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

In today's episode, Kyle Grieve and Shawn O’Malley discuss Aritzia, the everyday luxury fashion brand that has become one of retail's most impressive compounders. They explore how a small boutique in the corner of a department store grew into a brand with exceptional store-based ...  Show more

Daniel Mahncke and Shawn O'Malley revisit the two luxury houses they passed on last time — Hermès (EPA: RMS), the 189-year-old maker of the Birkin bag, and LVMH (EPA: MC), the 75-brand conglomerate behind Louis Vuitton, Dior, Tiffany, and Hennessy. Both stocks now sit near their ...  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

IN THIS EPISODE, YOU’LL LEARN: 00:08:46 - Who the key figures were in Buffett’s development as an investor. 00:09:58 - Benjamin Graham’s definition of an investment. 00:10:21 - What it means to invest with a margin of safety. 00:22:23 - What cigar butt companies are and how they ...  Show more

IN THIS EPISODE, YOU’LL LEARN: 04:02 - How Warren Buffett already read financial statements when he was a kid. 12:05 - Why Warren Buffett was sitting behind the counter at the local steakhouse collecting receipts, and how that lead to one of his best investments. 24:13 - How a ge ...  Show more

IN THIS EPISODE, YOU'LL LEARN: 02:30 - What Warren Buffett’s 12 investment principles are. 08:26 - Why Buffett has largely avoided technology companies over his career. 14:07 - Why Buffett loves companies that repurchase shares. 28:32 - Tips that Buffett shares to help us assess ...  Show more