Nov 1
TIP857: S&P Global, Novo, Deckers Brands w/ Stig Brodersen, Tobias Carlisle, & Hari Ramachandra
In today’s episode, Stig Brodersen is joined by Tobias Carlisle and Hari Ramachandra for a new round of stock pitches. Hari makes the case for Novo, until recently the most valuable company in Europe, now priced as if its obesity franchise is a melting ice cube. Stig pitches S&P ... Show More
1h 27m
Oct 29
TIP856: 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 25
TIP855: 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 18m
Feb 2024
MI327: Unpacking the Secrets of the World’s Greatest Investors w/ Clay Finck
In this week’s episode, Patrick Donley sits down with Clay Finck, host of We Study Billionaires. They do a deep dive into what Clay has learned since becoming a host at TIP, what his biggest takeaways from his favorite interviews have been, who his favorite investors are, how he ... Show More
1h 9m
Dec 2023
MI311: Quantitative Wisdom: Lessons for Qualitative Investors w/ Tobias Carlisle
Kyle Grieve chats with Tobias Carlisle about the key findings from his book on value and concentrated investing, the power of mean reversion and its role in providing value in undervalued stocks, conclusions from academic research on concentration and diversification, the role of ... Show More
1h 7m
Feb 2024
These Aren’t the Shorts You Are Looking for with Luke Gromen of FFTT
On this episode of “On The Tape,” Guy Adami, Dan Nathan and Danny Moses discuss the broken market structure, opportunities in the market, China and more!
Later, Danny and Guy sit down with Luke Gromen, founder of Forest from the Trees, for his macro view and bullish stock market ... Show More
1h 9m
Apr 2020
Gavin Baker – Investing Through a Bear Market - [Invest Like the Best, EP.167]
My guest today is with past guest Gavin Baker, the founder and CIO of Atreides Management, LP. We discuss investing during a bear market and the major ways in which the COVID19 outbreak has dramatically altered the investment landscape. Please enjoy my second conversation with Ga ... Show More
55m 35s
Apr 2024
Chris Hansen - The Long & Short of Investing - [Art of Investing, EP.16]
Our teacher today is Chris Hansen, founder of Long Short Equity investor, Valiant Capital. Chris spun off from his early career at Blue Ridge to start Valiant and pursue his own unique investment thesis.
We cover Chris's foray into investing in India, the training, temperament, a ... Show More
1h 31m
On today’s episode, Clay chats with Kyle Bass, the founder and principal of Hayman Capital Management. Hayman’s first major success came from effectively shorting the housing market in 2008, and Kyle was profiled in Michael Lewis’ book The Big Short.
After seeing Chinese stocks drop 20% over the past year, I invited Kyle back onto the show because he h ... Show More
<p>Welcome back to <em>Founder's Story</em>! In this episode, Daniel Robbins sits down with Larry McDonald, founder of <a href="https://www.thebeartrapsreport.com/"><em>The Bear Traps Report</em> </a>and author of the newly released book, <em>How to Listen When Markets Speak</em> ... Show More
