Jun 3
TIVP074 (Video): Lifco AB (LIFCO-B.ST): The Serial Acquirer Building an Unstoppable Compounding Engine w/ Kyle Grieve & Shawn O'Malley
Kyle Grieve and Shawn O’Malley analyze LIFCO, one of the world's leading industrial serial acquirers operating through three distinct divisions spanning dental supplies, demolition equipment, and niche systems solutions across Europe. IN THIS EPISODE YOU’LL LEARN: (00:00:00) Intr ... Show More
1h 23m
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
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