In this episode, Clay dives deep into the remarkable story of Heico — a quiet compounder that’s delivered over 22% annual returns for more than three decades. While aerospace may seem like a commoditized or slow-moving industry, Heico flips that assumption on its head.
Clay breaks down how the Mendelson family transformed a struggling parts supplier into a ... Show More
Jul 16
BTC243: Jim Chanos Vs Pierre Rochard MSTR mNAV debate (Bitcoin Podcast)
Jim Chanos and Pierre Rochard face off on Bitcoin-native corporates, debating governance, valuation models, capital structure, and whether BTC on the balance sheet adds value or risk. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 02:27 - Why Jim Chanos is short BTC companies but lo ... Show More
58m 15s
Jul 13
TIP737: Margin Of Safety by Seth Klarman w/ Kyle Grieve
On today’s episode, Kyle Grieve discusses the principles of value investing, including how to distinguish between speculation and true investing, the dangers of Wall Street's incentive structures, and the importance of prioritizing downside protection over upside potential. We’ll ... Show More
1h 19m
Jul 11
TIP736: How the Best Investors Execute w/ Clay Finck
In this episode, Clay reviews Lee Freeman-Shor's book — The Art of Execution. Freeman-Shor studied 45 of the world's top investors over seven years, revealing why investment success depends far more on execution than stock picking. Through analysis of nearly 1,000 investments, he ... Show More
1h 12m
Aug 2024
MI364: Lessons From Michael Mauboussin w/ Shawn O'Malley
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 psycholo ... Show More
1h 1m
Jan 2024
MI Rewind: Naval w/ Eric Jorgenson
On today’s Millennial Investing Rewind Episode, Robert Leonard chats with Eric Jorgenson about who Naval Ravikant is, why he wanted to write a book about him as a guide to wealth and happiness, how his strategy of not making any money out of the book came about and why he chose t ... Show More
49m 52s
Feb 2025
TIVP005: Alphabet (GOOGL): Searching for Quality w/ Shawn O’Malley
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down Alphabet — the parent company of Google, which is one of the most valuable companies in the world and probably an important part of your everyday life. Shawn explores how Google got its start, how Alphabet makes mon ... Show More
1h 16m
Nov 2024
MI376: Why Do Great Companies Fail? The Innovator’s Dilemma w/ Shawn O’Malley
In today’s episode, Shawn O’Malley (@shawn_OMalley_) discusses why great companies fail, as outlined by Clayton Christensen in his timeless book, The Innovator’s Dilemma, which was first published in 1997. The Economist actually named it one of the six most important business boo ... Show More
53m 4s
Dec 2024
Investing & Fundraising - The Truth About VC w/ Nick Crocker (Replay)
How much value do VCs truly bring beyond their capital? And what makes the difference between a supportive partnership and a dysfunctional founder-investor relationship?
In this episode, Chris Saad and Yaniv Bernstein welcome Nick Crocker, General Partner at Blackbird Ventures, t ... Show More
54m 38s
Apr 2024
MHP #728: Winning the Mobile Home Park & Self Storage Game
Todays episode is from Mobile Home Park #106 that originally aired on March 5, 2019. In this episode of The Mobile Home Park Investing Podcast, Kevin Bupp hops on a call with real estate expert Matt Ricciardella, managing member of Crystal View Capital, a private investment firm ... Show More
39m 6s
Jun 18
Revisiting: A Successful Transition to Investing with Steve Young
This episode originally aired on Feb 20, 2024. Steve Young is most well known for his NFL accolades, but since his retirement from the 49ers he’s built another type of empire as Partner, Chairman and Co-founder of private equity firm, HGGC. In this episode, SoFi's Head of Investm ... Show More
37m 57s