The Investor's Podcast

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Chris Hohn has made GE Aerospace the biggest position in his $50 billion portfolio, betting on a business with a massive installed engine base and decades of recurring aftermarket revenue.

But with shares down more than 20% from their August high, is GE finally worth buying?

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@Shawn_OMalley_ @MnkeDaniel Watch the full episode: https://t.co/Qfq9xS5jQG

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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: https://t.co/JmET2dko1e

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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: https://t.co/RSxTISYgAZ

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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: https://t.co/3RvHrFOGFr

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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: https://t.co/FO4snwnIEF

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Read the full article: https://t.co/F5hUQXgXpd

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Aritzia has built a growing fashion business around its “Everyday Luxury” positioning, with significant room to expand across the U.S. But with shares trading at 29x earnings, is its growth worth the price?

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Watch the full video: https://t.co/K5IjtytPNB

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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: https://t.co/qmg5ZmpGxT

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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: https://t.co/SFnipLKAHg

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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: https://t.co/DV3hIRvL5m

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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: https://t.co/VamlzU9e4o

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Read on: https://t.co/OsNawfSrh0

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Hermès and LVMH, two of the world’s biggest luxury names, are trading near multi-year lows after a prolonged industry downturn.

But with Hermès still growing while LVMH reports two straight years of declining sales, is this a buying opportunity?

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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: https://t.co/8H13eR5sI4

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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: https://t.co/mOyiR7PFSP

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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: https://t.co/JfcwALIwuP

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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: https://t.co/balHj9z9na