TIP699: Unlocking High-Growth Investments w/ ...

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 ...  Show more

In this episode, William Green talks with Matthew McLennan, who oversees about $130 billion at First Eagle Investments. Matt is head of the firm’s Global Value team & a portfolio manager of its Global Value, Global Equity, International Value, International Equity & US Value stra ...  Show more

Shawn O’Malley and Daniel Mahncke break down MSCI Inc. (MSCI), the global leader in financial market indexes that power the passive investing revolution. They explore how MSCI built its dominant, utility-like business model, its compounding potential, and whether the stock remain ...  Show more

On today’s Millennial Investing Rewind Episode, Robert Leonard chats with Eric Jorgenson about who Naval Ravikant is, why he wanted to write a book about him as a guide to wealth and happiness, how his strategy of not making any money out of the book came about and why he chose t ...  Show more

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down different investors’ approaches to finding the best of the best companies to own. It’s a strategy known as Quality Investing, and it differs from value investing because quality investors are more focused on finding ...  Show more

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 Tu ...  Show more