Podcast2023-02-01T08:26:20-05:00

THE INVESTOR’S PODCAST NETWORK

PODCAST EPISODES

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.

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.

TIP805: Stock Market Maestros w/ Kyle Grieve

Kyle discusses Stock Market Maestros, revealing that elite fund managers succeed not by picking winners the majority of the time, but by making dramatically more on their wins than they lose on their losses.

TIP804: Kinsale Capital Stock Deep Dive w/ Clay Finck & Daniel Mahncke

Clay is joined by Daniel Mahncke to break down Kinsale Capital.

TIP803: How Economics and Art Shape Better Investors w/ Kyle Grieve

Kyle explores mental models from economics and art and how they apply to investing, decision-making, and investor behavior.

TIP802: When Genius Was Just Luck: The Go-Go Years w/ Kyle Grieve

Kyle discusses the speculative boom of the 1960s “Go-Go Years” as presented in John Brooks’ book.
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