MI184: Studying Billionaires & Portfolio Allo...

In today's episode, Kyle Grieve and Shawn O’Malley discuss whether Airbnb’s recent slowdown was a warning sign or just building the groundwork for its next growth phase. They explore how a company that owns no homes built one of travel’s strongest brands, and why AI agents could ...  Show more

Shawn O’Malley and Daniel Mahncke revisit Shopify (NASDAQ: SHOP) fifteen months after Shawn pitched it, called it one of the best businesses they’d ever studied, and recommended passing on the stock at around $80 per share. Since then, the stock has nearly doubled, gross merchand ...  Show more

IN THIS EPISODE, YOU’LL LEARN: 01:46 - How and why did Trey and William get hired? 12:52 - What the business model of The Investor’s Podcast Network is. 15:11 - What the Free Cash Flow is of The Investor’s Podcast Network. 23:47 - How potential buyers have been approaching the In ...  Show more

IN THIS EPISODE, YOU’LL LEARN: 01:30 - An overview of investment banking and private equity. 04:45 - Why you should consider allocating some of your portfolio to private equity. 07:35 - How the democratization of private equity is changing. 10:09 - How Darin got involved with Lin ...  Show more

IN THIS EPISODE, YOU'LL LEARN: 05:27 - How everyday people can actually have an advantage investing in stocks over those on Wall Street. 13:15 - Lynch’s stock investing philosophies and methods. 26:41 - How he categorizes the stocks he invests in, in order to manage expectations. ...  Show more