Jul 26

TIVP086 (Video): Perimeter Solutions (PRM): A Niche Monopoly, One Acquisition at a Time w/ Kyle Grieve and Shawn O'Malley

In today's episode, Kyle Grieve and Shawn O’Malley analyze Perimeter Solutions, a niche industrial conglomerate built by Transdigm's legendary founder Nick Howley using the same playbook that turned Transdigm into a multi-decade compounder. They break down how the company operate ... Show More

1h 16m

Jul 22

TIVP085 (Video): Fairfax Financial (FFO.TO): The Berkshire Of The North w/ Kyle Grieve and Shawn O'Malley

In today's episode, Kyle Grieve and Shawn O’Malley analyze Fairfax Financial, the insurance conglomerate that Prem Watsa built from a near-bankrupt trucking insurer into a compounding machine often compared to Berkshire Hathaway. They break down Fairfax's insurance and non-insura ... Show More

1h 7m

Jul 19

TIVP084 (Video): Pinduoduo (PDD): Is PDD the Best Buy in China? w/ Daniel Mahncke & Shawn O'Malley

Daniel Mahncke and Shawn O'Malley take a deep dive into Pinduoduo (NASDAQ: PDD), the Chinese retail giant that has overtaken local competitors like Alibaba and JD.com and expanded internationally with Temu, which has become the most-downloaded e-commerce app in the world. They di ... Show More

1h 28m

Oct 2024

TIP666: Compounding Beyond Wealth: Unlocking Life’s Hidden Potential w/ Clay Finck & Kyle Grieve

On today’s episode, Kyle Grieve chats with co-host Clay Finck about Clay’s favorite book, The Joys of Compounding. They discuss how compounding can profoundly affect people's lives inside and outside of investing, simple thinking tools to make better decisions, why humility is su ... Show More

1h 15m

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

TIP633 : What I Learned from Chris Mayer w/ Clay Finck

On today’s episode, Clay shares the most important lessons he’s learned from Chris Mayer. Chris Mayer is the author of 100 Baggers and the co-founder and portfolio manager of Woodlock House Family Capital. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 05:02 - The potential dangers ... Show More

59m 3s

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 th ... Show More

55m 44s

Mar 2024

TIP613: Stock Market Basics & Financial Independence w/ Clay Finck & Kyle Grieve

On today’s episode, Clay Finck and Kyle Grieve share why they are so passionate about investing in stocks and why they utilize the stock market to help them achieve financial independence. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 02:41 - How real-life examples of compounding h ... Show More

1h 28m

Oct 2022

TIP481: Our Finances w/ Stig Brodersen and Clay Finck (Part 2)

IN THIS EPISODE, YOU’LL LEARN: 01:46 - How and why did Trey and William get hired? 12:52 - What the business model of The Investor’s Podcast Network is. 15:11 - What the Free Cash Flow is of The Investor’s Podcast Network. 23:47 - How potential buyers have been approaching the In ... Show More

1h 1m

Jan 2023

TIP517: Mohnish Pabrai's Dhandho Investment Framework

On today’s episode, Clay reviews Mohnish Pabrai’s book, The Dhandho Investor. Mohnish is one of our very favorite investors to study here at TIP as we’ve interviewed him for the podcast multiple times in the past. Since its inception in 2000, Mohnish’s flagship fund has achieved ... Show More

54m 24s

Oct 2025

TIP763: Investing Lessons for My 18-Year-Old Self w/ Clay Finck

In this episode, Clay shares the most important investing lessons he wishes he could tell his 18-year-old self. Drawing from more than a decade of experience, he distills twelve timeless principles that every investor should know, from the value of patience and independent thinki ... Show More

1h 2m

Dec 2023

TIP596: Building Wealth Through High-Quality Stocks w/ Stig Brodersen and Clay Finck

On today’s show, Stig Brodersen talks with co-host Clay Finck. They outline how and why you should invest in high-quality businesses. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 01:43 - How to identify the best businesses 06:00 - Why you need to focus on barriers of entry when a ... Show More

1h 22m

Oct 2024

The Intelligent Investor

On episode 163 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jason Zweig of the Wall Street Journal to discuss: the best investing book ever written, what Ben Graham would think about today's market, buffered ETFs, Jason's last conversation wi ... Show More

1h 24m

MI327: Unpacking the Secrets of the Worl...