Millennial Investing - 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
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Economics Personal Finance
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Episodes
  • MI378: The Aggressive Conservative Investor: Lessons From Martin Whitman w/ Shawn O'Malley

    MI378: The Aggressive Conservative Investor: Lessons From Martin Whitman w/ Shawn O'Malley
    Nov 18 2024
    In today’s episode, Shawn O’Malley (@Shawn_OMalley_) explores the highs and lows of famed investor Martin Whitman’s career. Whitman is the founder of Third Avenue Management, which, at its peak in 2006, managed 26 billion dollars across a handful of funds. For nearly two decades, Whitman outperformed market benchmarks with average annual returns of 12 percent. Whitman’s approach to investing is unique, and in this episode, you’ll learn about why the balance sheet is just as important or more important than the income statement, how Whitman got his reputation for being a “vulture” investor, how Whitman was able to profit from companies going through bankruptcy, the legal differences between being a bondholder and stockholder, what Whitman looks for in the companies he owns long-term, and takeaways from Whitman’s legacy, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 07:13 - Why investors should focus on creditworthiness 08:20 - Why the balance sheet is just as important or more important than the income statement 11:35 - How Whitman’s legacy was tarnished by the 2008 Financial Crisis 15:05 - How to assess earnings power using assets 28:58 - What strategies Whitman used to beat the market averages 35:09 - How different markets have varying degrees of efficiency 37:42 - What issues Whitman has with current accounting standards 43:16 - The case for thinking more like a creditor in stock investing 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. Request a free copy of Whitman’s book, Dear Fellow Shareholders, on this page. Whitman’s book Distress Investing. Case studies on legend investors from past episodes: Howard Marks, Bill Ackman, Bill Miller, George Soros. William Thorndike Jr.'s book, The Outsiders. Hunter Hopcroft’s blog post on Martin Whitman — check out Hunter on Twitter. 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 Facet ShipStation Fundrise Public Bluehost Airbnb NetSuite Connect with Shawn: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! 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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    58 mins
  • MI377: How Aswath Damodaran Invests Across The Corporate Lifecycle w/ Shawn O’Malley

    MI377: How Aswath Damodaran Invests Across The Corporate Lifecycle w/ Shawn O’Malley
    Nov 11 2024
    In today’s episode, Shawn O’Malley (@Shawn_OMalley_) discusses how companies can age just like people, how to define and understand the corporate life cycle, why the corporate decline phase is both inevitable and almost always poorly managed, how to invest across the corporate life cycle, plus so much more from studying Aswath Damodaran and recent research from Michael Mauboussin & Dan Callahan of Morgan Stanley. Aswath Damodaran is a renowned professor of finance at NYU who recently published a book on corporate life cycles. Shawn pulls from Aswath and other sources in painting an actionable picture of the corporate life cycle and how it affects investors while also diving into case studies on three aging companies: Intel, Walgreens, and Starbucks. Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 02:18 - Why companies age 07:37 - What the corporate life cycle looks like 18:03 - How companies can age gracefully (and why most don’t) 23:35 - How Intel, Walgreens, and Starbucks face different and similar challenges of aging 29:23 - Which declining stock Aswath Damodaran is investing in 34:31 - Investing strategies based on the corporate life cycle 36:59 - Why it’s important to diversify across the corporate life cycle 43:19 - Why younger companies carry more duration risk 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. Clay Finck’s interview with Aswath Damodaran on We Study Billionaires | YouTube Video. Morgan Stanley’s paper on stages of the corporate life cycle. Damodaran’s free online course about the corporate life cycle. Book: The Corporate Lifecycle by Aswath Damodaran. Book: The Little Book of Valuation by Aswath Damodaran. Blog post on the investing implications of the corporate life cycle. Check out the case study on aging on Intel, Starbucks, and Walgreens. Aswath Damodaran’s YouTube channel. Aswath Damodaran’s free mobile app for valuation. 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 Facet ShipStation Fundrise Public Bluehost Airbnb NetSuite Connect with Shawn: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! 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! 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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    58 mins
  • MI376: Why Do Great Companies Fail? The Innovator’s Dilemma w/ Shawn O’Malley

    MI376: Why Do Great Companies Fail? The Innovator’s Dilemma w/ Shawn O’Malley
    Nov 4 2024
    In today’s episode, Shawn O’Malley (@shawn_OMalley_) discusses why great companies fail, as outlined by Clayton Christensen in his timeless book, The Innovator’s Dilemma, which was first published in 1997. The Economist actually named it one of the six most important business books ever written. Christensen was an academic and business consultant who wrote a number of compelling books, but the Innovator’s Dilemma is by far his best-known work. Christensen worked at Harvard Business School for a decade before founding a consulting firm in 2000 and a venture capital firm focused on investing in Southeast Asia in 2005. In this episode, you’ll learn how disruptive innovations shift the status quo, the difference between disruptive and sustaining innovations, why companies can seemingly do everything right and still lose out to new competition, how following logical incentives can actually lead management to disregard threats from disruptive technology, why disruptive technologies tend to emerge on the fringes of established customer demographics, and what companies can do to prepare themselves for the inevitable rise of disruptive technologies, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 02:11 - What is a disruptive innovation, and how it differs from sustaining innovations. 02:52 - How the “paradox” of innovation impacts industry leaders. 05:11 - Why even the best of the best companies aren’t immune to disruptive innovation. 08:03 - How to think about disruptive technologies from the vantage point of a value investor. 08:55 - How Tesla disrupted the automotive industry. 13:15 - Why the fast-paced hard-drive industry is such a good case study on innovation. 21:10 - How value networks shape biases and outcomes in companies. 31:28 - What industry leaders can do to manage disruptive innovation. 36:20 - How Honda stumbled into disruptive innovation in the U.S. market. *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. Sign up for TIP’s free newsletter, We Study Markets. The Innovator’s Dilemma by Clayton Christensen. Clayton Christensen’s website. Executive Summary of the book. Clayton Christensen’s Essential Articles, from the Harvard Business Review. 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 Facet ShipStation Fundrise Public Bluehost Airbnb NetSuite Connect with Shawn: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! 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! 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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    53 mins

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