Mar 1
TIVP061: Lyft Inc. (LYFT): The Key to Winning the AV Wars? w/ Shawn O’Malley & Daniel Mahncke
Shawn O’Malley and Daniel Mahncke break down the ride-sharing giant Lyft Inc. (ticker: LYFT) and discuss whether the company can regain ground against Uber, or whether it’s always destined to be #2. While Lyft has clawed back some market share, finally attained profitability, and ... Show More
1h 22m
Feb 22
TIVP060: Constellation Software (CSU): Historic Drawdown, Historic Buying Opportunity w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O’Malley take a deep dive into Constellation Software — the popular Canadian compounder that has turned buying “boring” vertical market software into one of the most effective capital-allocation machines in public markets. IN THIS EPISODE, YOU’LL LEARN: 0 ... Show More
1h 27m
Sep 2024
TIP658: Peter Lynch’s Guide to Investing in Your Expertise w/ Kyle Grieve
On today’s episode, Kyle Grieve discusses the importance of simplicity and understanding for investment success, why you can succeed in investing while being wrong often, cloning characteristics too many investors follow that should be avoided to improve investing success, the si ... Show More
1h 2m
Jan 2025
TIP694: The Scuttlebutt Edge: From Research to Returns w/ Kyle Grieve
In today's episode, Kyle Grieve will discuss the concept of scuttlebutt, made famous by Philip Fisher in Common Stocks and Uncommon Profits. You’ll learn why scuttlebutt is essential for building conviction and understanding both bullish and bearish perspectives, how it involves ... Show More
1h 4m
Jul 2024
TIP646: How To Understand A Business Like A Pro w/ Kyle Grieve
On today’s episode, Kyle Grieve discusses a book that is near and dear to Warren Buffett’s heart, Common Stocks and Uncommon Profits by Philip Fisher. He’ll discuss why the book was so influential on Warren’s transition towards quality businesses, why going deep into a business i ... Show More
1h 1m
Oct 2025
TIP762: 10 Lessons From Investing Legends w/ Kyle Grieve
On today’s episode, Kyle Grieve discusses ten investing principles from legends like Warren Buffett, Peter Lynch, and John Neff. Each lesson reveals how these masters built lasting wealth through timeless thinking. It’s a crash course in investing smarter, thinking clearer, and p ... Show More
1h 1m
Dec 2024
TIP683: The Evolution of a Legend: Lessons from Charlie Munger’s Life and Investments w/ Kyle Grieve
In today's episode, Kyle Grieve explores the life of Charlie Munger, drawing insights from his biography Damn Right!. He’ll cover Charlie’s similarities and differences with Benjamin Graham, the value of dedicating an hour a day to thinking, the role of decisiveness and convictio ... Show More
1h 6m
Nov 2024
TIP678: Mastering Focus Investing: Lessons From The Legends w/ Kyle Grieve
On today’s episode, Kyle Grieve discusses major takeaways from the book The Warren Buffett Portfolio, including why concentrated portfolios offer the highest probabilities of outperforming, how focus investors think about risk, Warren Buffett’s four-step framework for identifying ... Show More
58m 25s
Aug 2024
TIP651: Value Investing in a Growth-Obsessed Market w/ Scott Barbee
On today’s episode, Kyle Grieve chats with Scott Barbee about how he managed to maintain a deep value-based strategy while it’s gone out of fashion, the three buckets of risk Scott uses to assess businesses, what a genetic contrarian is and why it can be a powerful advantage, why ... Show More
58m 32s
Dec 2024
TIP682: Buffett's Early Investments by Brett Gardner w/ Clay Finck
In today’s episode, Clay reviews Brett Gardner’s new book, Buffett’s Early Investments.
Brett is an Analyst at Discerene Group LP, a private investment partnership that invests globally based on a fundamental and long-term value investing philosophy. Like us here at TIP, Brett i ... Show More
1h 7m
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
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) shares his favorite insights from Michael Mauboussin’s excellent book, More Than You Know.
You’ll learn how the stock market is like a complex adaptive system, the importance of having a clear investment philosophy, the psychology of investing, how innovation and competition affect stock returns, how Maubo ... Show More
