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.
TIP811: OTC Markets (OTCM): A Picks and Shovels Play in Modern Capital Markets w/ Kyle Grieve & Shawn O’Malley
Kyle and Shawn analyze OTC Markets Group, a hidden infrastructure company that collects tolls on over 12,000 securities.
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.
