MI144: Investing in the Metaverse and Technol...

Shawn O'Malley and Daniel Mahncke explore CoStar Group (ticker: CSGP), the dominant provider of commercial real estate data and analytics, and assess whether the company's massive $5 billion bet on Homes.com can successfully crack the residential real estate market dominated by Z ...  Show more

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. The episode covers high-conviction portfolio holdings such as Airbnb, Universal Music Group, Reddit, and Exor, as well as watchli ...  Show more

Trey Lockerbie sits down with Joe Percoco, the Co-Founder and Co-CEO of Titan - an investing platform with a mission to take on legacy institutions such as Fidelity and democratize access to high finance strategies. Titan has over $1B in AUM and recently closed a $58MM round led ...  Show more

In today’s episode, Trey Lockerbie sits down with Michael Weisz, the founder and President of Yieldstreet, which is a platform that serves up offerings in alternative asset classes. IN THIS EPISODE, YOU'LL LEARN: (01:54) Why you should consider diversifying into alternative asset ...  Show more

Trey Lockerbie brings back one of our favorite guests, Bill Nygren. Bill is a partner and portfolio manager at OakMark where they manage over $64B. IN THIS EPISODE, YOU’LL LEARN: 01:39 - An update on Facebook, now Meta, since our last discussion in June 2021. 11:53 - Oakmarks pro ...  Show more

Clay Finck chats with David Stein about current market conditions, the role of international stocks in a portfolio, whether investors should get exposure to AI stocks or not, if GDP is an outdated metric, the role of alternative assets in a portfolio, and David’s guide to living ...  Show more