TIP518: The "Buy" List for 2023 w/ Eddy Elfen...

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: 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

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 studyin ...  Show more

Rebecca Hotsko chats with Corey Hoffstein, and together they discuss the concept of return stacking, its mechanics, leverage determination, fund selection, and a whole lot more! Corey Hoffstein is the co-founder and Chief Investment Officer at Newfound Research, which is a quanti ...  Show more

IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 02:46 - Why you might want to consider attending conferences. 06:36 - Why networking is important. 09:11 - What a real estate syndication is. 12:05 - How syndication investments impact your taxes. 19:56 - What a 1031 exchange is. 31:1 ...  Show more