Formerly We Study Billionaires | The Instrinsic Value Podcast | Richer, Wiser, Happier | Join our newsletter 👇
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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
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 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
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
Tune in as @MnkeDaniel and @Shawn_OMalley_ revisit the two luxury houses they passed on last time — Hermès (EPA: RMS), and LVMH (EPA: MC).
Both stocks now sit near their lows: Hermès is down more than 50% from its February 2025 peak and trades at 32 times earnings for the first time in a decade, while LVMH has fallen to a five-year low after two straight years of declining sales — something that didn’t even happen in 2009.
Listen here: tinyurl.com/5n7eb9y2
Walmart isn't your standard brick and mortar retailer anymore. It's a business that now has an advertising platform, a membership business, a marketplace, and delivery, all layered on top of one of the largest retail operations in the entire world.
Learn all about the business: tinyurl.com/2yp6eb66
Watch the full video where @IrrationalMrkts and @Shawn_OMalley_ value Walmart and decide whether it earns a spot in the portfolio: youtu.be/rGClTEtLc9A
Today, @IrrationalMrkts and @Shawn_OMalley_ discuss HEICO and TransDigm, two dominant players in the aerospace components industry known for their pricing power and resiliency.
Listen here: tinyurl.com/zpmzu5n7
After comparing how each company grows through acquisitions and organic expansion, how they approach debt and capital allocation, and what gives each business its durable competitive advantages, Kyle and Shawn determine which stock deserves a spot in the portfolio.
Watch the full episode: youtu.be/wzvQmwbHhkY
