My guest today is Will Thorndike. I first spoke to Will in 2017 about his excellent book The Outsiders and his career in private equity. I titled that conversation: How Skilled Capital Allocators Compound Capital. In many ways this conversation continues where that one left off. Through the lens of his new project, a podcast called 50X, we explore the power ... Show More
Jun 27
Charlie Songhurst – Lessons from Investing in 483 Companies - [Invest Like the Best, CLASSICS]
Welcome to this classic episode. Classics are my favorite episodes from the past 10 years, published once a month. These are N of 1 conversations with N of 1 people. Charlie Songhurst is a brilliant strategist, accomplished executive, and prolific angel investor. This episode is ... Show More
1h 8m
Jan 2024
Visma: Mission Critical European Software - [Business Breakdowns, EP.145]
This is Zack Fuss. Today we are breaking down the largest privately-owned software business in Europe, Visma. Visma is a software company with over 15,000 employees offering accounting, payroll, and HR software products for customers across the Nordic, Benelux, and Baltic regions ... Show More
46m 4s
Mar 2024
CNX Resources: Hit the Gas - [Business Breakdowns, EP.152]
This is Matt Reustle. Today, we are going into the land of oil and gas to break down CNX. The history of CNX dates back over 150 years. When it comes to energy production, the company's evolution has been very comparable to that of the United States. Our guest today is James Wils ... Show More
53m 37s
Apr 2024
Chris Hansen - The Long & Short of Investing - [Art of Investing, EP.16]
Our teacher today is Chris Hansen, founder of Long Short Equity investor, Valiant Capital. Chris spun off from his early career at Blue Ridge to start Valiant and pursue his own unique investment thesis.We cover Chris's foray into investing in India, the training, temperament, an ... Show More
1h 31m
Dec 2023
TIP592: Outperforming the Market since 1998 w/ Andrew Brenton
On today’s episode, Clay is joined by Andrew Brenton. Andrew Brenton is the CEO and a co-founder of Turtle Creek.Since it’s inception in 1998, Turtle Creek has acheived an average annual return of 20% versus just 7% for the market. $10,000 invested into their fund at inception wo ... Show More
1h 16m
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 outperformed ... Show More
57m 18s
Mar 2024
Arcadea Group - Permanent Capital Investing in Vertical SaaS - [Art of Investing, EP.14]
Our teachers today are Daniel Eisen and Paul Yancich, co-founders of Arcadea Group. Arcadea is a private market, long-duration investor building a permanent home for high-quality, vertical market software companies. Today, we sit down with an example of next-generation talent in ... Show More
1h 37m
Jun 2024
TIP639: Buffett's Favorite Business Book w/ David Fagan
On today’s episode, Clay is joined by David Fagan to discuss Don Keough’s book, The Ten Commandments of Business Failure.
Don Keough was the President and COO of Coca-Cola. During Keough’s and Roberto Goizueta’s leadership, Coca-Cola’s stock compounded at 27% per annum from 1981 ... Show More
1h 6m
Apr 2024
TIP621: Warren Buffett’s Wisdom: The Power Of Corporate Governance with Lawrence Cunningham
Kyle Grieve chats with Lawrence Cunningham about Lawrence’s fascination with Warren Buffett and Berkshire Hathaway, why corporate governance is so crucial for shareholders to understand, the power of transparency, accountability, and ethical decision-making, how Warren Buffett cr ... Show More
1h 5m
Mar 2024
D.R. Horton: Building a New Model - [Business Breakdowns, EP.154]
This is Matt Reustle. Today, we are breaking down D.R. Horton, America’s largest homebuilder. Our guest is Ed Wachenheim, Founder of Greenhaven Associates. Ed takes us through an incredible discussion of D.R. Horton and homebuilders broadly, including how much has changed with th ... Show More
1h 5m