MI230: Buffett Indicator Says Stock Market is...

In today's episode, Kyle Grieve and Shawn O’Malley analyze Perimeter Solutions, a niche industrial conglomerate built by Transdigm's legendary founder Nick Howley using the same playbook that turned Transdigm into a multi-decade compounder. They break down how the company operate ...  Show more

In today's episode, Kyle Grieve and Shawn O’Malley analyze Fairfax Financial, the insurance conglomerate that Prem Watsa built from a near-bankrupt trucking insurer into a compounding machine often compared to Berkshire Hathaway. They break down Fairfax's insurance and non-insura ...  Show more

IN THIS EPISODE, YOU’LL LEARN: If new investors should build their portfolio around small cap stocks. Why there is more to it than just picking companies you understand. How to identify a stock pick that has pricing power. A rather untraditional approach to identifying good stock ...  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 expectations. ...  Show more

IN THIS EPISODE, YOU'LL LEARN: 01:30 - How Jim is thinking through today’s market and what previous era it most reminds him of. 10:45 - A breakdown of his disciplined value investing approach. 18:59 - Why you should care or even reconsider high dividend stocks. 28:22 - Why value ...  Show more

IN THIS EPISODE, YOU'LL LEARN: 01:12 - Why Tobias Carlisle rang the bell on the NYSE. 05:01 - Why the stock market still looks expensive. 12:20 - Why the stock market is moving the way it does. 17:27 - How to invest in a world with higher interest rates. 27:21 - How deep value pe ...  Show more