Episode of My First Million with Sam Parr and Shaan Puri.
Topics
- Introduction to Stock-a-palooza 2024
- The Warren Buffett Investment Framework
- Shaan’s Pick: TKO (UFC and WWE)
- Risks and Anti-Fragility of the TKO Business
- Sam’s Framework: The Bernard Arnault Luxury Strategy
- Sam’s Pick: Ferrari (The Ultimate Veblen Good)
- Ferrari’s Valuation and Entrepreneurial Lessons