logo
episode-header-image
Feb 2024
1h 18m

TIP604: Best Quality Idea Q1 2024 w/ Cla...

The Investor's Podcast Network
About this episode
tail spinning
Up next
Yesterday
TIP846: Stock Picker: How to Live Off Your Portfolio w/ Ian Cassel
In this episode, Stig Brodersen welcomes back Ian Cassel, founder of MicroCapClub and CIO of Intelligent Fanatics Capital Management, to discuss his new book, Stock Picker. They dig into why most microcaps must be sold within 36 months, why Ian never holds a large cash position, ... Show More
1h 15m
Sep 10
TIP845: Copart Stock (CPRT): Is Copart Now a Buy? w/ Daniel Mahncke & Shawn O'Malley
Daniel Mahncke and Shawn O’Malley revisit Copart (NASDAQ: CPRT), the online salvage auction giant that turns totaled cars into a global marketplace, connecting insurers with more than a million buyers across 190 countries. Copart owns over 250 salvage yards outright — land that’s ... Show More
1h 9m
Sep 6
TIP844: Uber (UBER): The Autonomy Referendum — Is Mr. Market Completely Wrong? w/ Daniel Mahncke & Shawn O’Malley
Shawn O’Malley and Daniel Mahncke revisit Uber (NYSE: UBER), one of the largest holdings in The Intrinsic Value Portfolio, fifteen months after they first pitched it. In that time, Uber’s operating profits have roughly doubled, free cash flow has climbed to about $10 billion a ye ... Show More
1h 6m
Recommended Episodes
Apr 2024
MI349: The Quality Quest: Building Wealth, One Quality Investment At A Time w/ Compounding Quality
Kyle Grieve chats with Compounding Quality about his quality investing philosophy, how quality businesses at fair evaluations can compound your money for decades, how quality investors can optimize portfolio management, which quantitative metrics to pay special attention to, what ... Show More
1h 9m
May 2025
Palantir’s Valuation Question
When a stock trades at 600x trailing earnings and 90x sales, its investors want to see a flawless growth story. (00:21) Sanmeet Deo and Ricky Mulvey discuss: - Palantir’s impressive business results and astonishing valuation. - Celsius’s “meh” quarter. - Why DoorDash kept growing ... Show More
27m 24s
Apr 2021
Why are the experts buying Costco & Home Depot?
<p>Every quarter, investors large and small write client letters. Reading these can be an incredible source of information, so in today's episode, Bryce and Alec talk about two letters they've read recently. They've chosen one big investor (<a href="https://www.valuewalk.com/wp-c ... Show More
45m 38s
Dec 2023
#190 Top Investment Stories of 2023: A Stock Club Recap
tail spinning
32m 56s
May 2024
S2E36: How to Invest in 2024
In this episode of the Rich Dad Stockcast, guest host Andy Tanner interviews Corey Halliday, the chief risk manager at the Cashflow Academy, about the intriguing dynamics of stock and options trading, especially in a volatile economic landscape. Tanner and Halliday dive into the ... Show More
32m 45s
Feb 2021
EM Chat: What stocks are Buffett, Ackman and Soros buying?
<p>In this episode, Alec brings a 'What The ?' to the table for Bryce to puzzle over, and we break down 13Fs... What are they? Forms that the SEC requires to be filed quarterly by institutional investment managers with at least $100 million in assets under management. Bryce and A ... Show More
29m 37s
Jun 2024
#215: 4 AI-Proof Stocks
<p>Emmet and Mike are on the hunt for stocks unlikely to be impacted by the rise of AI and they’re here to pitch you four great options. Nvidia might be all the rage but that doesn’t mean you should forget about diversification.</p><br><p>Tune in to hear full breakdowns of Intuit ... Show More
56m 29s
Sep 2025
Buy High, Buy Higher
It’s never too late to make the right investing decision. Today on Motley Fool Money, Rick Munarriz, with analysts Tim Beyers and Jason Hall dig into a document database developer and a cybersecurity leader that they believe can keep beating the market. There’s also a short-form ... Show More
22m 8s
Feb 2024
These 4 Quebec Rollups have Crushed the TSX
<p>Welcome back to the Canadian Investor podcast with your hosts, Simon and Braden! In this episode, they dive headfirst into the captivating universe of Quebec-based rollups, exploring why some of these companies have emerged as the best-performing stocks on the TSX over the las ... Show More
50m 11s
Jun 2024
Episode 158: The Secret Stocks Powering the Future of AI – What Investors Need to Know Right Now
<p>In this Chip Stock Investor episode, we dive into the recent rise of Onto Innovation within the semiconductor metrology and PDC equipment market. Learn how Onto, Nova, and CamTek are advancing in wafer fab and chip packaging, and why Onto&#39;s stock has skyrocketed by 160% si ... Show More
18m 57s