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.
TIP771: Money Masters Of Our Time w/ Kyle Grieve
Kyle discusses significant takeaways from the book Money Masters Of Our Time.
