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
Today
TIP747: John Neff: The Value Investor Who Quietly CRUSHED the S&P 500 w/ Kyle Grieve
On today’s episode, Kyle Grieve discusses legendary value investor John Neff, one of the most underrated investors in value investing, who quietly outperformed the S&P 500 for decades. You’ll learn more about Neff’s contrarian mindset, his focus on low PE stocks, and his discipli ... Show More
1h 3m
Aug 20
BTC248: Bitcoin’s Institutional Wave w/ Willy Woo, Max Kei, Efrat Fenigson, and Preston Pysh at Baltic Honeybadger (Bitcoin Podcast)
A sharp panel debates Bitcoin’s “institutional phase”: BlackRock’s ETF as catalyst, SEC policy shifts on in-kind redemptions, and the boom in corporate treasury strategies. They probe Coinbase custody concentration, nationalization risks, Tether’s role, and why self-custody remai ... Show More
41m 47s
Jul 13
TIVP028: Estée Lauder (EL): Michael Burry’s Big Bet w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O’Malley take a closer look at Estée Lauder’s turbulent turnaround, tracing the beauty giant’s fall from pandemic favorite to contrarian play. After years of strong growth, the company was hit by an inventory pileup, the collapse of China’s daigou shoppin ... Show More
1h 9m
Feb 2025
TIVP005: Alphabet (GOOGL): Searching for Quality w/ Shawn O’Malley
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down Alphabet — the parent company of Google, which is one of the most valuable companies in the world and probably an important part of your everyday life. Shawn explores how Google got its start, how Alphabet makes mon ... Show More
1h 16m
Jan 2025
Ep. 259- What's Up THIS WEEK:🟡REAL TikTok Next Steps!🪴Grow Your Email List NOW! HUGE Instagram Change!
In this episode of Do This, Not That, host Jay Schwedelson dives into the latest developments in the TikTok ban situation, Instagram’s video length policy updates, and why growing email lists is crucial for marketers. Jay also shares insights on food industry changes and a person ... Show More
10m 59s
Jan 2024
MI Rewind: Naval w/ Eric Jorgenson
On today’s Millennial Investing Rewind Episode, Robert Leonard chats with Eric Jorgenson about who Naval Ravikant is, why he wanted to write a book about him as a guide to wealth and happiness, how his strategy of not making any money out of the book came about and why he chose t ... Show More
49m 52s
Nov 2024
MI376: Why Do Great Companies Fail? The Innovator’s Dilemma w/ Shawn O’Malley
In today’s episode, Shawn O’Malley (@shawn_OMalley_) discusses why great companies fail, as outlined by Clayton Christensen in his timeless book, The Innovator’s Dilemma, which was first published in 1997. The Economist actually named it one of the six most important business boo ... Show More
53m 4s
Jan 2025
Preston Stewart: How to Future-Proof Your Dealership for 2025 and Beyond
What’s the secret to thriving in an industry that’s constantly evolving, often under fire, and endlessly competitive? Preston Stewart, the National Variable Operations Director (and Compliance Director!) for the iconic Napleton Auto Group, joins me to answer that question—and so ... Show More
49m 48s