Jan 12

TIVP054: Mercado Libre: More than just "the Amazon of Latin America" w/ Daniel Mahncke & Shawn O’Malley

Daniel Mahncke and Shawn O’Malley take a deep dive into Mercado Libre, the dominant e-commerce and fintech platform in Latin America. What started as an eBay-like marketplace has evolved into a fully integrated ecosystem spanning online retail, logistics, digital payments, lendin ... Show More

1h 32m

Jan 4

TIVP053: Exor NV (EXO): Too Good To Be True? w/ Shawn O’Malley & Daniel Mahncke

Shawn O’Malley and Daniel Mahncke break down Exor NV (ticker: EXO), a unique holding company that has acted as a vehicle for the family wealth of Fiat’s founder, but now poses a compelling arbitrage opportunity, with Exor’s stock trading at nearly a 60% discount to its net asset ... Show More

1h 12m

Dec 28

TIVP052: Chapters Group: 100-Bagger in the Making? w/ Daniel Mahncke & Shawn O’Malley

Daniel and Shawn take a deep dive into Chapters Group — one of Europe’s most rapidly evolving serial acquirers of mission-critical software and services. They explore where the group’s growth is coming from, how the company allocates capital, and whether Chapters Group’s valuatio ... Show More

1h 14m

Jan 2015

TIP 019 : How High Frequency Trading Works - Michael Lewis Book (Investing Podcast)

IN THIS EPISODE, YOU’LL LEARN: What is High Frequency Trading? How does High Frequency Trading work? How will High Frequency Trading affect me as an investor? Ask the Investors: Should I use technical analysis along with value investing principles? BOOKS AND RESOURCES Join ... Show More

40m 51s

May 2023

TIP549: 2 High-Quality Compounders

On today’s episode, Clay Finck does analysis on two high-quality compounders – Topicus.com and Copart. Topicus.com is a spin off of Constellation Software and is at a size similar to what CSI was back in 2010. They provide vertical market software and vertical market platforms in ... Show More

52m 36s

Apr 2023

TIP546: The Holy Grail of Long-Term Value Investing

On today’s episode, Clay Finck continues his review of Gautam Baid’s book, The Joys of Compounding. Today’s episode is part 4 of our review of this incredible book. Gautam Baid is the Managing Partner and Fund Manager of Stellar Wealth Partners India Fund, a Delaware-based invest ... Show More

55m 19s

Aug 2017

TIP150: Questions from the Audience, Artificial Intelligence (AI), Options Trading, Value Investing, & The Intelligent Investor (Business Podcast)

IN THIS EPISODE, YOU’LL LEARN: How Artificial Intelligence will disrupt multiple industries. How the best investors in the world use stock screeners. Exactly how much the valuation of stocks change the expected return. How to invest with options in an overvalued market. How ... Show More

1h 6m

Jun 2024

TIP640: Investing: The Last Liberal Art w/ Clay Finck & Kyle Grieve

On today’s episode, Clay and Kyle dive into Robert Hagstrom’s book — Investing: The Last Liberal Art. Charlie Munger is famous for popularizing the use of mental models and pulling key ideas from related fields and implementing them to the world of investing. In today’s episode, ... Show More

1h 7m

Apr 2017

TIP134: Unshakeable by Tony Robbins (Business Podcast)

IN THIS EPISODE, YOU’LL LEARN: What you can and can’t control in the financial markets. The truth about diversification. Why private equity funds are not worth their high fees. Why you should write down your personal rules before you invest. BOOKS AND RESOURCES Join the ex ... Show More

51m 53s

May 2023

TIP551: Berkshire Hathaway Annual Shareholders Meeting 2023

In this episode, Clay Finck presents his favorite clips from the 2023 Berkshire Hathaway annual shareholder meeting, featuring insightful responses from Buffett and Munger during the marathon Q&A session, along with his own thoughts on their answers. IN THIS EPISODE YOU’LL LEARN ... Show More

1h 10m

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

Apr 2024

TIP624: Studying Financial History w/ Clay Finck

On today’s episode, Clay discusses various financial crises from the past as discussed in the book This Time is Different by Carmen Reinhart and Kenneth Rogoff. As the saying goes, from a historical perspective, there is nothing new except what is forgotten. Today’s episode will ... Show More

53m 56s

Nov 2018

TIP215: Billionaire Mark Zuckerberg Lessons - Facebook (Business Podcast)

On today's show, we study billionaire Mark Zuckerberg. IN THIS EPISODE YOU’LL LEARN: Why Mark Zuckerberg said no to $1B age 22 How Mark Zuckerberg thinks about making big changes to Facebook’s platform What Mark Zuckerberg is most excited about over the next 20 years How Mar ... Show More

38m 50s

MI207: Intrinsic Value Analysis of Alpha...