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.
TIP741: The Intrinsic Value of Uber & Reddit w/ Shawn O’Malley2025-08-19T01:01:09-04:00

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.
TIP740: The Great Mental Models Part 12025-08-19T01:03:41-04:00

TIP739: The Psychology Of Human Misjudgement

Kyle discusses Charlie Munger’s legendary speech, The Psychology of Human Misjudgment.
TIP739: The Psychology Of Human Misjudgement2025-08-19T01:04:29-04:00

TIP738: Heico: The Quiet Aerospace Compounder

Clay dives deep into the remarkable story of Heico — a quiet compounder that’s delivered over 22% annual returns for more than three decades.
TIP738: Heico: The Quiet Aerospace Compounder2025-08-19T01:05:59-04:00

TIP737: Margin Of Safety by Seth Klarman w/ Kyle Grieve

Kyle explores value investing through Seth Klarman’s Margin of Safety, focusing on mindset, discipline, and risk management.
TIP737: Margin Of Safety by Seth Klarman w/ Kyle Grieve2025-08-19T01:07:00-04:00
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