Jan 12
TIVP054: Mercado Libre: More than just "the Amazon of Latin America" w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O’Malley take a deep dive into Mercado Libre, the dominant e-commerce and fintech platform in Latin America. What started as an eBay-like marketplace has evolved into a fully integrated ecosystem spanning online retail, logistics, digital payments, lendin ... Show More
1h 32m
Jan 4
TIVP053: Exor NV (EXO): Too Good To Be True? w/ Shawn O’Malley & Daniel Mahncke
Shawn O’Malley and Daniel Mahncke break down Exor NV (ticker: EXO), a unique holding company that has acted as a vehicle for the family wealth of Fiat’s founder, but now poses a compelling arbitrage opportunity, with Exor’s stock trading at nearly a 60% discount to its net asset ... Show More
1h 12m
Nov 2014
TIP 007 : Peter Thiel's book - Zero to One (Investing Podcast)
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 - Zer ... Show More
36m 51s
Dec 2020
TIP329: Value Investing - w/ John Huber, Tobias Carlisle, and Wes Gray (Business Podcast)
For this week’s episode, Stig has invited John Huber from Saber Capital management, Tobias Carlisle from Acquirer's Fund, and Dr. Wes Gray from Alpha Architect. All three guests are highly successful asset managers. They talk about different value investing concepts that all inve ... Show More
53m 31s
Mar 2023
TIP530: The Top 5 Billionaire Books w/ Richard Wilson
Trey invites Richard Wilson. Together, they discuss his top 5 favorite books written by billionaires and tease out the lessons from each one.
Richard is the Founder and CEO of The Family Office Club, which is the #1 family office association with over 4,000 registered family offi ... Show More
1h 1m
BOOKS AND RESOURCES
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Mike Michalowicz’s book Fix This Next
Mike Michalowicz’s book Profit First
Mike Michalowicz’s book The Toi ... Show More