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Join Eric, @TimAndrewsHere, @Autopritts, @JaredYamamoto, Greg, and George LIVE on 95.5 WSB from 3pm-7pm as they chat about Plutocracy, Wuthering Heights, neighing horses, and so much more! *New episodes of our sister shows: The Popcast with Tim Andrews and The Nightcap with Jared Yamamoto are available as well!
Today on the show: Jim Ryan from ABC News on the historic Olympic win. Erick Erickson and Legal Analyst Thane Rosenbaum with reaction to the Supreme Court's tariff decision. We'll go live to Jordan updating U.S./Iran. Plus, May Pang, Whitney Cummings and Jon Tenney join us live! 9am-noon on 95.5 WSB.
Today on the show: Jim Ryan from ABC News on the historic Olympic win. Erick Erickson and Legal Analyst Thane Rosenbaum with reaction to the Supreme Court's tariff decision. We'll go live to Jordan updating U.S./Iran. Plus, May Pang, Whitney Cummings and Jon Tenney join us live! 9am-noon on 95.5 WSB.
Today on the show: Jim Ryan from ABC News on the historic Olympic win. Erick Erickson and Legal Analyst Thane Rosenbaum with reaction to the Supreme Court's tariff decision. We'll go live to Jordan updating U.S./Iran. Plus, May Pang, Whitney Cummings and Jon Tenney join us live! 9am-noon on 95.5 WSB.
Daniel Mahncke and Shawn O'Malley take a deep dive into Constellation Software — the popular Canadian compounder that has turned buying “boring” vertical market software into one of the most effective capital-allocation machines in public markets. IN THIS EPISODE, YOU'LL LEARN: 00:00:00 - Intro 00:03:33 - How Mark Leonard founded Constellation 00:08:43 - What principles drive Mark Leonard 00:15:23 - What Constellation looks for in acquisition targets 00:19:20 - About the metrics that matter to Constellation 00:21:15 - How Constellation is structured and incentivized 00:46:26 - Whether AI is a threat or chance 01:04:50 - Why Constellation considers investing outside of VMS 01:08:50 - Whether Shawn and Daniel add Constellation to the portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!) Sign up for The Intrinsic Value Newsletter. Learn how to join us in Omaha for the 2026 Berkshire Hathaway shareholder meeting. Track The Intrinsic Value Portfolio. Shawn & Daniel use Fiscal.ai for every company they research — use their referral link to get started with a 15% discount! WSB episode on Constellation Software. Synopsis Podcast on Constellation Software. Business Breakdown Podcast on Constellation Software. Mark Leonard Shareholder Letters. Saber Capital: How to Think about ROIC. Check out our previous Intrinsic Value breakdowns: Transdigm, Salesforce, Berkshire Hathaway, FICO, PayPal, Uber, Nike, Amazon, Airbnb, Alphabet. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Facebook. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Join Eric, @EnglishNick67, @GeorgeStein, @TimAndrewsHere, @Autopritts, @JaredYamamoto, Greg, and George LIVE on 95.5 WSB from 3pm-7pm as they chat about the Supreme Court tariff decision, the Nordic Combined event, Punch, the monkey, and so much more! *New episodes of our sister shows: The Popcast with Tim Andrews and The Nightcap with Jared Yamamoto are available as well!
Listen to The Shelley Wynter Show live weeknights from 7pm-9pm on 95.5 WSB.
Listen to The Shelley Wynter Show live weeknights from 7pm-9pm on 95.5 WSB.
Join Eric, SteffanPappas, @TimAndrewsHere, @Autopritts, @JaredYamamoto, Greg, and George LIVE on 95.5 WSB from 3pm-7pm as they chat about Trump in Georgia, Doomerism, classified aliens, and so much more! *New episodes of our sister shows: The Popcast with Tim Andrews and The Nightcap with Jared Yamamoto are available as well!
Today on the show: Peter Charalambous from ABC News live on the arrest of former Prince Andrew. Natalie Brand from CBS News live on the US/Iran situation. Political Analyst Bill Crane on President Trump's Georgia visit. Nancy Loo from NewsNation updates the Guthrie case. Plus, Peter Greenberg joins us live! 9am-noon on 95.5 WSB.
Today on the show: Peter Charalambous from ABC News live on the arrest of former Prince Andrew. Natalie Brand from CBS News live on the US/Iran situation. Political Analyst Bill Crane on President Trump's Georgia visit. Nancy Loo from NewsNation updates the Guthrie case. Plus, Peter Greenberg joins us live! 9am-noon on 95.5 WSB.
Today on the show: Peter Charalambous from ABC News live on the arrest of former Prince Andrew. Natalie Brand from CBS News live on the US/Iran situation. Political Analyst Bill Crane on President Trump's Georgia visit. Nancy Loo from NewsNation updates the Guthrie case. Plus, Peter Greenberg joins us live! 9am-noon on 95.5 WSB.
Unique, Fearless and Topical where you provide the balance to our content. Tonight, in Hour 2, Shelley talks about Toure, a political commenter on what he said about an ICE agent, talks about Aliens, talks to Joe Gruder from the RNC, and much more. Listen LIVE weeknights 7pm-9pm on 95.5 WSB
Unique, Fearless and Topical where you provide the balance to our content. Tonight, in Hour 1, Shelley talks about Trump coming to Georgia for a Rally, talks to Greg Bluestein from the AJC, talks about a women's sports night, and much more. Listen LIVE weeknights 7pm-9pm on 95.5 WSB
Join Eric, @WesMoss365, @DrJoeEsposito, @ShelleyWynter1, SteffanPappas, @TimAndrewsHere, @Autopritts, @JaredYamamoto, Greg, and George LIVE on 95.5 WSB from 3pm-7pm as they chat about steakhouse sticker shock, Eric's mea culpa, Olympic outrage, and so much more! *New episodes of our sister shows: The Popcast with Tim Andrews and The Nightcap with Jared Yamamoto are available as well!
Today on the show: Vicki Barker from CBS News live in London with the latest on the arrest of former Prince Andrew. Joe Khalil from NewsNation live on Les Wexner's Epstein files deposition. Previewing President Trump's visit to Georgia today. Jordana Miller from ABC News in Jerusalem watching Iran. Plus, Justin Gray from WSB-TV joins us live. 9am-noon on 95.5 WSB.
Today on the show: Vicki Barker from CBS News live in London with the latest on the arrest of former Prince Andrew. Joe Khalil from NewsNation live on Les Wexner's Epstein files deposition. Previewing President Trump's visit to Georgia today. Jordana Miller from ABC News in Jerusalem watching Iran. Plus, Justin Gray from WSB-TV joins us live. 9am-noon on 95.5 WSB.
Today on the show: Vicki Barker from CBS News live in London with the latest on the arrest of former Prince Andrew. Joe Khalil from NewsNation live on Les Wexner's Epstein files deposition. Previewing President Trump's visit to Georgia today. Jordana Miller from ABC News in Jerusalem watching Iran. Plus, Justin Gray from WSB-TV joins us live. 9am-noon on 95.5 WSB.
Join Eric, @CSIBillCrane, @TimAndrewsHere, @Autopritts, @JaredYamamoto, Greg, and George LIVE on 95.5 WSB from 3pm-7pm as they chat about the partial government shutdown, junk science, sleepcation, and so much more! *New episodes of our sister shows: The Popcast with Tim Andrews and The Nightcap with Jared Yamamoto are available as well!
oday on the show: Veronica Waters live with the latest on the Colin Gray trial. Jonathan O'Brien updates the proposed data center bill. Political Analyst Stephen Lawson in studio. Karen Travers from ABC News on the DHS funding battle. Singer-songwriter Ani DiFranco joins us live. Plus, giving away Bruce Springsteen tickets!!! 9am-noon on 95.5 WSB.
oday on the show: Veronica Waters live with the latest on the Colin Gray trial. Jonathan O'Brien updates the proposed data center bill. Political Analyst Stephen Lawson in studio. Karen Travers from ABC News on the DHS funding battle. Singer-songwriter Ani DiFranco joins us live. Plus, giving away Bruce Springsteen tickets!!! 9am-noon on 95.5 WSB.
oday on the show: Veronica Waters live with the latest on the Colin Gray trial. Jonathan O'Brien updates the proposed data center bill. Political Analyst Stephen Lawson in studio. Karen Travers from ABC News on the DHS funding battle. Singer-songwriter Ani DiFranco joins us live. Plus, giving away Bruce Springsteen tickets!!! 9am-noon on 95.5 WSB.
Join Eric, @TimAndrewsHere, @Autopritts, @JaredYamamoto, Greg, and George LIVE on 95.5 WSB from 3pm-7pm as they chat about AOC's geography lesson, AI dangers, Michael Jordan's wandering hands, and so much more! *New episodes of our sister shows: The Popcast with Tim Andrews and The Nightcap with Jared Yamamoto are available as well!
Today on the show: Seth Doane from CBS News live in Italy updating the Olympics. Live to Arizona on the Guthrie case. Scott Slade joins us live. Mike Dobuski from ABC News with big tech news. Plus, we'll remember Jesse Jackson and Robert Duvall. 9am-noon on 95.5 WSB.
Today on the show: Seth Doane from CBS News live in Italy updating the Olympics. Live to Arizona on the Guthrie case. Scott Slade joins us live. Mike Dobuski from ABC News with big tech news. Plus, we'll remember Jesse Jackson and Robert Duvall. 9am-noon on 95.5 WSB.
Today on the show: Seth Doane from CBS News live in Italy updating the Olympics. Live to Arizona on the Guthrie case. Scott Slade joins us live. Mike Dobuski from ABC News with big tech news. Plus, we'll remember Jesse Jackson and Robert Duvall. 9am-noon on 95.5 WSB.
Today on the show: Seth Doane from CBS News live in Italy updating the Olympics. Live to Arizona on the Guthrie case. Scott Slade joins us live. Mike Dobuski from ABC News with big tech news. Plus, we'll remember Jesse Jackson and Robert Duvall. 9am-noon on 95.5 WSB.
Join Eric, @TimAndrewsHere, @Autopritts, @JaredYamamoto, Greg, and George LIVE on 95.5 WSB from 3pm-7pm as they chat about voter ID, AI companion cafe's, sofa detectives, and so much more! *New episodes of our sister shows: The Popcast with Tim Andrews and The Nightcap with Jared Yamamoto are available as well!
Unique, Fearless and Topical where you provide the balance to our content. Tonight, in Hour 1, Shelley talks about Rick Jackson and the other candidates for governor in Georgia, talks about his weekend plans, lets callers say whatever they want in "Rant On", and much more. Listen LIVE weeknights 7pm-9pm on 95.5 WSB
Unique, Fearless and Topical where you provide the balance to our content. Tonight, in Hour 2, Shelley talks to Bill Crane for their weekly political talk, takes calls, finds a date for the weekend, and much more. Listen LIVE weeknights 7pm-9pm on 95.5 WSB
Join Eric, @TimAndrewsHere, @Autopritts, @JaredYamamoto, Greg, and George LIVE on 95.5 WSB from 3pm-7pm as they chat about Jared's nose, the hardest word to say for Georgians, George's RFK Jr bathroom encounter, and so much more! *New episodes of our sister shows: The Popcast with Tim Andrews and The Nightcap with Jared Yamamoto are available as well!
Today on the show: we'll go live to Italy for the latest on the Olympics. Guy Davies from ABC News in London with fallout in the U.K. from the Epstein files. Updating Hegseth vs. Kelly. Nancy Guthire updates. Political Analyst Bill Crane. Plus, we'll Caleb McLaughlin from Stranger Things joins us live! 9am-noon on 95.5 WSB.
Today on the show: we'll go live to Italy for the latest on the Olympics. Guy Davies from ABC News in London with fallout in the U.K. from the Epstein files. Updating Hegseth vs. Kelly. Nancy Guthire updates. Political Analyst Bill Crane. Plus, we'll Caleb McLaughlin from Stranger Things joins us live! 9am-noon on 95.5 WSB.
Today on the show: we'll go live to Italy for the latest on the Olympics. Guy Davies from ABC News in London with fallout in the U.K. from the Epstein files. Updating Hegseth vs. Kelly. Nancy Guthire updates. Political Analyst Bill Crane. Plus, we'll Caleb McLaughlin from Stranger Things joins us live! 9am-noon on 95.5 WSB.
Unique, Fearless and Topical where you provide the balance to our content. Tonight, in Hour 2, Shelley talks to Carolyn Bourdeaux for their usual Thursday night talk about politics, gives ideas for Valentine's Day, asks if a caller has a good idea for Valentine's Day. calls, and much more. Listen LIVE weeknights 7pm-9pm on 95.5 WSB
Unique, Fearless and Topical where you provide the balance to our content. Tonight, in Hour 1, Shelley talks about hearings today and how it is making us all look bad, talks about someone he would like to see get support in an election in Georgia, takes some calls, and much more. Listen LIVE weeknights 7pm-9pm on 95.5 WSB
Join Eric, @DrJoeEsposito, @SteffanPappas, @TimAndrewsHere, @Autopritts, @JaredYamamoto, Greg, and George LIVE on 95.5 WSB from 3pm-7pm as they chat about Valentine's losers, dying daytime talk shows, wiener writing, and so much more! *New episodes of our sister shows: The Popcast with Tim Andrews and The Nightcap with Jared Yamamoto are available as well!
Today on the show: Luke Barr from ABC News recaps the Bondi hearing. Ed O'Keefe from CBS News live on the Trump/Netanyahu meeting. David Wickert from The Atlanta Journal-Constitution updates a big story in the Georgia Governor's race. What exactly happened in El Paso? Plus, the latest on the Guthrie case. 9am-noon on 95.5 WSB. https://www.wsbradio.com/on-demand/mark-arum-podcast/
Today on the show: Luke Barr from ABC News recaps the Bondi hearing. Ed O'Keefe from CBS News live on the Trump/Netanyahu meeting. David Wickert from The Atlanta Journal-Constitution updates a big story in the Georgia Governor's race. What exactly happened in El Paso? Plus, the latest on the Guthrie case. 9am-noon on 95.5 WSB.
Today on the show: Luke Barr from ABC News recaps the Bondi hearing. Ed O'Keefe from CBS News live on the Trump/Netanyahu meeting. David Wickert from The Atlanta Journal-Constitution updates a big story in the Georgia Governor's race. What exactly happened in El Paso? Plus, the latest on the Guthrie case. 9am-noon on 95.5 WSB.
Join Eric, @CSIBillCrane, @TimAndrewsHere, @Autopritts, @JaredYamamoto, Greg, and George LIVE on 95.5 WSB from 3pm-7pm as they chat about Epstein's money, Valentine's Day, wiener writing, and so much more! *New episodes of our sister shows: The Popcast with Tim Andrews and The Nightcap with Jared Yamamoto are available as well!
Today on the show: team coverage of the Guthrie case with Aaron Katersky from ABC News live in Arizona and former FBI agent Rich Frankel. Scott MacFarlane from CBS News updates the FBI raid in Fulton County. Political Analyst Stephen Lawson joins us live. Plus, we'll talk tech with Kim Komando! 9am-noon on 95.5 WSB.
Today on the show: team coverage of the Guthrie case with Aaron Katersky from ABC News live in Arizona and former FBI agent Rich Frankel. Scott MacFarlane from CBS News updates the FBI raid in Fulton County. Political Analyst Stephen Lawson joins us live. Plus, we'll talk tech with Kim Komando! 9am-noon on 95.5 WSB.
Today on the show: team coverage of the Guthrie case with Aaron Katersky from ABC News live in Arizona and former FBI agent Rich Frankel. Scott MacFarlane from CBS News updates the FBI raid in Fulton County. Political Analyst Stephen Lawson joins us live. Plus, we'll talk tech with Kim Komando! 9am-noon on 95.5 WSB.
Join Eric, @AlexWilliams, @TimAndrewsHere, @Autopritts, @JaredYamamoto, Greg, and George LIVE on 95.5 WSB from 3pm-7pm as they chat about the Super Bowl, the Olympics, Kid Rock's lip syncing, and so much more! *New episodes of our sister shows: The Popcast with Tim Andrews and The Nightcap with Jared Yamamoto are available as well!
Today on the show: Steven Portnoy from ABC News with new Epstein files info. Kelly O'Grady from CBS News live in Italy updating the Olympics. The latest on Nancy Guthrie. Plus, Spike Lee live in studio and we'll chat with Michael Richards! 9am-noon on 95.5 WSB.
Today on the show: Steven Portnoy from ABC News with new Epstein files info. Kelly O'Grady from CBS News live in Italy updating the Olympics. The latest on Nancy Guthrie. Plus, Spike Lee live in studio and we'll chat with Michael Richards! 9am-noon on 95.5 WSB.
Today on the show: Steven Portnoy from ABC News with new Epstein files info. Kelly O'Grady from CBS News live in Italy updating the Olympics. The latest on Nancy Guthrie. Plus, Spike Lee live in studio and we'll chat with Michael Richards! 9am-noon on 95.5 WSB.
Join Eric, @GeorgeStein, @TimAndrewsHere, @Autopritts, @JaredYamamoto, Greg, and George LIVE on 95.5 WSB from 3pm-7pm as they chat about Constitutional bitches, The 12th "fan", Serial killer ephemera, and so much more! *New episodes of our sister shows: The Popcast with Tim Andrews and The Nightcap with Jared Yamamoto are available as well!
Join Eric, @TimAndrewsHere, @Autopritts, @JaredYamamoto, Greg, and George LIVE on 95.5 WSB from 3pm-7pm as they chat about MAGA parrots, Etsy witches, gin myths, and so much more! *New episodes of our sister shows: The Popcast with Tim Andrews and The Nightcap with Jared Yamamoto are available as well