TIP536: Buffett and Munger’s Principles and Mental Models

TIP536: Buffett and Munger’s Principles and M...

Up next

TIP843: AppLovin (APP): The 30-Bagger Down More Than Half w/ Kyle Grieve & Shawn O'Malley

In today’s episode, Kyle Grieve and Shawn O’Malley break down AppLovin, the mobile advertising platform that went from a failed app recommendation tool to one of the most profitable businesses in ad tech. They walk through how the company makes money on both sides of the ad excha ...  Show more

TIP842: Comfort Systems USA (FIX): The Five-Bagger We Passed On w/ Kyle Grieve & Shawn O'Malley

In today's episode, Kyle Grieve and Shawn O’Malley revisit Comfort Systems USA, a business Shawn originally passed on at $320 that has since appreciated fivefold due to explosive data center spending. The company shattered original projections, with accelerating organic growth, e ...  Show more

Recommended Episodes

MI327: Unpacking the Secrets of the World’s Greatest Investors w/ Clay Finck
The Intrinsic Value Podcast - The Investor’s Podcast Network

In this week’s episode, Patrick Donley sits down with Clay Finck, host of We Study Billionaires. They do a deep dive into what Clay has learned since becoming a host at TIP, what his biggest takeaways from his favorite interviews have been, who his favorite investors are, how he ...  Show more

115. Gautam Baid | Author of The Joys of Compounding
BookThinkers: Life-Changing Books

The World’s #1 Personal Development Book Podcast!


In today’s episode we have the pleasure to interview author of “The Joys of Compounding” Gautam Baid.


Gautam is fund manager and Managing partner at Stellar Wealth Partners India Fund, an ...

  Show more

Winning Long-Term Games and Ergodicity with Author Luca Dellanna | S07 E36
The Acquirers Podcast

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. ⁠⁠⁠Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking⁠⁠⁠ (⁠⁠⁠Kindle⁠⁠⁠)We are live every Tuesday at 1.3 ...  Show more

The Intelligent Investor
The Compound and Friends

On episode 163 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jason Zweig of the Wall Street Journal to discuss: the best investing book ever written, what Ben Graham would think about today's market, buffered ETFs, Jason's last conversation wi ...  Show more