenting, as well as exciting deals he collaborated on with Bill Ackman and Howard Marks.
Andrew is the co-founder of Tiny, which has been called the ... Show More
1h 2m
May 2021
TIP351: The Psychology of Money w/ Morgan Housel
In today’s episode, Trey Lockerbie sits down with Morgan Housel, who is a partner at Venture Capital and PE firm Collaborative Fund. He’s a former columnist at The Motley Fool and Wall Street Journal, and also the author of the international best-selling book, The Psychology of M ... Show More
1h 12m
Jul 2022
TIP465: Value Investing in the Digital Age w/ Adam Seessel
IN THIS EPISODE, YOU’LL LEARN:
01:49 - Why Billionaire Bill Ackman says Adam’s new book is one of the best investing book he’s read in years.
10:18 - Adam’s Business, Management, and Price (or BMP) checklist.
14:33 - Why value investors should reconsider investing in high-grow ... Show More
1h 4m
Jun 2024
TIP639: Buffett's Favorite Business Book w/ David Fagan
On today’s episode, Clay is joined by David Fagan to discuss Don Keough’s book, The Ten Commandments of Business Failure.
Don Keough was the President and COO of Coca-Cola. During Keough’s and Roberto Goizueta’s leadership, Coca-Cola’s stock compounded at 27% per annum from 198 ... Show More
1h 6m
Mar 2024
TIP617: Improve Your Investing Operating System w/ Vitaliy Katsenelson
Kyle Grieve chats with Vitaliy Katsenelson about why we should align ourselves with what we love doing, how stoicism has helped Vitaliy deal with the volatility of negative emotions in the market and life, Vitaliy’s four favorite stoic tools, how to engineer our environments to i ... Show More
1h 9m