TIVP043: MSCI (MSCI): The Financial Giant En...

Daniel Mahncke and Shawn O'Malley take a deep dive into DLocal (NASDAQ: DLO), the first Uruguayan unicorn and the emerging markets payment provider for companies like Amazon, Uber, Spotify, Netflix, and many more. DLocal is trading at attractive multiples while growing payment vo ...  Show more

In today's episode, Kyle Grieve and Shawn O’Malley analyze Perimeter Solutions, a niche industrial conglomerate built by Transdigm's legendary founder Nick Howley using the same playbook that turned Transdigm into a multi-decade compounder. They break down how the company operate ...  Show more

For this week's Mastermind discussion, Stig has invited Tobias Carlisle from Acquires Fund, Jake Taylor from Farnam Street Investments, and Dr. Wes Gray from Alpha Architect. The week's topic is ESG investing, value in the international market, benchmarking your performance, and ...  Show more

On today’s show, Stig Brodersen talks with legend value investor Mohnish Pabrai. Since its inception in 1999, one dollar invested in the flagship fund would have turned into $13.63 vs. $6.19 for the S&P 500. In the special interview, you can join Mohnish and Stig’s metaphorical r ...  Show more

On today’s episode, Clay reviews Mohnish Pabrai’s book, The Dhandho Investor. Mohnish is one of our very favorite investors to study here at TIP as we’ve interviewed him for the podcast multiple times in the past. Since its inception in 2000, Mohnish’s flagship fund has achieved ...  Show more

On today's show, we talk to entrepreneur and value investing legend, Mohnish Pabrai. Mohnish is the founder of Pabrai Investment Funds and has outperformed the S&P500 for two decades. IN THIS EPISODE, YOU'LL LEARN: How Mohnish Pabrai thinks about biases. Why and how Mohnish Pabra ...  Show more