Today
TIP847: Alphabet (GOOGL): The Megacap That Still Might Be Underrated w/ Kyle Grieve & Shawn O’Malley
In today’s episode, Kyle Grieve and Shawn O’Malley revisit Alphabet nearly two years after Shawn’s original pitch, tracing how the company transformed from a cash-rich, buyback-driven business into an aggressive spender on AI infrastructure. They walk through what changed across ... Show More
1h 19m
Sep 13
TIP846: Stock Picker: How to Live Off Your Portfolio w/ Ian Cassel
In this episode, Stig Brodersen welcomes back Ian Cassel, founder of MicroCapClub and CIO of Intelligent Fanatics Capital Management, to discuss his new book, Stock Picker. They dig into why most microcaps must be sold within 36 months, why Ian never holds a large cash position, ... Show More
1h 15m
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