TIP768: BEST QUALITY STOCK IDEA Q4 2025

W/ CLAY FINCK

TIP768: BEST QUALITY STOCK IDEA Q4 2025 W/ CLAY FINCK

13 November 2025

On today’s episode, Clay breaks down his best quality stock idea for Q4 2025: Interactive Brokers. 

Interactive Brokers is a global online brokerage that gives investors access to markets around the world with industry-low costs in trading stocks, options, futures, currencies, and more. With over 4 million accounts across more than 200 countries, it’s become the go-to choice for professional traders, hedge funds, and sophisticated investors seeking global market access. 

Over the past decade, shares of IBKR have compounded at 21% per year (excluding dividends) relative to the S&P 500’s return of 14.9%.

SUBSCRIBE

IN THIS EPISODE, YOU’LL LEARN:

  • Why Interactive Brokers could grow from 4 million to 20 million accounts over the next decade
  • Thomas Peterffy’s story of building IBKR after immigrating from Hungary 
  • How IBKR earns industry-leading margins
  • Why its automation-first culture creates a moat that competitors can’t easily match
  • An overview of their valuation
  • The key risks and long-term opportunities investors should monitor
  • And so much more!

TRANSCRIPT

Disclaimer: The transcript that follows has been generated using artificial intelligence. We strive to be as accurate as possible, but minor errors and slightly off timestamps may be present due to platform differences.

[00:00:00] Clay Finck: Each quarter, in our best quality idea series, we break down a quality stock, its business model, competitive advantages, valuation, and more. For this quarter, we’ll be breaking down Interactive Brokers. Interactive Brokers, or IBKR for short is a global online brokerage that gives investors access to markets around the world with industry, low cost and trading stocks, options, futures, currencies, and more.

[00:00:25] Clay Finck: With over 4 million accounts across more than 200 countries and territories, it’s the go-to choice for professional traders, hedge funds, and sophisticated investors seeking global market access. Over the past decade, shares of IBKR have compounded at 21% per year relative to the S&P 500’s return of 14.9% over that same time period.

[00:00:46] Clay Finck: In this episode, I’ll share why I believe they have a clear path to growing their number of accounts from 4 million to over 20 million. How IBKR’s founder Thomas Peterffy came to America with nothing and built an $80 billion personal fortune. How IBKR is able to manage being a low cost provider while simultaneously having better margin profiles than companies like Visa and Meta, how its focus on automation and technology has created a durable moat that competitors struggle to rival the company’s current valuation and risks, and why I decided to add shares to my own portfolio.

[00:01:22] Clay Finck: Interactive Brokers has a very fascinating founding story, and I thoroughly enjoyed putting this episode together for you here today. So with that, let’s dive right into today’s episode on Interactive Brokers.

[00:01:37] Intro: Since 2014, and through more than 180 million downloads, we’ve studied the financial markets and read the books that influenced self-made billionaires the most. We keep you informed and prepared for the unexpected. Now for your host, Clay Finck.

[00:02:01] Clay Finck: Welcome to The Investor’s Podcast. I’m your host, Clay Finck, and today we’ll be presenting our quarterly best quality idea series where each quarter we dive into a quality stock and consider adding it to my own portfolio. Today we’re covering Interactive Brokers. I wanted to get a couple of disclaimers out of the way, right out of the gate here, TIP is not receiving any compensation to talk about Interactive Brokers today.

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