MI Rewind: Investing in Commodities with Davi...

In today's episode, Kyle Grieve and Shawn O’Malley analyze Perimeter Solutions, a niche industrial conglomerate built by Transdigm's legendary founder Nick Howley using the same playbook that turned Transdigm into a multi-decade compounder. They break down how the company operate ...  Show more

In today's episode, Kyle Grieve and Shawn O’Malley analyze Fairfax Financial, the insurance conglomerate that Prem Watsa built from a near-bankrupt trucking insurer into a compounding machine often compared to Berkshire Hathaway. They break down Fairfax's insurance and non-insura ...  Show more

On today's show, we talk to a precious metals expert, David McAlvany, about whether an investor should include gold, silver, or platinum in their portfolio. IN THIS EPISODE YOU’LL LEARN: Why value investors should consider gold if they deem the stock market overvalued. Why invest ...  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: 00:03:06 - David’s current thoughts on market headlines surrounding the war in Ukraine and Russia’s chokehold on energy. 00:24:52 - David’s thoughts on the current fundraising environment. 00:32:27 - How David built Carlyle into a global PE institut ...  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