May 3

TIVP069: OTC Markets (OTCM): A Picks and Shovels Play in Modern Capital Markets w/ Kyle Grieve & Shawn O'Malley

Kyle Grieve and Shawn O’Malley analyze OTC Markets Group, a hidden infrastructure company that collects tolls on over 12,000 securities while operating with fewer than 130 employees. They explore why OTCM is the only viable option for small companies and international firms seeki ... Show More

1h 22m

Apr 25

TIVP68: CoStar Group (CSGP): The Real Estate Empire Making a $5 Billion Bet w/ Shawn O'Malley & Daniel Mahncke

Shawn O'Malley and Daniel Mahncke explore CoStar Group (ticker: CSGP), the dominant provider of commercial real estate data and analytics, and assess whether the company's massive $5 billion bet on Homes.com can successfully crack the residential real estate market dominated by Z ... Show More

1h 36m

Apr 19

TIVP067: Portfolio Review: Thoughts on Airbnb, Reddit, Adobe, and co. w/ Daniel Mahncke, Shawn O'Malley, & Kyle Grieve

Daniel Mahncke, Shawn O'Malley, and Kyle Grieve take a closer look at the Intrinsic Value Portfolio and some of the high-priority watchlist companies. The episode covers high-conviction portfolio holdings such as Airbnb, Universal Music Group, Reddit, and Exor, as well as watchli ... Show More

1h 46m

Jul 2022

TIP466: The Bear Has Arrived w/ Jeremy Grantham

IN THIS EPISODE, YOU’LL LEARN: 01:44 - Where Jeremy thinks we’ll go from here! 06:10 - Why he believes rates will climb higher for longer. 14:27 - How today’s market and economy may start to resemble the stagflation of the 1970s and 80s. 29:03 - Why important resources are in ... Show More

1h 14m

Jul 2022

TIP463: Investing for Profit and Joy w/ Howard Lindzon

IN THIS EPISODE, YOU’LL LEARN: 05:29 - Why Howard thinks the stock market is rigged. 08:07 - How to treat investing and business like a game. 20:20 - Why you should invest in companies you know and love, much like the style of Peter Lynch. 23:54 - Howard’s 8 & 80 rule. 44:15 ... Show More

52m 9s

Dec 2022

TIP506: How Jeff Bezos Built Amazon

IN THIS EPISODE, YOU'LL LEARN: 00:02:34 - How Jeff Bezos came to discover the incredible opportunities on the Internet in the early 1990s. 00:09:58 - How the regret minimization framework led Bezos to starting Amazon. 00:17:08 - How Amazon lost hundreds of millions of dollars ... Show More

1h 13m

Mar 2022

TIP427: The History of Bubbles, Mania & Fraud w/ Jamie Catherwood

Trey Lockerbie chats with Jamie Catherwood. Jamie is a financial market historian, founder of the wildly popular site Investor Amnesia, and an associate at O’Shaughnessy Asset Management which manages $5.3 Billion. IN THIS EPISODE, YOU’LL LEARN: 07:20 - Historical examples of mar ... Show More

59m 47s

Jan 2024

TIP601: Junk to Gold by Billionaire Willis Johnson

On today’s episode, Clay shares his biggest takeaways from reading billionaire Willis Johnson’s book – Junk to Gold. Willis Johnson founded Copart in 1982, and today he is worth over $2.6 billion through his equity ownership in the company. Copart is one of the most impressive bu ... Show More

1h 24m

Jun 2024

TIP637: Jeff Bezos's Shareholder Letters w/ Clay Finck

On today’s episode, Clay reviews Jeff Bezos’ shareholder letters and shares his biggest takeaways. Jeff Bezos is an exceptional capital allocator who has delivered unprecedented returns to shareholders. Since Amazon’s IPO, the stock is up 152,400%. IN THIS EPISODE YOU’LL LEARN: 0 ... Show More

1h 2m

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

Mar 2022

TIP428: Is Russia the most contrarian investment? w/ Harris "Kuppy" Kupperman

Trey Lockerbie sits down with Harris Kupperman, or as most would call him, “Kuppy.” Kuppy is the CEO of Praetorian Capital Management, a hedge fund that focuses on major macro themes. They discuss how Kuppy uses to buy and hold, leverage, options, futures, and indexes all in a he ... Show More

48m 42s

Mar 2022

TIP434: The Billionaire's Peak Performance Playbook W/ Louisa Nicola

IN THIS EPISODE, YOU'LL LEARN: 02:58 - What peak performance looks like. 13:58 - Why sleep is the lead domino for health and performance. 50:58 - Why the brain likes routine. 53:38 - How inflammation can be good and bad and what to do about it and How to use heat and cold treatme ... Show More

1h 5m

Jan 2022

TIP416: High Finance Strategies for New Investors w/ Joe Percoco

Trey Lockerbie sits down with Joe Percoco, the Co-Founder and Co-CEO of Titan - an investing platform with a mission to take on legacy institutions such as Fidelity and democratize access to high finance strategies. Titan has over $1B in AUM and recently closed a $58MM round led ... Show More

59m 25s

MI202: Amazon, Shopify, & Growth Investi...