TIP608: Long-Term Compounding w/ Chris Mayer
Clay chats with Chris Mayer about long-term compounding and a few of his holdings, including Constellation Software.
TIP607:Small But Mighty: Uncovering Smallcap Value with Paul Andreola
Kyle and Paul Andreola discuss the evaluation of smallcap stocks, with an emphasis on the need for thorough research and share their thoughts on the current state of microcaps.
TIP606: Multi-Bagger First Principles w/ Ian Cassel
Clay is joined by Ian Cassel to discuss multi-bagger first principles, what he’s learned from investor Tony Deden, and biases he has had to overcome to continue improving as an investor.
TIP605: Untangling Global Outperformers w/ Dede Eyesan
Kyle talks to Dede Eyesan about investing outside of your home country and what you need to research to improve your circle of competence
TIP604: Best Quality Idea Q1 2024 w/ Clay Finck & Kyle Grieve
Clay and Kyle give an overview of their best quality stock idea for Q1 2024. This quarter, they discuss Evolution AB.
