Yesterday

TIVP081 (Video): Restoration Hardware (RH): Building a Luxury Empire From Scratch w/ Shawn O'Malley and Daniel Mahncke

Shawn O'Malley and Daniel Mahncke explore Restoration Hardware (ticker: RH). In this episode, you'll learn how RH was able to reinvent itself as a high-end furniture retailer, using opulent galleries, high-end dining, private yachts, and a membership model based on Amazon Prime a ... Show More

1h 7m

Jul 5

TIVP080 (Video): Auto1 Stock (AG1): Is this the Amazon for Cars? w/ Daniel Mahncke & Shawn O’Malley

Daniel Mahncke and Shawn O'Malley take a deep dive into Auto1 Group (ETR: AG1), the Berlin-based used-car platform. What trips most investors up about Auto1 is that it's two different businesses in one – a capital-light merchant marketplace on one side, a capital-heavy consumer r ... Show More

1h 4m

Jun 28

TIVP079 (Video): American Tower (AMT): The Wide Moat Business Your Phone Can't Live Without w/ Kyle Grieve & Shawn O'Malley

Kyle Grieve and Shawn O’Malley analyze American Tower, the global cell tower business that powers the wireless networks we rely on every day. They unpack how leasing tower space to carriers creates durable recurring revenue, why its stacked competitive advantages form one of the ... Show More

1h 14m

Apr 2023

Monster Beverage = Monster Stock

What does it take to deliver huge returns over a two-decade time frame? (00:21) Tim Beyers discusses: - Netflix's 1st-quarter results - Why he believes the new ad-tier model is off to a strong start - What Ted Sarandos said on the call that many investors may have missed - ... Show More

27m 42s

Feb 2021

How Monster Beverage Shares Soared a Monster 100,000% in the Last 20 Years

When you think about the big winners in the stock market over the past couple of decades, you might think about Amazon or Apple or some other tech winner. Or maybe, if you've listened to Odd Lots before, you think about Domino's Pizza. But there's another company that's outshone ... Show More

52m 47s

Dec 2019

TIP275: Mastermind Discussion 4Q 2019 (Business Podcast)

On today's show, our mastermind group talks about four different stock ideas that might outperform the market. IN THIS EPISODE YOU’LL LEARN: What is the intrinsic value of Biogen, GrafTech, Allstate, and i3 Verticals. If Mohnish Pabrai’s newest stock pick GrafTech is a good inves ... Show More

1h 5m

Oct 2023

The Incredible Rise of the Celsius Energy Drink

For awhile, it was Red Bull that was synonymous with energy drinks. Then Monster Energy came along and turned into one of the best performing stocks of all time. And now there’s another company showing explosive growth along with a surging stock, and that’s Celsius Holdings. But ... Show More

39 m

Jul 2024

TIP642: The Story of Starbucks: Building an Iconic Brand w/ Clay Finck

On today’s episode, Clay discusses the early days of Starbucks and Howard Schultz’s book — Pour Your Heart Into It. Starbucks has been one of the market's best-performing stocks over the past three decades. Since the IPO in 1992, Starbucks stock has had an average annual return o ... Show More

1h 15m

Aug 2024

TIP652: Best Quality Idea Q3 2024 w/ Clay Finck & Kyle Grieve

On today’s episode, Clay and Kyle give an overview of their best quality stock idea for Q3 2024. This quarter, they discuss Old Dominion Freight Line. Over the past 20 years, Old Dominion has been one of the best performing stocks in the market. This seemingly boring best-in-clas ... Show More

1h 26m

Aug 2024

TIP649: Owning Stocks for the Long Run w/ Pierre-Olivier Langevin

On today’s episode, Clay Finck is joined by Pierre-Olivier Langevin to discuss the investment approach at Medici and several of their portfolio holdings. Medici boasts an exceptional investment track record, achieving 16.0% annualized returns since 2009 compared to 11.3% for thei ... Show More

1h 4m

May 2025

TIP724: Key Insights From Coca-Cola's Golden Era

On today’s episode, Kyle Grieve chats about one of the most iconic businesses in history—Coca-Cola—and explores its enduring competitive advantages, its remarkable turnaround under CEO Roberto Goizueta, and what Warren Buffett saw that made it one of Berkshire Hathaway’s most leg ... Show More

1 h

Jul 2021

Steve Mandel - Investing Behind Change - [Invest Like the Best, EP. 235]

My guest today is Steve Mandel, founder of Lone Pine Capital, one of the most successful hedge fund and investment firms of this generation. In our conversation, we discuss how the investing business has evolved since Steve’s start in the 1980s, why it’s so difficult to drive alp ... Show More

1h 12m

Oct 2024

Am I Buying Celsius Stock? (Ticker: CELH)

On this episode of Chit Chat Stocks, Brett goes through a research report on Celsius Holdings, owner of the Celsius energy drink brand. We discuss: (12:59) The Energy Drink Market Landscape (24:35) Celsius's Competitive Edge and Challenges (36:34) The Pepsi Partnership: A Game Ch ... Show More

1h 11m

MI373: Valuing the Best Stock of the Las...