TIP696: Mastermind Discussion Q1, 2025 w/ Stig Brodersen, Tobias Carlisle, and Shawn O’Malley
Stig is joined by Tobias Carlisle and Shawn O’Malley for the 2025 Q1 Mastermind episode. They discuss VeriSign, LIFCO, and, Ulta Beauty.
TIP695: The Story of Tencent: China’s Tech Behemoth w/ Clay Finck
Tencent’s story is one of relentless innovation and strategic dominance. Dive into the story of Tencent on today's episode.
TIP694: The Scuttlebutt Edge: From Research to Returns w/ Kyle Grieve
Learn the concept of scuttlebutt and why it is essential for building conviction and understanding both bullish and bearish perspectives.
TIP693: The Power Law: Unlocking Venture Capital’s Secrets w/ Clay Finck
Clay explores The Power Law by Sebastian Mallaby and uncovers the secret behind venture capital’s astonishing success.
TIP692: Reading the Signals: How To Identify Winning Investments w/ Andrew Martin
Kyle chats with Andrew Martin about how he utilized his PhD in investing, the typical traits Andrew looks for in great investments, and much more.
