Daniel Mahncke and Shawn O’Malley dive into Crocs, the footwear company that turned a ridiculed foam clog into a global fashion phenomenon. After a post-IPO collapse and years of overextension, Crocs has staged one of the most impressive brand comebacks in recent retail history — now fueled by strong margins, loyal customers, and bold international expansion ... Show More
Aug 17
TIVP033: Lululemon (LULU): Still the King of Athleisure? w/ Shawn O’Malley & Daniel Mahncke
Shawn O’Malley and Daniel Mahnke break down Lululemon (ticker: LULU), an iconic brand famous for pioneering the now ubiquitous athleisure industry. Lululemon has a fiercely loyal customer base, with industry-leading rates of repeat customers, sales per square foot of retail space ... Show More
1h 27m
Aug 10
TIVP032: Remitly (RELY): Future Multibagger or Stablecoin Casualty? w/ Daniel Mahncke & Shawn O’Malley
Daniel & Shawn dive into Remitly, the digital remittance platform aiming to disrupt a $2 trillion global market. After years of prioritizing customer acquisition and corridor expansion over profits, Remitly is now approaching a critical inflection point, one where scale, margin l ... Show More
1h 28m
Aug 3
TIVP031: The Trade Desk (TTD): Heir to the Programmatic Advertising Throne? w/ Shawn O’Malley & Daniel Mahnke
Shawn and Daniel break down The Trade Desk (ticker: TTD), a pure-play bet on the future of digital advertising, focusing specifically on supporting ad buyers who want to get the most value per impression across the so-called “Open Internet.” The Trade Desk has compounded its stoc ... Show More
1h 23m
Jan 2025
TIP691: Sol Price: The Retail Visionary Behind Costco w/ Clay Finck
Clay dives into the life and legacy of Sol Price, the pioneering retail entrepreneur who revolutionized the industry with FedMart and Price Club, ultimately leading to the creation of Costco. The episode explores how Price's business philosophies, including treating employees wel ... Show More
1h 14m
Sep 2024
TIP659: Hermès Stock Deep Dive w/ Shree Viswanathan
On today’s episode, Clay is joined by Shree Viswanathan for a stock deep dive on Hermès. Hermès is a luxury goods manufacturer renowned for its high-quality craftsmanship. The brand is known for its iconic products, such as the Birkin and Kelly bags, silk scarves, and equestrian- ... Show More
1h 42m
Apr 2025
TIP714: Bet Big, Bet Rarely: The Dhandho Investing Playbook w/ Kyle Grieve
On today’s episode, Kyle Grieve dives deep into Mohnish Pabrai’s The Dhandho Investor, unpacking its nine core principles through vivid case studies and personal reflections to help investors embrace simplicity, asymmetric bets, and the power of cloning proven ideas.
IN THIS EPIS ... Show More
1h 9m
Jul 13
TIP737: Margin Of Safety by Seth Klarman w/ Kyle Grieve
On today’s episode, Kyle Grieve discusses the principles of value investing, including how to distinguish between speculation and true investing, the dangers of Wall Street's incentive structures, and the importance of prioritizing downside protection over upside potential. We’ll ... Show More
1h 11m
Feb 2025
TIP699: Unlocking High-Growth Investments w/ Jason Donville and Jesse Gamble
In today's episode, Kyle Grieve chats with Jason Donville and Jesse Gamble about their investing philosophy, their emphasis on focusing on growth and value, their evolution from using ROE-focused metrics to the rule of 40 to identify great investing opportunities, how to use the ... Show More
1h 12m
Jan 2025
TIP694: The Scuttlebutt Edge: From Research to Returns w/ Kyle Grieve
In today's episode, Kyle Grieve will discuss the concept of scuttlebutt, made famous by Philip Fisher in Common Stocks and Uncommon Profits. You’ll learn why scuttlebutt is essential for building conviction and understanding both bullish and bearish perspectives, how it involves ... Show More
1h 12m