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
Sep 6
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
Oct 2022
9 Business Ideas To Profit From The 2022 A.I. Gold Rush (Using Dall-E & GPT3)
Episode 376: Sam Parr (@TheSamParr) and Shaan Puri (@ShaanVP) talk all things Artificial Intelligence: reaction to Joe Rogan's AI interview with Steve Jobs, AI in the workplace, new AI business ideas, AI Billy of the Week, and more.
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Links:
* Podcast.ai
* Runway
* Interior A ... Show More
1h 21m
Jun 2018
Ash Fontana – Investing in Artificial Intelligence - [Invest Like the Best, EP.90]
My guest this week is Ash Fontana, a managing partner at venture capital firm Zetta, who invests in companies which build software that uses artificial intelligence methods like machine learning to predict and prescribe outcomes. Ash’s combined experience as a founder, entreprene ... Show More
1h 17m
Oct 2025
Sam Altman on Sora, Energy, and Building an AI Empire
<p>Sam Altman has led OpenAI from its founding as a research nonprofit in 2015 to becoming the most valuable startup in the world ten years later.</p><p>In this episode, a16z Cofounder Ben Horowitz and General Partner Erik Torenberg sit down with Sam to discuss the core thesis be ... Show More
48m 25s
Jan 2022
Ricky Sandler - Building an Investment Compass - [Invest Like the Best, EP. 258]
My guest today is Ricky Sandler, founder of Eminence Capital. Ricky is a hedge fund veteran managing over $8bn of assets across Eminence's strategies. We cover Ricky's evolution as an active investor, why he thinks this is a stock-picker's environment, and what keeps him competit ... Show More
1h 10m
Mar 2023
Avi Goldfarb - The Economic Impact of AI - [Invest Like the Best, EP.321]
My guest today is Avi Goldfarb. Avi is a Professor at the University of Toronto’s Rotman School of Management, the Rotman Chair in Artificial Intelligence and Healthcare, as well as the co-author of two bestselling books on AI and its economic impact. His most recent book, Power ... Show More
1 h
Jan 2022
Sam Englebardt and Richard Kim - Investing in Immersive Worlds - [Invest Like the Best, EP. 259]
Today, my guests are Sam Englebardt and Richard Kim, general partners at venture fund, Galaxy Interactive. Having come from the media and finance sectors, respectively, Sam and Richard joined forces in 2018 to invest in their shared thesis that immersive digital experiences would ... Show More
1h 22m
On today’s show we talk to the founder of ETFmg, Sam Masucci. Sam's company is responsible for bringing the first Artificial Intelligence ETF onto the market. The name of the ticker is AIEQ, and since inception in OCT 2017, the fund has outperformed the S&P 500 by nearly twice the yield (as of July 2018). During our discussion with Sam, we ask ... Show More
<p>Today’s guest is Michael Frazis, founder of <a href="https://www.fraziscapitalpartners.com/" rel="noopener noreferrer" target="_blank">Frazis Capital Partners.</a> </p><br><p>Michael is noted for his growth-investing framework searching for companies that are fast growing with ... Show More
