Millennial Investing - The Investor’s Podcast Network

By: The Investor's Podcast Network
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  • Summary

  • Millennial Investing by The Investor’s Podcast Network is hosted by Shawn O'Malley. This popular podcast has been downloaded over 10 million times and dives into a range of topics from a value investor’s perspective. From the lessons of history’s best investors to breaking down interesting companies, outlining different approaches to stock investing, recapping the most influential investing books ever written, and more — Millennial Investing has everything you need to help you on your investment journey.Tune in each week and start growing your knowledge and wealth today! Follow Shawn on X @Shawn_OMalley_. Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
    © This content is for educational purposes only. This content cannot be used for commercial use without written permission from the The Investor's Podcast Network.
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Economics Personal Finance
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Episodes
  • MI372: Can Disney Bring The Magic Back? Valuing Disney w/ Shawn O'Malley

    MI372: Can Disney Bring The Magic Back? Valuing Disney w/ Shawn O'Malley
    Oct 7 2024
    In today’s episode, Shawn O’Malley (@Shawn_OMalley_) will be breaking down the Magic Kingdom company: Disney. You’ll learn about why recognition value is so important to Disney, why hit movies are just the top of the sales funnel for Disney, how Disney has built a flywheel supporting its businesses, what the outlook is for Disney’s streaming efforts, how Covid hurt the company and how it has bounced back, why the company’s famed ex-CEO Bob Iger returned, what to make of Disney’s financials and valuation, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 01:48 - How Disney relies on recognition value at the top of its sales funnel 04:36 - What to understand about the flywheel of Disney’s businesses 11:34 - How Disney’s streaming business is doing 14:17 - Why Covid was so challenging for Disney 19:17 - Why Disney’s famed ex-CEO Bob Iger returned to the company 32:02 - What makes ESPN so profitable 36:43 - What to make of Disney’s financials and valuation 39:51 - Shawn’s opinion on buying the stock And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Check out The Ride of a Lifetime: Lessons learned from 15 years as CEO of the Walt Disney Company by Bob Iger. Check out Walt Disney: The Triumph of the American Imagination by Neal Gabler. Breakdown of TV Sports Rights. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Toyota Public Fundrise Facet NetSuite Connect with Shawn: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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    1 hr
  • MI371: The Case for Alibaba w/ Daniel Mahncke

    MI371: The Case for Alibaba w/ Daniel Mahncke
    Sep 30 2024
    In today’s episode, Shawn O’Malley (@Shawn_OMalley_) is joined by stock investor and founder of The All-in-One Investing Platform, Daniel Mahncke, to break down the world’s largest online Retailer: Alibaba. You’ll learn about Alibaba’s different business segments, how Alibaba has been impacted by regulations from the Chinese government, why investors have lost trust in Chinese regulators, what drives Alibaba’s profits, what drove the recent slowdown in Alibaba’s business, why Alibaba may finally offer an attractive valuation to investors, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 03:00 - Which segments drive Alibaba’s business the most 16:35 - Why the Chinese government cracked down on tech companies 17:02 - Why investors have soured generally on Chinese stocks 30:35 - How Covid disrupted Alibaba’s operations 34:02 - What is the outlook for Alibaba’s profitability 37:32 - How to value Alibaba 43:48 - Why Alibaba may finally offer good value to investors 47:12 - Which risks are most concerning for Alibaba And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Daniel Mahncke’s All-In-One Investing Platform. Warren Buffett Shareholder Letter 1994. Charlie Munger on investing in China and his Alibaba Investment. Howard Marks Memo: Thinking about Macro. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Found Toyota Fundrise Facet NetSuite Connect with Shawn: Twitter | LinkedIn | Email Connect with Daniel: Twitter | LinkedIn HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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    1 hr and 5 mins
  • MI Rewind: A Rational Approach to Investing w/ Tobias Carlisle

    MI Rewind: A Rational Approach to Investing w/ Tobias Carlisle
    Sep 27 2024
    Clay Finck chats with Tobias Carlisle about what led him to becoming a value investor, what mean reversion is and how it relates to his overall investment strategy, how inflation impacts his investment process, what the shiller PE is and why it’s something to be mindful of, what his thoughts are on determining an appropriate discount rate, and much, much more! Tobias Carlisle is the founder of The Acquirer’s Multiple®. He is also the founder of Acquirers Funds® which manages ZIG, the Acquirers Fund, and DEEP, the Roundhill Acquirers Deep Value Fund. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 02:00 - How Tobias ended up becoming a value investor. 07:43 - What investors had a big impact on Tobias’s own development? 12:02 - What mean reversion is from an investment standpoint, and how it relates to his overall investment strategy. 21:44 - What the shiller PE is, and why it is something to be mindful of. 32:20 - How inflation impacts his overall thought process for stock investing. 44:03 - Tobias’s thoughts on an appropriate discount rate, and what discount rate Warren Buffett might be using in his valuation process. 47:19 - The two funds the Acquirer’s Fund manages - ZIG and DEEP. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Tobias Carlisle’s book The Acquirer’s Multiple. Tobias Carlisle’s book Deep Value. Tobias Carlisle’s book Quantitative Value. Bruce Greenwald’s book Value Investing. Benjamin Graham’s book, The Intelligent Investor. The Acquirer’s Podcast. The Acquirer’s Multiple. The Acquirer’s Fund. Related Episode: Listen to MI025: Deep Value Investing w/ Tobias Carlisle, or watch the video. Related Episode: MI084: Warren Buffett, Charlie Munger, And Berkshire Hathaway w/ Adam Mead, or watch the video. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Found Toyota Fundrise Facet NetSuite Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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    1 hr

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