Formerly We Study Billionaires | The Instrinsic Value Podcast | Richer, Wiser, Happier | Join our newsletter 👇
Joined April 2023
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Join @Shawn_OMalley_ & @MnkeDaniel as they revisit GE Aerospace (NYSE: GE), examining how its massive installed engine base and lucrative aftermarket have helped establish its position in commercial aviation.
They explore GE’s engine aftermarket business, Larry Culp’s turnaround, competition from Heico, and regulatory scrutiny of the industry, as well as whether GE’s valuation warrants a spot in The Intrinsic Value Portfolio, and much more!
Listen: tinyurl.com/363wyx9a
Tune in to today's episode as @Shawn_OMalley_ & @MnkeDaniel revisit Shopify (NASDAQ: SHOP), examining what they got right and wrong when they passed on the stock 15 months ago and how the business has evolved since.
Listen: tinyurl.com/yfuwfewh
They explore Shopify’s role in agentic commerce, its partnership with Google, the rise of AI-powered storefronts, and whether its growth justifies a valuation of 112 times operating profits, and much more!
Watch the full episode: youtu.be/_g3_pkG2fBo
On the show, @MnkeDaniel and @Shawn_OMalley_ follow up last year’s TransDigm pitch with the biggest monopoly in aviation: GE Aerospace (NYSE: GE), the engine maker behind nearly three out of every four commercial flights in the world.
Listen here: tinyurl.com/y5b5jpzp
Catch the latest episode of The Intrinsic Value Podcast where @IrrationalMrkts and @Shawn_OMalley_ explore how Aritzia, a small boutique in the corner of a department store grew into a brand with exceptional store-based economics, a spotless balance sheet, and a huge untapped opportunity across America.
Tune in: tinyurl.com/5b4xkcfk
Today on the Richer, Wiser, Happier podcast, @WilliamGreen72 speaks with Matt Ludmer, the founder & CEO of Aligned Wealth Management.
Matt is a financial adviser to wealthy individuals & families, including clients who have entrusted him with tens or even hundreds of millions of dollars.
Listen here: tinyurl.com/yz6zzv93
After decades working on Wall Street, he came to realize he’d misunderstood the meaning of wealth. That revelation led him to write a new book, “The Right Mountain: Practical Wisdom for Achieving True Wealth.” Here, he explores how to build a fulfilling life that includes—& transcends—financial success.
Watch the full video: youtu.be/1cjGwxNEvFo
Today, @IrrationalMrkts and @Shawn_OMalley_ discuss Aritzia, the everyday luxury fashion brand that has become one of retail’s most impressive compounders.
With the stock falling even as the business posts some of its best growth ever, they debate whether this is a rare chance to own a durable compounder or a hot brand nearing its peak.
Listen here: tinyurl.com/msrnd4m6
Today on The Intrinsic Value Podcast, @MnkeDaniel and @Shawn_OMalley revisit Hermès (EPA: RMS) and LVMH (EPA: MC), examining the luxury industry's downturn and the contrasting performance of leading brands.
Listen: tinyurl.com/bdhupebn
They explore the widening gap between Hermès and LVMH, the decline in luxury spending, China's shrinking market, and how previous industry downturns have unfolded. They also assess both companies’ valuations and whether either belongs in The Intrinsic Value Portfolio, and much more!
Watch: youtu.be/fglFiGIVmwY
On the latest episode of Richer, Wiser, Happier, @WilliamGreen72 speaks with multibillionaire Sir Michael Moritz, arguably the most successful venture capitalist ever.
He spent nearly four decades at Sequoia Capital, which invested in early-stage companies like Nvidia, Google, YouTube, PayPal, Airbnb, LinkedIn & Stripe.
Listen: tinyurl.com/46f7s4ns
Here, he talks about his unconventional path to success, the role of temperament in investing, & what he learned from observing Steve Jobs, Bill Gates, Jensen Huang & Elon Musk.
Watch the full episode: youtu.be/6_N1Rtq9fSQ
