MI Rewind: Long-Term Investing w/ Connor O’Br...

This week, Shawn and Daniel won't be releasing an episode as usual, but they will be back next Sunday with a new co-host joining them to help break down companies for The Intrinsic Value Portfolio. Plus, Shawn & Daniel are moving over to the main podcast feed for The Investor's P ...  Show more

Daniel Mahncke and Shawn O'Malley take a deep dive into four companies operating in the shadow of one of the greatest compounders of the last two decades — Constellation Software. Some investors believe that Topicus, Lumine, Sygnity, and Asseco Poland represent the best way to ow ...  Show more

In this episode, William Green chats with Chris Bloomstran, President & Chief Investment Officer of Semper Augustus. This conversation is so rich that it’s been divided into two episodes. Here, in Part 1, Chris explains how to achieve long-term success by seeking a “dual margin o ...  Show more

Trey chats with Joseph Shaposhnik. Joseph is the Portfolio Manager of TCW’s New America Premier Equities Fund. Joseph also serves as a Senior Equity Analyst in the equity research group with coverage responsibility for the industrials and basic materials sectors. Before joining T ...  Show more

IN THIS EPISODE YOU’LL LEARN: 02:42 - David’s take on the current bear market and how to keep calm. 09:14 - Assessments of Netflix. 19:02 - The new era of Amazon. 31:26 - Assessments of Meta. 36:31 - Assessments of Apple 42:56 - Assessments of Hershey. 58:59 - How David an ...  Show more

IN THIS EPISODE, YOU’LL LEARN: What you can and can’t control in the financial markets. The truth about diversification. Why private equity funds are not worth their high fees. Why you should write down your personal rules before you invest. BOOKS AND RESOURCES Join the exclusive ...  Show more