TIP431: The Big World of Microcaps w/ Ian Cas...

Daniel Mahncke and Shawn O'Malley take a deep dive into Kaspi.kz (NASDAQ: KSPI), the Kazakhstani super-app that combines payments, e-commerce, and fintech into a single platform that most of the country uses every day. They unpack why its dominance at home has been so hard for co ...  Show more

Shawn O'Malley and Daniel Mahncke explore Restoration Hardware (ticker: RH). In this episode, you'll learn how RH was able to reinvent itself as a high-end furniture retailer, using opulent galleries, high-end dining, private yachts, and a membership model based on Amazon Prime a ...  Show more

How does a maker of pesto sauce become a 28-bagger? The recipe calls for profitability, focused management, and sustainable earnings, along with a few other ingredients. Ian Cassel is a micro-cap investor, the founder of MicroCap Club, and the author of two books. Motley Fool S ...  Show more

Stew Campbell, Partner at The Chernin Group In this episode of M&A Science, host Kison Patel sits down with Stew Campbell to explore how growth equity supports founder-led companies beyond just capital. Stew shares lessons from his career helping businesses scale while preserving ...  Show more

We sit down with the one & only Michael Mauboussin to dive deep into his incredible body of work: untangling skill and luck, measuring moats, persistence of returns in venture capital, decision making and — particularly timely — expectations investing and how to think about valua ...  Show more

Bryce and Alec talk to a guest who's an expert in a range of thematics that are frequently talked about in the Equity Mates community, so we’re hoping it’s going to be a really valuable conversation. The guys are joined by Claude Walker, who's the founder of A Rich Life and wr ...