TIP423: Real Estate Update w/ Ian Formigle

In today’s episode, Kyle Grieve and Shawn O’Malley revisit Alphabet nearly two years after Shawn’s original pitch, tracing how the company transformed from a cash-rich, buyback-driven business into an aggressive spender on AI infrastructure. They walk through what changed across ...  Show more

In this episode, Stig Brodersen welcomes back Ian Cassel, founder of MicroCapClub and CIO of Intelligent Fanatics Capital Management, to discuss his new book, Stock Picker. They dig into why most microcaps must be sold within 36 months, why Ian never holds a large cash position, ...  Show more

IN THIS EPISODE, YOU’LL LEARN: 01:50 - How Trey’s investment strategy has changed with the everchanging macro landscape. 04:30 - What asset classes does he invests in. 07:17 - How he analyzes the opportunity cost between two different individual stocks. 34:21 - What he'll be eyei ...  Show more

IN THIS EPISODE, YOU’LL LEARN: How to set real estate investing goals. How COVID has impacted investor’s portfolios. How to evaluate real estate markets to invest in. All about the sales and marketing side of real estate. And much, much more! *Disclaimer: Slight timestamp discrep ...  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