PODCAST EPISODES
MI262: Warren Buffett’s 4 Principles of Investing w/ Michelle Marki & Signe Lonholdt
Rebecca chats with Michelle Marki and Signe Lonholdt about the most important lessons from studying superinvestors like Warren Buffett and Charlie Munger, the key elements of Buffett’s investing strategy, what are the different types of moats companies can have, Michelle & Signe’s checklist of what a company with a sustainable moat should have, and much more!
REI170: Transforming Spaces w/ Antonia Botero
Patrick chats with Antonia Botero about her fascinating journey from Columbia to the U.S., how a robotics club taught her many important life and entrepreneurial lessons, what her journey in academia was like, what the MADDPROJECT is all about, why the art of asking is an important skill, and what it’s been like designing and building her dream home in Park City.
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.
MI Rewind: Richer, Wiser, Happier w/ William Green
Clay chats with William Green about how the greatest investors taught him how to live a better life, the lessons William learned in simplifying an investment approach, what it takes to know if you’re ready to buy individual stocks and try to outperform the market, why investing in mundanity is often a very good investing approach, Bill Miller’s incredible story during the financial crisis, and much, much more!
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.
REI169: The Rise of a Real Estate Entrepreneur w/ Donovan Adesoro
Patrick talks with Donovan Adesoro about how his start in house hacking fueled the desire to do larger deals which led to him developing 16 duplexes in the Houston area with an additional 30 currently under construction.
BTC119: Merging the Energy Sector with Bitcoin Mining w/ Harry Sudock
Preston has a conversation with Bitcoin mining expert, Harry Sudock, about the current events and progress in the energy and mining sector.
MI261: Building a Second Brain w/ Tiago Forte
Rebecca talks with Tiago Forte about "Building a Second Brain" and how it can enhance productivity, creativity, and help manage information overload and more!
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.
REI168: The Road to Commercial Real Estate Success w/ Matt Lasky
Patrick talks with Matt Lasky about his path to commercial real estate success. They do a deep dive into what the early years of being in the commercial real estate brokerage business is like, how much a new broker can expect to make over a career, what it takes to succeed in the business, why Matt focuses on medical office buildings, other asset classes he thinks have potential, and much more!
