The Intrinsic Value Podcast - The Investor’s Podcast Network podcast

The Intrinsic Value Podcast - The Investor’s Podcast Network

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Đã thêm cách đây sáu năm

Nội dung được cung cấp bởi Stig Brodersen and The Investor's Podcast Network. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Stig Brodersen and The Investor's Podcast Network hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.

The Vanished

1
Lost on Route 66: The Disappearance of Diana Hayes 6:47

cách đây 6 weeks trước6:47

Nghe Sau

Danh sách

Thích

Đã thích

6:47

Was she the victim of foul play, an accident, or did she choose to disappear? In this episode of The Vanished, we retrace Diana’s last known movements, strange witness accounts, and the lingering mystery that has never been solved or.. was never meant to be solved.

The Intrinsic Value Podcast - The Investor’s Podcast Network

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Presented by The Investors Podcast Network with over 10 million downloads — home to the popular We Study Billionaires podcast, The Intrinsic Value Podcast is a new show focused on breaking down businesses, estimating their intrinsic value per share, and deciding whether they should be added to an ongoing portfolio of stocks built out each week. From assessing the monopoly power of Google to determining the fair value of publicly-traded sports franchises, no topics is off limits in the pursuit of understanding as many different businesses as possible and putting together the ultimate long-term stock portfolio. Every week, The Intrinsic Value Podcast will you help get smarter about business, valuation, and investing — don’t miss out on the journey! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

706 tập

The Intrinsic Value Podcast - The Investor’s Podcast Network

265 subscribers

updated cách đây khoảng 12 tiếng trước

Chia sẻ

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706 tập

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The Intrinsic Value Podcast - The Investor’s Podcast Network

1
TIVP010: Airbnb (ABNB): A Silicon Valley Gem w/ Shawn O’Malley 1:10:04

cách đây 12 hours trước1:10:04

1:10:04

In today’s episode, Shawn O’Malley ( @Shawn_OMalley_ ) breaks down Airbnb (ticker: ABNB), a dominant and disruptive business in the hospitality industry. Airbnb has changed how the world travels, convincing millions to spend a night in a stranger’s home, similar to how Uber convinced the world to ride in strangers’ vehicles. Shawn explores how Airbnb got its start, the business’s economics, and whether the company is an attractive investment at current prices. In this episode, you’ll learn the secret sauce behind Airbnb, how it stacks up against the competition, what Airbnb’s flywheel looks like, how the company plans to grow, the best ways to think about valuing its shares, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 03:06 - Airbnb’s surprising origin story 07:56 - How Airbnb’s co-founder has continued to lead the company 23:47 - Which concerns pose the biggest downside risks for Airbnb investors 25:12 - How Airbnb is navigating regulatory controversies in cities across the world 28:25 - What impact has Covid had on the business, and why it may have made Airbnb stronger 41:00 - Airbnb’s plans for growth and continued disruption of the hospitality industry 41:20 - What underpins Airbnb’s flywheel for success 47:56 - How to think about Airbnb’s valuation and Shawn’s decision on Airbnb for The Intrinsic Value Portfolio And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter . Check out The Story of Airbnb w/ Clay Finck | YouTube Video . Aswath Damodaran’s blog post on ABNB. Leigh Gallagher's book, The Airbnb Story . Check out the books mentioned in the podcast here . Enjoy ad-free episodes when you subscribe to our Premium Feed . NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok . Browse through all our episodes (complete with transcripts) here . Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance . Enjoy exclusive perks from our favorite Apps and Services . Learn how to better start, manage, and grow your business with the best business podcasts . SPONSORS Support our free podcast by supporting our sponsors : Airbnb TurboTax Netsuite CFI Education Public Shopify Connect with Shawn: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify ! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm…

The Intrinsic Value Podcast - The Investor’s Podcast Network

1
TIVP009: Blue Owl Capital (OWL): The Next Blackstone? w/ Shawn O’Malley 1:13:51

cách đây 7 ngày trước1:13:51

1:13:51

In today’s episode, Shawn O’Malley ( @Shawn_OMalley_ ) breaks down Blue Owl Capital (ticker: OWL), an emerging giant in the world of alternative asset management that specializes in private credit. Blue Owl has quickly grown its assets under management to over $230 billion and is one of the few SPACs from 2020 to work out, yet Shawn explores whether the company is a good investment at current prices. In today’s episode, you’ll learn how Blue Owl was born out of several mergers, how the private credit legend Doug Ostrover has built an extremely high-quality asset-management business with 91% permanent capital, why private asset classes have become so popular in recent years and whether that growth is sustainable, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 05:11 - How Blue Owl was born out of a merger with Dyal Capital and a SPAC. 05:11 - What the business model for an alternative asset manager looks like. 11:49 - Why alternative investing has ballooned in recent years and whether that growth is sustainable. 29:49 - Why Blue Owl’s permanent capital base is so attractive. 36:23 - How Blue Owl has continued to grow its assets under management through acquisitions. 59:04 - How to untangle Blue Owl’s convoluted corporate structure. 01:03:42 - Why financial services businesses are especially opaque and hard-to-value. 01:08:17 - Whether Shawn adds Blue Owl to The Intrinsic Value Portfolio. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter . The Financial Times’ article on Michael Rees of Dyal Capital. Capital Allocators podcast with Douglas Ostrover. Chris Panagiotu was my financial-advisory scuttlebutt contact for Blue Owl — checkout his podcast on financial planning. Ohio State study on private credit returns. See here on how to attend the 2025 Berkshire Hathaway shareholder’s meeting and meet-ups with The Investor’s Podcast Network Check out the books mentioned in the podcast here . Enjoy ad-free episodes when you subscribe to our Premium Feed . NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok . Browse through all our episodes (complete with transcripts) here . Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance . Enjoy exclusive perks from our favorite Apps and Services . Learn how to better start, manage, and grow your business with the best business podcasts . SPONSORS Support our free podcast by supporting our sponsors : Netsuite Shopify TurboTax Public Airbnb Connect with Shawn: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify ! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm…

The Intrinsic Value Podcast - The Investor’s Podcast Network

1
TIVP008: VeriSign (VRSN): The Internet’s Toll Road w/ Shawn O’Malley 1:04:07

cách đây 14 ngày trước1:04:07

1:04:07

In today’s episode, Shawn O’Malley ( @Shawn_OMalley_ ) breaks down VeriSign, a company that underpins the functioning of the internet. VeriSign acts like a toll road, collecting fees from anyone using website domains ending in .com or .net, in exchange for managing the global domain registry system and making these domains accessible. VeriSign is a fascinating company with the fifth-highest profit margins in the S&P 500, and its shares have been increasingly snapped up by Berkshire Hathaway of late, which has become its largest shareholder. You’ll learn how VeriSign was granted its monopoly, how it supports internet infrastructure, and whether the stock is attractively valued, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 02:29 - How VeriSign sits at the foundation of the world’s internet. 07:22 - Why VeriSign is legally permitted to have a monopoly over the .com & .net website domains. 08:40 - How VeriSign is like a toll road by getting paid by any website ending in .com. 12:29 - What VeriSign does with its ample cash flows. 13:34 - How domain registration works and how VeriSign relies on sites like GoDaddy to drive more domain registrations. 13:44 - Why VeriSign’s monopoly likely isn’t going anywhere. 32:26 - The biggest risks, from cyberattacks to terrorism, threatening the company’s operations. 45:39 - How to think about the company’s intrinsic value and how expected returns fluctuate based on your purchase price per share. 51:15 - Whether Shawn adds VeriSign to The Intrinsic Value Portfolio. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter . Check out our discussion of VeriSign in the Q1 2025 Mastermind episode on We Study Billionaires | YouTube Video . Value Investors Club pitch for VRSN. Read the article on Berkshire’s acquisitions of VRSN shares. The difference between ICANN and VeriSign, explained . Explore Myths & facts about VeriSign. See here on how to attend the 2025 Berkshire Hathaway shareholder’s meeting and meet-ups with The Investor’s Podcast Network Check out the books mentioned in the podcast here . Enjoy ad-free episodes when you subscribe to our Premium Feed . NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok . Browse through all our episodes (complete with transcripts) here . Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance . Enjoy exclusive perks from our favorite Apps and Services . Learn how to better start, manage, and grow your business with the best business podcasts . SPONSORS Support our free podcast by supporting our sponsors : Netsuite TurboTax Public Airbnb Connect with Shawn: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify ! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm…

The Intrinsic Value Podcast - The Investor’s Podcast Network

1
TIVP007: AutoZone (AZO): Under The Hood w/ Shawn O’Malley 1:10:57

cách đây 21 ngày trước1:10:57

1:10:57

In today’s episode, Shawn O’Malley ( @Shawn_OMalley_ ) breaks down AutoZone, ticker: AZO, a 100-bagger stock that continues to wow investors with its massive share repurchases after already buying back more than 90% of its total shares outstanding in the past two decades. AutoZone is a seemingly mundane auto parts retailer, a common store you’ve probably driven past or visited dozens of times, but its returns on capital are anything but average. Shawn goes through the company’s surprising origin story, how it scaled nationwide and internationally with a simple business model, why the business is so profitable and why it has been able to fend off Amazon so well, and whether this quality stock is attractively valued today, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 05:51 - How AutoZone was born out of a family grocery chain. 11:30 - How AutoZone leverages “mega hubs” to keep an inventory of over 100,000 SKUs. 13:45 - Why AutoZone is able to boost its free cash flows with negative working capital. 13:45 - How is AutoZone able to repurchase so much of its stock? 28:37 - What has made the company so resistant to e-commerce and pressures from Amazon? 35:58 - Why AutoZone’s customers are price insensitive and value service quality more than anything. 53:40 - Where AutoZone is expanding internationally and how that affects the business’s growth prospects. 59:59 - How to think about the company’s intrinsic value and how expected returns fluctuate based on your purchase price per share. 01:05:05 - Whether Shawn adds AutoZone to The Intrinsic Value Portfolio. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter . Value Investors Club post on AZO. Quartr’s deep dive into AZO. CNBC on how AutoZone has fended off Amazon . Attend the 2025 Berkshire Hathaway shareholder meeting and meet-ups with The Investors Podcast Network Check out the books mentioned in the podcast here . Enjoy ad-free episodes when you subscribe to our Premium Feed . NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok . Browse through all our episodes (complete with transcripts) here . Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance . Enjoy exclusive perks from our favorite Apps and Services . Learn how to better start, manage, and grow your business with the best business podcasts . SPONSORS Support our free podcast by supporting our sponsors : Netsuite TurboTax Public Airbnb Connect with Shawn: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify ! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm…

The Intrinsic Value Podcast - The Investor’s Podcast Network

1
TIVP006: Vital Farms (VITL): Egg-cellent Value? w/ Shawn O'Malley 1:12:05

cách đây 28 ngày trước1:12:05

1:12:05

In today’s episode, Shawn O’Malley ( @Shawn_OMalley_ ) breaks down Vital Farms, a company that sells pasture-raised eggs with a cult-like following. Vital Farms missed the memo that eggs are supposed to be a commodity and instead has brought the “premium egg” market mainstream. Shawn goes through how the company has scaled its business sustainably and ethically through a network of family farms, why the brand has such incredible customer loyalty, how they can continue growing, and why the stock may offer “egg-cellent” value to investors, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 07:20 - What makes the Vital Farms brand so special to consumers 15:15 - How Vital Farms built up a network of family farms from scratch 28:10 - How the company has leveraged its pricing power and customer loyalty to scale revenues dramatically 40:45 - What Vital Farms has done to fend off allegations of greenwashing 46:33 - What Vital Farms can do to keep expanding its business 51:57 - How to think about the company’s intrinsic value 52:15 - Why the stock appears undervalued relative to other fast-growing, pure-play consumer packaged goods companies 57:53 - Whether Shawn adds Vital Farms to The Intrinsic Value Portfolio And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter . Vital Farms pitch on the Value Investors Club forum. Learn more about Vital Farms. Check out tracing egg cartons with Vital Farms Matt O’Hayer’s interview with CNBC. Attend the 2025 Berkshire Hathaway shareholder meeting and meet-ups with The Investors Podcast Network Check out the books mentioned in the podcast here . Enjoy ad-free episodes when you subscribe to our Premium Feed . NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok . Browse through all our episodes (complete with transcripts) here . Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance . Enjoy exclusive perks from our favorite Apps and Services . Learn how to better start, manage, and grow your business with the best business podcasts . SPONSORS Support our free podcast by supporting our sponsors : Netsuite TurboTax Public Airbnb Connect with Shawn: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify ! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm…

The Intrinsic Value Podcast - The Investor’s Podcast Network

1
TIVP005: Alphabet (GOOGL): Searching for Quality w/ Shawn O’Malley 1:16:13

cách đây 5 weeks trước1:16:13

1:16:13

In today’s episode, Shawn O’Malley ( @Shawn_OMalley_ ) breaks down Alphabet — the parent company of Google, which is one of the most valuable companies in the world and probably an important part of your everyday life. Shawn explores how Google got its start, how Alphabet makes money from seemingly-free services like Gmail, Google Maps, and Google Earth, and what to make of how AI and regulatory threats could reshape Alphabet’s business model. Shawn paints a high-level picture of the most important things to understand about this incredible business and then goes through his process for valuing each individual business unit at Alphabet. You’ll learn how Alphabet’s different business units are structured, how they make money, and how Shawn assembles a “sum-of-the-parts valuation” for the company, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 05:39 - Which subsidiaries make up the Alphabet conglomerate 07:58 - What to make of Alphabet’s “Moonshot Bets” division 10:33 - How to factor in Waymo and other speculative technologies into the company’s valuation 23:58 - How AI is changing search 29:22 - In what ways Alphabet earns different forms of advertising revenue 31:33 - Why YouTube is arguably the most valuable streaming platform in the world 39:37 - Why regulatory concerns aren’t as much of a worry as you might think 45:42 - Mind-blowing stats about just how large and influential Alphabet is 48:16 - How to put together a sum-of-the-parts valuation for Alphabet *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter . Aswath Damodaran on the Magnificent 7 . Check out Alphabet pitch on the Value Investors Club. Adam Seessel's book, Where the Money Is: Value Investing in the Digital Age . Adam Seessel’s past appearances on the Millennial Investing podcast in: November 2023 , September 2022 , and June 2022 . Adam Seessel on the We Study Billionaires podcast . Learn more about Alphabet’s Moonshot Bets . Attend the 2025 Berkshire Hathaway shareholder meeting and meet-ups with The Investors Podcast Network Check out the books mentioned in the podcast here . Enjoy ad-free episodes when you subscribe to our Premium Feed . NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok . Browse through all our episodes (complete with transcripts) here . Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance . Enjoy exclusive perks from our favorite Apps and Services . Learn how to better start, manage, and grow your business with the best business podcasts . SPONSORS Support our free podcast by supporting our sponsors : TurboTax Public Airbnb Connect with Shawn: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify ! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm…

The Intrinsic Value Podcast - The Investor’s Podcast Network

1
TIVP004: John Deere (DE): Sowing the Seeds of Growth w/ Shawn O’Malley 1:12:53

cách đây 6 weeks trước1:12:53

1:12:53

In today’s episode, Shawn O’Malley ( @Shawn_OMalley_ ) breaks down John Deere, a company as American as Levi’s blue jeans and apple pie. John Deere is a fascinating business because it has survived for nearly two hundred years and remained an industry leader for much of that time, continually building their world-famous green-and-yellow tractors. Deere is about much more than tractors, though, and you might be surprised to learn that its story is really about cutting-edge technology. Deere’s equipment is extremely sophisticated, and the company is working on autonomous tractors that may very well be the future of agriculture. After breaking down Deere’s business, Shawn shares his thoughts on the company’s valuation and his decision on whether to add it to The Intrinsic Value Portfolio he’s building each week on the show, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 01:56 - How John Deere was founded. 19:24 - Why farmers love John Deere so much. 24:24 - How the company has embraced cutting-edge technology. 33:04 - Where Deere stacks up against the competition. 41:58 - Why subscriptions are enabling Deere’s business to be less cyclical. 55:19 - How to value a cyclical company. 56:53 - What to make of Deere’s seemingly large amount of debt. 01:06:40 - Whether Shawn thinks the stock is attractively valued. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter . Leandro’s article on John Deere for Best Anchor Stocks. Leandro’s Twitter account . Value Investors Club pitch of John Deere. David Magee's The John Deere Way . Aswath Damodaran on valuing cyclical businesses . Attend the 2025 Berkshire Hathaway shareholder meeting and meet-ups with The Investors Podcast Network. Check out the books mentioned in the podcast here . Enjoy ad-free episodes when you subscribe to our Premium Feed . NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok . Browse through all our episodes (complete with transcripts) here . Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance . Enjoy exclusive perks from our favorite Apps and Services . Learn how to better start, manage, and grow your business with the best business podcasts . SPONSORS Support our free podcast by supporting our sponsors : TurboTax Public Airbnb Connect with Shawn: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify ! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm…

The Intrinsic Value Podcast - The Investor’s Podcast Network

1
TIVP003: Ulta Beauty (ULTA): A Beautiful Compounder w/ Shawn O’Malley 1:13:02

cách đây 7 weeks trước1:13:02

1:13:02

In today’s episode, Shawn O’Malley ( @Shawn_OMalley_ ) breaks down what you might call a beautiful compounder. That is, Ulta Beauty, one of America’s largest retailers for cosmetics, skincare, and hair care products, with an impressive track record of generating returns on capital while benefiting from industry trends where beauty enthusiasts increasingly see beauty products as being key to their wellness and self-care routines. Shawn outlines what has worked well for Ulta, why its customers are so loyal, how it survived disruption from Amazon, his thoughts on the company’s valuation, and finally, his decision on whether to add the company to The Intrinsic Value Portfolio he’s building each week on the show, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 02:28 - How Mary Dillon made Ulta into an e-commerce giant. 11:27 - What customers love about Ulta. 13:35 - What makes the in-person experience at Ulta so special. 26:39 - How Ulta stacked up 44 million members in its loyalty program. 29:08 - How Ulta compares to Sephora and other competitors. 39:44 - Why Ulta has been able to generate such impressive returns on capital. 42:53 - What’s attractive about Ulta’s current valuation. 48:44 - Whether the company can continue growing. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Sign up for The Intrinsic Value Newsletter . ROIIC Formula: Intrinsic Value Compounding Rate = ROIC x Reinvestment Rate. John Huber on calculating the incremental return on invested capital . Berkshire Hathaway’s 1992 shareholder letter from Warren Buffett. Ulta’s 2024 Investor Day webcast. An interview with Ulta’s CEO , Dave Kimbell, on why Ulta is winning despite industry disruption. Attend the 2025 Berkshire Hathaway shareholder meeting and meet-ups with The Investors Podcast Network. Check out the books mentioned in the podcast here . Enjoy ad-free episodes when you subscribe to our Premium Feed . NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok . Browse through all our episodes (complete with transcripts) here . Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance . Enjoy exclusive perks from our favorite Apps and Services . Learn how to better start, manage, and grow your business with the best business podcasts . SPONSORS Support our free podcast by supporting our sponsors : TurboTax Public Bluehost Airbnb Connect with Shawn: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify ! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm…

The Intrinsic Value Podcast - The Investor’s Podcast Network

1
TIVP002: Coupang (CPNG): The Amazon of South Korea w/ Shawn O’Malley 1:03:45

cách đây 8 weeks trước1:03:45

1:03:45

In today’s episode, Shawn O’Malley ( @Shawn_OMalley_ ) tells the story of Coupang, the “Amazon of South Korea.” Coupang’s Bom Kim is an impressive founder & CEO who has led the company to incredible growth, with almost half of South Korea’s population becoming active customers of Coupang. And Coupang’s overnight delivery actually puts Amazon to shame, while few companies create as much value for customers as Coupang does with its RocketWOW memberships, which are similar to Amazon’s Prime subscriptions. But how well does this all translate into value for Coupang’s shareholders? In today’s episode, you’ll learn the origin story behind Coupang, how its business model works, why its stock has flopped since IPOing in 2021, how Shawn thinks about its valuation, and whether he wants to add it to The Intrinsic Value Portfolio, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 02:51 - How Coupang captured the hearts — and wallets — of South Koreans 05:06 - Why Bom Kim founded Coupang 22:03 - What’s behind Coupang’s shift into luxury e-commerce 33:11 - Why Coupang is planning to expand more in Taiwan and what went wrong in Japan 38:40 - Which legendary investors have invested in Coupang 40:28 - How a negative cash conversion cycle supports Coupang’s free cash flows 42:34 - In what ways Temu and Alibaba are threatening Coupang 45:53 - How to think about Coupang’s intrinsic valuation 49:41 - Whether Shawn is adding Coupang to The Intrinsic Value Portfolio And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Sign up for The Intrinsic Value Newsletter . Coupang’s pitch on the Value Investors Club forum. Check out Miller Value Partners on Coupang. Quartr’s breakdown of the Coupang story. Coupang’s AI-powered fulfillment center. Check out the books mentioned in the podcast here . Enjoy ad-free episodes when you subscribe to our Premium Feed . NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok . Browse through all our episodes (complete with transcripts) here . Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance . Enjoy exclusive perks from our favorite Apps and Services . Learn how to better start, manage, and grow your business with the best business podcasts . SPONSORS Support our free podcast by supporting our sponsors : TurboTax Airbnb Public Bluehost Connect with Shawn: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify ! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm…

The Intrinsic Value Podcast - The Investor’s Podcast Network

1
TIVP001: Madison Square Garden Sports (MSGS): Buying the Knicks & Rangers w/ Shawn O’Malley 59:57

cách đây 9 weeks trước59:57

59:57

In today’s episode, Shawn O’Malley ( @Shawn_OMalley_ ) breaks down Madison Square Garden Sports Corp., ticker: MSGS, which is the holding company that owns the NBA’s New York Knicks and NHL’s New York Rangers. MSGS is one of the few publicly-traded equities that allows retail investors to directly own professional sports teams, and few franchises are of a higher profile than the Knicks and Rangers. Shawn covers the business model of professional sports teams, why sports franchises are trophy assets for billionaires, the driving factor behind the rapid appreciation in the value of professional sports teams, why investors in MSGS are effectively getting ownership in the Knicks and Rangers at a 50% discount, estimates for the intrinsic value per share of MSGS, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 02:59 - How MSGS gives retail investors a chance to own two of the most valuable sports franchises in the world 04:02 - Why purchase prices for sports teams have appreciated so dramatically in recent years 16:06 - How to think about MSGS’s valuation and its discount to NAV 20:55 - How league structure affects the Knicks and Rangers differently 27:19 - What is the biggest cost for sports teams 29:57 - Why the business of pro sports teams isn’t as good as you’d think 30:17 - How a tax break incentivizes billionaires to buy sports teams 32:24 - The bear case against investing in MSGS 33:28 - Shawn’s estimate of MSGS’s intrinsic value and decision on whether to add it to The Intrinsic Value Portfolio And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Sign up for The Intrinsic Value Newsletter . $MSGS pitch on the Value Investor’s Club forum. Follow Vince Pagano on social media. Check out Aswath Damodaran on sports franchises. Check out the books mentioned in the podcast here . Enjoy ad-free episodes when you subscribe to our Premium Feed . NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok . Browse through all our episodes (complete with transcripts) here . Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance . Enjoy exclusive perks from our favorite Apps and Services . Learn how to better start, manage, and grow your business with the best business podcasts . SPONSORS Support our free podcast by supporting our sponsors : TurboTax Airbnb Public Bluehost Connect with Shawn: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify ! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm…

The Intrinsic Value Podcast - The Investor’s Podcast Network

1
(Trailer) The Intrinsic Value Podcast 1:46

cách đây 10 weeks trước1:46

1:46

The Intrinsic Value Podcast by The Investor’s Podcast Network is hosted by Shawn O’Malley . This podcast is inspired by 10 years of interviews with the world’s best investors here at The Investor’s Podcast Network. Shawn applies those lessons while breaking down and valuing a different business every week. From outlining how companies make money to understanding their competitive advantages, competitors, growth opportunities, and, of course, estimating their intrinsic value, this podcast will help you think smarter about business and investing. Tune in each week and start growing your knowledge and wealth today! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm…

The Intrinsic Value Podcast - The Investor’s Podcast Network

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MI384: Skin in the Game w/ Clay Finck & Kyle Grieve 1:27:14

cách đây 10 weeks trước1:27:14

1:27:14

In today’s episode, Shawn O’Malley ( @Shawn_OMalley_ ) chats with Clay Finck and Kyle Grieve of our We Study Billionaires podcast. Shawn reflects with Clay and Kyle on some of their favorite moments as Millennial Investing hosts in the past, from chatting with William Green to discussing whether we are in an “Everything Bubble” and how passive investing has affected markets. You’ll learn how Clay has evolved as an investor since joining The Investor's Podcast Network, how Kyle built out his stock portfolio and the challenges of doing so publicly, what has resonated with them the most from studying legendary investors, and updates on our new show — The Intrinsic Value Podcast — plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 00:29 - What to expect from our new show, The Intrinsic Value Podcast 03:10 - How Clay has evolved since joining The Investor's Podcast 13:00 - Whether markets are in an “Everything Bubble” and how to manage anxiety as an investor 17:08 - How Kyle built out his portfolio of individual stocks 37:31 - What it means to have skin in the game as a public personality and investor 45:03 - How passive investing has changed financial markets 49:38 - Why Clay and Kyle both choose to be active investors 58:53 - What surprised William Green most about legend investors from his interactions with them 1:02:40 - What has resonated with Clay and Kyle the most from studying legend investors And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Listen to Clay Finck and Kyle Grieve on We Study Billionaires or watch them on YouTube. Listen to MI131 with William Green and Clay Finck | Youtube Video . Listen to MI167 with Eric Balchunas and Clay Finck | Youtube Video . Listen to MI197 with Scott Nations and Clay Finck | Youtube Video . Listen to MI345 with Brian Stoffel and Kyle Grieve | Youtube Video . Check out William Green’s book Richer, Wiser, Happier . Meet up with us at the 2025 Berkshire Hathaway shareholder’s meeting in Omaha. Check out the books mentioned in the podcast here . Enjoy ad-free episodes when you subscribe to our Premium Feed . NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok . Check out our Millennial Investing Starter Packs . Browse through all our episodes (complete with transcripts) here . Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance . Enjoy exclusive perks from our favorite Apps and Services . Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets . Learn how to better start, manage, and grow your business with the best business podcasts . SPONSORS Support our free podcast by supporting our sponsors : TurboTax Public Airbnb Connect with Shawn: Twitter | LinkedIn | Email Connect with Clay: Twitter | LinkedIn | Email Connect with Kyle: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify ! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm…

The Intrinsic Value Podcast - The Investor’s Podcast Network

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MI383: Zero to One: Lessons From Peter Thiel w/ Shawn O’Malley 56:03

cách đây 11 weeks trước56:03

56:03

In today’s episode, Shawn O’Malley ( @Shawn_OMalley_ ) goes through the best-selling book Zero to One by the prolific investor Peter Thiel, who’s best known for co-founding PayPal and Palantir and for being the first outside investor in Facebook. Thiel is a highly contrarian thinker, and the book organizes his notes from his time at Stanford lecturing to the next generation of Silicon Valley’s entrepreneurs. You’ll learn Peter Thiel’s favorite question to ask in interviews, the difference between horizontal and vertical progress, how the Tech Bubble changed Silicon Valley, why Peter Thiel actually likes monopolies, what investors get wrong about competition, how the Pareto Principle applies to the venture capital industry, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 06:06 - What Peter Thiel’s favorite interview question is 09:42 - What the difference is between horizontal and vertical progress 11:41 - Why Thiel thinks that technological progress has stagnated since the 1970s 17:43 - How Thiel took advantage of the Dot-Com Bubble to scale PayPal 19:57 - How the Dot-Com Bubble changed the culture of Silicon Valley and the goals of its founders 23:22 - Why Peter Thiel encourages funders to build a monopoly in specific niches 26:34 - How competition destroys profits 34:50 - Which types of monopolies are good for society 41:10 - What the Pareto Principle means for the venture capital industry And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Peter Thiel's book, Zero to One . Check out the Podcast review of Peter Thiel’s Zero to One on We Study Billionaires | YouTube Video . Check out the Executive summary of Zero to One by Preston Pysh and Stig Brodersen. Clayton Christensen's book, The Innovator’s Dilemma . Nassim Taleb's book, The Black Swan . Check out the books mentioned in the podcast here . Enjoy ad-free episodes when you subscribe to our Premium Feed . NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok . Check out our Millennial Investing Starter Packs . Browse through all our episodes (complete with transcripts) here . Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance . Enjoy exclusive perks from our favorite Apps and Services . Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets . Learn how to better start, manage, and grow your business with the best business podcasts . SPONSORS Support our free podcast by supporting our sponsors : Netsuite TurboTax Public Airbnb Connect with Shawn: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify ! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm…

The Intrinsic Value Podcast - The Investor’s Podcast Network

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MI382: Cloning Mohnish Pabrai w/ Shawn O’Malley 56:07

cách đây 12 weeks trước56:07

56:07

In today’s episode, Shawn O’Malley ( @Shawn_OMalley_ ) shares his favorite lessons from the billionaire investor Mohnish Pabrai, who some know as the “Indian Warren Buffett.” Pabrai is a master investor, a close friend of Charlie Munger, and a wonderful storyteller, too. You’ll learn what it means to circle the wagons in investing, how a few big decisions will end up mattering the most throughout your investment career, how GEICO changed Benjamin Graham’s perspective on investing, why Nick Sleep told his investors to simply buy and hold three stocks, what Pabrai learned from having lunch with Buffett, what it means to be a Dhando Investor, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 03:59 - Why only 4% of Berkshire Hathaway’s decisions over the years have explained most of Buffett’s outperformance 08:52 - Which three stocks Nick Sleep told his investors to hold after winding down his fund 09:48 - Which types of stocks you’d want to circle the wagons around 10:10 - How GEICO changed Benjamin Graham’s perspective on investing 17:19 - What Pabrai learned from having lunch with Warren Buffett 30:26 - Why great companies are not always great investments 37:55 - How the Patels built a motel empire across America 42:24 - What it means to be a Dhando Investor And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Mohnish Pabrai's book, The Dhando Investor . Pabrai’s Circle the Wagons presentation. Pabrai’s past interviews on The Investors Podcast Network: The Inner Score Card , Masterclass , Playing to Win , Value Investing and Philanthropy . Pabrai’s profile in Richer, Wiser, Happier. Check out Richer, Wiser, Happier by William Green. Pabrai’s presentation to Peking University students. Pabrai’s Dakshana Foundation . Check out the books mentioned in the podcast here . Enjoy ad-free episodes when you subscribe to our Premium Feed . NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok . Check out our Millennial Investing Starter Packs . Browse through all our episodes (complete with transcripts) here . Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance . Enjoy exclusive perks from our favorite Apps and Services . Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets . Learn how to better start, manage, and grow your business with the best business podcasts . SPONSORS Support our free podcast by supporting our sponsors : Netsuite TurboTax Public Airbnb Connect with Shawn: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify ! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm…

The Intrinsic Value Podcast - The Investor’s Podcast Network

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MI381: Joel Greenblatt: Behind the Magic Formula w/ Shawn O’Malley 57:13

cách đây 13 weeks trước57:13

57:13

In today’s episode, Shawn O’Malley ( @Shawn_OMalley_ ) takes you into the classroom of legendary investor Joel Greenblatt, sharing his biggest takeaways from watching Greenblatt’s lectures at Columbia. Greenblatt is a wildly successful investor, professor, founder of the Value Investor’s Club forum, and best-selling author of some of the most popular stock investing books ever written. You’ll learn how Greenblatt thinks about the upside and downside potential for investments through three case studies, how Joel Greenblatt derived his Magic Formula for investing, why buying cheap stocks still works even though the strategy is well-known, where to look for the rarest but most attractive types of stock investments, what was Joel Greenblatt’s biggest investing mistake, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 02:34 - How to think through stock investments via case studies on the best pitches ever submitted to the Value Investor’s Club forum 03:02 - How Joel Greenblatt derived the Magic Formula for investing 05:12 - Which investments are the rarest but most attractive 07:34 - Why it’s important to condense an investment thesis down to just a few sentences 11:52 - How bankruptcy restructurings can actually generate undervalued and overlooked stocks 19:02 - Why so many great investors get their start with microcap stocks and special situations 30:16 - Why value investing still works and has worked across time 41:29 - How Joel Greenblatt made his biggest investing mistake And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Joel Greenblatt's book, The Little Book that Beats the Markets . Watch the Video summary of The Little Book that Beats the Markets. Joel Greenblatt’s site: MagicFormulaInvesting.com . Playlist of Joel Greenblatt’s video lectures . Check out Value Investors Club (VIC). Norbert Lou interview (Charlie479). Joel Greenblatt’s 2022 interview on the Richer, Wiser, Happier podcast | YouTube Video. Joel Greenblatt’s 2021 interview on the We Study Billionaires podcast | YouTube Video. Check out NVR Pitch on VIC. Take a look at the NII Pitch on VIC. See the SGDE Pitch on VIC. Review the WNMLA Pitch on VIC. Check out the books mentioned in the podcast here . Enjoy ad-free episodes when you subscribe to our Premium Feed . NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok . Check out our Millennial Investing Starter Packs . Browse through all our episodes (complete with transcripts) here . Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance . Enjoy exclusive perks from our favorite Apps and Services . Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets . Learn how to better start, manage, and grow your business with the best business podcasts . SPONSORS Support our free podcast by supporting our sponsors : TurboTax Airbnb Public Bluehost Connect with Shawn: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify ! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm…

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