MI Rewind: Invest Better Using Focus and Essentialism w/ Greg McKeown

MI Rewind: Invest Better Using Focus and Esse...

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TIVP108 (Video): Mercado Libre ($MELI): We Doubled Down on Meli w/ Daniel Mahncke & Shawn O’Malley

Daniel Mahncke and Shawn O’Malley return to Mercado Libre (NASDAQ: MELI), a holding in The Intrinsic Value Portfolio. The “Amazon of Latin America” just reported its 31st consecutive quarter of revenue growth above 30%, a streak no company of its size has ever matched, with reven ...  Show more

TIVP107 (Video): McDonald's ($MCD): Generational Compounder in Historical Drawdown w/ Daniel Mahncke & Shawn O’Malley

Daniel Mahncke and Shawn O’Malley cover their first restaurant stock. Although one could argue it isn’t really a restaurant business at all. McDonald’s (NYSE: MCD) is the landlord behind $139 billion of yearly sales across roughly 46,000 restaurants. About 95% of those restaurant ...  Show more

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