MI237: Are We In an Index Fund Bubble? w/ Eri...

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

Shawn O’Malley and Daniel Mahncke break down Exor NV (ticker: EXO), a unique holding company that has acted as a vehicle for the family wealth of Fiat’s founder, but now poses a compelling arbitrage opportunity, with Exor’s stock trading at nearly a 60% discount to its net asset ...  Show more

IN THIS EPISODE, YOU'LL LEARN: 02:49 - How Buffett came around to purchasing Geico. 07:45 - Why Buffett’s reputation helped him get a fantastic deal on Nebraska Furniture Mart. 10:33 - Why the efficient market hypothesis is partially false. 12:13 - How Salomon Brothers nearly ...  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: 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 expectatio ...  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 ass ...  Show more