TIP518: The “Buy” List for 2023 w/ Eddy Elfenbein
Trey chats with Eddy Elfenbein. They discussed & reviewed his Buy List for 2022 & 2023, his thoughts on the markets and so much more!"
TIP517: Mohnish Pabrai’s Dhandho Investment Framework
Clay reviews Mohnish Pabrai’s book, The Dhandho Investor. He also talks about the 9 Dhandho investment principles, how Dhandho investors are able to earn outsized returns with minimal risk and much more.
TIP516: Navigating A Real Estate Market On The Brink w/ Patrick Carroll
Trey invites Patrick Carroll, the founder and CEO of Carroll, which is a multi-billion dollar real estate investment firm. Together they explore today’s real estate markets and much more!"
TIP515: The Little Book of Valuation by Aswath Damodaran
Clay reviews Aswath Damodaran’s book, The Little Book of Valuation. Learn Aswath’s two primary methods for valuing a company, the four most basic inputs to valuing a company & much more.
FTX, Bitcoin, & Unchained Capital w/ David Layton
Clay and David Layton discuss the FTX fallout, Bitcoin’s regulatory outlook, the importance of Bitcoin self-custody, why Unchained is a bitcoin-only company, and Unchained Capital’s services.
