TIP336: Mental Models Used by Billionaires w/...

In today’s episode, Stig Brodersen is joined by Tobias Carlisle and Hari Ramachandra for a new round of stock pitches. Hari makes the case for Meta as a leading AI-powered advertising platform. Tobias breaks down Booking Holdings and whether its travel moat can withstand the rise ...  Show more

Daniel Mahncke and Shawn O'Malley take a deep dive into Copa Holdings — the Panama-based hub-and-spoke airline whose investment case now turns on two of the most debated questions in the stock today: whether Copa is a structural exception to the airline curse — protected by a geo ...  Show more

Robert Leonard chats with Cody Schneider about all things digital marketing and online business. Cody Schneider has held various Head of Growth roles at startups, helping them scale rapidly, and has now founded two successful SaaS businesses, SwellAI and Drafthorse AI. IN THIS EP ...  Show more

BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Follow & submit questions to Robert via Instagram DM Get a FREE audiobook from Audible Kevin O’Leary’s book Cold Hard Tru ...  Show more

IN THIS EPISODE, YOU’LL LEARN: 02:00 - How Tobias ended up becoming a value investor. 07:43 - What investors had a big impact on Tobias’s own development. 32:20 - How inflation impacts his overall thought process for stock investing. 44:03 - Tobias’s thoughts on an appropriate di ...  Show more

On today’s show, I talk with Nathan Latka. Nathan is the Principal of private equity firm Latka capital, Executive Producer and Host of “The Top Entrepreneurs” podcast, a bestselling author, and CEO of various SaaS businesses. He also founded and built his first software business ...  Show more