TIP604: Best Quality Idea Q1 2024 w/ Clay Fin...

In this episode, Stig Brodersen welcomes back Ian Cassel, founder of MicroCapClub and CIO of Intelligent Fanatics Capital Management, to discuss his new book, Stock Picker. They dig into why most microcaps must be sold within 36 months, why Ian never holds a large cash position, ...  Show more

Daniel Mahncke and Shawn O’Malley revisit Copart (NASDAQ: CPRT), the online salvage auction giant that turns totaled cars into a global marketplace, connecting insurers with more than a million buyers across 190 countries. Copart owns over 250 salvage yards outright — land that’s ...  Show more

Kyle Grieve chats with Compounding Quality about his quality investing philosophy, how quality businesses at fair evaluations can compound your money for decades, how quality investors can optimize portfolio management, which quantitative metrics to pay special attention to, what ...  Show more

When a stock trades at 600x trailing earnings and 90x sales, its investors want to see a flawless growth story. (00:21) Sanmeet Deo and Ricky Mulvey discuss: - Palantir’s impressive business results and astonishing valuation. - Celsius’s “meh” quarter. - Why DoorDash kept growing ...  Show more

Every quarter, investors large and small write client letters. Reading these can be an incredible source of information, so in today's episode, Bryce and Alec talk about two letters they've read recently. They've chosen one big investor (<a href="https://www.valuewalk.com/wp-c ...

Dive into 2023’s most insightful conversations on investing and personal finance with the "Stock Club" podcast's special year-end episode. 

Relive the top highlights featuring industry experts like Michael Lucas, James Early, Derek Riley, and acclaime ...