TIP816: Sea Limited (SE): Can Sea Limited 10x Again? w/ Daniel Mahncke & Shawn O’Malley
Daniel and Shawn take a deep dive into Sea Limited — the largest Southeast Asian marketplace.
TIP815: Lyn Alden on Why Fiscal Dominance Changes Everything
Stig Brodersen and Lyn Alden discuss fiscal dominance, gold, energy, the U.S. dollar, inflation, and what it means for investors.
TIP814: Formula One Group (FWONA): The Only Sports Franchise Worth Owning w/ Kyle Grieve & Shawn O’Malley
Kyle and Shawn analyze Formula One Group, including its competitive advantages, pricing power, incentives, and more.
TIP813: Microsoft (MSFT): Is Microsoft a Misunderstood AI Opportunity? w/ Daniel Mahncke & Shawn O’Malley
Join Daniel and Shawn as they work through whether Microsoft's software moats can survive the very technology Microsoft is helping to build.
TIP812: Mohnish Pabrai on Berkshire & Letting Winners Run
Join Mohnish and Stig’s discussion on Berkshire Hathaway, investing mistakes, and the importance of letting winners run.
