TIP728: Mastermind Q2, 2025: Microsoft, Block, Devon Energy, Adyen
Stig talks about Microsoft, Block, Devon Energy, and Adyen with Tobias Carlisle and Hari Ramachandra.
TIP727: 7 Powers by Hamilton Helmer
Clay explores Hamilton Helmer’s 7 Powers framework, breaking down each of the seven sources of enduring competitive advantage.
TIP726: From Obscurity to Opportunity: Jon Cukierwar’s Investment Edge
Kyle Grieve chats with Jon Cukierwar about his unique global investing approach focused on undiscovered companies.
TIP725: First Principles of Valuation w/ Tim Koller
Clay is joined by Tim Koller to discuss all things valuation.
TIP724: Key Insights From Coca-Cola’s Golden Era
Kyle chats about one of the most iconic businesses in history—Coca-Cola—and explores its enduring competitive advantages, and more.
