Today
TIP852: Hermès and LVMH Stock: Time to Buy Luxury? w/ Daniel Mahncke & Shawn O'Malley
Daniel Mahncke and Shawn O’Malley revisit the two luxury houses they passed on last time — Hermès (EPA: RMS), the 189-year-old maker of the Birkin bag, and LVMH (EPA: MC), the 75-brand conglomerate behind Louis Vuitton, Dior, Tiffany, and Hennessy. Both stocks now sit near their ... Show More
1h 15m
Oct 4
TIP851: HEICO Vs. TransDigm: Whose Aerospace Monopoly Is Better? w/ Kyle Grieve & Shawn O'Malley
In today’s episode, Kyle Grieve and Shawn O’Malley discuss HEICO and TransDigm, two dominant players in the aerospace components industry known for their pricing power and resiliency. They’ll compare how each company grows through acquisitions and organic expansion, how they appr ... Show More
1h 17m
Oct 1
TIP850: Walmart (WMT): From Discount Retailer to eCommerce Powerhouse w/ Kyle Grieve & Shawn O'Malley
In today’s episode, Kyle Grieve and Shawn O’Malley discuss Walmart and how it grew from Sam Walton’s small-town five-and-dime into a retail giant. Today, it also makes money from e-commerce, a marketplace, advertising and memberships. They cover the scale advantages behind Walmar ... Show More
1h 16m
Jun 2023
MI Rewind: Studying Superinvestors, Investing Checklists, & Seritage Growth Properties w/ Tom Botica
In this rewind episode, Clay Finck chats with Tom Botica about what it means to invest with a margin of safety, Seritage Growth Properties, and much more! Tom is a value investor and studies superinvestors such as Warren Buffett, Charlie Munger, Mohnish Pabrai, Guy Spier, and man ... Show More
50m 59s
Aug 2025
Mohnish Pabrai (Billionaire Investor): The $100 Investment Hack That's Disappearing Fast! The Fastest Way To Financial Freedom!
Is copying Warren Buffett the fastest way to get rich? Mohnish Pabrai reveals the strategy to turn 1K into 10K in 30 days, quit your job safely, build passive income, and master the step-by-step formula millionaires actually use! Mohnish Pabrai is a renowned value investor and fo ... Show More
1h 45m
Mar 2022
Gaurav Kapadia - Everything Compounds - [Invest Like the Best, EP. 269]
My guest today is Gaurav Kapadia, founder of investment firm XN. Gaurav is a veteran of the investing arena. We cover his lessons while rising to partner at TPG Axon, co-founding Soroban Capital, and his decision to launch XN in 2020. We then discuss his approach to building XN a ... Show More
1h 19m
Jul 2021
Steve Mandel - Investing Behind Change - [Invest Like the Best, EP. 235]
My guest today is Steve Mandel, founder of Lone Pine Capital, one of the most successful hedge fund and investment firms of this generation. In our conversation, we discuss how the investing business has evolved since Steve’s start in the 1980s, why it’s so difficult to drive alp ... Show More
1h 12m
Aug 2025
5 Steps to Get ₹10 Crore Funding? Millionaire Investor drops INSIDER Secrets | Arjun Vaidya
In this episode of the Indian Business Podcast, we sat down with Arjun Vaidya (founder of Dr. Vaidya’s) and now a leading investor at V3 Ventures. From bootstrapping an Ayurvedic legacy brand and facing rejections, to scaling during the D2C boom and exiting in a ₹144 Cr deal, Arj ... Show More
1h 44m
On today's show, we talk to entrepreneur and value investing legend, Mohnish Pabrai. Mohnish is the founder of Pabrai Investment Funds and has outperformed the S&P500 for two decades.
IN THIS EPISODE, YOU'LL LEARN:
How Mohnish Pabrai thinks about biases.
Why and how Mohnish Pabrai uses his checklist in stock investing.
How has the shorte ... Show More
