MI200: Focus on the Fundamentals w/ David Tra...

Shawn O’Malley and Daniel Mahncke break down Netflix (ticker: NFLX) and discuss whether the company has finally won the streaming wars. While growth looked challenged back in 2022, Netflix has proven resilient in the face of competition and economic slowdowns by leaning into adve ...  Show more

Daniel Mahncke and Shawn O’Malley answer some of the most common questions about The Intrinsic Value Community. What exactly is it, who is it for, and how does it differ from simply listening to the podcast or reading the free newsletter? In this short episode, they explain why t ...  Show more

IN THIS EPISODE, YOU’LL LEARN: 05:29 - Why Howard thinks the stock market is rigged. 08:07 - How to treat investing and business like a game. 20:20 - Why you should invest in companies you know and love, much like the style of Peter Lynch. 23:54 - Howard’s 8 & 80 rule. 44:15 ...  Show more

IN THIS EPISODE, YOU’LL LEARN: 01:10 - Why we have cycles. 02:11 - What the credit cycle is. 09:16 - How are cycles interrelated. 11:53 - Where we are in the real estate cycle. 17:55 - Where we are right now in the cycle. 25:35 - How adjusting risk to your portfolio depends ...  Show more

IN THIS EPISODE, YOU'LL LEARN: 00:03:06 - David’s current thoughts on market headlines surrounding the war in Ukraine and Russia’s chokehold on energy. 00:24:52 - David’s thoughts on the current fundraising environment. 00:32:27 - How David built Carlyle into a global PE insti ...  Show more

IN THIS EPISODE, YOU’LL LEARN: 01:44 - Where Jeremy thinks we’ll go from here! 06:10 - Why he believes rates will climb higher for longer. 14:27 - How today’s market and economy may start to resemble the stagflation of the 1970s and 80s. 29:03 - Why important resources are in ...  Show more