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.
TIP739: The Psychology Of Human Misjudgement
Kyle discusses Charlie Munger’s legendary speech, The Psychology of Human Misjudgment.
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.
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.
