TIP738: Heico: The Quiet Aerospace Compounder

Clay dives deep into the remarkable story of Heico — a quiet compounder that’s delivered over 22% annual returns for more than three decades.
TIP738: Heico: The Quiet Aerospace Compounder2025-08-19T01:05:59-04:00

TIP737: Margin Of Safety by Seth Klarman w/ Kyle Grieve

Kyle explores value investing through Seth Klarman’s Margin of Safety, focusing on mindset, discipline, and risk management.
TIP737: Margin Of Safety by Seth Klarman w/ Kyle Grieve2025-08-19T01:07:00-04:00

TIP736: How the Best Investors Execute w/ Clay Finck

Clay reviews Lee Freeman-Shor's book — The Art of Execution, where he studied 45 of the world's top investors over seven years.
TIP736: How the Best Investors Execute w/ Clay Finck2025-08-19T01:07:58-04:00

TIP735: Compounding with Character w/ Guy Spier

Stig speaks with Guy Spier about Guy's investment in The Economist, and what guides his life and investment philosophy.
TIP735: Compounding with Character w/ Guy Spier2025-07-06T22:27:36-04:00

TIP734: My Investment Philosophy w/ Clay Finck

Clay shares the key principles behind his personal investment approach, shaped by over a decade of experience and lessons from great investors.
TIP734: My Investment Philosophy w/ Clay Finck2025-07-03T20:17:54-04:00
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