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TIP778: How My Thinking About Investing Evolved in 2025 w/ Kyle Grieve
Kyle Grieve discusses the most important investing lessons he learned in 2025 after spending thousands of hours studying great investors, businesses, and mental models.
TIP777: The 1999 Dot-Com Bubble w/ Clay Finck
Clay explores the dot-com boom and bust through Roger Lowenstein’s book, Origins of the Crash.
TIP776: Stig Brodersen’s Mental Models & Portfolio Update
Clay is joined by Stig Brodersen to discuss the changes he’s made to his portfolio, why he sold out of Evolution AB, and why he’s bullish on Uber.
TIP775: Why Your Valuation Metrics Might Be Lying to You w/ Kyle Grieve
Kyle breaks down Michael Mauboussin’s best ideas on noise, valuation, the rule of 40, algorithms, and base rates.
TIP774: Being Greedy While Others are Fearful w/ Shawn O’Malley
Clay is joined by Shawn O’Malley to discuss what he’s learned through hosting The Intrinsic Value Podcast over the past year.
