Yesterday
TIVP067: Portfolio Review: Thoughts on Airbnb, Reddit, Adobe, and co. w/ Daniel Mahncke, Shawn O'Malley, & Kyle Grieve
Daniel Mahncke, Shawn O'Malley, and Kyle Grieve take a closer look at the Intrinsic Value Portfolio and some of the high-priority watchlist companies. The episode covers high-conviction portfolio holdings such as Airbnb, Universal Music Group, Reddit, and Exor, as well as watchli ... Show More
1h 46m
Apr 12
Special Announcement: The Intrinsic Value Podcast Update
This week, Shawn and Daniel won't be releasing an episode as usual, but they will be back next Sunday with a new co-host joining them to help break down companies for The Intrinsic Value Portfolio. Plus, Shawn & Daniel are moving over to the main podcast feed for The Investor's P ... Show More
2m 32s
Apr 5
TIVP066: Valuing Constellation Software's Spinoffs: Topicus, Lumine and co. w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O'Malley take a deep dive into four companies operating in the shadow of one of the greatest compounders of the last two decades — Constellation Software. Some investors believe that Topicus, Lumine, Sygnity, and Asseco Poland represent the best way to ow ... Show More
1h 20m
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 1981 ... Show More
1h 6m
Oct 2017
TIP162: Atlanta Hawks Owner Jesse Itzler, Mt. Everest, & Colin O'Brady (Business Podcast)
IN THIS EPISODE, YOU’LL LEARN: What Jesse's 29029 event was like. Jesse and Preston's top take-aways from climbing the mountain 17 times. What it takes to develop more grit. The incredible story of Colin O'Brady (climbing the 7 tallest peaks and visiting both poles). How to overc ... Show More
1h 17m
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
Aug 2021
TIP372: Identifying A Great Company w/ Jim Collins
On today’s episode, we have a very special guest and that is researcher and author, Jim Collins. Jim is most well known for his books, such as Good to Great, Built to Last, How the Mighty Fall, Great by Choice, Turning the Flywheel BE.20, which have sold over 10 million copies wo ... Show More
1h 26m
Dec 2021
TIP401: The Most Important Company Is Going Public w/ Chris DeMuth Jr.
Trey Lockerbie brings on the founder and principal of Rangeley Capital, Chris DeMuth. After discussing a company called Planet with Josh Wolfe on episode 399, Trey wanted to explore the SPAC merger with DMY Technologies which has a definitive vote scheduled for December 3rd, 2021 ... Show More
1h 4m
sit down with one of the owners of the NBA’s Atlanta Hawks, Jesse Itzler. Jesse is a successful serial entrepreneur, having founded Marquis Jet, which he sold to Warren Buffett’s Berkshire Hathaway, and being a partner of ZICO coconut water, which was sold to Coca Cola. He is also a best-selling author, keynote speaker, and former rapper. Jesse looks to shar ... Show More
