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
Feb 2021
34. Michael Saylor on The Fiat Standard
<p>We are rejoined by Microstrategy CEO Michael Saylor, who has read the first part of The Fiat Standard and shares some fascinating feedback on it, including how to think of time preference and bitcoin. We also discuss Bitcoin for Corporations, the conference Microstrategy organ ... Show More
2h 13m
Mar 2024
The Future of Bitcoin w/ Michael Saylor (2024) | EP #92
In this episode, recorded during the 2024 Abundance360 Summit, Peter and Michael discuss why Bitcoin will never fail, how to invest in Bitcoin, and the future of cryptocurrencies.
26:57 | Bitcoin: The Ultimate Store of Value
48:00 | Responsible Wealth Management Strategies
01 ... Show More
1h 42m
IN THIS EPISODE, YOU'LL LEARN:
How Michael Saylor defines Inflation, risk premiums and hurdle rates
The fundamentals of Microstrategy
Why he's putting Bitcoin on his balance sheet
Why he issued convertible debt to buy more bitcoin
How other companies will likely follow suit
BOOKS AND RESOURCES
Join the exclusive TIP Mastermind Community to engage in ... Show More