TIP744: Hidden Monopolies w/ Kyle Grieve
Kyle Grieve reframes moats through customer loyalty and shares the Moat Strength Index (MSI) to assess and track business quality.
TIP743: Should Value Investors Own Index Funds?
Clay shares John Bogle’s timeless philosophy of passively investing in low-cost index funds.
TIP742: Invest like a Business Owner w/ David Fagan
Stig speaks with David Fagan, a successful entrepreneur and investor, about the powerful overlap between building businesses and investing in public markets.
TIP741: The Intrinsic Value of Uber & Reddit w/ Shawn O’Malley
Clay is joined by Shawn O'Malley to discuss his work on The Intrinsic Value Podcast and two key holdings: Uber and Reddit.
TIP740: The Great Mental Models Part 1
Kyle discusses the power of mental models, how they sharpen our thinking, and how they improve our decision-making in investing and everyday life.
