PODCAST EPISODES
MI159: The Science of Hitting w/ Alexander Morris
Clay Finck chats with Alexander Morris about the initial things Alex looks at when analyzing a company, why paying up for quality companies is acceptable for long-term investors, how ROIC plays a role in Alex’s investment decisions, why Alex recently added Spotify to his portfolio, how Alex thinks about Spotify’s valuation and their path to profitability, and much more!
MI158: Investing for Outsized Performance w/ Jeremy Deal
Clay Finck chats with Jeremy Deal about how Jeremy finds companies that are positioned to thrive in any market environment, how valuation fits into his investment process, how he develops conviction for his holdings given that the future is unknowable, why his fund only invests in a handful of companies, some of the biggest mistakes he has made and how he learned from them, and much more!
MI Rewind: Warren Buffett, Charlie Munger, and Berkshire Hathaway w/ Adam Mead
Robert Leonard talks with Adam Mead about his book, “The Complete Financial History of Berkshire Hathaway: A Chronological Analysis of Warren Buffett and Charlie Munger's Conglomerate Masterpiece,” why he wrote it, and what principles he learned from the Oracle of Omaha as he and his conglomerate evolved over time.






