MI Rewind: Warren Buffett Value Investing wit...

Shawn O’Malley and Daniel Mahncke revisit Shopify (NASDAQ: SHOP) fifteen months after Shawn pitched it, called it one of the best businesses they’d ever studied, and recommended passing on the stock at around $80 per share. Since then, the stock has nearly doubled, gross merchand ...  Show more

Daniel Mahncke and Shawn O'Malley follow up last year's TransDigm pitch with the biggest monopoly in aviation: GE Aerospace (NYSE: GE), the engine maker behind nearly three out of every four commercial flights in the world. With roughly 50,000 commercial and 30,000 military engin ...  Show more

IN THIS EPISODE YOU’LL LEARN: 01:43 - What Mohnish has learned from his friendship with Charlie Munger. 10:24 - Why and how Mohnish Pabrai uses his checklist in stock investing. 33:25 - How Mohnish Pabrai uses his investor mindset to give to charities with the highest possible re ...  Show more

IN THIS EPISODE, YOU’LL LEARN: 12:25 - The different methods for stock investing valuations. 13:43 - The difference between investors and speculators. 21:35 - When you should hold short term and long term bonds. 40:04 - How to counteract risk in your portfolio. *Disclaimer: Sligh ...  Show more

IN THIS EPISODE, YOU’LL LEARN: Why value investors have the perfect temperament to follow a momentum strategy. If investors can improve their momentum strategy by individual stock picking. Why Dr. Gray is long US stocks though he believes they are highly overvalued. Ask the Inves ...  Show more