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
Today
TIVP076 (Video): Grab Holdings (GRAB): Why Uber Surrendered Southeast Asia w/ Daniel Mahncke & Shawn O’Malley
Shawn O'Malley and Daniel Mahncke explore Grab Holdings (ticker: GRAB). In this episode, you'll learn how Grab was able to quickly grow across eight countries in Southeast Asia, and what local adaptations they made to outmaneuver Uber, which eventually ceded its entire market sha ... Show More
1h 20m
Jun 3
TIVP074 (Video): Lifco AB (LIFCO-B.ST): The Serial Acquirer Building an Unstoppable Compounding Engine w/ Kyle Grieve & Shawn O'Malley
Kyle Grieve and Shawn O’Malley analyze LIFCO, one of the world's leading industrial serial acquirers operating through three distinct divisions spanning dental supplies, demolition equipment, and niche systems solutions across Europe. IN THIS EPISODE YOU’LL LEARN: (00:00:00) Intr ... Show More
1h 23m
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