TIP388: Lessons from Druckenmiller w/ Trung P...

On today's episode, Clay is joined by Daniel Mahncke to discuss the companies they find most interesting in today’s market. They discuss Mercado Libre’s long-term growth potential, Amazon’s expanding earnings power driven by AI and robotics, and how AI could impact Constellation ...  Show more

Daniel Mahncke, Shawn O'Malley, and Kyle Grieve take a closer look at the Intrinsic Value Portfolio and some of the high-priority watchlist companies. The episode covers high-conviction portfolio holdings such as Airbnb, Universal Music Group, Reddit, and Exor, as well as watchli ...  Show more

Clay Finck chats with Wes Gray all about momentum investing, how retail investors can utilize a momentum strategy, and much more! Dr. Gray earned an MBA and a PhD in finance from the University of Chicago where he studied under Nobel Prize Winner Eugene Fama. IN THIS EPISODE, YO ...  Show more

On today’s show, I talk with Nathan Latka. Nathan is the Principal of private equity firm Latka capital, Executive Producer and Host of “The Top Entrepreneurs” podcast, a bestselling author, and CEO of various SaaS businesses. He also founded and built his first software business ...  Show more

IN THIS EPISODE, YOU’LL LEARN: 02:00 - How Tobias ended up becoming a value investor. 07:43 - What investors had a big impact on Tobias’s own development. 32:20 - How inflation impacts his overall thought process for stock investing. 44:03 - Tobias’s thoughts on an appropria ...  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 E ...  Show more