Aug 30
TIP842: Comfort Systems USA (FIX): The Five-Bagger We Passed On w/ Kyle Grieve & Shawn O'Malley
In today's episode, Kyle Grieve and Shawn O’Malley revisit Comfort Systems USA, a business Shawn originally passed on at $320 that has since appreciated fivefold due to explosive data center spending. The company shattered original projections, with accelerating organic growth, e ... Show More
1h 19m
Aug 27
TIP841: Palantir – Palantir is Cheaper than I Thought! w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O’Malley take a deep dive into Palantir (NASDAQ: PLTR), the data and AI platform behind everything from battlefield targeting systems to Airbus’s A350 production line, with customers including the U.S. Army, the NHS, Ferrari, and Airbus. Palantir is growi ... Show More
1h 14m
Dec 2023
MI310: A Serial Acquirers Deep Dive w/ Chris Mayer
Kyle Grieve chats with Chris Mayer about the special qualities of serial acquirers that make them compelling investments, tricks on how to value serial acquirers, the importance of decentralization for successful serial acquirers, the proper dynamics to look for between an acquir ... Show More
56m 21s
Feb 2024
MI327: Unpacking the Secrets of the World’s Greatest Investors w/ Clay Finck
In this week’s episode, Patrick Donley sits down with Clay Finck, host of We Study Billionaires. They do a deep dive into what Clay has learned since becoming a host at TIP, what his biggest takeaways from his favorite interviews have been, who his favorite investors are, how he ... Show More
1h 9m
Apr 2024
MI341: Cracking The Finacial Planning Code w/ Chris Panagiotu
Kyle Grieve chats with Chris Panagiotu about the power of owning a positive mentality, the investing planning strategies of the most successful people, why Chris puts his trust in other great investors to generate returns for himself, why we should pay special attention to the qu ... Show More
1h 1m
Apr 2024
Chris Hansen - The Long & Short of Investing - [Art of Investing, EP.16]
Our teacher today is Chris Hansen, founder of Long Short Equity investor, Valiant Capital. Chris spun off from his early career at Blue Ridge to start Valiant and pursue his own unique investment thesis.
We cover Chris's foray into investing in India, the training, temperament, a ... Show More
1h 31m
Oct 2025
Winning Long-Term Games and Ergodicity with Author Luca Dellanna | S07 E36
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking (Kindle)We are live every Tuesday at 1.3 ... Show More
1 h
Jul 2024
277: Wealth Creation and the Value Equation | Christopher Volk
In this episode of the Strategy and Leadership podcast, host Anthony Taylor sits down with Christopher Volk, an accomplished author and business veteran known for his expertise in wealth creation and financial strategy. Christopher, who has a storied career in commercial banking ... Show More
25m 25s
Nov 2025
Running Oak's Seth Cogswell on his Efficient Growth Strategy | S07 E40
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking (Kindle)We are live every Tu ... Show More
1h 1m
Apr 2024
CAPitalizing Success: Christopher Panagiotu’s Strategy from Ground Zero to Wealth Hero (#326)
Send us Fan Mail“Enjoy every second.” -Christopher PanagiotuThis episode features Chris Panagiotu, a certified financial planner, author, podcast host, and founder of Capitalize Your Finances, LLC. Chris shares his journey from investing at a young age to becoming a leading finan ... Show More
56m 1s
On today’s episode, Clay chats with Chris Mayer about long-term compounding and a few of his holdings, including Constellation Software. Chris is well-known for his book, 100 Baggers, and has inspired thousands of readers to become better investors. If you’re interested in investing in multi-baggers, then this episode is a must-listen.
Chris is the author o ... Show More
<p>The World’s #1 Personal Development Book Podcast! </p>
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<p>In today’s episode we have the pleasure to interview author of “The Joys of Compounding” Gautam Baid. </p>
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<p>Gautam is fund manager and Managing partner at Stellar Wealth Partners India Fund, an ... Show More
