Millennial Investing
Millennial Investing
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Bill Ackman's Investing Journey w/ Shawn O’Malley (MI368)
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 its start
0:02:20 - What started the feud between Bill Ackman and Carl Icahn
0:07:35 - Why Ackman’s first hedge fund, Gotham Partners, failed
0:11:58 - How Ackman was able to foresee MBIA’s collapse and the 2008 Financial Crisis
0:18:55 - Why Ackman wanted Wendy’s to spin off Tim Horton’s
0:21:26 - How Ackman made one of the greatest hedge fund trades ever
0:26:58 - Why Ackman’s campaign against Herbalife was a financial fiasco but not necessarily wrong
0:32:25 - What Ackman got incorrect about Valeant Pharmaceuticals
0:39:34 - What Ackman’s portfolio looks like today and his latest ventures
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▶️ RELATED EPISODES:
-Bill Miller: the Philosophy Behind His Investing Approach w/ Shawn O'Malley: czcams.com/video/ScZ6ltPL8_0/video.html
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🖊️ Access the transcript and learn more about the guest here: www.theinvestorspodcast.com/millennial-investing/bill-ackman-the-highs-and-lows-w-shawn-omalley/
📖 BOOKS MENTIONED:
- Confidence Game by Christine Richard: amzn.to/3TfpHOI
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ABOUT OUR SHOW 🎙
On Millennial investing, we interview top investors, experts, and successful entrepreneurs such as Kevin O’Leary, JL Collins, Jesse Itzler, and more to guide you on your investing journey.
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❗ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting.
zhlédnutí: 868

Video

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zhlédnutí 1,9KPřed 21 hodinou
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)
zhlédnutí 2,4KPřed 14 dny
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...
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zhlédnutí 4,1KPřed 21 dnem
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...
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zhlédnutí 1,4KPřed 28 dny
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...
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zhlédnutí 618Před měsícem
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...
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zhlédnutí 574Před měsícem
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)
zhlédnutí 2,6KPřed měsícem
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-...
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zhlédnutí 720Před měsícem
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)
zhlédnutí 2,2KPřed 2 měsíci
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)
zhlédnutí 2,9KPřed 2 měsíci
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)
zhlédnutí 2,4KPřed 2 měsíci
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)
zhlédnutí 288Před 2 měsíci
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)
zhlédnutí 666Před 3 měsíci
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zhlédnutí 329Před 3 měsíci
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zhlédnutí 6KPřed 4 měsíci
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zhlédnutí 229Před 4 měsíci
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zhlédnutí 4KPřed 4 měsíci
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zhlédnutí 497Před 4 měsíci
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zhlédnutí 588Před 5 měsíci
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zhlédnutí 981Před 5 měsíci
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zhlédnutí 781Před 5 měsíci
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zhlédnutí 1,6KPřed 5 měsíci
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zhlédnutí 439Před 5 měsíci
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zhlédnutí 4,4KPřed 5 měsíci
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