TIP532: Insights From A Reclusive Investment Firm w/ Graeme Forster

Trey chats with Dr. Graeme Forster. Together they discuss the success of legendary investors such as Jim Simons & Orbis' founder Allan Gray, Graeme's shift from mathematics to value investing, and much more!
TIP532: Insights From A Reclusive Investment Firm w/ Graeme Forster2025-05-14T11:32:24-04:00

TIP531: Mark Leonard: The Best Capital Allocator You’ve Never Heard of

Clay does a deep dive into Constellation Software (Ticker: $CSU), a Canadian holding company that has acquired over 600 vertical market software businesses.
TIP531: Mark Leonard: The Best Capital Allocator You’ve Never Heard of2024-12-13T05:51:23-05:00

TIP530: The Top 5 Billionaire Books w/ Richard Wilson

Trey invites Richard Wilson. Together, they discuss his top 5 favorite books written by billionaires and tease out the lessons from each one.
TIP530: The Top 5 Billionaire Books w/ Richard Wilson2025-05-14T11:38:09-04:00

TIP529: Joel Tillinghast & Uncovering the Art of Outperformance

Clay reviews Joel Tillinghast’s book, Big Money Thinks Small, and does analysis on two companies built around acquisitions - Brown and Brown Insurance and Constellation Software.
TIP529: Joel Tillinghast & Uncovering the Art of Outperformance2024-12-13T05:53:09-05:00
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