TIP546: The Holy Grail of Long-Term Value Investing

TIP546: The Holy Grail of Long-Term Value Inv...

Up next

TIP852: Hermès and LVMH Stock: Time to Buy Luxury? w/ Daniel Mahncke & Shawn O'Malley

Daniel Mahncke and Shawn O’Malley revisit the two luxury houses they passed on last time — Hermès (EPA: RMS), the 189-year-old maker of the Birkin bag, and LVMH (EPA: MC), the 75-brand conglomerate behind Louis Vuitton, Dior, Tiffany, and Hennessy. Both stocks now sit near their ...  Show more

TIP851: HEICO Vs. TransDigm: Whose Aerospace Monopoly Is Better? w/ Kyle Grieve & Shawn O'Malley

In today’s episode, Kyle Grieve and Shawn O’Malley discuss HEICO and TransDigm, two dominant players in the aerospace components industry known for their pricing power and resiliency. They’ll compare how each company grows through acquisitions and organic expansion, how they appr ...  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

019 | Stock Market Investing: The Simple Path to Wealth Part 1
ChooseFI | Financial Independence Podcast

Most investors think they need an advisor, perfect timing, and complex strategies to build wealth. Jim Collins just destroyed all three myths. Jim Collins' Stock Series has become the investing bible for the financial independence community. Brad Barrett and Jonathan Mendonsa sit ...  Show more