Podcast Episodes
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TIP813: Microsoft (MSFT): Is Microsoft a Misunderstood AI Opportunity? w/ Daniel Mahncke & Shawn O’Malley
Episode 1075
Daniel Mahncke and Shawn O'Malley take a deep dive into Microsoft — the $3 trillion incumbent whose entire investment thesis now hinges on two of the…
1 month ago
TIP812: Mohnish Pabrai: Berkshire & Letting Winners Run
Episode 1074
On today’s show, Stig Brodersen talks with legendary value investor Mohnish Pabrai. Since its inception in 1999, one dollar invested in the flagship …
1 month ago
TIP811: OTC Markets (OTCM): A Picks and Shovels Play in Modern Capital Markets w/ Kyle Grieve & Shawn O'Malley
Episode 1073
Kyle Grieve and Shawn O’Malley analyze OTC Markets Group, a hidden infrastructure company that collects tolls on over 12,000 securities while operati…
1 month, 1 week ago
TIP810: Berkshire Hathaway 2026 Valuation w/ Chris Bloomstran
Episode 1072
Stig has invited legendary investor Chris Bloomstran from Semper Augustus to teach us how to value Berkshire Hathaway on today's show. Semper Augustu…
1 month, 1 week ago
TIP809: The Real Estate Data Empire Making a $5 Billion Bet: CoStar Group w/ Shawn O'Malley & Daniel Mahncke
Episode 1071
Shawn O'Malley and Daniel Mahncke explore CoStar Group (ticker: CSGP), the dominant provider of commercial real estate data and analytics, and assess…
1 month, 2 weeks ago
TIP808: Current Market Opportunities w/ Daniel Mahncke & Clay Finck
Episode 1070
On today's episode, Clay is joined by Daniel Mahncke to discuss the companies they find most interesting in today’s market. They discuss Mercado Libr…
1 month, 2 weeks ago
TIP807: Portfolio Review: Analyzing Holdings and Watchlist Companies for 2026 w/ Daniel Mahncke, Shawn O'Malley, & Kyle Grieve
Episode 1069
Daniel Mahncke, Shawn O'Malley, and Kyle Grieve take a closer look at the Intrinsic Value Portfolio and some of the high-priority watchlist companies…
1 month, 3 weeks ago
RWH067: Prudent Investing In Perilous Times w/ Matthew Mclennan
Episode 1068
In this episode, William Green talks with Matthew McLennan, who oversees about $130 billion at First Eagle Investments. Matt is head of the firm’s Gl…
1 month, 3 weeks ago
TIP806: Wise PLC w/ Kyle Grieve and Daniel Mahncke
Episode 1067
Kyle Grieve is joined by co-host Daniel Mahncke to discuss Wise PLC, a London-listed FinTech company that enables cheap and fast cross-border payment…
1 month, 4 weeks ago
TIP805: Stock Market Maestros w/ Kyle Grieve
Episode 1066
Kyle discusses Stock Market Maestros, revealing that elite fund managers succeed not by picking winners the majority of the time, but by making drama…
2 months ago