MI Rewind: Just Keep Buying w/ Nicholas Maggi...

Shawn O’Malley and Daniel Mahncke break down the ride-sharing giant Lyft Inc. (ticker: LYFT) and discuss whether the company can regain ground against Uber, or whether it’s always destined to be #2. While Lyft has clawed back some market share, finally attained profitability, and ...  Show more

Daniel Mahncke and Shawn O’Malley take a deep dive into Constellation Software — the popular Canadian compounder that has turned buying “boring” vertical market software into one of the most effective capital-allocation machines in public markets. IN THIS EPISODE, YOU’LL LEARN: 0 ...  Show more

Trey Lockerbie sits down with Joe Percoco, the Co-Founder and Co-CEO of Titan - an investing platform with a mission to take on legacy institutions such as Fidelity and democratize access to high finance strategies. Titan has over $1B in AUM and recently closed a $58MM round led ...  Show more

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 happen ...  Show more

On today’s episode, Clay Finck reviews Michael Batnick’s book, Big Mistakes: The Best Investors and Their Worst Investments.  One of the best ways to become a better investor is to learn from our own mistakes. The second best (and less costly) way is to study the mistakes of othe ...  Show more

Trey Lockerbie chats with Dr. David Kass, who is a Ph.D. economist and professor at the University of Maryland. They discuss how Buffett bought Berkshire after letting his emotions get the best of him and why it was originally a huge mistake, his overpayment for Precision Castpar ...  Show more