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.
TIP846: Stock Picker: How to Live Off Your Portfolio w/ Ian Cassel2026-09-12T20:54:43-04:00

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.
TIP845: Copart Stock (CPRT): Is Copart Now a Buy? w/ Daniel Mahncke & Shawn O’Malley2026-09-09T07:19:22-04:00

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.
TIP844: Uber (UBER): The Autonomy Referendum: Is Mr. Market Completely Wrong? w/ Daniel Mahncke & Shawn O’Malley2026-09-04T03:26:09-04:00

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.
TIP843: Applovin (APP): The 30-Bagger Down More Than Half w/ Kyle Grieve & Shawn O’Malley2026-09-02T00:58:23-04:00

TIP842: Comfort Systems USA (FIX): The Five-Bagger We Passed On w/ Kyle Grieve & Shawn O’Malley

Kyle and Shawn revisit Comfort Systems USA, which has appreciated fivefold since Shawn passed on the stock at $320. They examine its explosive growth, expanding margins, and capital efficiency.
TIP842: Comfort Systems USA (FIX): The Five-Bagger We Passed On w/ Kyle Grieve & Shawn O’Malley2026-08-29T20:47:20-04:00

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