@westudybillionaires We Study Billionaires

We Study Billionaires posts on YouTube about investment, stocks, business, network the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence finance 86.47% stocks 35.34% technology brands 12.78% countries 6.77% cryptocurrencies 3.76% financial services 2.26% fashion brands 2.26% travel destinations 1.5% celebrities 1.5% currencies 1.5%

Social topic influence investment #3582, stocks #3490, business 33.83%, network #4200, how to 12.03%, growth 12.03%, education 11.28%, berkshire hathaway 10.53%, finance #2366, mindset 9.02%

Top accounts mentioned or mentioned by @theinvestorspodcastcom @theinvestorspodcastnetwork

Top assets mentioned Berkshire Hathaway Inc. (BRK.A) Uber Technologies, Inc. (UBER) Bitcoin (BTC) Occidental Petroleum Corporation (OXY) Mastercard, Inc. (MA) BlackRock Inc (BLK) Tesla, Inc. (TSLA) Lululemon Athletica Inc (LULU) Amazon.com, Inc. (AMZN)

Top Social Posts

Top posts by engagements in the last [--] hours

"Top Stocks for [----] w/ Shawn O'Malley Daniel Mahncke & Clay Finck Clay is joined by Shawn OMalley and Daniel Mahncke to share their top stock ideas for [----]. Shawn is pitching Exor N.V. ($EXO) Daniel is pitching Mercado Libre ($MELI) and Clay is pitching Meta ($META). What you'll learn here: 00:00:00 - Intro 00:01:06 - Shawns pitch: Exor NV 00:06:04 - Why Exor is trading at a 60% discount to NAV 00:11:16 - Assessing Exors management team 00:35:05 - Exors biggest risks 00:39:20 - Daniels pitch: Mercado Libre 00:49:27 - Mercado Libres competition 01:05:11 - Clays pitch: Meta 01:08:54 - Why Meta"
YouTube Link 2026-01-02T01:35Z 87.9K followers, 13.7K engagements

"Long-Term Compounding w/ Chris Mayer Constellation Software Topicus & Lumine (TIP608) 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 [---] Baggers and has inspired thousands of readers to become better investors. If youre interested in investing in multi-baggers then this episode is a must-listen. Chris is the author of [---] Baggers and the co-founder and portfolio manager of Woodlock House Family Capital. IN THIS EPISODE YOULL LEARN: 0:00:00 - Intro 0:01:09 - A review of how Chriss fund"
YouTube Link 2024-02-15T23:45Z 87.9K followers, 35.9K engagements

"Mohnish Pabrai on The Power of Compounding (TIP550) 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 🎧 Listen to our episodes here: https://open.spotify.com/show/28RHOkXkuHuotUrkCdvlOP Stig Brodersen talks with legend investor Mohnish Pabrai. In the interview Mohnish Pabrai generously shares his investment framework and touches on various stocks including Alibaba Constellation Software Reysas Logistics and Shinoken. Disclaimer: Stig Brodersen is invested in Pabrai Funds. RELATED EPISODES: -"
YouTube Link 2023-05-06T23:45Z 87.9K followers, 98.4K engagements

"Avoid Disaster w/ Superinvestor Howard Marks (RWH063) In this episode William Green chats with multibillionaire investor Howard Marks the co-founder & co-Chairman of Oaktree Capital Management. Since its launch [--] years ago the firm has grown into a global powerhouse in alternative investments with $218 billion in assets. Here Howard explains how to prosper over decades by avoiding disaster & aiming for steady excellence; why he believes most AI companies will end up worthless; & why hes no fan of Bitcoin or gold. What you'll learn here: 00:00:00 - Intro 00:04:40 - Why Howard Marks aims for"
YouTube Link 2025-12-13T22:45Z 87.9K followers, 67.9K engagements

"How to Identify High-Quality Compounders Copart & Topicus Stock Analysis (TIP549) 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 🎧 Listen to our episodes here: https://open.spotify.com/show/28RHOkXkuHuotUrkCdvlOP 📊TRY OUR STOCK INVESTING TOOL: TIP FINANCE https://www.theinvestorspodcast.com/tip-finance/ Clay does analysis on two high-quality compounders - Topicus.com and Copart. Topicus.com is a spin off of Constellation Software and is at a size similar to what CSI was back in 2010."
YouTube Link 2023-05-04T23:45Z 87.9K followers, 15K engagements

"How to Find 'Lightning in a Bottle' Businesses Microcap Investing w/ Ian Cassel (TIP563) 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 🎧 Listen to our episodes here: https://open.spotify.com/show/28RHOkXkuHuotUrkCdvlOP Clay chats with fan favorite Ian Cassel about a wide array of topics including the role of mentors in his development as an investor the three characteristics of a business that lead to Lightning in a Bottle and unconventional methods he uses to understand a business"
YouTube Link 2023-07-06T23:45Z 87.9K followers, 26.4K engagements

"Visa Stock Deep Dive Best Quality Stock Idea Q1 [----] w/ Clay Finck (TIP791) On todays episode Clay breaks down his best quality stock idea for Q1 2026: Visa. What you'll learn here: 00:00:00 - Intro 00:01:01 - Superinvestors 00:07:09 - Story of Visa 00:10:58 - Trump Legislation 00:12:57 - Business Model 00:16:42 - American Express 00:20:02 - Visa vs Mastercard 00:32:36 - Financial Profile 00:37:19 - Future Growth & Risks 00:52:43 - More on American Express 00:58:58 - Closing thoughts Transcript & Guest Info:"
YouTube Link 2026-02-12T22:45Z 87.9K followers, [----] engagements

"Art of Spending Money w/ Savings Expert Morgan Housel How to Optimize Money & Happiness (TIP759) On todays episode Clay is joined by Morgan Housel to discuss his newest book The Art of Spending Money Simple Choices for a Richer Life. Morgan Housel is a partner at The Collaborative Fund. Hes the New York Times Bestselling author of The Psychology of Money and Same As Ever. What you'll learn here: 00:00:00 - Intro 00:01:50 - Money and Happiness 00:06:04 - Utility vs Status 00:11:21 - No one is crazy 00:17:19 - Accumulating memories instead of money 00:23:47 - How to be content with what you"
YouTube Link 2025-10-09T22:45Z 87.9K followers, 36.9K engagements

"Berkshire Hathaway Annual Shareholders Meeting [----] Warren Buffett Q&A Key Highlights (TIP721) Clay and Kyle reflect on their weekend at the Berkshire Hathaway annual shareholders meeting in Omaha and play a few of their favorite clips from the Q&A session with Warren Buffett Greg Abel and Ajit Jain. What you'll learn here: 00:00:00 - Intro 00:00:45 - Our thoughts on Buffetts announced retirement of CEO at Berkshire Hathaway. 00:06:56 - How Warren Buffett and Greg Abels management style might differ as CEO. 00:26:39 - Why Buffett seeks to surround himself with wonderful people. 00:40:47 - How"
YouTube Link 2025-05-10T22:45Z 87.9K followers, [----] engagements

"Lumine Stock Deep Dive w/ Clay Finck Constellation Software + Topicus - Join our highly vetted community of value investors: https://www.theinvestorspodcast.com/mastermind - Seeking Winners free write-up on Lumine: https://seekingwinners.substack.com/welcome - Check out Interactive Brokers: https://www.interactivebrokers.com/referral/clayton711 IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:01:48 - Constellation Software 00:05:00 - Business Overview 00:10:58 - Investment Case for Lumine 00:13:55 - WideOrbit 00:15:35 - Incentives & Management 00:19:33 - Valuation 00:24:30 - TIP Mastermind"
YouTube Link 2025-01-14T12:45Z 87.9K followers, 11.2K engagements

"Stories to Make You a Smarter Investorw/ Kyle Grieve (TIP792) Kyle Grieve discusses how a series of unforgettable real-world stories reveal the hidden psychological traps that derail investors. What you'll learn here: 00:00:00 - Intro 00:01:20 - How Ronaldos Coke incident reveals the danger of false cause and effect 00:06:18 - Why patience in investing can beat the urge to stay busy 00:07:52 - How Muhammad Ali showed the power of waiting for the perfect moment 00:11:26 - Why Bobby Bonillas contract exposes the time value of money 00:15:13 - How the Madoff scandal proves great results can hide"
YouTube Link 2026-02-14T22:45Z 87.9K followers, [---] engagements

"Mastercard Stock Deep Dive Best Quality Stock Idea Q4 [----] w/ Clay Finck & Kyle Grieve (TIP675) Clay and Kyle give an overview of their best quality stock idea for Q4 [----]. This quarter they discuss Mastercard. Mastercard a prominent name among quality investors has compounded at over 30% per year since its IPO in [----]. Operating in a duopoly with Visa the company enjoys long-term growth with minimal capital investment. It's also a common holding in the portfolios of superinvestors like Warren Buffett Chuck Akre and others featured on our podcast. IN THIS EPISODE YOULL LEARN: 0:00:00 - Intro"
YouTube Link 2024-11-14T23:45Z 87.9K followers, [----] engagements

"The Decline of General Electric (GE) w/ William Cohan Power Failure Book Discussion (TIP527) My guest today is NYT best selling author William Cohan. William has just released a new book titled Power Failure: The Rise and Fall of an American Icon. Its the incredible story of General Electric which at many points over its [---] year history was the largest and most admired company in the world. We sometimes take for granted all of the many innovations that came out of GE like for starters. Electricity. As well as diesel locomotives jet engines water treatment systems power grids diagnostic and"
YouTube Link 2023-02-23T23:45Z 87.9K followers, [----] engagements

"Interactive Brokers Stock Deep Dive Best Quality Stock Idea Q4 [----] w/ Clay Finck (TIP768) Clay Finck breaks down his best quality stock idea for Q4 2025: Interactive Brokers. Interactive Brokers is a global online brokerage that gives investors access to markets around the world with industry-low costs in trading stocks options futures currencies and more. What you'll learn here: 00:00:00 - Intro 00:01:48 - Business history 00:08:18 - Business overview 00:20:01 - Going public 00:36:15 - Driving future growth 00:44:35 - Moat and competitive advantages 00:48:55 - IBKRs growth runway 00:50:17 -"
YouTube Link 2025-11-13T22:45Z 87.9K followers, [----] engagements

"Dollar Dominance Decline w/ Lyn Alden (TIP760) Stig speaks with Lyn Alden about the evolving dynamics of the U.S. dollar examining its shifting role & influence within the global economy. What you'll learn here: 00:00:00 - Intro 00:01:15 - Whether were moving from a US dollar system to a three-polar currency system 00:08:24 - The relationship between the fiscal deficit and the US dollar 00:17:41 - Why the US dollar may not go back to the strength it had in [----] any time soon 00:21:14 - How to use US dollar sanctions (if at all) to achieve your goals 00:32:42 - Whether the US effectively"
YouTube Link 2025-10-11T22:45Z 87.9K followers, 14.1K engagements

"The Power of Elite Compounders: Why High Valuations Don't Matter (TIP772) On todays episode Kyle Grieve discusses what makes elite compounders so valuable and why they can generate exceptional returns even when purchased at high valuations. What you'll learn here: 00:00:00 - Intro 00:01:59 - Why Compounders deserve to trade at a premium 00:09:44 - The three parameters necessary for successful compounding 00:12:17 - The two approaches for reinvestment that compounders take advantage of 00:14:21 - How compounders create resiliency 00:19:07 - The reasons Sweden has so many successful serial"
YouTube Link 2025-11-27T22:45Z 87.9K followers, [----] engagements

"Thinking in Decades w/ Clay Finck (TIP781) Stig sits down with Clay to reflect on his portfolio decisions investment philosophy and personal evolution as an investor. What you'll learn here: 00:00:00 - Intro 00:00:45 - Which stocks Clay added to his portfolio in [----] 00:02:15 - How sidecar investing with exceptional founder-operators shapes Clays portfolio 00:18:50 - How short-term market narratives can diverge from changes in intrinsic value 00:13:19 - Why geography currency risk and capital flows matter in global investing 00:25:25 - How Clay approaches position sizing opportunity cost and"
YouTube Link 2026-01-03T22:45Z 87.9K followers, [----] engagements

"A Serial Acquirer Masterclass Why Acquisition Compounders Outperform w/ Niklas Svs (TIP713) Clay is joined by Niklas Svs to discuss the business model of serial acquirers. What youll learn here: 00:00:00 - Intro 00:01:18 - What is a serial acquirer 00:08:40 - Prices paid 00:10:08 - How debt enhances returns 00:10:24 - The best of the best serial acquirers 00:12:49 - Best practices for serial acquirers 00:22:14 - Being the buyer of choice 00:26:37 - Succession plans 00:34:58 - Why are serial acquirers more common in the nordics 00:40:52 - Common challenges 00:43:44 - Competitive advantages"
YouTube Link 2025-04-10T22:45Z 87.9K followers, [----] engagements

"Most People Win the Wrong Game w/ Thomas Mueller-Borja (TIP790) Stig Brodersen speaks with Thomas Mueller-Borja the Global Co-Head of Real Estate and Global CIO for Value-Add Real Estate at BlackRock. They explore how great investors define games they can win balance ambition with contentment and build high-quality relationships. What you'll learn here: 00:00:00 - Intro 00:03:01 - What happens when BlackRock raises and deploys billions of dollars 00:26:17 - How the public debt situation across the developed world may influence your investment framework 00:46:05 - How to build high-quality"
YouTube Link 2026-02-07T22:45Z 87.9K followers, [----] engagements

"Berkshire Hathaway [----] w/ Chris Bloomstran (TIP717) Legendary investor Chris Bloomstran from Semper Augustus boasting an impressive 11.4% compounded annual growth rate since [----] will join Stig on today's show to explain how to value Berkshire Hathaway. What you'll learn here: 00:00:00 - Intro 00:01:15 - The importance of being trusted for Warren Buffett and Chris Bloomstran 00:11:28 - How to take a deep dive into Berkshire Hathaways culture and business model 00:17:51 - Why you may want to own a 10-year treasury over the S&P [---] over the next decade 00:19:24 - How to estimate whether youre"
YouTube Link 2025-04-26T22:45Z 87.9K followers, 24.6K engagements

"The Story of Uber Travis Kalanick & Garrett Camp's Brilliant Idea (TIP789) Clay tells the story of Uber. Uber started as a simple idea and evolved into one of the most disruptive companies of the modern era. Drawing from Brad Stones The Upstarts the episode explores Ubers early days its global expansion and the never-ending battles with regulators competitors and the taxi industry. What you'll learn here: 00:00:00 - Intro 00:00:56 - TIP Mastermind Community 00:01:40 - Ubers Beginnings 00:06:45 - Ubers first round of funding 00:17:01 - Pushback from the taxi industry 00:29:44 - Ubers early"
YouTube Link 2026-02-05T22:45Z 87.9K followers, [----] engagements

"Principles For Success In Investing & Life w/ Ray Dalio (RWH022) William Green chats with Ray Dalio one of the most successful investors of all time. Here Ray shares invaluable lessons on how to develop your own principles for success overcome your biggest obstacles construct a resilient portfolio invest wisely in China think rationally about Bitcoin & build a happy life that suits your personality. This is a true masterclass on investing & life. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:02:24 - How Ray Dalios habit of writing down his principles changed his life. 00:06:34 - Why its"
YouTube Link 2023-02-18T23:45Z 87.9K followers, 40.9K engagements

"The Search for Mispriced Stocks w/ Clay Finck (TIP782) Clay reviews the book Hidden Investment Treasures by Daniel Gladi and explores how the rise of passive investing has created growing inefficiencies in todays market. What you'll learn here: 00:00:00 - Intro 00:00:56 - The rise of passive investing 00:14:01 - Case study #1: Markel Group 00:20:54 - Case study #2: Alimentation Couche-Tard 00:28:43 - Case study #3: NVR 00:40:59 - Case study #4: Japan 00:49:09 - Case study #5: JP Morgan & OSB Group 00:51:13 - How to earn higher returns with less risk 00:54:54 - Closing thoughts Transcript &"
YouTube Link 2026-01-08T22:45Z 87.9K followers, [----] engagements

"How Heico's Stock Compounded by 22% Since [----] The Mendelson Way of Business (TIP738) Clay dives deep into the remarkable story of Heico a quiet compounder thats 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. What you'll learn here: 00:00:00 - Intro 00:01:01 - Heico Intro 00:04:19 - The Aerospace PMA Industry 00:04:52 - The Mendelson Takeover 00:06:32 - FAA Certification 00:09:39 - Lufthansa Partnership 00:11:36 - Heicos Acquisition Strategy 00:16:24 - Culture of"
YouTube Link 2025-07-17T22:45Z 87.9K followers, [----] engagements

"Mastermind Discussion Q4 [----] Sanofi Remitly & Crocs Stock Deep Dive (TIP767) Stig Brodersen is joined by Tobias Carlisle & Hari Ramachandra for another round of stock pitches. They discuss Sanofi Remitly and Crocs. What you'll learn here: 00:00:00 - Intro 00:01:26 - Why Hari is bullish on Sanofis strong vaccine and immunology pipeline (Ticker: NYSE: SNY) 00:04:10 - The bear case for Sanofi including patent cliffs 00:17:53 - Why Stig is bullish on Remitly highlighting operational leverage and a secular shift in digital payments and remittances (Ticker: NASDAQ: RELY) 00:42:20 - The bear case"
YouTube Link 2025-11-08T23:45Z 87.9K followers, [----] engagements

"How Prem Watsa Built the "Berkshire Hathaway Of Canada" The Fairfax Way w/ Kyle Grieve (TIP783) Kyle Grieve breaks down how Prem Watsa and Fairfax Financial compounded for decades through disciplined value investing insurance float and resilient capital allocation. What you'll learn here: 00:00:00 Intro 00:02:26 How Prem Watsa accidentally found investing and never looked back 00:03:23 The exact thinking that shaped Fairfaxs long-term value discipline 00:06:22 Why insurance float became Fairfaxs secret compounding weapon 00:08:10 How Fairfax set bold targets and held itself publicly"
YouTube Link 2026-01-10T22:45Z 87.9K followers, [----] engagements

"Bubble Warning for Stocks Bitcoin & Gold w/ Jim Grant (RWH062) In this episode William Green chats with Jim Grant famed editor of Grants Interest Rate Observera must-read publication for elite investment professionals. Here Jim warns that a major market top is in formation with irrational exuberance driving up prices for everything from stocks to Bitcoin to gold. Jim a financial historian who has covered markets for over [--] years says the current investment environment reminds him of perilous periods like the late-90s dotcom bubble. His advice Proceed with extreme caution. What you'll learn"
YouTube Link 2025-10-25T22:45Z 87.9K followers, 29.1K engagements

"ASML: Europe's Dominant Tech Monopoly (TIP746) Clay Finck unpacks the extraordinary rise of ASML a little-known Dutch company that quietly became the most important player in global technology. ASML holds one of the most powerful monopolies on earth as its the sole manufacturer of EUV lithography machines which make the worlds most advanced semiconductor chips. 00:00:00 - Intro 00:01:02 - ASMLs importance in global technology 00:03:12 - The founding of ASML 00:09:49 - Battles with Japanese competition and US rivals 00:11:31 - Partnership with TSMC and global expansion 00:33:01 - Breakthrough"
YouTube Link 2025-08-21T22:45Z 87.9K followers, [----] engagements

"Outperforming the Market Managing Risk & Market Inefficiencies w/ Andrew Brenton (TIP674) Clay is joined by Andrew Brenton to discuss his biggest investment lessons from beating the market over the past [--] years. Andrew Brenton is the CEO and co-founder of Turtle Creek Asset Management which has averaged a 20.3% annual return since [----]. A $10000 investment would have grown to over $1.2 million by September [----]. Turtle Creek's Returns: https://www.turtlecreek.ca/our-returns/ IN THIS EPISODE YOULL LEARN: 0:00:00 - Intro 0:00:45 - The drawbacks of a buy-and-hold strategy 0:04:39 - Adding to"
YouTube Link 2024-11-07T23:45Z 87.9K followers, 23.3K engagements

"Mastermind Discussion Q3 [----] Nintendo Virtu Financial and Betsson (TIP660) Stig Brodersen speaks to Tobias Carlisle and Hari Ramachandra. Stig only owns five individual stocks and in this episode he outlines why Betsson is one of them. Haris pick Nintendo is at an attractive spot in the console cycle and Tobias pitches Virtu a value stock trading at an appealing valuation. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:00:41 - Why Toby has invested in Virtu Financial (Ticker on NASDAQ: VIRT) 00:07:14 - The bear case for Virtu including a discussion of whether their service is superior"
YouTube Link 2024-09-14T23:45Z 87.9K followers, [----] engagements

"How to Attend the [----] Berkshire Hathaway Shareholder Meeting In this video Clay walks through how you can attend the [----] Berkshire Hathaway Annual Shareholders Meeting scheduled for May 2nd [----]. He also highlights key events surrounding the meeting and shares tips to make the most of your weekend in Omaha. Lastly Clay also outlines the in-person socials and dinners hosted by The Investors Podcast Network including limited spots available for listeners to connect with a vetted group of value investors. Timestamps: 0:00 - Intro 0:21 - How to attend the Berkshire Meeting 3:43 - Other events"
YouTube Link 2025-12-11T13:07Z 87.9K followers, [----] engagements

"Richer Wiser Happier Q4 [----] The Power of the Subconscious Mind (TIP779) Each quarter Stig Brodersen sits down with his friend and co-host William Green author of Richer Wiser Happier. Together they explore the ideas stories and timeless principles from the power of the subconscious mind to the universal human longing for appreciation love and meaning. This conversation invites you to slow down reflect and reconnect with what matters most. What you'll learn here: 00:00:00 - Intro 00:05:23 - How to tap into your subconscious mind through a flow state 00:16:50 - How and why Arnold Van Den Berg"
YouTube Link 2025-12-27T22:45Z 87.9K followers, [----] engagements

"The Way of Excellence w/ Brad Stulberg (RWH065) William Green welcomes back bestselling author Brad Stulberg to chat about his new book The Way of Excellence: A Guide to True Greatness & Deep Satisfaction in a Chaotic World. Brad whose previous books include Master of Change & The Practice of Groundedness is a high-performance coach who offers profound yet practical advice on how to succeed at the highest levels without sacrificing your values peace of mind & sense of joy. What you'll learn here: 00:00:00 - Intro 00:02:08 - How Brad Stulberg became obsessed with the pursuit of excellence"
YouTube Link 2026-01-24T22:45Z 87.9K followers, [----] engagements

"A Soulful Journey to Stellar Returns w/ Nima Shayegh (RWH064) In this episode William Green chats with Nima Shayegh a remarkably thoughtful hedge fund manager who runs a firm called Rumi Partners. Here Nima speaks in depth about his legendary mentor Lou Simpson who was hailed by Warren Buffett as one of the investment greats. Nima shares what he learned from Lou & from his own investment experience about how to achieve superb returns by detaching ourselves from market noise & focusing on more essential truths. What you'll learn here: 00:00:00 Intro 00:06:56 How Nima Shayegh came to see"
YouTube Link 2025-12-20T23:45Z 87.9K followers, [----] engagements

"Mastering the Markets & Weathering Market Drawdowns w/ Andrew Brenton (TIP770) Clay Finck is joined by Andrew Brenton to discuss the inefficiencies in the stock market as well as his investment thesis on Floor & Decor and Kinsale Capital. What you'll learn here: 00:00:00 - Intro 00:00:58 - The efficient market hypothesis 00:14:21 - Is todays market a bubble 00:18:21 - Floor & Decor overview 00:38:41 - Floor & Decors valuation 00:45:02 - Kinsale Capital overview 00:58:43 - Weathering periods of underperformance 01:02:21 - Outro Transcript & Guest Info:"
YouTube Link 2025-11-20T22:45Z 87.9K followers, [----] engagements

"Booking Holdings Stock Deep Dive Best Quality Stock Idea Q2 [----] w/ Clay Finck & Kyle Grieve Clay and Kyle give an overview of their best quality stock idea for Q2 [----]. This quarter they discuss Booking Holdings. What you'll learn here: 00:00:00 - Intro 00:06:37 - How Booking built its dominant position in Europe and other markets globally. 00:11:59 - Why Booking Holdings is one of the most dominant and profitable online travel agencies in the world. 00:17:33 - An overview of the competitive landscape for online travel agencies. 00:38:33 - Booking Holdings competitive advantages. 00:41:09 -"
YouTube Link 2025-05-16T00:14Z 87.9K followers, [----] engagements

"The Greatest Capital Allocator No One Knows About Mark Leonard of Constellation Software (TIP531) 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 🎧 Listen to our episodes here: https://open.spotify.com/show/28RHOkXkuHuotUrkCdvlOP Clay does a deep dive into Constellation Software (Ticker: $CSU). Constellation Software is a Canadian holding company that has acquired over [---] vertical market software businesses. The company was founded by Mark Leonard and has delivered exceptional returns to"
YouTube Link 2023-03-04T23:45Z 87.9K followers, 40.6K engagements

"Mastermind Discussion Q2 [----] Microsoft Block Adyen and Devon Energy Bull & Bear (TIP728) Stig Brodersen is talking stocks with Tobias Carlisle and Hari Ramachandra. Stigs pick is Microsoft the worlds biggest market cap company for good reason. Tobias is pitching Devon Energy an oil and gas producer with a big upside if youre right about the timing. Haris stocks of choice are Adyen and Block two fast-growing companies with stronger moats that meet the eye. What you'll learn here: 00:00:00 - Intro 00:00:40 - Why Hari is bullish on Block and Adyen (Ticker on NYSE: XYZ and on Euronext: ADYEN)."
YouTube Link 2025-06-07T22:45Z 87.9K followers, [----] engagements

"How Copart's Stock Compounded by 21% Since [----] Junk to Gold by Willis Johnson (TIP601) Clay shares his biggest takeaways from reading billionaire Willis Johnsons book Junk to Gold. Willis Johnson founded Copart in [----] and today he is worth over $2.6 billion through his equity ownership in the company.Copart is one of the most impressive businesses weve studied. Over the past [--] years the stock has compounded at over 21% per year outperforming Microsoft Adobe and the majority of other stocks. IN THIS EPISODE YOULL LEARN: 0:00:00 - Intro 0:03:44 - The key experiences in Willis Johnsons early"
YouTube Link 2024-01-18T23:45Z 87.9K followers, 12.2K engagements

"A Company To Watch Out For Constellation Software: Intrinsic Value Analysis 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 🎧 Listen to our episodes here: https://open.spotify.com/show/28RHOkXkuHuotUrkCdvlOP Constellation Software is a Canadian holding company that has acquired over [---] vertical market software businesses. The company was founded by Mark Leonard and has delivered exceptional returns to shareholders since their IPO in [----]. The stock has had an average annual return of over"
YouTube Link 2023-03-05T23:45Z 87.9K followers, 12.7K engagements

"Finding Certainty in an Uncertain World Investing Excellence w/ Joseph Shaposhnik (TIP622) Clay sits down with Joseph Shaposhnik to discuss his high-quality investing approach. Since its inception in [----] the TCW New America Premier Equities fund has compounded at 15.8% per year versus the benchmark of 12.0%. Joseph is the Portfolio Manager of TCW New America Premier Equities Global Premier Sustainable Equities and Global Space Technology Equities portfolios. According to Nasdaq eVestment the TCW New America fund has outperformed 99% of its peers. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro"
YouTube Link 2024-04-11T23:45Z 87.9K followers, 11.4K engagements

"Quality of Earnings: Uncovering Hidden Red Flags in Stocks w/ Clay Finck (TIP672) Investors often take company numbers at face value but this can lead to significant mistakes. We reviewed the book "Quality of Earnings" by Thornton O'Glove a Wall Street veteran known for red flag deviation analysis. This essential guide helps us understand a company's true earnings aiding us in avoiding costly mistakes as investors. IN THIS EPISODE YOULL LEARN: 0:00:00 - Intro 0:06:23 - Dont trust your analyst 0:10:00 - Lessons from short seller Jim Chanos 0:11:41 - Dont trust your advisor 0:14:28 - How to"
YouTube Link 2024-10-31T23:45Z 73.8K followers, 10.4K engagements

"Celebrating Warren Buffett w/ Chris Bloomstran Nick Sleep Tom Russo Chris Davis & More (RWH057) In this special celebratory episode William Green spotlights some of the most important lessons from the greatest investor of all time: Warren Buffett. In honor of Buffetts historic decision to retire after [--] years as Berkshire Hathaways CEO William offers his thoughts on Buffetts legacy and Berkshires future; he also shares powerful highlights from his conversations about Buffett with Joel Greenblatt Nick Sleep Thomas Russo Chris Davis Chuck Akre and Christopher Bloomstran. What you'll learn"
YouTube Link 2025-05-17T22:45Z 80.7K followers, 13.6K engagements

"Warner Brothers Lithia Motors and Meta Value Analysis w/ Legend Bill Nygren & Alex Fitch (TIP509) Today we welcome back legendary investor Bill Nygren of Oakmark as well as fund manager and director of research Alex Fitch. We always value the insights we glean from the experts at Oakmark and today we have a lot to talk about. Earlier this year in March Bill and I discussed Facebook's transition into Meta. We touch on how the Oakmark thesis has played out since given the high level of controversy surrounding the company. Additionally we do a couple of deep dives into what appear to be very"
YouTube Link 2022-12-29T23:45Z 82.5K followers, [----] engagements

"Your Valuation Metrics Might Be Lying to You w/ Kyle Grieve (TIP775) Kyle breaks down Michael Mauboussins best ideas on noise valuation the rule of [--] algorithms and base rates. What you'll learn here: 00:00:00 - Intro 00:03:00 - How to use the BIN acronym to help you deal with forecasting error 00:14:32 - Four myths in investing (many of which Ive fallen for) 00:26:15 - Why you must take GAAP numbers on a case-by-case basis due to handicaps of the standard 00:25:07 - How the rise in passive investing is making active investing more challenging 00:33:19 - Why GAAP losers outperform GAAP"
YouTube Link 2025-12-06T22:45Z 87.9K followers, [----] engagements

"Mastermind Discussion Q3 [----] Uber Merck Bath & Body Works Bull & Bear Case (TIP751) Stig Brodersen is talking stocks with Tobias Carlisle and Hari Ramachandra. Stigs pick is Uber the worlds largest ride-hailing company benefiting from scale and an expanding ecosystem. Tobias is pitching Bath & Body Works. A category leader in home and personal fragrance with high brand recognition and strong free cash flow. Haris stock of choice is Merck a pharmaceutical giant that owns the blockbuster oncology drug but faces a looming patent cliff risk. What you'll learn here: 00:00:00 - Intro 00:01:03 -"
YouTube Link 2025-09-06T22:45Z 87.9K followers, [----] engagements

"Berkshire Hathaway Annual Shareholders Meeting [----] Warren Buffett Q&A Key Highlights (TIP629) Clay and Kyle give a recap of the [----] Berkshire Hathaway shareholder meeting and share their favorite clips from the Q&A session with Warren Buffett. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:01:25 - What we did in Omaha 00:11:47 - Charlie Munger 00:23:07 - One More Day w/ Charlie 00:39:54 - Communication at Berkshire 00:51:48 - Capital Allocation 01:05:58 - How Buffett would invest 🤝 Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Clay"
YouTube Link 2024-05-09T23:45Z 83.1K followers, 10.8K engagements

"The Path of Abundance w/ Michael Berg (RWH031) William Green speaks with Michael Berg a great scholar & author who draws on the ancient wisdom of Kabbalah to explore how we can build lives that are truly richer wiser & happier. IN THIS EPISODE YOULL LEARN: - Why Michael Berg sees no conflict between a spiritual life & material success. - Why Sir John Templeton called tithing the single best investment. - How our own actions open or close the channels of abundance. - Why Charlie Munger reveres Maimonides a 12th-century sage & doctor. - How to extract more pleasure from whatever wealth we have."
YouTube Link 2023-08-19T23:45Z 84.2K followers, [----] engagements

"Tesla Stock Deep Dive Elon Musk's Vision to Build the Future (TIP761) Clay explores the extraordinary rise of Tesla and how Elon Musk transformed it from a niche electric car startup into one of the most valuable companies in the world. Since its IPO in [----] Tesla has compounded at an incredible 47% per year and completely reshaped the automotive industry through software-driven vehicles vertical integration and their global charging network. What you'll learn here: 00:00:00 - Intro 00:00:57 - Disruptive innovation 00:03:12 - Tesla business overview 00:13:38 - Musk's compensation package"
YouTube Link 2025-10-16T22:45Z 87.9K followers, [----] engagements

"The Dhandho Investing Strategy: Bet Big Bet Rarely for Massive Returns w/ Kyle Grieve (TIP714) Kyle Grieve dives deep into Mohnish Pabrais The Dhandho Investor unpacking its nine core principles through vivid case studies and personal reflections. What you'll learn here: 00:00:00 - Intro 00:01:44 - Why buying an existing business can be a smarter path than starting one from scratch 00:11:17 - The enduring strength and clarity of simple business models 00:16:06 - How distressed businesses in troubled industries can become goldmines 00:25:11 - Why hidden moats often offer the biggest edgeand"
YouTube Link 2025-04-12T22:45Z 86.4K followers, [----] engagements

"How Systems and Simple Math Shape Better Investing w/ Kyle Grieve (TIP773) Kyle explains how systems thinking and math-based mental models can improve decisions and strengthen long-term compounding. What you'll learn here: 00:00:00 - Intro 00:01:59 - How feedback loops stabilize or reinforce outcomes in investing 00:09:00 - How kill criteria help you make predetermined decisions in a noisy world 00:12:26 - Why the cone of uncertainty is useful for evaluating conviction and position sizing 00:15:36 - How scale changes the behavior costs and risks of a growing business 00:23:00 - How algorithms"
YouTube Link 2025-11-29T22:45Z 87.9K followers, [----] engagements

"10 Things I Learned About Investing w/ Stig Brodersen (TIP668) Stig Brodersen outlines [--] things he has learned about investing since he started The Investors Podcast in [----]. In the show's second segment Clay Finck joins to discuss the top takeaways from his investing career. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:00:44 - Why you should be careful who you listen to about stock investing. 00:06:11 - Why you should not screen for stocks 00:07:16 - Why Stigs circle of competence is getting smaller 00:10:06 - Why Stig do not read as many investing books as he used to 00:14:30 - Why you"
YouTube Link 2024-10-12T23:45Z 84K followers, [----] engagements

"How To Invest In A Bear Market w/ David Gardner (TIP499) 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 🎧 Listen to our episodes here: https://open.spotify.com/show/28RHOkXkuHuotUrkCdvlOP On todays episode we bring back a very special guest and that is Mr. David Gardner. David is a co-founder of The Motley Fool an investing resource platform that hes been operating for over [--] years. David has an incredible investing track record having bought companies like AOL Amazon Netflix Nvidia and"
YouTube Link 2022-11-24T23:45Z 87.2K followers, [----] engagements

"How Home Depots Founders Built a $300 Billion Company From the Ground Up w/ Kyle Grieve (TIP769) Kyle Grieve discusses the incredible origin story of Home Depot and the visionary founders who built it from nothing. He explores how Bernie Marcus Arthur Blank and Ken Langone overcame countless setbacks to create a retail powerhouse. Kyle also shares timeless business lessons on leadership culture and competitive advantage that continue to define Home Depots success today. What you'll learn here: 00:00:00 - Intro 00:04:47 - The setbacks that sparked Home Depots creation after Bernie and Arthur"
YouTube Link 2025-11-15T22:45Z 87.9K followers, [----] engagements

"Value Investing Fundamentals & Current Market Conditions w/ John Huber (TIP634) Clay is joined by John Huber to discuss value investing fundamentals and the current market conditions. John Huber is the Managing Partner of Saber Capital Management LLC. Saber manages separate accounts as well as a partnership modeled after the original Buffett Partnership fee structure. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:00:39 - Johns MBA Program 00:04:08 - Buffett Quote 00:09:00 - Sources of Stock Returns 00:15:24 - Is Costco a bubble 00:22:18 - [--] types of investments 00:27:16 - Apple Investment"
YouTube Link 2024-05-30T23:45Z 84.8K followers, 24.2K engagements

"Timeless Secrets of the Worlds Greatest Investors Warren Buffett Peter Lynch & More (TIP762) 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. Its a crash course in investing smarter thinking clearer and playing the long game. What you'll learn here: 00:00:00 Intro 00:01:35 How Buffetts brutal honesty became a blueprint for lasting success 00:05:57 How to apply Grahams margin of safety in an intangible world 00:12:47 How Lynch turned everyday"
YouTube Link 2025-10-18T22:45Z 87.9K followers, [----] engagements

"Survive & Thrive No Matter What w/ Arnold Van Den Berg (RWH061) In this episode William Green chats with Arnold Van Den Berg a revered investor whom he spotlighted in his book Richer Wiser Happier. Against all odds Arnold has run a highly successful investment firm for [--] years. Here he discusses what hes learned about how to succeed in markets & life; shares practical tools that hes found transformative; & explains how hes positioned to survive & thrive in the most overvalued US stock market hes ever seen. What you'll learn here: 00:00:00 - Intro 00:07:31 - How extreme focus saved the life"
YouTube Link 2025-10-04T22:45Z 87.9K followers, [----] engagements

"High-Quality Investing: Tips and Techniques w/ Stig Brodersen & Clay Finck (TIP596) Stig Brodersen talks with co-host Clay Finck. They outline how and why you should invest in high-quality businesses. IN THIS EPISODE YOU'LL LEARN: 0:00:00 - Intro 0:00:32 - How to identify the best businesses 0:05:10 - Why you need to focus on barriers of entry when assessing a stock 0:06:52 - Why competition is for losers 0:22:11 - When management is important and not important in high-quality investing 0:27:47 - Why insider ownership is not only important but even more so how it was acquired. 0:43:08 - How"
YouTube Link 2023-12-30T23:45Z 83.5K followers, [----] engagements

"Deep Dive on Currencies Debt and Inflation w/ Lyn Alden Broken Money (TIP591) Stig Brodersen talks with investment expert Lyn Alden about currencies debt inflation and how to invest in an uncertain world. IN THIS EPISODE YOULL LEARN: 0:00:00 - Intro 0:07:38 - Why the bull theses are always more thoughtful and plentiful and how to account for that 0:17:29 - The relationships between debt inflation and wars. 0:28:52 - How to best take advantage of debt in your portfolio - How capital controls work 1:07:05 - How a debt restructuring works in practice 0:48:42- Can technology be so deflationary"
YouTube Link 2023-12-02T23:45Z 83.4K followers, 17.8K engagements

"Why the Best Investments Are Often Hiding in Plain Sight w/ Shawn O'Malley (TIP774) Clay is joined by Shawn OMalley to discuss what hes learned through hosting The Intrinsic Value Podcast over the past year. They also dive into The Intrinsic Value Portfolio which includes holdings like Uber Alphabet Lululemon Nike and Adobe. What you'll learn here: 00:00:00 - Intro 00:01:16 - Shawns biggest investing lessons from the past year 00:08:30 - How The Intrinsic Value Portfolio has performed this year 00:19:36 - Investing in tech companies 00:32:52 - Investing in retail companies 00:43:47 - Why Nike"
YouTube Link 2025-12-04T22:45Z 87.9K followers, [----] engagements

"Winners Keep Winning w/ Billionaire Terry Smith (RWH054) William Green chats with British investing legend Terry Smith. Terry a member of Bloombergs index of billionaires manages the Fundsmith Equity Fund which is the UKs largest stock fund. Since [----] its returned more than 600% beating the MSCI World Index by over [---] percentage points. Here Terry talks in depth about the skills personality traits & principles that catapulted him from poverty to the pinnacle of the investing world. WHAT YOU'LL LEARN HERE: 00:00:00 - Intro 00:01:20 - How Terry Smith was shaped by poverty & violence. 00:25:12"
YouTube Link 2025-02-08T22:45Z 85.2K followers, 52.4K engagements

"Mastermind Q2 2023: Stocks to Buy Now w/ Tobias Carlisle and Hari Ramachandra (TIP557) 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 🔐 Help companies protect customer privacy in the face of endlessly growing data breaches by investing in Atakama today: https://www.theinvestorspodcast.com/youtube-atakama 🏆 Join our exclusive community of dedicated value investors: https://www.theinvestorspodcast.com/mastermind/ 📊TRY OUR STOCK INVESTING TOOL: TIP FINANCE"
YouTube Link 2023-06-03T23:45Z 82.6K followers, [----] engagements

"The Story of Berkshire Hathaway: How Warren Buffett Built an Empire w/ Jacob McDonough (TIP573) 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 📱Take ownership of your Bitcoin with Foundation. Attain self-custody with Passport hardware wallet: https://foundationdevices.com/mtm_campaign=theinvestorspodcast Clay is joined by Jacob McDonough to discuss Berkshires Beginnings. In this episode youll learn how Buffett was able to turn the business around and make its way to eventually becoming"
YouTube Link 2023-08-31T23:45Z 84K followers, 12.9K engagements

"How to BEAT the Market Joel Tillinghast & Uncovering the Art of Outperformance (TIP529) 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 🎧 Listen to our episodes here: https://open.spotify.com/show/28RHOkXkuHuotUrkCdvlOP Clay reviews Joel Tillinghasts 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 outperformed the market and"
YouTube Link 2023-02-27T23:45Z 83.8K followers, [----] engagements

"How to Navigate Market Cycles Insights from Howard Marks (TIP562) 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 🎧 Listen to our episodes here: https://open.spotify.com/show/28RHOkXkuHuotUrkCdvlOP Clay completes his review of Howard Marks book - Mastering the Market Cycle. Most investors arent aware of the cyclicality of markets and are prone to fall victim to greed and fear at the exact wrong times. Superior investors are aware of markets cycles and position themselves to profit from"
YouTube Link 2023-07-01T23:45Z 86.8K followers, 14.6K engagements

"Mastermind Discussion Q4 [----] Exploring Value Risks and Opportunities (TIP681) Stig Brodersen speaks to Tobias Carlisle and Hari Ramachandra. Stig only owns five individual stocks and in this episode he outlines why Evolution is one of them. Haris pick Occidental Petroleum a stock Buffett has recently added to and Tobias pitches Alpha Metallurgical Resources a value stock that Mohnish Pabrai has loaded up on. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:00:41 - What to make of Berkshires $300B+ cash pile 00:11:59 - Stigs bull case is for Evolution (Ticker on the Swedish Stock Exchange:"
YouTube Link 2024-12-07T23:45Z 87K followers, [----] engagements

"Lessons from Bear Markets w/ Richard Lawrence (TIP661) Clay is joined by Richard Lawrence the Founder and Executive Chairman of Overlook Investments a leading investment firm in Asia. Over a 30-year period Overlook compounded capital at 14.3% per year showcasing their consistent ability to find and invest in Asias best companies. IN THIS EPISODE YOULL LEARN: 0:00:00 - Intro 0:01:14 - Richards visit to Hong Kong in [----] 0:04:43 - Lessons from Richards father 0:06:53 - Why Richard joined the investment business 0:08:15 - Investing in simple businesses 0:10:53 - The story of Richards apartment"
YouTube Link 2024-09-19T23:45Z 86.9K followers, 14K engagements

"Stig Brodersens Mental Models & [----] Portfolio Update (TIP776) Clay is joined by Stig Brodersen to discuss the changes hes made to his portfolio why he sold out of Evolution AB and why hes bullish on Uber. Clay and Stig also discuss the mental models that Stig has picked up this year and how our listeners can join us at our live events in Omaha during the Berkshire Hathaway shareholders weekend. What you'll learn here: 00:00:00 - Intro 00:01:09 - A look back at [----] 00:04:25 - New mental models 00:08:25 - Why Stig sold Evolution AB in [----] 00:16:13 - Why Stig bought Uber in [----] 00:21:21 -"
YouTube Link 2025-12-11T22:45Z 87.9K followers, [----] engagements

"First Principles of Valuation w/ Tim Koller Partner at McKinsey & Company (TIP725) Clay Finck is joined by Tim Koller to discuss all things valuation. Tim is the lead author of Valuation: Measuring and Managing the Value of Companies which is the #1 best-selling guide to business valuation. What you'll learn here: 00:00:00 - Intro 00:00:51 - How companies create shareholder value. 00:04:42 - The common misconceptions related to creating shareholder value. 00:13:38 - How managers should think about return on invested capital. 00:28:47 - Why its so common for managers to not take a long-term"
YouTube Link 2025-05-29T22:45Z 87.2K followers, 21.1K engagements

"Why Microcaps Are Outperforming w/ Ian Cassel (TIP480) On todays show we welcome back microcap expert Ian Cassel. I interviewed Ian back in March on episode [---] where we explored the concept of investing in Micro Cap stocks. It was one of my favorite discussions over the last year so we are excited to welcome back Ian to discuss his recent annual Microcap Leadership summit and some of the ideas that came out of it. I always enjoy speaking with Ian. He brings a deep knowledge of the world of microcaps and draws from some other amazing investors in the space. I really hope you enjoy this as"
YouTube Link 2022-10-06T23:45Z 83.3K followers, [----] engagements

"The Art Of Investing w/ Franois Rochon (RWH016) William Green chats with Franois Rochon an investing giant whos beaten the market by a mile over nearly [--] years. Here Franois explains how hes generated stellar returns by investing in great businesses at reasonable valuations. Whether hes buying stocks or collecting world-class art his strategy is to own the best of the best. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:00:42 - How Franois Rochon began his market-beating investment journey three decades ago. 00:06:01 - How the margin of safety concept guides him in business markets & life."
YouTube Link 2022-11-12T23:45Z 83K followers, 30.5K engagements

"Against the Gods: The Remarkable Story of Risk by Peter Bernstein Key Lessons (TIP701) Kyle Grieve discusses the book Against The Gods how risk has evolved over history why risk management was deeply routed in gambling revolutionary learnings on risk from brilliant historical figures and much more IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:03:49 - Why a human calculator cant win in the market and the key skills that drive investing success 00:05:57 - The two critical risk concepts Cardano introduced to beat the oddsstill useful for investors today 00:08:16 - How Pascal and Fermat"
YouTube Link 2025-02-22T22:45Z 83.8K followers, 12.5K engagements

"The Joys of Compounding by Gautam Baid Important Lessons (TIP534) 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 🎧 Listen to our episodes here: https://open.spotify.com/show/28RHOkXkuHuotUrkCdvlOP Clay reviews Gautam Baids book The Joys of Compounding.Gautam Baid is the Managing Partner and Fund Manager of Stellar Wealth Partners India Fund a Delaware-based investment partnership which is available to accredited investors in the US. The fund is modeled after the Buffett Partnership fee"
YouTube Link 2023-03-14T00:45Z 85.5K followers, 19.1K engagements

"Investing Reimagined: Mental Models From Physics Biology and More (TIP640) Clay and Kyle dive into Robert Hagstroms book Investing: The Last Liberal Art. Charlie Munger is famous for popularizing the use of mental models and pulling key ideas from related fields and implementing them to the world of investing. In todays episode thats exactly what we do starting with the fields of physics biology sociology and psychology. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:00:55 - Mental Models 00:10:56 - Physics 00:22:21 - Biology 00:34:04 - Sociology 00:50:04 - Psychology 01:03:10 - Lumines"
YouTube Link 2024-06-27T23:45Z 83.8K followers, [----] engagements

"Whats Coming Is WORSE Than a Recession: Calling A Super Bubble w/ Jeremy Grantham (TIP542) 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 🎧 Listen to our episodes here: https://open.spotify.com/show/28RHOkXkuHuotUrkCdvlOP 📌 This is a new interview with Jeremy which Trey recorded on the last week of March [----]. Here's the link to our previous interview with Jeremy on our main channel: https://youtu.be/OCUeKnAQVjc We welcome back a very special guest and that is billionaire and legendary"
YouTube Link 2023-04-06T23:45Z 83K followers, 323.2K engagements

"How Equity Crowdfunding is Changing the Game w/ Daniel Gallancy (TIP541) 📧 Understand the financial markets in just [--] minutes for FREE Subscribe now: https://www.theinvestorspodcast.com/subscribe-youtube/ 🎧 Listen to our episodes here: https://open.spotify.com/show/28RHOkXkuHuotUrkCdvlOP Clay sits down with Daniel Gallancy to chat about the evolution of capital markets and how equity crowdfunding allows individual investors to get access to new investment opportunties. Daniel is the CEO of Atakama. Atakama is a cybersecurity company that is pioneering multifactor encryption enabling"
YouTube Link 2023-04-03T23:45Z 85.8K followers, [----] engagements

"How to Value Berkshire Hathaway [----] w/ Chris Bloomstran (TIP625) 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 11.5% on equities since his fund's inception on 2/28/1999 compared to 7.6% for the S&P500. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:01:22 - The impact of holding cash on your portfolio returns. 00:27:07 - How to understand the five different components that makeup stock market returns 00:36:57 - How to"
YouTube Link 2024-04-20T23:45Z 82.9K followers, 18K engagements

"Investing Lessons for My 18-Year-Old Self w/ Clay Finck (TIP763) 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 thinking to understanding where long-term returns come from. Whether youre just starting out or refining your approach this episode offers practical insights to help you build lasting wealth and confidence as an investor. What you'll learn here: 00:00:00 - Intro 00:01:47 -"
YouTube Link 2025-10-23T22:45Z 87.9K followers, [----] engagements

"The Dhandho Investor By Mohnish Pabrai Heads I Win (TIP517) Clay reviews Mohnish Pabrais book The Dhandho Investor. Mohnish is one of our very favorite investors to study here at TIP as weve interviewed him for the podcast multiple times in the past. Since inception in [----] Mohnishs flagship fund has achieved a return of 781% to his investors net of fees versus 378% for the S&P [---]. IN THIS EPISODE YOULL LEARN: 00:00 - Intro 01:40 - The Dhandho Investor 03:26 - The Patels 08:40 - Mohnishs Dhandho Experience 11:41 - The Dhandho Framework 12:39 - Investing in Distressed Businesses 18:05 - Stock"
YouTube Link 2023-01-21T23:45Z 83.4K followers, [----] engagements

"Investing in Quality Businesses & the Art of Lifelong Learning w/ Gautam Baid (TIP566) 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 🎧 Listen to our episodes here: https://link.chtbl.com/TIP-WSB Clay chats with best-selling author Gautam Baid. We cover the passionate pursuit of lifelong learning how he achieved his dream of being a professional portfolio manager why he puts the majority of his focus on high-quality businesses why Indias time has arrived and much more. RELATED EPISODES: -"
YouTube Link 2023-07-20T23:45Z 84K followers, 14.2K engagements

"Dino Polska: A Polish Compounder w/ Clay Finck & Kyle Grieve (TIP587) 🏆 Join our exclusive community of dedicated value investors: https://www.theinvestorspodcast.com/mastermind 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 🥗 Feed your body the nutrients it craves with KaChava an all-in-one plant-based superblend made up of superfoods greens plant proteins antioxidants adaptogens and probiotics Get 10% off on your first order today https://kachava.com/wsb 📊TRY OUR STOCK INVESTING TOOL:"
YouTube Link 2023-11-09T23:45Z 87.3K followers, [----] engagements

"Value Investing in a Growth Obsessed Market w/ Scott Barbee (TIP651) Kyle Grieve spoke with Scott Barbee about maintaining a deep value-based strategy the three risk assessment buckets the power of being a contrarian the future of fossil fuels navigating a 72% drawdown during the GFC and more. Scott is the founder of the Aegis Value Fund which was created in [----]. Prior to Aegis Scott worked as an analyst covering oilfield services at Simmons & Company. He also had a stint as a deep value advisor for Donald Smith & Company. He received his MBA from the Wharton School and the University of"
YouTube Link 2024-08-10T23:45Z 83.6K followers, [----] engagements

"Big Money w/ Fidelity Superstar Joel Tillinghast (RWH017) William Green chats with Joel Tillinghast an investment superstar who manages about $70 billion at Fidelity. Peter Lynch has described him as one of the greatest most successful stock pickers of all time. In this rare in-depth interview Joel shares invaluable lessons from a dazzling career in which hes beaten the market by a stunning [---] percentage points a year since [----]. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:00:40 - How Joel Tillinghast fell in love with investing as a boy of eight or nine. 00:05:55 - What he learned from"
YouTube Link 2022-11-26T23:45Z 83.8K followers, 19.4K engagements

"Old Dominion Freight Line Stock Deep Dive Best Quality Idea Q3 [----] (TIP652) Clay and Kyle give an overview of their best quality stock idea for Q3 [----]. This quarter they discuss Old Dominion Freight Line. Over the past [--] years Old Dominion has been one of the best performing stocks in the market. This seemingly boring best-in-class trucking company outperformed well-known companies like Amazon Costco and Microsoft. Tune into todays episode to hear Clay and Kyles thoughts on Old Dominions business and what the prospective returns might look like going forward. IN THIS EPISODE YOULL LEARN:"
YouTube Link 2024-08-15T23:45Z 87.9K followers, [----] engagements

"7 Powers: The Foundations of Business Strategy by Hamilton Helmer (TIP727) Clay explores Hamilton Helmers [--] Powers framework breaking down each of the seven sources of enduring competitive advantage. What you'll learn here: 00:00:00 - Intro 00:01:04 - Intro to [--] Powers 00:06:45 - Scale Economies 00:11:55 - Network Effects 00:17:38 - Counter-Positioning 00:28:00 - Switching Costs 00:36:43 - Branding 00:45:59 - Cornered Resources 00:51:16 - Process Power 00:57:47 - Netflix Case Study 01:04:03 - Summit Event in Montana Transcript & Guest Info:"
YouTube Link 2025-06-05T22:45Z 83.8K followers, [----] engagements

"The Ultimate Guide to Finding [---] Baggers Lessons From Chris Mayer (TIP633) Clay shares the most important lessons hes learned from Chris Mayer. Chris Mayer is the author of [---] Baggers and the co-founder and portfolio manager of Woodlock House Family Capital. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:03:37 - Cloning 00:08:29 - Humility 00:09:58 - [---] Baggers 00:19:10 - Winners keep on winning 00:21:37 - How Chris Invests 00:29:18 - How Do You Know 00:33:26 - Macro Forecasts 00:35:35 - P/E Ratios 00:40:04 - Long-Term Thinking 00:48:14 - Serial Acquirers 00:54:40 - TIP Mastermind"
YouTube Link 2024-05-23T23:45Z 84K followers, 17K engagements

"How to Make Money During Times of Fear: Profit From Maximum Pessimism w/ Lauren Templeton (TIP612) Kyle talks to Lauren Templeton about investing and life lessons she learned from Sir John Templeton. They discuss using the scientific method in investing avoiding biases learning from history and using multiple evaluation tools. They also talk about pessimistic sectors that could become future winners. Lauren C. Templeton founded Templeton & Phillips Capital Management and is its CEO. She is also on the board of directors for publicly traded companies like Fairfax Financial Holdings Fairfax"
YouTube Link 2024-03-02T23:45Z 84.4K followers, 19.1K engagements

"Mastering Focus Investing Warren Buffett's Strategy w/ Kyle Grieve (TIP678) 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 Buffetts four-step framework for identifying great investments and a whole lot more IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:00:56 - The reasons that focus investors are concentrated and the pros and cons of having a concentrated portfolio 00:07:30 - Buffett's views on risk and what risk means to him"
YouTube Link 2024-11-23T23:45Z 82.9K followers, 12.7K engagements

"Mastermind Discussion Q1 [----] Spotify Disney & Mueller Industries (TIP610) Stig Brodersen speaks to Tobias Carlisle and Hari Ramachandra. Stig only owns five individual stocks and in this episode he outlines why he is still bullish on Spotify. Haris pick Disney has recently been extremely volatile and Tobias pitches Mueller Industries a value stock trading at an appealing valuation. IN THIS EPISODE YOULL LEARN: 0:00:00 - Intro 0:06:06 - Why Hari is bullish on Disney (Ticker: DIS) 0:13:25 - The bear case of Disney including increasing competition valuation and debt levels 0:34:36 - Why Stig"
YouTube Link 2024-02-24T23:45Z 87K followers, [----] engagements

"What the Worlds Great Philosophers Can Still Teach Us About Wealth and Wisdom (TIP765) Kyle Grieve discusses how timeless philosophical ideas can deepen our understanding of investing and life. He explores lessons from thinkers such as Spinoza Nietzsche Hume and Pascal to reveal how concepts like persistence skepticism and luck shape decision-making. Kyle also connects these ideas to modern investing by drawing on insights from Buffett Voltaire and Bruce Lee showing how adaptability emotional control and inner reflection lead to better outcomes. What you'll learn here: 00:00:00 - Intro"
YouTube Link 2025-11-01T22:45Z 87.9K followers, [----] engagements

"How to Build Wealth & Transform Your Life: The Joys of Compounding by Gautam Baid (TIP666) Kyle Grieve and co-host Clay Finck discuss Clay's favorite book "The Joys of Compounding." They cover how compounding affects lives in and outside of investing tools for better decision-making the importance of humility for investors evaluating value and quality traps and prioritizing compounding in relationships and health. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:04:21 - Why compounding can be found in all areas of life 00:08:11 - The importance of self-education after a formal education in"
YouTube Link 2024-10-05T23:45Z 82.2K followers, 14.8K engagements

"Top Investment Lessons & Takeaways of [----] w/ Clay Finck & Kyle Grieve (TIP685) Kyle Grieve and co-host Clay Finck summarize key learnings from [----] discussing the importance of focus data on stock picking challenges the value of disconfirming evidence the impermanence of strong businesses closing feedback loops for investment assurance and the need for trustworthiness. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:00:52 - Why investors need to focus on the things that matter and how to avoid spending time on noise 00:07:02 - Why investors should be aware of the base rates of success of"
YouTube Link 2024-12-21T23:45Z 82.5K followers, [----] engagements

"What Money Taught Me About Happiness w/ Stig Brodersen (TIP785) In this episode Stig Brodersen shares personal reflections on money life and happiness. He explores how money magnifies who we already are why lifestyle creep can quietly erode happiness and how growing wealth may change relationships. What you'll learn here: 00:00:00 - Intro 00:00:57 - Why money magnifies who you are 00:02:26 - How to think about lifestyle creeps and incremental happiness 00:10:00 - Why you shouldnt try to change others 00:14:32 - Why you should be around people who play cricket 00:18:48 - Why you can have"
YouTube Link 2026-01-17T22:45Z 87.9K followers, [----] engagements

"Top [--] Billionaire Books To Read In [----] w/ Richard Wilson (TIP530) My guest today is Richard Wilson. Richard is the Founder and CEO of The Family Office Club which is the #1 family office association with over [----] registered family offices. On episode [---] with Michael Sonnenfeldt we discussed how billionaires often grow their wealth through owning assets - usually their own business and how once they sell that asset for cash theyre often at a loss for how to invest it. Well Richard helps billionaires figure that out. Hes set up over [---] family offices put on [---] events with billionaire"
YouTube Link 2023-03-02T23:45Z 83.4K followers, [----] engagements

"Current Market Conditions w/ Richard Duncan (TIP488) On todays show we welcome back economist Richard Duncan to discuss the current events happening across most asset classes. Richard is the author of [--] books the most recent of which is called The Money Revolution which we discussed back in March episode [---]. The book explores a contrarian idea that the US could potentially act as a venture capitalist for the American people. The thesis however has been blunted from the new high interest rate environment. Richard has worked for the World Bank and the IMF and I always appreciate his ability to"
YouTube Link 2022-10-29T23:45Z 86.4K followers, [----] engagements

"History's Biggest Market Bubbles w/ Clay Finck (TIP784) Clay reviews Devil Take the Hindmost by Edward Chancellor and explores three of the most infamous market bubbles in financial history: the South Sea Bubble of [----] the Railway Mania of [----] and Japans asset bubble of the late 1980s. What you'll learn here: 00:00:00 - Intro 00:02:52 - Intro to bubbles & speculation 00:09:11 - South Sea Bubble 00:26:40 - [----] Railway Mania 00:41:42 - [----] Japanese Bubble 00:59:14 - Lessons from bubbles 01:01:16 - Closing thoughts Transcript & Guest Info:"
YouTube Link 2026-01-15T22:45Z 87.9K followers, [----] engagements

"Energy Inflation and the FED w/ Lyn Alden (TIP491) Stig Brodersen brings back one of our most popular and thoughtful guests investment expert Lyn Alden. Together they provide an update on the volatile energy markets and the changing macroeconomic landscape. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:00:24 - Why top-line growth was more important than profits in the prior decade for US shale producers 00:04:27 - Why we have a boom and bust cycle in the oil market 00:15:38 - Lyns thoughts on Warren Buffetts investments in Chevron and Occidental Petroleum 00:18:34 - What the OPEC+ cut mean"
YouTube Link 2022-11-05T23:45Z 82.7K followers, 12.6K engagements

"Stocks to BUY NOW [--] Wide Moat Stock Analysis for [----] (TIP524) 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 🎧 Listen to our episodes here: https://open.spotify.com/show/28RHOkXkuHuotUrkCdvlOP Clay breaks down four wide moat stocks to be considered for [----]. These are the companies that are most equipped to handle the constant disruption occurring in the capitalistic marketplace. However even some of the widest moat and highest quality companies can be a poor investment if you pay too"
YouTube Link 2023-02-13T23:45Z 87.9K followers, [----] engagements

"The Secret to Buffetts Business Success w/ Lawrence Cunningham (TIP697) Clay and Lawrence Cunningham discuss the value of trust-based cultures and the impact of Warren Buffetts approach at Berkshire Hathaway. Cunningham is the Director of the University of Delaware's John L. Weinberg Center for Corporate Governance and serves on the boards of Constellation Software Markel Group and Kelly Partners Group. He is also a best-selling author known for works like The Essays of Warren Buffett Quality Investing and Quality Shareholders. IN THIS EPISODE YOULL LEARN: 0:00:00 - Intro 0:02:31 - The job of"
YouTube Link 2025-02-06T22:45Z 86.8K followers, [----] engagements

"What I Learned from Warren Buffett Charlie Munger & Bill Miller w/ Robert Hagstrom (RWH060) In this episode William Green chats with Robert Hagstrom Chief Investment Officer & Senior Portfolio Manager at Equity Compass. Robert is the author of a classic book The Warren Buffett Way which lays out the principles that made Buffett the greatest investor of all. Here Robert shares life-changing lessons he learned from Buffett & two other icons: Charlie Munger & Bill Miller. He also explains why a focused low-turnover portfolio is a brilliant but difficult strategy. What you'll learn here: 00:00:00"
YouTube Link 2025-08-16T22:45Z 82.5K followers, 14.6K engagements

"Top Value Investing Events for [----] w/ Clay Finck In this video Clay breaks down some of the best in-person events for value investors looking to deepen their knowledge and connect with like-minded people. The video shares information related to events like the Berkshire Hathaway Annual Meeting ValueX Markels shareholder meeting and events hosted by The Investors Podcast Network along with tips on what makes each worthwhile. Time Stamps: 0:00 - Intro 1:28 - Berkshire Hathaway Annual Meeting 4:59 - ValueX Klosters 6:18 - Markel Annual Meeting 6:58 - Ben Graham Value Investing Conference 7:56 -"
YouTube Link 2026-01-15T10:56Z 87.9K followers, [---] engagements

"What Ive Learned From Charlie Munger Mohnish Pabrai Tom Gayner & John Spears (RWH028) William Green shares several fundamental life-changing lessons that hes learned from his conversations with Charlie Munger Mohnish Pabrai Tom Gayner & John Spears. The focus here is on powerful insights that can guide & enrich you both in business & life. IN THIS EPISODE YOULL LEARN: - Why Charlie Munger thinks being ethical is a huge competitive advantage. - How Mohnish Pabrai forges strong relationships based on trust & fairness. - Why Munger urges you to get toxic people out of your life & do it fast. -"
YouTube Link 2023-06-24T23:45Z 84.7K followers, 15.8K engagements

"How to Read Financial Statements w/ Brian Feroldi (TIP752) On todays episode Clay brings back long-time guest Brian Feroldi to educate our listeners on how to analyze financial statements. Brian Feroldi is the founder of Long-Term Mindset which creates educational content that can help anyone to learn how the stock market works. What you'll learn here: 00:00:00 - Intro 00:01:23 - Intro to Financial Statements 00:03:02 - An overview of the three financial statements 00:07:40 - Tangible vs intangible assets 00:13:04 - GAAP accounting 00:18:22 - Stock based compensation 00:26:30 - Understanding"
YouTube Link 2025-09-11T22:45Z 87.9K followers, [----] engagements

"Warren Buffett's Top Lessons From The Intelligent Investor by Benjamin Graham w/ Clay Finck (TIP620) Clay shares his lessons from reading The Intelligent Investor by Benjamin Graham. Benjamin Graham was a renowned value investor lecturer financial securities researcher and mentor to billionaire investor Warren Buffett. Graham is widely regarded as the father of value investing. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:00:44 - The Intelligent Investor 00:03:54 - Benjamin Graham 00:06:47 - Market Fluctuations 00:13:53 - Example of A&P 00:20:53 - Tech Bubble & Inktomi 00:27:38 - Margin"
YouTube Link 2024-04-04T23:45Z 83.8K followers, 20.3K engagements

"Rebranding The Nuclear Narrative Investing In Futuristic Tech w/ Josh Wolfe (TIP485) On todays show we welcome back Josh Wolfe. We last interviewed Josh back in November [----] and called him the Real Life Tony Stark. Thats because Josh is the co-founder of Lux Capital which supports scientists and entrepreneurs trying to do the impossible or implausible. Its hard to find someone who has a wider knowledge base than Josh. He can zoom way out to the micro economy and then zoom way into microscopic details on chronobiology with ease. So without further ado I hope you enjoy this wide ranging"
YouTube Link 2022-10-20T23:45Z 83.2K followers, [----] engagements

"How My Thinking About Investing Evolved in [----] (TIP778) On todays episode Kyle Grieve discusses the most important investing lessons he learned in [----] after spending thousands of hours studying great investors businesses and mental models. What you'll learn here: 00:00:00 - Intro 00:02:23 - Why strong convictions weakly held is one of the most powerful default frameworks for better investing decisions 00:07:28 - Why customer loyalty is an underappreciated signal of long-term business quality 00:11:52 - How sleuthing a business can dramatically deepen your understanding beyond financial"
YouTube Link 2025-12-24T22:07Z 87.9K followers, [----] engagements

"Unconventional Wisdom From The Greatest Minds In Investing w/ Joseph Shaposhnik (TIP522) My guest today is Joseph Shaposhnik. Joseph is a portfolio manager of TCWs New America Premier Equities fund. Joseph also served as a senior equity analyst in the equity research group with coverage responsibility for the industrials and basic materials sectors. Prior to joining TCW in [----] he was an equity research associate at Fidelity where he focused on the semiconductor and entertainment software sectors. Joseph brings the type of level headedness and consistency you would expect from someone who has"
YouTube Link 2023-02-09T23:45Z 82.6K followers, [----] engagements

"Guy Spier Track Record Investing Risk VALUEx (TIP653) Stig Brodersen talks with Guy Spier about how he has achieved his impressive track record and whether you can adjust a track record for luck. Since [----] Guy Spiers fund has performed 9.3% vs. 8.7% annually for the S&P500. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:01:21 - What we can learn from royal families about moats in business. 00:30:33 - How Guy Spiers track record would look if we adjusted to luck 00:39:25 - Why Guy wants to be truthful and honest and not present himself in the best possible light 00:46:29 - If Guy would ever"
YouTube Link 2024-08-17T23:45Z 86.8K followers, 10.6K engagements

"The SECRET to Maximum Returns: Mastering the Market Cycle by Howard Marks (TIP559) 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 🔐 Help companies protect customer privacy in the face of endlessly growing data breaches by investing in Atakama today: http://invest.atakama.com/wsb Clay reviews Howard Marks book - Mastering the Market Cycle. This is a wonderful book for understanding market cycles and where we are at in the cycle at any given time. Most investors arent aware of the"
YouTube Link 2023-06-15T23:45Z 83.3K followers, 21.9K engagements

"The [--] Types of Wealth (TIP787) Kyle discusses a refreshingly different take on wealth inspired by The Five Types of Wealth by Sahil Bloom. What you'll learn here: 00:00:00 - Intro 00:00:36 - Why you should reframe wealth beyond asset accumulation 00:03:00 - How wealth is built during life not after reaching a destination 00:03:13 - The five types of wealth and how they shape a fulfilling life 00:05:22 - How defining personal identity clarifies long-term decisions 00:06:19 - Why goals and anti-goals protect success and relationships 00:08:59 - How time wealth depends on awareness attention and"
YouTube Link 2026-01-23T16:06Z 87.9K followers, [----] engagements

"Evolution AB Stock Deep Dive Best Quality Idea Q1 [----] w/ Clay Finck & Kyle Grieve (TIP604) Clay and Kyle give an overview of their Best Quality Idea for Q1 [----]. This quarter they discuss Evolution AB. Evolution AB is well-known in the world of quality investors. The stock has compounded by over 60% per year over the past [--] years and seems to have a long runway for growth ahead. Clay and Kyle give an overview of why they own the stock and why they like the company's long-term prospects. Disclosure: At the time of recording Clay and Kyle both own shares in Evolution AB. IN THIS EPISODE YOULL"
YouTube Link 2024-02-01T23:45Z 87.6K followers, 20K engagements

"Money Masters of Our Time: Timeless Investing Tactics From Legends w/ Kyle Grieve (TIP771) On todays episode Kyle Grieve discusses significant takeaways from the book Money Masters Of Our Time. What you'll learn here: 00:00:00 - Intro 00:06:41 - Warren Buffetts emphasis on controlled greed and fascination with your craft and why its necessary to survive in the market for a lifetime 00:09:55 - How to identify and take advantage of stocks nobody else wants 00:16:32 - Why more research time should be spent finding the truth of things rather than confirming what you already believe to be true"
YouTube Link 2025-11-22T22:45Z 87.9K followers, [----] engagements

"Current Market Conditions & Investment Opportunities w/ Derek Pilecki (TIP758) On todays episode Clay is joined by Derek Pilecki to discuss the current market conditions and the investment opportunities hes finding in todays chaotic environment. Derek is a managing member and portfolio manager at Gator Capital Management which manages Financials sector long/short portfolios for private partnerships and mutual funds. Since its inception in July [----] Gator Capital has compounded capital at 21.8% per annum versus 11.9% for the S&P [---] over the same time period. What you'll learn here: 00:00:00 -"
YouTube Link 2025-10-02T22:45Z 87.9K followers, [----] engagements

"Unlocking the Secrets of Valuation in This Masterclass w/ Aswath Damodaran (TIP577) 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 📱Take ownership of your Bitcoin with Foundation. Attain self-custody with Passport hardware wallet: https://foundationdevices.com/mtm_campaign=theinvestorspodcast Clay is joined by Aswath Damodaran who is widely referred to as the dean of valuation. Aswath Damodaran is a professor at NYU of corporate finance and valuation and has taught thousands of students"
YouTube Link 2023-09-14T23:45Z 87.5K followers, 110.2K engagements

"Finding Value in the Oil Market w/ Josh Young (TIP572) 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 📱Take ownership of your Bitcoin with Foundation. Attain self-custody with Passport hardware wallet: https://foundationdevices.com/mtm_campaign=theinvestorspodcast We bring back oil expert Josh Young to give an update on the oil market. This discussion touches on Buffetts updated oil positions why OPEC is encouraging others to invest more in oil production the impact of the China reopening"
YouTube Link 2023-08-26T23:45Z 87.8K followers, 13.7K engagements

"The Collapse of Long-Term Capital Management When Genius Failed w/ Clay Finck (TIP707) Clay explores When Genius Failed by Roger Lowenstein the gripping story of the rise and fall of Long-Term Capital Management (LTCM). LTCM founded by top Wall Street experts used complex models and high leverage for returns until a [----] crisis exposed its flaws. Clay discusses risks like overconfidence and excessive leverage and mentions a TIP value investing event in Big Sky Montana in September [----]. What youll learn here: 00:00:00 - Intro 00:03:39 - John Meriwether 00:05:09 - Success at Salomon Brothers"
YouTube Link 2025-03-20T22:45Z 87.9K followers, [----] engagements

"Concentrated Value Investing w/ Shree Viswanathan (TIP585) 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 🥗 Feed your body the nutrients it craves with KaChava an all-in-one plant-based superblend made up of superfoods greens plant proteins antioxidants adaptogens and probiotics Get 10% off on your first order today https://kachava.com/wsb Clay is joined by Shree Viswanathan to discuss his concentrated patient and global approach to investing. They touch on many of the key aspects to"
YouTube Link 2023-11-02T23:45Z 87.8K followers, 27.5K engagements

"Copart Stock Deep Dive w/ Leandro from Best Anchor Stocks Clay is joined by Leandro for a stock deep dive on Copart. Leandro contributes to the popular blog Best Anchor Stocks which offers high-quality equity research and updates on great businesses. Copart is one of the most impressive businesses weve studied. Over the past [--] years the stock has compounded at over 21% per year outperforming Microsoft Adobe and the majority of other stocks. IN THIS EPISODE YOULL LEARN: 0:00:00 - Intro 0:00:57 - What makes Copart a great business 0:05:57 - Coparts business model 0:14:48 - Industry Dynamics"
YouTube Link 2024-12-05T23:45Z 87.7K followers, 13.6K engagements

"Fiscal Dominance & Implications for Investors w/ Lyn Alden (TIP700) Clay talks with Lyn Alden about fiscal dominance and its effects on investors. While some value investors downplay the importance of macro conditions Lyn argues that fiscal dominance significantly influences financial markets. IN THIS EPISODE YOULL LEARN: 0:00:00 - Intro 0:01:52 - Fiscal dominance 0:07:25 - Does fiscal dominance cause inflation 0:08:39 - Stock market all-time highs 0:11:42 - The growth of US big tech 0:16:25 - Emerging market characteristics 0:27:12 - Yield curve control 0:29:24 - Nothing stops this train"
YouTube Link 2025-02-20T22:45Z 87.9K followers, 25.5K engagements

"Why Simple Investing Wins w/ David Fagan (TIP788) Stig Brodersen and David Fagan explain why indexing works performance and risk mistakes and how small return gaps delay retirement. What you'll learn here: 00:00:00 - Intro 00:02:43 - Why indexing works for almost everyone 00:12:25 - How to properly evaluate investment performance 00:23:44 - How to think about asset allocation and rebalancing using a simple behaviorally sound framework 00:32:24 - What it really means to be the overseer of your investments even if you outsource management 00:35:06 - Why missing 3% return means having to work"
YouTube Link 2026-01-31T22:45Z 87.9K followers, [----] engagements

"Zero to One by Peter Thiel Why Competition is for Losers (TIP786) Clay explores Zero to One by Peter Thiel a foundational book on innovation monopolies and what it truly takes to build an enduring business. What you'll learn here: 00:00:00 - Intro 00:03:32 - Zero to One Mental Model 00:11:36 - Peter Thiels contrarian beliefs 00:16:26 - Monopolies 00:21:45 - Competition & why society loves it 00:33:19 - Characteristics of monopolies 00:37:52 - Selecting a market 00:41:59 - The 80-20 rule 00:49:35 - Ubers Zero to One moment 00:56:36 - Closing thoughts Transcript & Guest Info:"
YouTube Link 2026-01-22T22:45Z 87.9K followers, [----] engagements

"The Intrinsic Value of Uber & Reddit w/ Shawn O'Malley (TIP741) On todays episode Clay is joined by Shawn OMalley to discuss his work on The Intrinsic Value Podcast and two key holdings from The Intrinsic Value Portfolio. Shawn recently launched The Intrinsic Value Podcast alongside co-host Daniel Mahncke where they conduct weekly deep dives into companies while building their own concentrated portfolio of [--] holdings. What youll learn here: 00:00:00 - Intro 00:01:12 - Shawns process for conducting weekly company deep dives on The Intrinsic Value Podcast. 00:16:07 - How Reddit transformed"
YouTube Link 2025-07-31T22:45Z 87.6K followers, [----] engagements

"The Story of Tencent The Chinese Company That Owns Everything w/ Clay Finck (TIP695) Tencent based in Shenzhen China is a major player in gaming and social media known for the WeChat super-app and investments in companies like Tesla and Spotify. Since its IPO in [----] shares of Tencent have increased by nearly [---] times producing an average annual return of 35% per year. To help cover the story of Tencent Clay will be sharing what he learned from the book Influence Empire by Lulu Chen. IN THIS EPISODE YOULL LEARN: 0:00:00 - Intro 0:02:30 - Pony Ma 0:07:26 - Instant Messaging Platform 0:10:02 -"
YouTube Link 2025-01-30T22:45Z 87.7K followers, [----] engagements

"Current Market Conditions & Poor Charlie's Almanack w/ Stig Brodersen & Clay Finck (TIP684) Clay invites Stig to discuss current market conditions and one of Stigs favorite books Poor Charlies Almanack. IN THIS EPISODE YOULL LEARN: 0:00:00 - Intro 0:01:12 - Current Market Conditions 0:10:24 - Why the market will continue to hit new highs 0:19:19 - The role of gold and Bitcoin in a portfolio 0:39:14 - Unrealized capital gains taxes 0:40:49 - Why Stig re-reads Poor Charlies Almanack each year 0:57:00 - The Psychology of Human Misjudgment 1:05:35 - The Lollapalooza Effect 1:08:55 - The Endowment"
YouTube Link 2024-12-19T23:45Z 87.7K followers, [----] engagements

"How to Find the Stock Market's Biggest Winners w/ David Gardner Rule Breaker Investing (TIP754) Clay brings back David Gardner to discuss his new book Rule Breaker Investing. Throughout Davids investing career he seemed to have taken all of Buffetts rules to investing and thrown them out the window. In this episode he shares his unique rule-breaking framework providing you with the guidance and the gumption to win at investing by finding and owning the best companies of the future. What you'll learn here: 00:00:00 - Intro 00:01:10 - Intro to Rule Breaker Investing 00:04:03 - Ignoring Buffetts"
YouTube Link 2025-09-18T22:45Z 87.9K followers, 14.2K engagements

"Mastermind Discussion Q2 [----] Burberry ICICI Bank & Playtika Stock Analysis (TIP632) Stig Brodersen speaks to Tobias Carlisle and Hari Ramachandra. Stig only owns five individual stocks and in this episode he outlines why he has put Burberry on his watchlist. Haris pick ICICI Bank Limited is a solid bet on the rise of India and Tobias pitches Playtika a value stock trading at an appealing valuation. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:00:26 - What are the current economic conditions 00:12:05 - Are we entering a world with less disruption 00:15:58 - What Stigs bull case is for"
YouTube Link 2024-05-18T23:45Z 87.6K followers, [----] engagements

"The Rise and Fall of Julian Robertsons Tiger Fund w/ Kyle Grieve (TIP756) Kyle Grieve discusses the rise and fall of legendary investor Julian Robertson exploring how he built Tiger Fund into one of the most successful hedge funds of its era. Youll learn about his investing philosophy famous trades and the lessons that shaped both his success and his ultimate downfall. What you'll learn here: 00:00:00 - Intro 00:00:56 - How Julian Robertson turned Tiger Fund into a powerhouse with a 32% annual return over [--] years 00:03:37 - The story behind his legendary $300 million copper short and what it"
YouTube Link 2025-09-25T22:45Z 87.9K followers, [----] engagements

"Lululemon Stock Deep Dive Best Quality Idea Q2 [----] w/ Clay Finck & Kyle Grieve (TIP627) Clay and Kyle give an overview of their best quality stock idea for Q2 [----]. This quarter they discuss Lululemon. Lululemon is well-known in the world of quality investors and the share price has recently declined by over 30%. Tune into todays episode to hear Clay and Kyles thoughts on Lululemons business and what the prospective returns might look like going forward. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:01:00 - Background on Lululemon 00:08:56 - Branding 00:17:51 - Business Model 00:27:12 -"
YouTube Link 2024-05-02T23:45Z 87.6K followers, 11.8K engagements

"Intelligent Fanatics: How Great Leaders Win by Ian Cassel & Sean Iddings (TIP766) Clay Finck explores the concept of Intelligent Fanatics. Intelligent Fanatics are visionary leaders who build enduring high-performance businesses through culture focus and integrity. What you'll learn here: 00:00:00 - Intro 00:01:27 - Intro to Intelligent Fanatics 00:07:12 - Herb Kelleher: Southwest Airlines 00:24:11 - Les Schwab: Les Schwab Tires Center 00:34:53 - Chester Cadieux: QuikTrip 00:41:17 - Lessons from Intelligent Fanatics 00:59:20 - Closing thoughts Transcript & Guest Info:"
YouTube Link 2025-11-06T22:45Z 87.9K followers, [----] engagements

"Intrinsic Value Analysis Of Dollar General & Apple Buffett's Investment Framework (TIP489) Clay Finck does an intrinsic value analysis of Dollar General and Apple based on how Warren Buffett values a company. Clay also runs these two companies through Warren Buffetts framework he outlined in episode TIP489. This episode is very helpful to learn how to calculate the intrinsic value of any company through a value investing lens. Enjoy IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:01:05 - Dollar General Stock Overview 00:04:37 - Dollar Generals Business 00:11:30 - Dollar Generals Management"
YouTube Link 2022-10-31T23:45Z 87.7K followers, [----] engagements

"Amazon Stock Deep Dive Best Quality Stock Idea Q3 [----] w/ Clay Finck (TIP745) Clay Finck breaks down his best quality stock idea for Q3 2025: Amazon. Clay explores how Amazon has evolved from a low-margin online retailer into a diversified high-margin tech platform. He also makes the case as to why Big Tech may be systemically undervalued providing a unique opportunity for investors willing to ride out the higher levels of stock price volatility. What you'll learn here: 00:00:00 - Intro 00:02:18 - Why Big Tech despite its size may be systemically undervalued. 00:14:45 - How Amazon evolved"
YouTube Link 2025-08-14T22:45Z 87.6K followers, [----] engagements

"Meet Superinvestor Rick Rieder the Man Who Oversees $2.6 Trillion (RWH038) In this rare in-depth interview William Green chats with superinvestor Rick Rieder who oversees about $2.6 trillion at BlackRock the worlds largest asset manager. Rick who probably manages more money than any other investor on Earth has an enormous range of responsibilities: hes BlackRocks chief investment officer of Global Fixed Income head of the firms Global Allocation Investment Team & Chairman of the firm-wide BlackRock Investment Council. A true titan of the investing world he recently won Morningstars [----] award"
YouTube Link 2023-12-23T23:45Z 87.9K followers, 27.6K engagements

"The Story of Launching Airbnb CEO Brian Chesky Joe Gebbia & Nathan Blecharczyk (TIP503) Clay Finck tells the story of Airbnb and how Brian Chesky built the company from scratch to be worth over $60 billion today. Airbnb is one of the largest big tech companies in the US as they have hosted over [--] billion stays on their platform since inception and collected over $8 billion in revenue over the past [--] months. If youre interested in learning about big tech companies network effects and personal growth then you wont want to miss out on this episode. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro"
YouTube Link 2022-12-12T23:45Z 87.9K followers, [----] engagements

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