PODCAST EPISODES
MI155: Bitcoin’s International Impact & Human Rights w/ Alex Gladstein
Clay Finck chats with Alex Gladstein about the biggest problems that Bitcoin is solving internationally, why many citizens in developed nations are so quick to dismiss Bitcoin, ways in which Bitcoin is a tool of empowerment under authoritarian regimes, what Bitcoin’s shortcomings are from a privacy standpoint, Bitcoin’s overall impact in El Salvador, and much more!
MI154: Pricing Power & Ferrari Stock w/ Arif Karim
Clay Finck chats with Arif Karim about the importance of pricing power for a company operating in an inflationary environment, how an investor can determine whether a company has adequate pricing power or not, why Costco has spectacular pricing power despite its very low margins, the investment case for Ferrari, what an idiosyncratic business is, and much more!
MI153: Valuing Netflix Stock w/ Tony Coniaris
Clay Finck chats with Tony Coniaris about Oakmark’s criteria for a quality value investment, what it means to have a bottoms up investment approach, why Netflix qualifies as a value investment, Tony’s thoughts on the recent volatility of Netflix’s stock, how Tony thinks about the value of Netflix, a recent addition to Oakmark’s holdings - Willis Towers Watson, and much more!