TIP819: Lifco AB (LIFCO-B.ST): The Serial Acquirer Building an Unstoppable Compounding Engine w/ Kyle Grieve & Shawn O’Malley

Kyle and Shawn assess whether LIFCO, one of the world's leading industrial serial acquirers belong to The Intrinsic Value Portfolio.
TIP819: Lifco AB (LIFCO-B.ST): The Serial Acquirer Building an Unstoppable Compounding Engine w/ Kyle Grieve & Shawn O’Malley2026-06-30T02:19:13-04:00

TIP818: NVR (NVR): What’s Next for One of History’s Greatest Compounders? w/ Kyle Grieve & Shawn O’Malley

Kyle and Shawn analyze NVR through cycles and assess whether it’s a business that is simple to understand.
TIP818: NVR (NVR): What’s Next for One of History’s Greatest Compounders? w/ Kyle Grieve & Shawn O’Malley2026-06-30T02:20:27-04:00

TIP817: Simple Investing Beats Complexity w/ David Fagan

Stig Brodersen speaks with David Fagan about why simplicity often beats complexity in investing and life.
TIP817: Simple Investing Beats Complexity w/ David Fagan2026-06-30T02:21:52-04:00

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.
TIP816: Sea Limited (SE): Can Sea Limited 10x Again? w/ Daniel Mahncke & Shawn O’Malley2026-06-30T02:23:36-04:00

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.
TIP815: Lyn Alden on Why Fiscal Dominance Changes Everything2026-06-30T02:26:06-04:00
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