Mar 22

TIVP064: Kelly Partners Group: The Constellation Software of Accounting? w/ Daniel Mahncke & Shawn O’Malley

Daniel Mahncke and Shawn O'Malley take a deep dive into Kelly Partners — a fast-growing Australian chartered accounting network with over 25,000 SME clients and founder Brett Kelly's relentless ambition to build Australia's first global accounting firm. Join Daniel and Shawn as t ... Show More

1h 17m

Mar 15

TIVP063: Figma Inc. (FIG): Recovering From An 80% Post-IPO Decline w/ Shawn O’Malley & Daniel Mahncke

Shawn O’Malley and Daniel Mahncke break down the emerging design giant Figma Inc. (ticker: FIG) and discuss whether the company can expand further into other enterprise design software verticals against Adobe. In this episode, you’ll learn how Figma burst onto the scene after thr ... Show More

1h 12m

Mar 8

TIVP062: Duolingo (DUOL): Generational Opportunity or fad? w/ Daniel Mahncke & Shawn O’Malley

Daniel Mahncke and Shawn O’Malley take a deep dive into Duolingo — the leading language learning app with over 50 million daily active users and the chaotic green owl as a mascot. Since its IPO in 2021, Duolingo has expanded beyond language instruction to include math, music, and ... Show More

1h 23m

Mar 2023

TIP540: Lessons in Life and Business from a Self-Made Billionaire w/ Andrew Wilkinson

Trey chats with billionaire entrepreneur and investor, Mr. Andrew Wilkinson. They discuss various topics, including self-care and parenting, as well as exciting deals he collaborated on with Bill Ackman and Howard Marks. Andrew is the co-founder of Tiny, which has been called the ... Show More

1h 2m

Jan 2022

Classic 02: Tony Robbins’ Book – Money, Master the Game

IN THIS EPISODE, YOU'LL LEARN: 01:10 - Who is Tony Robbins and what is his book “MONEY – Master the Game” all about? 12:03 - Common financial myths. 46:29 - The best advice from billionaires. 58:49 - What do billionaires all have in common? *Disclaimer: Slight timestamp dis ... Show More

57m 38s

Jul 2022

TIP461: The Next Investing Revolution w/ Jim O'Shaughnessy

IN THIS EPISODE, YOU’LL LEARN: 02:00 - The 4 horsemen of the investing apocalypse, according to Jim. 12:01 - How and why certain factors change over time. 18:27 - The best approach to using discounted cash flow models. 26:32 - Whether or not GDP and therefore Market Cap to GD ... Show More

1h 10m

May 2021

TIP351: The Psychology of Money w/ Morgan Housel

In today’s episode, Trey Lockerbie sits down with Morgan Housel, who is a partner at Venture Capital and PE firm Collaborative Fund. He’s a former columnist at The Motley Fool and Wall Street Journal, and also the author of the international best-selling book, The Psychology of M ... Show More

1h 12m

Jul 2022

TIP465: Value Investing in the Digital Age w/ Adam Seessel

IN THIS EPISODE, YOU’LL LEARN: 01:49 - Why Billionaire Bill Ackman says Adam’s new book is one of the best investing book he’s read in years. 10:18 - Adam’s Business, Management, and Price (or BMP) checklist. 14:33 - Why value investors should reconsider investing in high-grow ... Show More

1h 4m

Oct 2023

TIP579: Big Mistakes by Michael Batnick

On today’s episode, Clay Finck reviews Michael Batnick’s book, Big Mistakes: The Best Investors and Their Worst Investments. One of the best ways to become a better investor is to learn from our own mistakes. The second best (and less costly) way is to study the mistakes of othe ... Show More

59m 24s

Jun 2024

TIP639: Buffett's Favorite Business Book w/ David Fagan

On today’s episode, Clay is joined by David Fagan to discuss Don Keough’s book, The Ten Commandments of Business Failure. Don Keough was the President and COO of Coca-Cola. During Keough’s and Roberto Goizueta’s leadership, Coca-Cola’s stock compounded at 27% per annum from 198 ... Show More

1h 6m

Mar 2024

TIP617: Improve Your Investing Operating System w/ Vitaliy Katsenelson

Kyle Grieve chats with Vitaliy Katsenelson about why we should align ourselves with what we love doing, how stoicism has helped Vitaliy deal with the volatility of negative emotions in the market and life, Vitaliy’s four favorite stoic tools, how to engineer our environments to i ... Show More

1h 9m

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

Jun 2024

TIP641: Improve Decision Making with Mental Models w/ Clay Finck & Kyle Grieve

On today’s episode, Kyle Grieve and Clay Finck continue their conversation on Investing: The Last Liberal Art by Robert Hagstrom. We discuss details on why using the right explanation for a business is so important to a good investment thesis, simple ways to improve your reading ... Show More

1h 15m

MI Rewind: You Don't Have to Go Big w/ A...