TIP385: Breaking the Rules w/ David Gardner

In today's episode, Kyle Grieve and Shawn O’Malley analyze NVR, Inc., a homebuilder that has achieved incredible returns through disciplined capital allocation and aggressive share buybacks. They’ll explore NVR's differentiated business model, which helps minimize capital intensi ...  Show more

In this episode, Stig Brodersen speaks with David Fagan about why simplicity often beats complexity in investing and life. They discuss why many investors overcomplicate wealth creation, how simple systems can lead to better long-term outcomes, and why clarity, focus, and consist ...  Show more

IN THIS EPISODE, YOU’LL LEARN: 02:41 - How David started Carlyle Group and grew it to be one of the world’s largest private equity firms. 06:51 - What markets and sectors David thinks are most attractive to invest in right now. 18:05 - David’s greatest learnings from studying oth ...  Show more

IN THIS EPISODE, YOU’LL LEARN: 5:35 - What it means to follow Essentialism. 11:03 - Why do you feel like you aren’t succeeding? 24:35 - When you need to practice saying no. 29:37 - How can you be a better and more focused investor? And much, much more! *Disclaimer: Slight timesta ...  Show more

Robert Leonard chats with Cody Schneider about all things digital marketing and online business. Cody Schneider has held various Head of Growth roles at startups, helping them scale rapidly, and has now founded two successful SaaS businesses, SwellAI and Drafthorse AI. IN THIS EP ...  Show more

IN THIS EPISODE, YOU’LL LEARN: 09:18 - Understanding the basics of valuations and how to interpret price multiples. 17:00 - What the Shiller P/E (CAPE) ratio is, and why it is telling us future returns are expected to be low going forward. 25:46 - What Lance thinks are some catal ...  Show more