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The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · 2026-07-09 · 92 min · 18,426 words

TIP829: Kaspi Stock ($KSPI): The Cheapest E-Commerce Monopoly in the World w/ Daniel Mahncke and Shawn O'Malley

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You're listening to TIP. So I think you saw, but I I was just so excited about this one. I pulled a Daniel last night, right? You saw me in the Google Docs till like three AM prepping for this episode. Usually that's my job, so I was a bit surprised seeing you in the document that early. Well, I never thought we would speak about a company

Based in Kazakhstan. on this show. So that's part of the excitement. Well I did have a hunch we might get there eventually, at least once I realized what covering one company week Actually means in terms of

Looking at, you know, dozens and dozens of companion. It's a lot of companies. It's also a lot of fun. And yeah, I also remember, you know, back when we were in Montana last September, you mentioned something about Casby. So it's a company that's been loosely on my my radar for a while. Yeah, I came across investors in Caspi quite a lot, actually, um, over the last couple of years, but I never looked into the company myself, so I thought at some point it's time and that time has come today.

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