TIP707: The Collapse of Long-Term Capital Man...

In today's episode, Kyle Grieve and Shawn O’Malley revisit Comfort Systems USA, a business Shawn originally passed on at $320 that has since appreciated fivefold due to explosive data center spending. The company shattered original projections, with accelerating organic growth, e ...  Show more

Daniel Mahncke and Shawn O’Malley take a deep dive into Palantir (NASDAQ: PLTR), the data and AI platform behind everything from battlefield targeting systems to Airbus’s A350 production line, with customers including the U.S. Army, the NHS, Ferrari, and Airbus. Palantir is growi ...  Show more

There's this cautionary tale, in the finance world, that nearly any trader can tell you. It's about placing too much confidence in math and models. It's the story of Long Term Capital Management.The story begins back in the 90s. A group of math nerds figured out how to use a math ...  Show more

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

The Dow closes out a strong (relative to other indices) month, and we take a closer look at the collapse of FTX. (0:21) Jim Gillies discusses: - Why the Dow Jones Industrial Average is "the dumbest index" - Where investors can find ballast for their portfolios (15:12) What actu ...  Show more

Welcome back to Founder's Story! In this episode, Daniel Robbins sits down with Larry McDonald, founder of The Bear Traps Report and author of the newly released book, How to Listen When Markets Speak ...