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.
TIP773: How Systems and Simple Math Shape Better Investing w/ Kyle Grieve
Kyle explains how systems-thinking and math-based mental models can improve decisions and strengthen long-term compounding.
TIP772: How Great Compounders Turn Time Into a Superpower w/ Kyle Grieve
Kyle discusses what makes elite compounders so valuable and why they can generate exceptional returns even when purchased at high valuations.
