MI176: A Masterclass on Bitcoin Self-Custody ...

Daniel Mahncke and Shawn O’Malley return to Mercado Libre (NASDAQ: MELI), a holding in The Intrinsic Value Portfolio. The “Amazon of Latin America” just reported its 31st consecutive quarter of revenue growth above 30%, a streak no company of its size has ever matched, with reven ...  Show more

Daniel Mahncke and Shawn O’Malley cover their first restaurant stock. Although one could argue it isn’t really a restaurant business at all. McDonald’s (NYSE: MCD) is the landlord behind $139 billion of yearly sales across roughly 46,000 restaurants. About 95% of those restaurant ...  Show more

IN THIS EPISODE, YOU’LL LEARN: 01:06 - The importance of understanding what counterparty risk is. 15:38 - Why self-custody is so important right now. 31:20 - The main takeaways for a person in the market today. 31:20 - Retirement planning and how to think about Bitcoin in your IR ...  Show more

IN THIS EPISODE, YOU’LL LEARN: Why Blockchain technology doesn't work for CBDC The difference between Public and Private keys What is XPub? What is multi-sig, and why is it important? Seed Storage Security concerns that people might have overlooked Firmware updates on hardware wa ...  Show more

IN THIS EPISODE, YOU’LL LEARN: What Elon Musk's impact will be w/ Bitcoin Bitcoin energy concerns Bitcoin centralization concerns Bitcoin Payment times Stanley Druckenmiller's comments on the dollar losing global reserve status How are corporate boards viewing the Bitcoin volatil ...  Show more