Millennial Investing
Millennial Investing
  • Видео 218
  • Просмотров 585 899
The Company Behind The S&P 500: Valuing S&P Global w/ Daniel Mahncke (MI370)
Shawn O’Malley and stock investor Daniel Mahncke discuss S&P Global, the company behind the S&P 500 index.
You’ll learn about the five different business units at S&P Global, the company's strong position in credit ratings and indices, the impact of its merger with IHS Markit, past allegations, current valuation, and more!
IN THIS EPISODE, YOU’LL LEARN:
0:00:00 - Intro
0:00:50 - How S&P Global was formed and which business units are most important today
0:03:14 - Why S&P Global is such an important company behind the scenes in financial markets
0:07:15- What credit ratings are and why they matter to companies
0:12:26 - How S&P Global provides data to participants throughout financial markets
0:30...
Просмотров: 954

Видео

The Anatomy of The Bear: Digging Through Financial History w/ Shawn O'Malley (MI369)
Просмотров 2 тыс.День назад
Shawn O’Malley analyzes two major bear market bottoms in stock market history outlined in Russell Napier's book The Anatomy of the Bear. You’ll learn about financial history, bear markets, the evolution of the financial system, and the causes of the Stock Market Crash of 1929 and the Great Depression. IN THIS EPISODE, YOU’LL LEARN: 0:00:00 - Intro 0:03:56 - Why it’s important to study financial...
Bill Ackman's Investing Journey w/ Shawn O’Malley (MI368)
Просмотров 1,4 тыс.14 дней назад
Shawn O’Malley breaks down the rollercoaster ride of Bill Ackman’s career, who is one of the most famous investors alive. You’ll learn about how Ackman’s career got its start, his biggest successes and losses, his current portfolio, his company's IPO plans, and his feud with billionaire Carl Icahn, plus more! IN THIS EPISODE, YOU’LL LEARN: 0:00:00 - Intro 0:00:44 - How Bill Ackman’s career got ...
Quality Investing: Invest in the Best of the Best w/ Shawn O’Malley (MI367)
Просмотров 2,3 тыс.21 день назад
Shawn O’Malley explains quality investing, which involves finding companies to own forever instead of selling them if they rise above their current intrinsic value. You’ll learn about the varying definitions of quality, the roots of quality investing in value investing, the patterns and building blocks of high-quality companies, identifying quality businesses through pricing power, Chuck Akre's...
Bill Miller: the Philosophy Behind His Investing Approach w/ Shawn O'Malley (MI366)
Просмотров 2,6 тыс.Месяц назад
In today’s episode, Shawn O’Malley breaks down the life and career of the great Bill Miller, the only investor to ever beat the market for 15 consecutive years. Learn about Miller's investment journey, his unique approach, early investment in Amazon, bullish stance on Bitcoin, and how he recovered from the 2008 Financial Crisis. IN THIS EPISODE, YOU’LL LEARN: 0:00:00 - Intro 0:00:33 - How Mille...
Howard Marks Memos: Finding Fewer Losers and More Winners w/ Shawn O’Malley (MI365)
Просмотров 4,3 тыс.Месяц назад
In today’s episode, Shawn O’Malley breaks down 30 years’ worth of memos from one of Wall Street’s most storied investors: Howard Marks. You’ll learn how Marks’s thinking about beating the market evolved over the course of his career, what it was like going through the 2008 Financial Crisis as a professional investor, the 5 market calls that Marks is most proud of, avoiding the cardinal sin of i...
More Than You Know: Financial Wisdom for Wise Investing w/ Shawn O’Malley (MI364)
Просмотров 1,4 тыс.Месяц назад
In today’s episode, Shawn O’Malley shares his favorite insights from Michael Mauboussin’s excellent book, More Than You Know. You’ll learn how the stock market is like a complex adaptive system, the importance of having a clear investment philosophy, the psychology of investing, how innovation and competition affect stock returns, how Mauboussin uses complexity theory as an investor, plus so mu...
The Breakdown on Valuing Universal Music Group w/ Shawn O’Malley (MI363)
Просмотров 651Месяц назад
In today’s episode, Shawn O’Malley breaks down Universal Music Group’s stock and what the music industry looks like from music labels’ perspective. You’ll learn why Universal Music Group is a more reliable bet on the music industry than Spotify, why music labels have such compelling economics, Bill Ackman’s rationale for owning Universal, how AI could impact the music industry, and whether Univ...
Spotify: Analysis of Stocks and Valuation w/ Shawn O’Malley (MI362)
Просмотров 584Месяц назад
Shawn O’Malley tells the story of Spotify, the music and podcast streaming app that hundreds of millions of people worldwide use. You’ll learn about how streaming saved the recorded music industry, Spotify’s origins, the economics of music streaming, Spotify’s business model, risks, and future outlook, as well as Shawn’s valuation of the stock and how you can create your own, plus so much more!...
Poor Charlie's Almanack: Investing Wisdom From Charlie Munger w/ Shawn O’Malley (MI361)
Просмотров 2,6 тыс.2 месяца назад
Patrick Donley is meeting with Shawn O’Malley, Chief Editor of our newsletter, We Study Markets, to discuss his main takeaways from diving into the wit and wisdom of Charlie Munger in Poor Charlie’s Almanack. You’ll learn how Ben Franklin inspired Munger, how Buffett and Munger developed their relationship, key character traits that made Munger a great investor, the importance of being a multi-...
The Outsiders: CEOs Blueprint for Success w/ Shawn O’Malley (MI360)
Просмотров 7392 месяца назад
Patrick Donley sits down with Shawn O’Malley, Chief Editor of our newsletter, We Study Markets, to discuss his main takeaways from doing a deep dive into The Outsiders by William Thorndike. In this episode, you’ll learn about CEOs operating like stock investors, the challenges of capital allocation for company leaders, identifying extraordinary capital allocators, and applying lessons from The ...
The Intelligent Investor: Timeless Wisdom for Today's Market w/ Shawn O’Malley (MI359)
Просмотров 2,2 тыс.2 месяца назад
Patrick Donley talks with Shawn O’Malley, Chief Editor of our newsletter, We Study Markets, to discuss key insights from The Intelligent Investor by Benjamin Graham. Buffett called The Intelligent Investor the most important book on investing ever written and said it was a significant influence on his life. The book, originally published in 1949, remains relevant due to its timeless principles ...
The Essence of Warren Buffett and Charlie Munger w/ Shawn O'Malley (MI358)
Просмотров 3 тыс.2 месяца назад
Patrick Donley interviews Shawn O’Malley about The Essays of Warren Buffett by Lawrence Cunningham for We Study Markets newsletter. The Essays Of Warren Buffett: Lessons for Corporate America is Cunningham’s seminal work. He was a Professor of Corporate Governance for 15 years at George Washington University. He serves on the board of directors for several public businesses such as: Constellati...
The Sloth Investor: the Sloth Like Investing Approach w/ R P Stevens (MI357)
Просмотров 2,5 тыс.3 месяца назад
Patrick Donley interviews R P Stevens about his new book, The Sloth Investor, covering his investing journey, SLOTH investing philosophy, and key principles. R P Stevens is the author of the upcoming personal finance book 'The Sloth Investor', set to be published on Friday, June 28th. The book offers beginner investors insights into a 'sloth-like' approach to investment success through 5 Bedroc...
Rally Rd: Investing in Rare Assets & Collectibles w/ Rob Petrozzo (MI356)
Просмотров 2923 месяца назад
Patrick Donley interviews Rob Petrozzo about Rally, a platform for investing in rare collectibles. They discuss Rob's background, the genesis of Rally, how the platform works, and the challenges faced during its launch. Rob is the founder of Rally, an alternative investing platform for blue-chip and digital collectibles. He pioneered industries from design to fintech and has a background in Mar...
Real Estate Deal Maker: Deciding the Path to Financial Wealth w/ Henry Washington (MI355)
Просмотров 6843 месяца назад
Real Estate Deal Maker: Deciding the Path to Financial Wealth w/ Henry Washington (MI355)
Finding the Right Mentor for Optimal Growth and Development w/ Adrian Frederick (MI354)
Просмотров 3413 месяца назад
Finding the Right Mentor for Optimal Growth and Development w/ Adrian Frederick (MI354)
The Secret Language of Connection w/ Charles Duhigg (MI353)
Просмотров 1,3 тыс.4 месяца назад
The Secret Language of Connection w/ Charles Duhigg (MI353)
Passivepreneurs: Pursuing Passive Income w/ Mike Hoffman (MI352)
Просмотров 2,4 тыс.4 месяца назад
Passivepreneurs: Pursuing Passive Income w/ Mike Hoffman (MI352)
Get Better at Anything: Fundamental Ingredients for Learning w/ Scott Young (MI351)
Просмотров 8794 месяца назад
Get Better at Anything: Fundamental Ingredients for Learning w/ Scott Young (MI351)
Build A Passive Income Publishing Business w/ Nick Di Fabio (MI350)
Просмотров 1,3 тыс.4 месяца назад
Build A Passive Income Publishing Business w/ Nick Di Fabio (MI350)
The Art of Quality Investing: One Quality Investment at a Time w/ Compounding Quality (MI349)
Просмотров 6 тыс.4 месяца назад
The Art of Quality Investing: One Quality Investment at a Time w/ Compounding Quality (MI349)
Empowering Women Through Real Estate w/ Grace Gudenkauf & Amelia Mcgee (MI347)
Просмотров 2355 месяцев назад
Empowering Women Through Real Estate w/ Grace Gudenkauf & Amelia Mcgee (MI347)
Reach Financial Independence as a Couple w/ Ali & Josh of The FI Couple (MI346)
Просмотров 1,2 тыс.5 месяцев назад
Reach Financial Independence as a Couple w/ Ali & Josh of The FI Couple (MI346)
Outperforming the Market as a Growth Investor w/ Brian C Stoffel (MI345)
Просмотров 4 тыс.5 месяцев назад
Outperforming the Market as a Growth Investor w/ Brian C Stoffel (MI345)
Strategic Tax Solutions and Long-Term Growth w/ Grant Dougherty (MI344)
Просмотров 5055 месяцев назад
Strategic Tax Solutions and Long-Term Growth w/ Grant Dougherty (MI344)
Giving Away and Getting It All Back w/ Brent Beshore (MI343)
Просмотров 5965 месяцев назад
Giving Away and Getting It All Back w/ Brent Beshore (MI343)
The Snowball Effect in Real Estate w/ Alan Corey (MI342)
Просмотров 9935 месяцев назад
The Snowball Effect in Real Estate w/ Alan Corey (MI342)
Understanding Life and Financial Markets w/ Shawn O’Malley and Matthew Gutierrez (MI340)
Просмотров 7915 месяцев назад
Understanding Life and Financial Markets w/ Shawn O’Malley and Matthew Gutierrez (MI340)
Simplifying Investing for Long-term Success w/ Chris Panagiotu (MI341)
Просмотров 1,6 тыс.5 месяцев назад
Simplifying Investing for Long-term Success w/ Chris Panagiotu (MI341)

Комментарии

  • @rushanejclarke
    @rushanejclarke 14 часов назад

    Solid interview, enjoyed it. Keep it up.

  • @WallaceLynch-s1i
    @WallaceLynch-s1i 2 дня назад

    Hammes Branch

  • @papabear4066
    @papabear4066 2 дня назад

    I love JL. After Bogle, he is my financial guru! Big fan of Hassan Minhaj as well!

  • @GerardoHammond-l4s
    @GerardoHammond-l4s 3 дня назад

    Eliza Corner

  • @brianbirnbaum9760
    @brianbirnbaum9760 3 дня назад

    That ROCE calculation is far too generic. You should check out Pulak Prasad’s method. It’s far more accurate. Better yet, get him on the show. He’s one of the best in the business.

  • @brianbirnbaum9760
    @brianbirnbaum9760 3 дня назад

    Shawn brings a knowledge and obsession with business and markets that shines through. Such great content.

  • @ksmi1091
    @ksmi1091 4 дня назад

    Wow this was awesome! This is great work and I am so glad Shawn is our new host here. Or I hope he is! That last couple months of videos from him have been of such a high quality and I like the format and style. Keep them coming please.

  • @MillennialInvesting
    @MillennialInvesting 4 дня назад

    📌Check out this video next: ruclips.net/video/XqRp4O3KanM/видео.html ⚠IMPORTANT: Please beware of cyber scams and phishing attacks. We will never ask for your contact info in the comments section. Kindly report suspicious accounts you see below. Thank you!

  • @TheChannelforkids
    @TheChannelforkids 7 дней назад

    Why is greenlane renewables doing so bad and standard lithium

  • @brianbirnbaum9760
    @brianbirnbaum9760 9 дней назад

    Shawn is quickly becoming one of my favorite podcasters. You could tell he just needed a couple episodes to get used to the gig. So much valuable info without fluff or waste.

  • @buckmanriver
    @buckmanriver 9 дней назад

    People under 40 are time billionaires.

  • @oliverposniak1254
    @oliverposniak1254 11 дней назад

    GREAT. Thank you so much for this Video. 😎👍

  • @MillennialInvesting
    @MillennialInvesting 11 дней назад

    📌Check out this video next: ruclips.net/video/pOJQlf3safA/видео.html ⚠ IMPORTANT: Please beware of cyber scams and phishing attacks. We will never ask for your contact info in the comments section. Kindly report suspicious accounts you see below. Thank you!

  • @mrmo3379
    @mrmo3379 11 дней назад

    Great episode. I think it will take a few listens to take it all in. The impact of inflation is very interesting.

  • @tolyaulyanov
    @tolyaulyanov 11 дней назад

    Hall Donna Walker Joseph Brown Shirley

  • @ClementMarion-b5t
    @ClementMarion-b5t 12 дней назад

    9807 Terrell Parks

  • @mannycarrasquillo6910
    @mannycarrasquillo6910 13 дней назад

    My guy JL! Good stuff.

  • @BethBarbour
    @BethBarbour 15 дней назад

    69238 Kuhic Rest

  • @brianbirnbaum9760
    @brianbirnbaum9760 15 дней назад

    A shame it’s so hard to communicate what he’s doing to laymen. It’s truly brilliant

  • @brianbirnbaum9760
    @brianbirnbaum9760 15 дней назад

    ETA: Wow, absolutely fascinating regarding the calls. But I still don’t see how the puts will afford enough calls to equal the weighting you were looking for. Weekly or monthly premiums cannot afford that many calls. Unless it’s not a one-for-one equation. The one issue Matt doesn’t raise is that with writing puts to enter a position you risk missing the shares as they take off. It’s great to collect the premium but if you miss the stock and it runs away from you and goes on to 10-100x, you’ve made a horrible mistake. And this is absolutely a risk if you refuse to buy at market price. There’s no way to claim otherwise. I do not believe one should only buy using put options. It’s simply not the optimal strategy if you believe the company is an infinite compounder. Once the stock runs away from you, the only way to repeat that process is to find another infinite compounder before the next year is out. Given how few and far between they are, this is not an easy task.

  • @brianbirnbaum9760
    @brianbirnbaum9760 16 дней назад

    I just watched Matt’s appearance on Brandon’s podcast, went to his website, and found this one. What a great day.

  • @ChaucerCecil-h7x
    @ChaucerCecil-h7x 16 дней назад

    Alexa Port

  • @ksmi1091
    @ksmi1091 16 дней назад

    Excellent video and Chris is amazing.

  • @PriestleyPaula-l5r
    @PriestleyPaula-l5r 16 дней назад

    Brown Key

  • @GusEdison-m8m
    @GusEdison-m8m 16 дней назад

    Goldner Avenue

  • @HeidiKempner-r5k
    @HeidiKempner-r5k 16 дней назад

    Aimee Isle

  • @pratikkodial5428
    @pratikkodial5428 18 дней назад

    As always a great episode!!

  • @MillennialInvesting
    @MillennialInvesting 18 дней назад

    📌Check out this video next: ruclips.net/video/ScZ6ltPL8_0/видео.html ⚠IMPORTANT: Please beware of cyber scams and phishing attacks. We will never ask for your contact info in the comments section. Kindly report suspicious accounts you see below. Thank you!

  • @georgesamaras2922
    @georgesamaras2922 19 дней назад

    Amazon has high R&D spending, and is also a platform provider / rent seeker

  • @KamilMauel
    @KamilMauel 19 дней назад

    Many talk about the quality when the market retreats. Sounds like in the good times trash is better 😀

  • @jimd1617
    @jimd1617 19 дней назад

    thank you!

  • @DevmanVansya
    @DevmanVansya 24 дня назад

    Kardden Token is launching, 1000x gains. Thank me later...

  • @RajbarmanBarman-wt5gd
    @RajbarmanBarman-wt5gd 24 дня назад

    If you people know Kardden Token you know the future, it is green! Green and going up

  • @ArjunSolanki-w5d
    @ArjunSolanki-w5d 24 дня назад

    Kardden Token will make millionaires, after CEX listing it will blow up.

  • @sahajuddin202
    @sahajuddin202 24 дня назад

    Any thoughts about Kardden Token? I myself think it's the best thing since sliced bread.

  • @freefireshort2136
    @freefireshort2136 24 дня назад

    Coinbase listing Kardden Token Binance probably in line too

  • @BpppaSk
    @BpppaSk 24 дня назад

    You dont want to miss to invest in Kardden Token. Best crypto this year Brutal gains expected

  • @sarwatafroz3755
    @sarwatafroz3755 24 дня назад

    I believe Kardden Token will change E-commerce forever. Thank me later!

  • @AnjumNisha-c2i
    @AnjumNisha-c2i 24 дня назад

    Thanks I bought Kardden Token and I can't be more happy about it

  • @Ayan555-tf8id
    @Ayan555-tf8id 24 дня назад

    Lucky for those who had Kardden Token since yesterday, but more green days to come

  • @akashnayak923
    @akashnayak923 24 дня назад

    Kardden Token is the future and more than just another Floki, it has all of it

  • @PrakashSalame-750
    @PrakashSalame-750 24 дня назад

    My investment portfolios go with Bitcoin, ETH and Kardden Token obviously