MI Rewind: Good Money Revolution w/ Derrick K...

Shawn O'Malley and Daniel Mahncke explore CoStar Group (ticker: CSGP), the dominant provider of commercial real estate data and analytics, and assess whether the company's massive $5 billion bet on Homes.com can successfully crack the residential real estate market dominated by Z ...  Afficher plus

Daniel Mahncke, Shawn O'Malley, and Kyle Grieve take a closer look at the Intrinsic Value Portfolio and some of the high-priority watchlist companies. The episode covers high-conviction portfolio holdings such as Airbnb, Universal Music Group, Reddit, and Exor, as well as watchli ...  Afficher plus

On today’s episode, Clay is joined by David Fagan to discuss Don Keough’s book, The Ten Commandments of Business Failure. Don Keough was the President and COO of Coca-Cola. During Keough’s and Roberto Goizueta’s leadership, Coca-Cola’s stock compounded at 27% per annum from 1981 ...  Afficher plus

IN THIS EPISODE, YOU'LL LEARN: 1:50 - Who are the members of the Paypal Mafia, their origin stories, and how PayPal came to be. 36:35 - The many trials that Paypal endured. 50:24 - The culture at Paypal and how it developed. 57:59 - Jimmy's main takeaways having personally interv ...  Afficher plus

Trey speaks with accomplished real estate entrepreneur, Michael Sonnenfeldt, about his experiences and takeaways from his private club, Tiger 21, as well as his early life achievements and other topics. Michael is also the author of the book, "Think Bigger: And 39 Other Winning S ...  Afficher plus

Trey Lockerbie chats with fan favorite, Cullen Roche. Cullen brings the best contrarian viewpoints and when dug into, you realize they are rooted in first principles thinking. IN THIS EPISODE, YOU'LL LEARN: 1:25 - Ramifications of the most recent FOMC meeting (which was happening ...  Afficher plus