MI084: Warren Buffett, Charlie Munger, and Be...

Shawn O'Malley and Daniel Mahncke explore CoStar Group (ticker: CSGP), the dominant provider of commercial real estate data and analytics, and assess whether the company's massive $5 billion bet on Homes.com can successfully crack the residential real estate market dominated by Z ...  Show more

Daniel Mahncke, Shawn O'Malley, and Kyle Grieve take a closer look at the Intrinsic Value Portfolio and some of the high-priority watchlist companies. The episode covers high-conviction portfolio holdings such as Airbnb, Universal Music Group, Reddit, and Exor, as well as watchli ...  Show more

IN THIS EPISODE YOU’LL LEARN: 02:36 - What is the Berkshire Hathaway Annual Shareholder’s meeting 30:19 - How do you attend the Berkshire Hathaway Annual Shareholder’s meeting 39:16 - What is the Intrinsic Value of Berkshire Hathaway, and how do you value the company 59:54 - ...  Show more

On today’s show, Stig Brodersen and Preston Pysh are co-hosting an episode for the first time since 2019. They talk about how they met each other and the early days of their company. They also discuss how their investment approach has evolved over the years.  IN THIS EPISODE YOU ...  Show more

On today's show, we study billionaire Mark Zuckerberg. IN THIS EPISODE YOU’LL LEARN: Why Mark Zuckerberg said no to $1B age 22 How Mark Zuckerberg thinks about making big changes to Facebook’s platform What Mark Zuckerberg is most excited about over the next 20 years How Mark Zuc ...  Show more

In today’s episode, we sit down with author and George Washington University Professor of Law, Lawrence Cunningham. Most known for his wildly successful publication of Warren Buffett’s Essays, Lawrence is the most prolific researcher and author of Buffett and Berkshire, having wr ...  Show more