Kyle Grieve chats with Dede Eyesan about the importance of diversifying geographical investment knowledge for discovering new opportunities and achieving multibagger returns, while also highlighting the role of margin expansion in micro and nanocap stocks. Dede further explores strategies for identifying multibaggers in turnaround and cyclical sectors, under ... Show More
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
Apr 12
Special Announcement: The Intrinsic Value Podcast Update
This week, Shawn and Daniel won't be releasing an episode as usual, but they will be back next Sunday with a new co-host joining them to help break down companies for The Intrinsic Value Portfolio. Plus, Shawn & Daniel are moving over to the main podcast feed for The Investor's P ... Show More
2m 32s
Apr 5
TIVP066: Valuing Constellation Software's Spinoffs: Topicus, Lumine and co. w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O'Malley take a deep dive into four companies operating in the shadow of one of the greatest compounders of the last two decades — Constellation Software. Some investors believe that Topicus, Lumine, Sygnity, and Asseco Poland represent the best way to ow ... Show More
1h 20m
Feb 2024
TIP605: Untangling Global Outperformers w/ Dede Eyesan
On today’s episode, Kyle talks to Dede Eyesan about investing outside of your home country and what you need to research to improve your circle of competence, why China, India, and Japan have some interesting businesses and which sectors might produce the next outperformers, the ... Show More
55m 50s
Mar 2023
TIP536: Buffett and Munger’s Principles and Mental Models
On today’s episode, Clay Finck continues his review of Gautam Baid’s book, The Joys of Compounding.
Gautam Baid is the Managing Partner and Fund Manager of Stellar Wealth Partners India Fund, a Delaware-based investment partnership which is available to accredited investors in t ... Show More
55m 44s
Nov 2023
TIP585: Concentrated Value Investing w/ Shree Viswanathan
Clay Finck is joined by Shree Viswanathan to discuss his concentrated, patient, and global approach to investing. They touch on many of the key aspects to successful long-term investing as well as one of Shree’s portfolio holdings, Dino Polska, which reminds him of Walmart in the ... Show More
1h 27m
Oct 2022
RWH014: The Resilient Investor w/ Matthew McLennan
William chats with Matthew McLennan about how to achieve resilient wealth creation, which is a central focus of William's book “Richer, Wiser, Happier." This interview was recorded on August 30, 2022.
IN THIS EPISODE, YOU'LL LEARN:
02:36 - How Matthew McLennan grew up off the ... Show More
1h 54m
Oct 2023
TIP583: Preparing for the Bear Market to Come w/ Gautam Baid
Clay Finck is joined by Gautam Baid to discuss his new book, The Making of a Value Investor.
Gautam Baid, CFA is the Managing Partner of Stellar Wealth Partners India Fund, a Delaware-based investment partnership which is available to accredited investors in the US. Gautam is al ... Show More
1h 1m