Today
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
Aug 30
TIP842: Comfort Systems USA (FIX): The Five-Bagger We Passed On w/ Kyle Grieve & Shawn O'Malley
In today's episode, Kyle Grieve and Shawn O’Malley revisit Comfort Systems USA, a business Shawn originally passed on at $320 that has since appreciated fivefold due to explosive data center spending. The company shattered original projections, with accelerating organic growth, e ... Show More
1h 19m
Jan 2021
Peter Thiel: "It's Up to Us to Make the Future Better"
In this episode, Andrew and Navin speak with Silicon Valley icon, Peter Thiel. They dive deep into the impact of Covid-19, the US rivalry with China, and the effects of artificial intelligence on the global economy. Peter Thiel is the co-founder of PayPal, made the first outside ... Show More
28m 38s
Apr 2020
SV039: Creating a Podcast Career with TIP Co-Founder Stig Brodersen
On today’s show, we’re happy to chat with our very own Stig Brodersen. Stig is a value investor, business owner, and international bestselling author. His podcast We Study Billionaires has over 30 million+ downloads and has been recognized as the #1 ranked stock investing podcast ... Show More
42m 59s
Jul 2024
"The Real Risk is Totalitarian World Government" - Peter Thiel
Peter Thiel is an American entrepreneur, venture capitalist and philanthropist. A co-founder of PayPal, Palantir Technologies, and Founders Fund, he was the first outside investor in Facebook. As of July 2024, Thiel had an estimated net worth of $11.2 billion. Through the Thiel F ... Show More
1h 8m
Nov 2024
Private Equity's Next Billionaire? (on the 10X Capital Podcast) | Ep 778
Welcome to The Game w/Alex Hormozi, hosted by entrepreneur, founder, investor, author, public speaker, and content creator Alex Hormozi. On this podcast you’ll hear how to get more customers, make more profit per customer, how to keep them longer, and the many failures and lesson ... Show More
58m 17s
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
Jul 2025
Interesting Times: A Mind-Bending Conversation with Peter Thiel
<p>This week, we’re bringing you a recent interview from “Interesting Times with Ross Douthat,” one of The New York Times’s newest podcasts. In this episode, Ross sits down with Peter Thiel, the co-founder of PayPal and Palantir and one of the most contrarian thinkers in tech. To ... Show More
1h 2m
In this episode of The Investor's Podcast, the panel discusses the ideas of Peter Thiel. Peter is a famous Silicon Valley Billionaire who founded PayPal and Palantir. He also owned a 10% stake in Facebook. The Investors, along with Hari Ramachandra, discuss Peter's new book - Zero to One.
BOOKS AND RESOURCES
Join the exclusive TIP Mast ... Show More
<p><strong>On this episode, Patrick Bet-David and Home Team discuss: </strong></p>
<ul>
<li>“It’s Going To Be A Trillion Dollar Company!” - Reaction To Microsoft Investing $10B In ChatGPT</li>
<li>NBC Regrets Extending Jimmy Fallon’s $80M Contract</li>
<li>Jerome Powell S ... Show More
