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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
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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
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Watch the full video where @IrrationalMrkts and @Shawn_OMalley_ value Walmart and decide whether it earns a spot in the portfolio: youtu.be/rGClTEtLc9A
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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
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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
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Tune in as @IrrationalMrkts and @Shawn_OMalley_ discuss Walmart and how it grew from Sam Walton’s small-town five-and-dime into a retail giant. Today, it also makes money from e-commerce, a marketplace, advertising and memberships.
They cover the scale advantages behind Walmart’s everyday low prices, how its suppliers end up financing its inventory, and why its power over those suppliers continues to draw antitrust scrutiny.
Listen here: tinyurl.com/yc4zkszu
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Tune in to today's episode as @MnkeDaniel and @Shawn_OMalley revisit Meta Platforms (NASDAQ: META), examining the company’s massive AI spending, declining margins, and falling free cash flow.
Listen: tinyurl.com/bdzbayp5
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They explore Meta’s AI initiatives, advertising opportunities, $17 billion teen-safety settlement, data-center financing, Wall Street’s differing views on its capital spending, and much more!
Watch: youtu.be/UgIDsk4rl8I
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Join @stig_brodersen on today's episode as he speaks with David Fagan about Total Wealth Performance and why someone with average investment returns can still build a meaningful net worth.
Listen: tinyurl.com/3wk2xy8e
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They discuss why saving is the first step in wealth creation, why financial independence is a matter of intention rather than luck, and how idle cash quietly becomes one of the most expensive decisions investors ever make.
Watch: youtu.be/nOUH1ZAqXsA
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Tune in as @MnkeDaniel and @Shawn_OMalley_ revisit Meta Platforms (NASDAQ: META), the advertising machine behind Facebook, Instagram, and WhatsApp that reaches 3.6 billion people every day and just grew ad revenue 27% to a nearly $240 billion annual run rate.
Yet the stock trades more than 20% below its highs.
The money is going out even faster than it’s coming in. Operating margins fell from 43% to 31% in a single year, quarterly free cash flow collapsed from $8.5 billion to $784 million, and capex guidance now sits at $130–145 billion this year — with analysts penciling in $200 billion for next.
In this episode, Daniel and Shawn dig into what all that spending actually buys.
Listen here: tinyurl.com/y32f523u
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Today on The Intrinsic Value Podcast, @IrrationalMrkts and @Shawn_OMalley_ revisit Alphabet. They walk through what changed across Search, YouTube, Cloud, and Waymo, and unpack why the market’s fears around AI disrupting Google were largely unfounded.
Tune in: tinyurl.com/2pvcr3ax
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Along the way, they dig into how Alphabet is funding its buildout, what that means for shareholders, and which questions will determine whether this evolved version of the business is actually better.
Watch the full episode: youtu.be/W7k6fzmWSI0
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Today on Richer, Wiser, Happier podcast, @WilliamGreen72 speaks with Rob Vinall, an English hedge fund manager with a terrific track record.
Since launching his Business Owner Fund in 2008, he’s racked up stellar annualized returns of 15.5%.
Tune in: tinyurl.com/4ey96zuz
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Rob almost never gives interviews but speaks in depth here about the principles & practices that have driven his success in the 20 years since he founded his firm, RV Capital—not least, his habit of betting on CEOs who view their business as their life’s work.
Watch the full episode: youtu.be/MMyfAJRU6o4
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