MI184: Studying Billionaires & Portfolio Allo...

Daniel Mahncke and Shawn O'Malley take a deep dive into Pinduoduo (NASDAQ: PDD), the Chinese retail giant that has overtaken local competitors like Alibaba and JD.com and expanded internationally with Temu, which has become the most-downloaded e-commerce app in the world. They di ...  Show more

Kyle Grieve and Shawn O’Malley analyze SpaceX's blockbuster 2026 IPO, dissecting the company's three segments: Space, Connectivity, and AI. They’ll also look at its history, moats, capital allocation, debt, and incentive structure. They’ll stress-test SpaceX's aggressive $28.5 tr ...  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 th ...  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 ...  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 expectatio ...  Show more

IN THIS EPISODE, YOU’LL LEARN: What you can and can’t control in the financial markets. The truth about diversification. Why private equity funds are not worth their high fees. Why you should write down your personal rules before you invest. BOOKS AND RESOURCES Join the exclusive ...  Show more