Yesterday

TIVP073 (Video): NVR (NVR): What's Next for One of History's Greatest Compounders? w/ Kyle Grieve & Shawn O'Malley

In today's episode, Kyle Grieve and Shawn O’Malley analyze NVR, Inc., a homebuilder that has achieved incredible returns through disciplined capital allocation and aggressive share buybacks. They’ll explore NVR's differentiated business model, which helps minimize capital intensi ... Show More

1h 28m

May 24

TIVP072 (Video): Sea Limited (SE): Can Sea Limited 10x Again? w/ Daniel Mahncke & Shawn O’Malley

Daniel Mahncke and Shawn O'Malley take a deep dive into Sea Limited — the largest Southeast Asian marketplace whose investment case now turns on two of the most debated questions in the stock today: whether Shopee's dominance across Southeast Asia can hold up against TikTok Shop ... Show More

1h 39m

May 17

TIVP071 (Video): Formula One Group (FWONA): The Only Sports Franchise Worth Owning w/ Kyle Grieve & Shawn O'Malley

Kyle Grieve and Shawn O’Malley analyze Formula One Group, a business that commands nearly a billion global fans, generates billions in revenue from only 24 live events, and boasts free cash flow margins nearly any business would envy. They’ll trace the company’s growth history, u ... Show More

1h 18m

Oct 2020

TIP318: The Passive Investing Impact w/ Mike Green (Business Podcast)

Michael Green has some fascinating insights surrounding passive investing and the systematic risk it potentially poses to the overall market. Michael is a professional investor who has multiple decades managing tens of billions of dollars. Michael is the former portfolio manager ... Show More

1h 4m

Jul 2023

TIP567: The Evolution of Value Investing w/ Brian Feroldi

Clay Finck chats with Brian Feroldi about the valuation mindset spectrum, and how investors can determine which valuation approach investors should use when analyzing a company. Brian Feroldi is an expert content creator in the investing space and a writer and contributor to the ... Show More

54m 38s

Nov 2021

TIP398: Wisdom from the Greatest Investors w/ William Green

Stig Brodersen talks with William Green, the author of “Richer, Wiser, Happier.” They explore how the best investors can teach us not only how to become wealthy but inspire us to become better versions of ourselves. IN THIS EPISODE, YOU’LL LEARN: 00:53 - Which book that Charlie M ... Show More

1h 45m

Jan 2023

TIP513: Warren Buffett's Money Mind

IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 02:54 - What it means to have a “Money Mind”. 10:08 - How Warren's father’s Libertarian viewpoints rubbed off on Warren’s business mind. 24:29 - How Buffett continued to evolve as an investor as the investment landscape changed. 29:24 - ... Show More

48m 53s

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

Sep 2023

RWH032: The Vigilant Investor w/ Chris Bloomstran

In this episode, William Green chats with Chris Bloomstran, President & Chief Investment Officer of Semper Augustus. This conversation is so rich that it’s been divided into two episodes. Here, in Part 1, Chris explains how to achieve long-term success by seeking a “dual margin o ... Show More

1h 22m

Apr 2023

TIP547: The Truth About Stock Market Forecasts

On today’s episode, Clay wraps up his review of Gautam Baid’s book, The Joys of Compounding. Today’s episode is part 5 and the final episode of our review of this incredible book. This episode is jam packed with investing wisdom that you won’t want to miss. Gautam Baid is the Ma ... Show More

1h 3m

Apr 2024

TIP622: Finding Certainty in an Uncertain World w/ Joseph Shaposhnik

On today’s episode, Clay sits down with Joseph Shaposhnik to discuss his high quality investing approach. Since its inception in 2015, the TCW New America Premier Equities fund has compounded at 15.8% per year versus the benchmark of 12.0%. Joseph is the Portfolio Manager of TCW ... Show More

1h 11m

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

May 2024

TIP634: Value Investing Fundamentals w/ John Huber

On today’s episode, Clay is joined by John Huber to discuss value investing fundamentals and the current market conditions. John Huber is the Managing Partner of Saber Capital Management, LLC. Saber manages separate accounts as well as a partnership modeled after the original Buf ... Show More

1h 2m

MI Rewind: Studying Superinvestors, Inve...