REI091: International Real Estate w/ Christia...

Daniel Mahncke and Shawn O'Malley take a deep dive into Copa Holdings — the Panama-based hub-and-spoke airline whose investment case now turns on two of the most debated questions in the stock today: whether Copa is a structural exception to the airline curse — protected by a geo ...  Show more

Kyle Grieve and Shawn O’Malley analyze QXO, the ambitious building-products distribution company led by serial industry consolidator Brad Jacobs, a man who has turned multiple boring industries into extraordinary wealth-creation machines throughout his career. Tune in as they deb ...  Show more

IN THIS EPISODE, YOU’LL LEARN: Should a new investor self-manage or hire a property manager. What are the most important things to look for in a property manager? When should you bring in a money partner to help fund deals? How should you structure a deal with someone who is prov ...  Show more

IN THIS EPISODE, YOU’LL LEARN: The Four Phases of the Economic Cycle. Where in the Economic Cycle we are right now. How COVID-19 has changed the economic cycles. What economic shifts we are seeing as a result of COVID-19. How you can profit at any point in the economic cycle. How ...  Show more

In this episode, William Green chats with hedge fund manager Christopher Begg, who is the CEO, Chief Investment Officer, & co-founder of East Coast Asset Management. Chris is also a revered professor at Columbia Business School, where he teaches the Security Analysis class that w ...  Show more

Clay Finck is joined by Christian Billinger to discuss his quality investing philosophy. Christian is chairman of Billinger Förvaltnings AB, which invests in publicly listed equities. The firm seeks to generate attractive long-term total returns in real terms without employing fi ...  Show more