MI Rewind: Investing Like Warren Buffett w/ J...

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: 03:15 - Why the price of oil has been experiencing 30% swings in Q2. 07:23 - How the war between Russia and Ukraine has been affecting the oil and gas markets. 26:50 - How interest rates continue to climb could affect the supply and demand of oil ...  Show more

Trey Lockerbie chats with Dr. David Kass, who is a Ph.D. economist and professor at the University of Maryland. They discuss how Buffett bought Berkshire after letting his emotions get the best of him and why it was originally a huge mistake, his overpayment for Precision Castpar ...  Show more

IN THIS EPISODE, YOU’LL LEARN: 01:14 - What we can learn from Warren Buffett that can be implied in venture capital. 04:09 - Why emerging markets and frontier markets generate superior returns. 10:59 - What value add can a good investor bring to the table. 36:05 - How to meas ...  Show more

IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 02:54 - What it means to have a “Money Mind”. 10:08 - How Warren's father’s Libertarian viewpoints rubbed off on Warren’s business mind. 24:29 - How Buffett continued to evolve as an investor as the investment landscape changed. 29:24 - ...  Show more