TIP709: The Art of Long-Term Investing w/ François Rochon
Clay is joined by François Rochon to discuss his long-term investing philosophy.
TIP708: Why Wall Street’s Playbook Is Broken w/ Harris Kupperman
Kyle is joined by the Founder and Chief Investment Officer of Praetorian Capital Management LLC, Harris Kupperman. Here, they discuss Harris’ investing strategy based on concentrated macro and events bets.
TIP707: The Collapse of Long-Term Capital Management w/ Clay Finck
Clay explores When Genius Failed by Roger Lowenstein, the gripping story of the rise and fall of Long-Term Capital Management (LTCM).
TIP706: The Founder’s Mindset w/ Cristiano Souza
Clay is joined by Cristiano Souza to discuss his three primary criteria in identifying an excellent business.
TIP705: The Quiet Winners: Unveiling Hidden Value w/ Adam Wilk
Kyle is joined by Adam Wilk to talk about the powers of incremental improvement, the shared qualities found in Adam’s investments, & more!
