PODCAST EPISODES
MI382: Cloning Mohnish Pabrai w/ Shawn O’Malley
Shawn shares his favorite lessons from the billionaire investor Mohnish Pabrai.
TIP683: The Evolution of a Legend: Lessons from Charlie Munger’s Life and Investments w/ Kyle Grieve
Kyle explores the life of Charlie Munger, drawing insights from his biography Damn Right!
TIP682: Buffett’s Early Investments by Brett Gardner w/ Clay Finck
Clay reviews Brett Gardner’s new book, Buffett’s Early Investments.
BTC212: Jack Mallers on Bitcoin 2025 Expectations and Strike’s New Features
Jack Mallers joins to discuss Bitcoin’s evolving landscape, from the potential for strategic reserves to regulatory shifts and exciting advancements in Lightning and Strike’s new working capital feature.
MI381: Joel Greenblatt: Behind the Magic Formula w/ Shawn O’Malley
Shawn takes you into the classroom of legendary investor Joel Greenblatt, sharing his biggest takeaways from watching Greenblatt’s lectures at Columbia
TIP681: Mastermind Q4, 2024 w/ Stig Brodersen, Tobias Carlisle, and Hari Ramachandra
Stig speaks to Tobias Carlisle and Hari Ramachandra for the 2024 Q4 Mastermind episode. They discuss Evolution, Occidental Petroleum, and Alpha Metallurgical Resources.
TIP680: Investing in Exceptional Businesses for the Long Run w/ Dev Kantesaria
Clay is joined by Dev Kantesaria to discuss the current market environment, the types of investments he is looking for, FICO, S&P Global, and much more.
BTC211: Bitcoin vs Art and Real Estate w/ Tad Smith
Exploring the art world with Tad Smith, former CEO of Sotheby’s, as we uncover the intersection of art, Bitcoin, and investment strategies.
MI380: Hidden Compounders: The Best Stocks Hiding In Plain Sight w/ Shawn O’Malley
Shawn discusses the concept of hidden compounders, where some of the most boring businesses can make the best long-term investments.
TIP679: Quality Shareholders by Lawrence Cunningham w/ Clay Finck
Clay discusses Lawrence Cunningham's book — Quality Shareholders: How the Best Managers Attract and Keep Them.
