BTC033: Important Bitcoin Considerations w/ T...

Daniel Mahncke and Shawn O’Malley return to Mercado Libre (NASDAQ: MELI), a holding in The Intrinsic Value Portfolio. The “Amazon of Latin America” just reported its 31st consecutive quarter of revenue growth above 30%, a streak no company of its size has ever matched, with reven ...  Show more

Daniel Mahncke and Shawn O’Malley cover their first restaurant stock. Although one could argue it isn’t really a restaurant business at all. McDonald’s (NYSE: MCD) is the landlord behind $139 billion of yearly sales across roughly 46,000 restaurants. About 95% of those restaurant ...  Show more

IN THIS EPISODE, YOU’LL LEARN: 0:41 - What Bitcoin mining is 9:36 - How to value Bitcoin and where Bitcoin all began 28:46 - What can happen if the government steps in and regulates Bitcoin 30:53 - How banning Bitcoin works 34:41 - What the most common misconceptions about Bitcoi ...  Show more

IN THIS EPISODE, YOU’LL LEARN: 00:43 - Current issues we see in the current macro environment. 07:46 - Why Bitcoin adoption is accelerating. 09:32 - Why Bitcoin is so volatile. 15:34 - What makes Bitcoin valuable. 16:14 - What Bitcoin adoption has looked like over time. And much, ...  Show more

In this episode we go over our histories with crypto, how we understand it, plans for the future and a short overview of NFTs.Resources mentioned: https://tim.blog/2021/03/08/vitalik-buterin-naval-ravikant/https://tim.blog/2021/10/28/chris-dixon-naval-ravikant/https://www.acquired ...  Show more