MI183: The Bull Case for Bitcoin (Mini-Episode)

MI183: The Bull Case for Bitcoin (Mini-Episod...

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TIVP061: Lyft Inc. (LYFT): The Key to Winning the AV Wars? w/ Shawn O’Malley & Daniel Mahncke

Shawn O’Malley and Daniel Mahncke break down the ride-sharing giant Lyft Inc. (ticker: LYFT) and discuss whether the company can regain ground against Uber, or whether it’s always destined to be #2. While Lyft has clawed back some market share, finally attained profitability, and ...  Show more

TIVP060: Constellation Software (CSU): Historic Drawdown, Historic Buying Opportunity w/ Daniel Mahncke & Shawn O’Malley

Daniel Mahncke and Shawn O’Malley take a deep dive into Constellation Software — the popular Canadian compounder that has turned buying “boring” vertical market software into one of the most effective capital-allocation machines in public markets. IN THIS EPISODE, YOU’LL LEARN: 0 ...  Show more

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