TIP847: Alphabet (GOOGL): The Megacap That Still Might Be Underrated w/ Kyle Grieve & Shawn O’Malley
Kyle and Shawn revisit Alphabet nearly two years after Shawn's original pitch.
TIP846: Stock Picker: How to Live Off Your Portfolio w/ Ian Cassel
Stig Brodersen welcomes back Ian Cassel to discuss his new book Stock Picker, sharing lessons from years of microcap investing and how he built a portfolio that allowed him to live off his investments.
TIP845: Copart Stock (CPRT): Is Copart Now a Buy? w/ Daniel Mahncke & Shawn O’Malley
Daniel and Shawn revisit Copart (NASDAQ: CPRT), the online salvage auction giant that turns totaled cars into a global marketplace, connecting insurers with more than a million buyers across 190 countries.
TIP844: Uber (UBER): The Autonomy Referendum: Is Mr. Market Completely Wrong? w/ Daniel Mahncke & Shawn O’Malley
Shawn and Daniel revisit Uber (NYSE: UBER), one of the largest holdings in The Intrinsic Value Portfolio, fifteen months after they first pitched it.
TIP843: Applovin (APP): The 30-Bagger Down More Than Half w/ Kyle Grieve & Shawn O’Malley
Kyle and Shawn break down AppLovin, the mobile advertising platform that went from a failed app recommendation tool to one of the most profitable businesses in ad tech.
