MI207: Intrinsic Value Analysis of Alphabet (...

Shawn O’Malley and Daniel Mahncke break down Churchill Downs, Inc. (ticker: CHDN), a gaming company that is uniquely tied to the world of horse racing. IN THIS EPISODE, YOU’LL LEARN: 00:00:00 - Intro 00:02:48 - What makes the Kentucky Derby such a cherished event and a masterclas ...  Show more

Daniel Mahncke and Shawn O’Malley take a deep dive into Mercado Libre, the dominant e-commerce and fintech platform in Latin America. What started as an eBay-like marketplace has evolved into a fully integrated ecosystem spanning online retail, logistics, digital payments, lendin ...  Show more

IN THIS EPISODE, YOU’LL LEARN: What is High Frequency Trading? How does High Frequency Trading work? How will High Frequency Trading affect me as an investor? Ask the Investors: Should I use technical analysis along with value investing principles? BOOKS AND RESOURCES Join ...  Show more

On today’s episode, Clay Finck does analysis on two high-quality compounders – Topicus.com and Copart. Topicus.com is a spin off of Constellation Software and is at a size similar to what CSI was back in 2010. They provide vertical market software and vertical market platforms in ...  Show more

On today’s episode, Clay Finck continues his review of Gautam Baid’s book, The Joys of Compounding. Today’s episode is part 4 of our review of this incredible book. Gautam Baid is the Managing Partner and Fund Manager of Stellar Wealth Partners India Fund, a Delaware-based invest ...  Show more

IN THIS EPISODE, YOU’LL LEARN: How Artificial Intelligence will disrupt multiple industries. How the best investors in the world use stock screeners. Exactly how much the valuation of stocks change the expected return. How to invest with options in an overvalued market. How ...  Show more