Jan 25
TIVP056: Meta (META): Is Meta Undervalued Again? w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O’Malley take a deep dive into Meta — the world’s most powerful attention engine, spanning Facebook, Instagram, WhatsApp, and Messenger, and still driven primarily by advertising. They break down how Meta’s “Family of Apps” keeps compounding through bette ... Show More
1h 20m
Jan 18
TIVP055: Churchill Downs, Inc. (CHDN): Investing in the Greatest Two Minutes in Sports w/ Shawn O’Malley & Daniel Mahncke
Shawn O’Malley and Daniel Mahncke break down Churchill Downs, Inc. (ticker: CHDN), a gaming company that is uniquely tied to the world of horse racing. IN THIS EPISODE, YOU’LL LEARN: 00:00:00 - Intro 00:02:48 - What makes the Kentucky Derby such a cherished event and a masterclas ... Show More
1h 12m
Jan 12
TIVP054: Mercado Libre: More than just "the Amazon of Latin America" w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O’Malley take a deep dive into Mercado Libre, the dominant e-commerce and fintech platform in Latin America. What started as an eBay-like marketplace has evolved into a fully integrated ecosystem spanning online retail, logistics, digital payments, lendin ... Show More
1h 32m
Apr 2023
TIP544: Life-Changing Returns in Cyclicals & Spinoffs
On today’s episode, Clay continues his review of Gautam Baid’s book, The Joys of Compounding. Today’s episode is part 3 of our review of this incredible book.
Gautam Baid is the Managing Partner and Fund Manager of Stellar Wealth Partners India Fund, a Delaware-based investment p ... Show More
53m 42s
Feb 2023
TIP526: Quality Investing: Lessons from Terry Smith
On today’s episode, Clay Finck discusses the investment philosophies and framework of Terry Smith, who is the founder and CEO of Fundsmith and also known as the Warren Buffett of Great Britain.
Smith started Fundsmith in 2010, and ever since has returned 478% to his investors ve ... Show More
55m 55s
Apr 2023
TIP546: The Holy Grail of Long-Term Value Investing
On today’s episode, Clay Finck continues his review of Gautam Baid’s book, The Joys of Compounding. Today’s episode is part 4 of our review of this incredible book.
Gautam Baid is the Managing Partner and Fund Manager of Stellar Wealth Partners India Fund, a Delaware-based invest ... Show More
55m 19s
Feb 2023
TIP529: Joel Tillinghast & Uncovering the Art of Outperformance
On today’s episode, Clay Finck reviews Joel Tillinghast’s book, Big Money Thinks Small, and does analysis on two companies built around acquisitions - Brown and Brown Insurance and Constellation Software.
Joel is an incredible long-term investor as he has consistently outperforme ... Show More
57m 18s
Feb 2024
TIP607: Small But Mighty: Uncovering Smallcap Value w/ Paul Andreola
Kyle talks to Paul Andreola about how he evaluates smallcap stocks, why flipping over as many rocks as possible is such a strong strategy, why to put all your focus on profitable growing businesses, why the PEG ratio is so important for finding great opportunities, the importance ... Show More
51m 47s
Jan 2024
TIP597: Darwin's Investing Lessons w/ Kyle Grieve
On today’s episode, Kyle shares the lessons he learned from reading What I Learned About Investing From Darwin by Pulak Prasad.
The book is authored by Pulak Prasad, an investor out of India who helps run Nalanda Capital. From 2007 to 2022, they compounded their capital at 19% ... Show More
1h 6m
Kyle Grieve chats with Compounding Quality about his quality investing philosophy, how quality businesses at fair evaluations can compound your money for decades, how quality investors can optimize portfolio management, which quantitative metrics to pay special attention to, what to consider when looking at a businesses reinvestment rate, a look at why he li ... Show More
