Oct 29
TIP856: Airbnb (ABNB): The Business Outgrew Its Peak, The Stock Hasn't w/ Kyle Grieve & Shawn O'Malley
In today’s episode, Kyle Grieve and Shawn O’Malley discuss whether Airbnb’s recent slowdown was a warning sign or just building the groundwork for its next growth phase. They explore how a company that owns no homes built one of travel’s strongest brands, and why AI agents could ... Show More
1h 26m
Oct 25
TIP855: Shopify (SHOP): The Big Winner of Agentic Commerce? w/ Shawn O'Malley & Daniel Mahncke
Shawn O’Malley and Daniel Mahncke revisit Shopify (NASDAQ: SHOP) fifteen months after Shawn pitched it, called it one of the best businesses they’d ever studied, and recommended passing on the stock at around $80 per share. Since then, the stock has nearly doubled, gross merchand ... Show More
1h 18m
Oct 22
TIP854: GE Aerospace: Chris Hohn’s Biggest Bet w/ Daniel Mahncke & Shawn O'Malley
Daniel Mahncke and Shawn O’Malley follow up last year’s TransDigm pitch with the biggest monopoly in aviation: GE Aerospace (NYSE: GE), the engine maker behind nearly three out of every four commercial flights in the world. With roughly 50,000 commercial and 30,000 military engin ... Show More
1h 12m
Jan 2025
519: Bain & Company's Partner Rob Markey on Customer Strategy, Customer Loyalty and Retention (Strategy Skills classics)
<p dir="ltr">In this episode with Rob Markey, we will discuss valuing and measuring customer loyalty. Rob highlights the gap between executives' intentions to prioritize customers and their actual practices, noting that only 8% of customers believe they receive exceptional experi ... Show More
1h 7m
Jul 2023
How To Create a Value Chain Ecosystem
Brian Matthews, CEO at ITEL In today's highly competitive business landscape, companies are constantly looking for ways to enhance their capabilities and maintain their edge. With so many competitors in the market, how can a company stand out and reduce customer churn? In this ep ... Show More
45m 36s
May 2021
Secrets to making money without a lot of clients | Ep 297
What value are you bringing to the table? Today, Alex (@AlexHormozi) talks about the 6 ways to increase Lifetime Value in your products, dives a bit into each way, and shares his personal favorite one at the end (which he thinks is the most powerful of all!) Welcome to The Game w ... Show More
12m 12s
Aug 2025
Building Long-Term Business Growth | CRE Secrets Podcast with Aviva
In this episode of the Commercial Real Estate Secrets Podcast, GaryVee breaks down how to think about social platforms, attention, and long-term strategy. From TikTok and YouTube Shorts to emerging opportunities, he explains what business owners should be doing today to set thems ... Show More
24m 57s
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 2024
GENIUS Strategy To Make Everyone Want to Buy Your Stuff | Ep 724
"Customers are bloodhounds for value." In this episode, Alex (@AlexHormozi) explains a framework for different ways that you can make your offer more attractive and ultimately drive to more positive word of mouth, repeat purchases, and higher conversions. Welcome to The Game w/Al ... Show More
31m 29s
Aug 2025
Magnetic Position Sensors $MELE, Promo Market $FOUR and Ingles $INMKT with Gwen Hofmeyr | S07 E26
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's ... Show More
1h 1m
On today’s episode, Kyle Grieve discusses a thought-provoking framework that redefines competitive advantage through the lens of customer loyalty. Kyle breaks down the five types of customer loyalty moats, introduces the Moat Strength Index (MSI), and explains how investors can use this approach to measure, monitor, and deepen their conviction in high-qualit ... Show More
