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TIP804: Kinsale Capital Stock Deep Dive w/ Clay Finck & Daniel Mahncke
Episode 1068
On today's episode, Clay is joined by Daniel Mahncke to break down Kinsale Capital. Kinsale is a specialty insurer that has quietly become one of the…
2 months ago
TIP803: How Economics and Art Shape Better Investors w/ Kyle Grieve
Episode 1067
Kyle Grieve discusses key mental models from economics and art and how they apply to investing and decision-making. He explores economic concepts suc…
2 months, 1 week ago
TIP802: When Genius Was Just Luck: The Go-Go Years w/ Kyle Grieve
Episode 1066
In today’s episode, Kyle Grieve discusses the speculative boom of the 1960s “Go-Go Years” as presented in John Brooks’ book, highlighting the dangers…
2 months, 1 week ago
TIP801: Value Investing Meets Venture Capital w/ Kyle Grieve
Episode 1065
In today’s episode, Kyle Grieve discusses lessons from venture capital that long-term value investors can apply to improve decision-making. He explor…
2 months, 2 weeks ago
TIP800: Navigating an AI-Driven Market w/ François Rochon
Episode 1064
On today's episode, Clay is joined by François Rochon to discuss his 2025 annual letter and the key themes shaping markets in 2025. He also digs into…
2 months, 2 weeks ago
TIP799: The Davis Dynasty w/ Kyle Grieve
Episode 1063
Kyle Grieve discusses the remarkable story of the Davis Dynasty, a multi-generational investing family that compounded wealth through discipline, foc…
2 months, 3 weeks ago
TIP798: Nintendo Stock Deep Dive w/ Clay Finck
Episode 1062
In this episode, Clay breaks down the fascinating history and business model of Nintendo, one of the most iconic entertainment companies in the world…
2 months, 3 weeks ago
TIP797: Born To Be Wired w/ Kyle Grieve
Episode 1061
Kyle Grieve discusses the life and career of legendary capital allocator John Malone and details the at times complex strategies that helped him comp…
2 months, 4 weeks ago
TIP796: Die with Zero & Linde Stock Analysis w/ Clay Finck
Episode 1060
Clay explores Bill Perkins’ book Die with Zero, which challenges the traditional mindset of accumulating wealth at all costs and instead encourages r…
3 months ago
TIP795: Mastermind Q1, 2026: Berkshire, Moody's, & BellRing Brands w/ Stig Brodersen, Tobias Carlisle, and Hari Ramachandra
Episode 1060
Stig is joined by Tobias Carlisle and Hari Ramachandra for a new round of stock pitches. They discuss Berkshire, Moody's and BellRing Brands.
IN THI…
3 months ago