MI Rewind: Warren Buffett Value Investing wit...

In today's episode, Kyle Grieve and Shawn O’Malley break down AppLovin, the mobile advertising platform that went from a failed app recommendation tool to one of the most profitable businesses in ad tech. They walk through how the company makes money on both sides of the ad excha ...  Show more

In today's episode, Kyle Grieve and Shawn O’Malley revisit Comfort Systems USA, a business Shawn originally passed on at $320 that has since appreciated fivefold due to explosive data center spending. The company shattered original projections, with accelerating organic growth, e ...  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

IN THIS EPISODE, YOU’LL LEARN: If new investors should build their portfolio around small cap stocks. Why there is more to it than just picking companies you understand. How to identify a stock pick that has pricing power. A rather untraditional approach to identifying good stock ...  Show more