TIP810: Berkshire Hathaway 2026 Valuation w/ Chris Bloomstran
Stig has invited legendary investor Chris Bloomstran from Semper Augustus to teach us how to value Berkshire Hathaway.
TIP809: CoStar Group: The Real Estate Data Empire Making a $5 Billion Bet w/ Shawn O’Malley & Daniel Mahncke
Shawn and Daniel explore CoStar Group, the dominant provider of commercial real estate data and analytics.
TIP808: Current Market Opportunities w/ Daniel Mahncke & Clay Finck
Clay & Daniel break down Mercado Libre, Amazon’s AI-driven growth, AI risks to Constellation, and why Hermès may remain untouched.
TIP807: Portfolio Review: Analyzing Holdings and Watchlist Companies for 2026 w/ Daniel Mahncke, Shawn O’Malley, & Kyle Grieve
Daniel, Shawn, and Kyle take a closer look at the Intrinsic Value Portfolio and some of the high-priority watchlist companies.
TIP806: Wise PLC w/ Kyle Grieve and Daniel Mahncke
Kyle Grieve is joined by co-host Daniel Mahncke to discuss Wise PLC.
