Jun 14

TIVP077 (Video): QXO (QXO): Can One of the World's Best Consolidators Strike Lightning Again? w/ Kyle Grieve & Shawn O'Malley

Kyle Grieve and Shawn O’Malley analyze QXO, the ambitious building-products distribution company led by serial industry consolidator Brad Jacobs, a man who has turned multiple boring industries into extraordinary wealth-creation machines throughout his career. Tune in as they deb ... Show More

1h 21m

Jun 10

TIVP076 (Video): Grab Holdings (GRAB): Why Uber Surrendered Southeast Asia w/ Daniel Mahncke & Shawn O’Malley

Shawn O'Malley and Daniel Mahncke explore Grab Holdings (ticker: GRAB). In this episode, you'll learn how Grab was able to quickly grow across eight countries in Southeast Asia, and what local adaptations they made to outmaneuver Uber, which eventually ceded its entire market sha ... Show More

1h 20m

Jun 7

TIVP075 (Video): WIX: The Most Asymmetric AI Bet? w/ Daniel Mahncke & Shawn O’Malley

Daniel Mahncke and Shawn O'Malley take a deep dive into Wix.com — the Israeli website-building platform whose investment case now turns on two of the most debated questions in the stock today: whether the generative-AI wave that lets anyone spin up a site from a text prompt is th ... Show More

1h 15m

Aug 2025

TIP743: Should Value Investors Own Index Funds?

In this episode, Clay shares John Bogle’s timeless philosophy of passively investing in low-cost index funds. Bogle, the founder of Vanguard, helped spark a global movement that has made investing more accessible and cost-effective. Today, Vanguard manages over $10 trillion in as ... Show More

58m 33s

Oct 2025

TIP758: Current Market Conditions & Investment Opportunities w/ Derek Pilecki

On today’s episode, Clay is joined by Derek Pilecki to discuss the current market conditions and the investment opportunities he’s finding in today’s chaotic environment. Derek is a managing member and portfolio manager at Gator Capital Management, which manages Financials sector ... Show More

1h 2m

Apr 2025

TIP717: Berkshire Hathaway 2025 w/ Chris Bloomstran

Stig has invited legend investor Chris Bloomstran from Semper Augustus to teach us how to value Berkshire Hathaway on today's show. Semper Augustus has an outstanding track record with a compounded annual growth rate of 11.4% on equities since its fund's inception on 2/28/1999, c ... Show More

1h 20m

May 2025

TIP719: Investing and Life Lessons w/ Mohnish Pabrai

On today’s show, Stig Brodersen talks with legend value investor Mohnish Pabrai. Since its inception in 1999, one dollar invested in the flagship fund would have turned into $13.63 vs. $6.19 for the S&P 500. In the special interview, you can join Mohnish and Stig’s metaphorical r ... Show More

1h 10m

Feb 2025

TIP700: How to Invest during Fiscal Dominance w/ Lyn Alden

On today’s episode, Clay is joined by Lyn Alden to discuss fiscal dominance and its implications for investors. While many value investors claim that following the macro environment isn’t all that important, Lyn makes the compelling case that fiscal dominance has a considerable i ... Show More

57m 18s

Aug 2024

TIP654: Investing Across the Life Cycle w/ Aswath Damodaran

On today’s episode, Clay Finck is joined by Aswath Damodaran to discuss his new book, The Corporate Life Cycle. Aswath Damodaran is a professor at NYU of corporate finance and valuation and has taught thousands of students how to value companies and pick stocks. He has written nu ... Show More

1h 2m

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 is ... Show More

1h 7m

Feb 2017

TIP 124 : One Up On Wall Street by Peter Lynch (Business Podcast)

IN THIS EPISODE, YOU’LL LEARN: If new investors should build their portfolio around small cap stocks. Why there is more to it than just picking companies you understand. How to identify a stock pick that has pricing power. A rather untraditional approach to identifying good stock ... Show More

45 m

Nov 2024

TIP674: Outperforming the Market, Managing Risk, & Market Inefficiencies w/ Andrew Brenton

On today’s episode, Clay is joined by Andrew Brenton to discuss his biggest investment lessons from beating the market over the past 25 years. Andrew Brenton is the CEO and co-founder of Turtle Creek Asset Management. Since its inception in 1998, Turtle Creek has achieved an aver ... Show More

1h 3m

Mar 2025

TIP709: The Art of Long-Term Investing w/ François Rochon

On today’s episode, Clay is joined by François Rochon to discuss his long-term investing philosophy. François firmly believes that buying great businesses at fair prices is the key to success as a long-term investor. He also believes that trying to time the market is a fool’s err ... Show More

1 h

TIVP078 (Video): Copa Holdings (CPA): Is...