Jan 12
TIVP054: Mercado Libre: More than just "the Amazon of Latin America" w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O’Malley take a deep dive into Mercado Libre, the dominant e-commerce and fintech platform in Latin America. What started as an eBay-like marketplace has evolved into a fully integrated ecosystem spanning online retail, logistics, digital payments, lendin ... Show More
1h 32m
Jan 4
TIVP053: Exor NV (EXO): Too Good To Be True? w/ Shawn O’Malley & Daniel Mahncke
Shawn O’Malley and Daniel Mahncke break down Exor NV (ticker: EXO), a unique holding company that has acted as a vehicle for the family wealth of Fiat’s founder, but now poses a compelling arbitrage opportunity, with Exor’s stock trading at nearly a 60% discount to its net asset ... Show More
1h 12m
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
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
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
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
Apr 2024
TIP620: The Intelligent Investor by Benjamin Graham
On today’s episode, Clay shares his lessons from reading The Intelligent Investor by Benjamin Graham.
Benjamin Graham was a renowned value investor, lecturer, financial securities researcher, and mentor to billionaire investor Warren Buffett. Graham is widely regarded as the fath ... Show More
59m 56s
Feb 2022
TIP420: Inflation Update and the recent FOMC Meeting w/ Cullen Roche
Trey Lockerbie chats with fan favorite, Cullen Roche. Cullen brings the best contrarian viewpoints and when dug into, you realize they are rooted in first principles thinking.
IN THIS EPISODE, YOU'LL LEARN:
1:25 - Ramifications of the most recent FOMC meeting (which was happen ... Show More
1h 1m
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
On today’s show, Greg McKeown discusses his core philosophy to time management and personal development, Essentialism. Greg is a New York Times and Wall Street Journal bestselling author, motivational speaker, and consultant to Adobe, Apple, Google, Facebook, and many more. He reminds us all to reevaluate what we focus on and only work on what is truly essen ... Show More
