MI106: Don't Chase Money Managers & Stock Tips w/ Ben Felix

MI106: Don't Chase Money Managers & Stock Tip...

Up next

TIVP071 (Video): Formula One Group (FWONA): The Only Sports Franchise Worth Owning w/ Kyle Grieve & Shawn O'Malley

Kyle Grieve and Shawn O’Malley analyze Formula One Group, a business that commands nearly a billion global fans, generates billions in revenue from only 24 live events, and boasts free cash flow margins nearly any business would envy. They’ll trace the company’s growth history, u ...  Show more

TIVP070 (Video): Microsoft (MSFT): Is Microsoft a Misunderstood AI Opportunity? w/ Shawn O'Malley & Daniel Mahncke

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 most contested questions in technology: whether AI will reinforce or quietly dismantle the software franchises that built the comp ...  Show more

Recommended Episodes

TIP398: Wisdom from the Greatest Investors w/ William Green
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

Stig Brodersen talks with William Green, the author of “Richer, Wiser, Happier.” They explore how the best investors can teach us not only how to become wealthy but inspire us to become better versions of ourselves. IN THIS EPISODE, YOU’LL LEARN: 00:53 - Which book that Charlie M ...  Show more

TIP522: Unconventional Wisdom From The Greatest Minds In Investing w/ Joseph Shaposhnik
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

Trey chats with Joseph Shaposhnik. Joseph is the Portfolio Manager of TCW’s New America Premier Equities Fund. Joseph also serves as a Senior Equity Analyst in the equity research group with coverage responsibility for the industrials and basic materials sectors. Before joining T ...  Show more

TIP525: Secrets from a Private Billionaire Club w/ Michael Sonnenfeldt
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

Trey speaks with accomplished real estate entrepreneur, Michael Sonnenfeldt, about his experiences and takeaways from his private club, Tiger 21, as well as his early life achievements and other topics. Michael is also the author of the book, "Think Bigger: And 39 Other Winning S ...  Show more

TIP378: Move Forward with Caution w/ Howard Marks
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

In today’s episode, we have an extremely special guest who is a billionaire and investing legend, Howard Marks. Howard really needs no introduction, but if you have not read Howard's memos, you are missing a critical piece of your investing education. Howard has also written some ...  Show more