TIP531: Mark Leonard: The Best Capital Allocator You’ve Never Heard of
Clay does a deep dive into Constellation Software (Ticker: $CSU), a Canadian holding company that has acquired over 600 vertical market software businesses.
TIP530: The Top 5 Billionaire Books w/ Richard Wilson
Trey invites Richard Wilson. Together, they discuss his top 5 favorite books written by billionaires and tease out the lessons from each one.
TIP529: Joel Tillinghast & Uncovering the Art of Outperformance
Clay reviews Joel Tillinghast’s book, Big Money Thinks Small, and does analysis on two companies built around acquisitions - Brown and Brown Insurance and Constellation Software.
TIP528: Mastermind Q1 2023 w/ Tobias Carlisle and Hari Ramachandra
Stig speaks to Tobias Carlisle and Hari Ramachandra. For this mastermind episode, they discuss Spotify, Disney and Amgen.
TIP527: The Epic Collapse of GE w/ William Cohan
Trey talks to New York Times bestselling author, William Cohan, about GE's history, including founder Thomas Edison, Jack Welch's controversial career, Warren Buffett's investment, and more!
