Sep 13
TIP846: Stock Picker: How to Live Off Your Portfolio w/ Ian Cassel
In this episode, Stig Brodersen welcomes back Ian Cassel, founder of MicroCapClub and CIO of Intelligent Fanatics Capital Management, to discuss his new book, Stock Picker. They dig into why most microcaps must be sold within 36 months, why Ian never holds a large cash position, ... Show More
1h 15m
Sep 6
TIP844: Uber (UBER): The Autonomy Referendum — Is Mr. Market Completely Wrong? w/ Daniel Mahncke & Shawn O’Malley
Shawn O’Malley and Daniel Mahncke revisit Uber (NYSE: UBER), one of the largest holdings in The Intrinsic Value Portfolio, fifteen months after they first pitched it. In that time, Uber’s operating profits have roughly doubled, free cash flow has climbed to about $10 billion a ye ... Show More
1h 6m
Jun 2023
The Buy Box: What We Look for in Companies to Invest In | Ep 546
"The bigger the investment, the more the leadership team matters.” Today, Alex (@AlexHormozi) talks about the criteria they look for investing in companies, including the importance of cash flow-positive and profitable businesses that are founder-led and have exceptional products ... Show More
18m 5s
Nov 2025
Running Oak's Seth Cogswell on his Efficient Growth Strategy | S07 E40
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 Tu ... Show More
1h 1m
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
Aug 2024
Elements of Value in Private Equity: Insights from Top Business Builders
Join host Sean Mooney in a special compilation episode of the Karma School of Business, featuring key insights from industry leaders on value creation in private equity. This episode distills wisdom from Carl Press (Thoma Bravo), Suzanne Yoon (Kinzie Capital), John Caple (Hidden ... Show More
36m 34s
Jun 2020
Simple Operational Framework | Ep 212
Is your team really providing value to the business? Today, Alex (@AlexHormozi) talks about the key to scaling, some guide questions you can think about when you’re assessing the workflow in operations, and making sure that your employees are really working at their optimal degre ... Show More
14m 52s
Nov 2020
Money Marketing Ratios | Ep 247
Man makes the money. Today, Alex (@AlexHormozi) talks about the three kinds of numbers and their relationships when looking at high-level businesses to invest in or partner with. Welcome to The Game w/Alex Hormozi, hosted by entrepreneur, founder, investor, author, public speaker ... Show More
10m 53s
Apr 2023
Uncovering Hidden Constraints in Your Business | Ep 519
"If what you do every day doesn't necessarily change, but how much you get credit for, it does, then you get more for what you put in.” Today, Alex (@AlexHormozi) discusses how to identify and solve the real constraints holding back a business. He also provides examples of three ... Show More
28m 37s
Jul 2021
7 Ways To Measure Business Value | Ep 313
Do you know your true value? Today, Alex (@AlexHormozi) talks about the criteria people tend to use when evaluating the worth of an entrepreneur and which of these are the most practical to use. Welcome to The Game w/Alex Hormozi, hosted by entrepreneur, founder, investor, author ... Show More
19m 56s
On today’s episode, Kyle Grieve chats with James and Abigail Zimmerman about the strength of growing and sustainable cash flowing businesses; the importance of strong balance sheets; how they navigate their circle of competence, and the steps they take to expand it; why simplicity is so important in an age of complexity, how they use cash as a boost, and not ... Show More
