Today

TIP829: Kaspi Stock ($KSPI): The Cheapest E-Commerce Monopoly in the World w/ Daniel Mahncke and Shawn O'Malley

Daniel Mahncke and Shawn O'Malley take a deep dive into Kaspi.kz (NASDAQ: KSPI), the Kazakhstani super-app that combines payments, e-commerce, and fintech into a single platform that most of the country uses every day. They unpack why its dominance at home has been so hard for co ... Show More

1h 28m

Jul 5

TIP828: 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 8m

Jul 2

TIP827: 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. They examine whether Auto1's instant-guaranteed-pricing model is a genuine consumer moat or a balance-sheet liability in disguise, what the economics actually look ... Show More

1h 6m

Jul 2023

MI280: Deep Value Investing in 2023 w/ Tobias Carlisle

Robert Leonard chats with Tobias Carlisle about the global economy, market assessment, value investing opportunities, mean reversion trades, quality assessment in deep value strategies, using screeners, and more! Tobias Carlisle is the founder of The Acquirer’s Multiple®. He is a ... Show More

51m 34s

Jan 2024

MI Rewind: Growth Investing Stock Analysis w/ Simon Erickson

Robert Leonard brings back Simon Erickson to review the growth investing strategy and how investors can start with this strategy. Robert and Simon discuss how to find the right investments, portfolio allocation, what are the biggest deal breakers after analyzing these companies, ... Show More

44m 3s

Apr 2021

Robert Arnott on Global Asset Management (Podcast)

Bloomberg Opinion columnist Barry Ritholtz speaks with Robert Arnott, the founder and chairman of the board of Research Affiliates LLC. Arnott plays an active role in the firm’s research, portfolio management, product innovation, business strategy and client-facing activities. As ... Show More

1h 27m

Mar 2021

BONUS 003: Warren Buffett Style Value Pick? AZO Valuation w/ Robert Leonard

BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Follow & submit questions to Robert via Instagram DM Read this episode’s transcript and full show notes on our websit ... Show More

34m 33s

Oct 2022

MI230: Buffett Indicator Says Stock Market is Overvalued w/ Lance Roberts

IN THIS EPISODE, YOU’LL LEARN: 09:18 - Understanding the basics of valuations and how to interpret price multiples. 17:00 - What the Shiller P/E (CAPE) ratio is, and why it is telling us future returns are expected to be low going forward. 25:46 - What Lance thinks are some catal ... Show More

1h 3m

Aug 2024

Value Stocks, and the Appeal of Index Dropouts

Research Affiliates founder Rob Arnott reveals his latest findings on the stock market. Plus, Jack talks TJX and Target, and offers funnel cake advice. Learn more about your ad choices. Visit megaphone.fm/adchoices

34m 52s

Nov 2022

Bob Elliott - A Macro Tour - [Invest Like the Best, EP.302]

My guest today is Bob Elliott, the CEO and CIO of Unlimited, which creates low-cost index ETFs for alternative investment strategies. Prior to co-founding Unlimited, Bob was a senior investment executive at Bridgewater Associates where he served on their investment committee and ... Show More

1h 22m

Oct 2025

Winning Long-Term Games and Ergodicity with Author Luca Dellanna | S07 E36

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. ⁠⁠⁠Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking⁠⁠⁠ (⁠⁠⁠Kindle⁠⁠⁠)We are live every Tuesday at 1.3 ... Show More

1 h

Feb 2020

REI006: How to Start and Scale as a New Investor with Axel Ragnarsson

IN THIS EPISODE, YOU’LL LEARN: The best ways to network and find private money lenders. Why you need to be networking as a new real estate investor. What to look for in potential markets and investment properties. How to invest using the BRRRR strategy. The most important things ... Show More

1h 1m

Jan 2021

REI053: Evaluating Markets and Pandemic Investing with Axel Ragnarsson

IN THIS EPISODE, YOU’LL LEARN: How to set real estate investing goals. How COVID has impacted investor’s portfolios. How to evaluate real estate markets to invest in. All about the sales and marketing side of real estate. And much, much more! *Disclaimer: Slight timestamp discrep ... Show More

48m 5s

TIP688: Long-Term Market Cycles w/ Rob A...