Nov 1
TIP857: S&P Global, Novo, Deckers Brands w/ Stig Brodersen, Tobias Carlisle, & Hari Ramachandra
In today’s episode, Stig Brodersen is joined by Tobias Carlisle and Hari Ramachandra for a new round of stock pitches. Hari makes the case for Novo, until recently the most valuable company in Europe, now priced as if its obesity franchise is a melting ice cube. Stig pitches S&P ... Show More
1h 27m
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
Mar 2020
374: What Real Estate Investors NEED to Know About the Coronavirus, the Economy, and the Problems At Your Door
Rent's due... or is it?
From quarantines to eviction moratoriums to a plummeting stock market, COVID-19 has upended seemingly everything -- and today we talk through what it all means for real estate investors.
J Scott, author of Recession-Proof Real Estate Investing, and Scott T ... Show More
2h 8m
We talk to Ian Formigle about the structural and infrastructure impacts for all types of real estate that COVID is having and what to expect moving forward.
IN THIS EPISODE, YOU’LL LEARN:
How has COVID-19 changed the commercial real estate market?
Why you can have the right idea, but the wrong execution in the current market conditions.
How to find value ... Show More