TIP389: Buffett's Core Principles w/ Dev Kant...

In today’s episode, Kyle Grieve discusses lessons from venture capital that long-term value investors can apply to improve decision-making. He explores concepts such as power laws, network effects, de-risking investments, and the importance of holding high-potential businesses. I ...  Show more

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 his top holdings, including Constellation Software, Alphabet, and Meta. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:02:18 - ...  Show more

IN THIS EPISODE YOU’LL LEARN: 12:24 - What exactly value investing is. 12:24 - What are the common misconceptions about value investing. 42:11 - How Coronavirus will continue to impact the stock market. 1:01:27 - How investors build conviction to hold during hard times. And ...  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 som ...  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

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