Feb 1
TIVP057: Doximity (DOCS): A Profitable Social Media Platform For Doctors w/ Shawn O’Malley & Daniel Mahncke
Shawn O’Malley and Daniel Mahncke break down Doximity (ticker: DOCS), known as “the LinkedIn for doctors,” with a suite of productivity apps supporting physicians’ workflows, too. Incredibly, 80% of physicians in the U.S. are on Doximity, giving them fertile real estate to moneti ... Show More
1h 10m
Jan 25
TIVP056: Meta (META): Is Meta Undervalued Again? w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O’Malley take a deep dive into Meta — the world’s most powerful attention engine, spanning Facebook, Instagram, WhatsApp, and Messenger, and still driven primarily by advertising. They break down how Meta’s “Family of Apps” keeps compounding through bette ... Show More
1h 20m
Feb 2023
TIP525: Secrets from a Private Billionaire Club w/ Michael Sonnenfeldt
Trey speaks with accomplished real estate entrepreneur, Michael Sonnenfeldt, about his experiences and takeaways from his private club, Tiger 21, as well as his early life achievements and other topics. Michael is also the author of the book, "Think Bigger: And 39 Other Winning S ... Show More
1h 9m
Jul 2021
TIP364: How to Invest in Alternative Assets w/ Michael Weisz
In today’s episode, Trey Lockerbie sits down with Michael Weisz, the founder and President of Yieldstreet, which is a platform that serves up offerings in alternative asset classes.
IN THIS EPISODE, YOU'LL LEARN:
(01:54) Why you should consider diversifying into alternative ass ... Show More
1h 4m
Feb 2023
TIP529: Joel Tillinghast & Uncovering the Art of Outperformance
On today’s episode, Clay Finck reviews Joel Tillinghast’s book, Big Money Thinks Small, and does analysis on two companies built around acquisitions - Brown and Brown Insurance and Constellation Software.
Joel is an incredible long-term investor as he has consistently outperforme ... Show More
57m 18s
Mar 2023
TIP535: Insights from the World's Top Money Managers w/ Kristof Gleich
Trey invites Kristof Gleich, together they discuss a wide range of topics, including factor frameworks, advancements in behavior analytics, the qualities that set exceptional money managers apart, and more!
Kristof is the President and CIO of Harbor Capital and is responsible for ... Show More
1h 7m
Mar 2023
TIP532: Insights From A Reclusive Investment Firm w/ Graeme Forster
Trey chats with Dr. Graeme Forster. Together they discuss the success of legendary investors such as Jim Simons & Orbis' founder Allan Gray, Graeme's shift from mathematics to value investing, and much more!
Graeme is the Director and Portfolio Manager of Orbis, which currently m ... Show More
1 h
Apr 2024
TIP620: The Intelligent Investor by Benjamin Graham
On today’s episode, Clay shares his lessons from reading The Intelligent Investor by Benjamin Graham.
Benjamin Graham was a renowned value investor, lecturer, financial securities researcher, and mentor to billionaire investor Warren Buffett. Graham is widely regarded as the fath ... Show More
59m 56s
IN THIS EPISODE, YOU’LL LEARN:
01:50 - How Trey’s investment strategy has changed with the everchanging macro landscape.
04:30 - What asset classes does he invests in.
07:17 - How he analyzes the opportunity cost between two different individual stocks.
34:21 - What he'll be eyeing in the months ahead.
40:37 - How Trey became the host of We Study Billi ... Show More
