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!
TIP526: Quality Investing: Lessons from Terry Smith
Clay discusses the investment philosophies and framework of Terry Smith, who is the founder and CEO of Fundsmith and also known as the Warren Buffett of Great Britain.
TIP525: Secrets from a Private Billionaire Club w/ Michael Sonnenfeldt
Trey speaks with successful real estate entrepreneur, Michael Sonnenfeldt, about his insights from his private club, Tiger 21, how he achieved his dreams early in life, and more!
