TIVP015: Nike (NKE): Just Buy It? w/ Daniel M...

Shawn and Daniel break down Snap Inc., a camera-based social media platform with nearly one billion monthly users. IN THIS EPISODE, YOU’LL LEARN: 00:00:00 – Intro 00:08:25 – Why Snapchat, being a founder-led company, is less than ideal in this case 00:09:15 – Why Snapchat is unli ...  Show more

Daniel and Shawn review the Intrinsic Value Portfolio after nearly one year of searching for the best opportunities in the market. In this episode, they break down the portfolio’s current performance, share updates on existing holdings, and revisit watchlist companies that may no ...  Show more

On today’s episode, Clay is joined by Shree Viswanathan for a stock deep dive on Hermès. Hermès is a luxury goods manufacturer renowned for its high-quality craftsmanship. The brand is known for its iconic products, such as the Birkin and Kelly bags, silk scarves, and equestrian- ...  Show more

On today’s episode, Clay is joined by Adam Seessel to discuss the developments of Big Tech over the past couple of years. Adam is an investor in Alphabet and Amazon, and in this discussion, he shares his updated thoughts on the two since he published his book, Where the Money Is, ...  Show more

On today’s episode, Kyle Grieve chats with James and Abigail Zimmerman about the strength of growing and sustainable cash flowing businesses; the importance of strong balance sheets; how they navigate their circle of competence, and the steps they take to expand it; why simplicit ...  Show more

In this episode, William Green chats with Adam Shapiro, Managing Partner at East Rock Capital. Adam oversees billions on behalf of eight vastly rich families, allocating their assets to everything from hedge funds to private equity. Here, he explains how to build & safeguard weal ...  Show more