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

Shawn O'Malley and Daniel Mahncke explore Grab Holdings (ticker: GRAB). In this episode, you'll learn how Grab was able to quickly grow across eight countries in Southeast Asia, and what local adaptations they made to outmaneuver Uber, which eventually ceded its entire market sha ...  Show more

Daniel Mahncke and Shawn O'Malley take a deep dive into Wix.com — the Israeli website-building platform whose investment case now turns on two of the most debated questions in the stock today: whether the generative-AI wave that lets anyone spin up a site from a text prompt is th ...  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