Today
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
Oct 22
TIP854: GE Aerospace: Chris Hohn’s Biggest Bet w/ Daniel Mahncke & Shawn O'Malley
Daniel Mahncke and Shawn O’Malley follow up last year’s TransDigm pitch with the biggest monopoly in aviation: GE Aerospace (NYSE: GE), the engine maker behind nearly three out of every four commercial flights in the world. With roughly 50,000 commercial and 30,000 military engin ... Show More
1h 12m
Sep 2024
Value After Hours S06 E33 Big Short's Vincent Daniel and Porter Collins on Gold, Oil, and Housing
<p>Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast
We are live every Tuesday at 1.30pm E / 10.30am P.
About Jake ... Show More
1h 2m
Nov 2025
Running Oak's Seth Cogswell on his Efficient Growth Strategy | S07 E40
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking (Kindle)We are live every Tu ... Show More
1h 1m
Oct 2025
Winning Long-Term Games and Ergodicity with Author Luca Dellanna | S07 E36
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking (Kindle)We are live every Tuesday at 1.3 ... Show More
1 h
Aug 2025
Magnetic Position Sensors $MELE, Promo Market $FOUR and Ingles $INMKT with Gwen Hofmeyr | S07 E26
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's ... Show More
1h 1m
Jul 2025
Zeke Ashton on Buffett, the Post-Value Era, UnitedHealth $UNH and his Four Decision Factors| S07 E23
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's ... Show More
1h 3m
May 2024
S2E36: How to Invest in 2024
In this episode of the Rich Dad Stockcast, guest host Andy Tanner interviews Corey Halliday, the chief risk manager at the Cashflow Academy, about the intriguing dynamics of stock and options trading, especially in a volatile economic landscape. Tanner and Halliday dive into the ... Show More
32m 45s
Sep 2020
Value: After Hours S02 E36 Masa Son's $4billy YOLO Trade, Slime Value Investors, Creativity in Value
<p>Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at <a href="https://acquirersmultiple.com/ ">https://acquirersmultiple.com/ </a></p>
... Show More
59m 19s
Dec 2020
Value: After Hours S02 E50 Treasure Hunting, Invincible Industrialists, and Stock Market Operators
<p>Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at <a href="https://acquirersmultiple.com/ ">https://acquirersmultiple.com/ </a></p>
... Show More
1h 2m
May 2023
Stock Market Confidential: Unveiling Hidden Gems, Exposing Market Manipulation, and Navigating the Debt Ceiling Crisis | Money Moves
<p>In this episode of Millionaire Mindcast, the dynamic duo is back. Matty A and Ryan Breedwell talk about the stock market confidential. The unveiling of hidden gems, exposing market manipulations, and navigating the debt ceiling crisis. So tune in, and enjoy! </p> <p>Enter ... Show More
48m 27s
Mar 2020
Stock Market and Real Estate Impacts From CoronaVirus | WBW
<p>In this episode of Millionaire Mindcast, we have the dynamic duo, back for another Wealth Building Wednesday segment. In today's episode Matty A and Ryan Breedwell dive into what is currently happening in the Stock Market, and what opportunities you could anticipate from this, ... Show More
44m 56s
In today's episode, Preston and Stig speak to Tobias Carlisle and Hari Ramachandra for the Mastermind Discussion of Q1 2021. Together, they sit down and talk about where they see value in the financial markets.
They try and shoot holes in each other's stock picks and help each other as much as possible. It's a fun conversation that shows how they currently t ... Show More
