Episode 158: The Secret Stocks Powering the F...

Many investors were not aware of Advantest. This Japanese company quietly controls roughly 70% of the global semiconductor test equipment market — the quality assurance layer that every AI chip, every HBM memory module, and every packaged GPU must pass through before it ships to ...  Show more

Two years ago, Nick called out GE Vernova when the profit margin was still near zero and the company had just been spun off from GE. The thesis was straightforward: free of the conglomerate, management could finally allocate capital productively, margins would expand, and the com ...  Show more

My guest today is Erik Serrano. Erik is the CEO of Stable Asset Management, which he started 14 years ago in his early 20s and has scaled to over $3 billion in AUM. Unusually, Stable’s strategy focuses on other investing firms. They look to back the Blackstone's of tomorrow and p ...  Show more

On today’s episode, Clay wraps up his review of Gautam Baid’s book, The Joys of Compounding. Today’s episode is part 5 and the final episode of our review of this incredible book. This episode is jam packed with investing wisdom that you won’t want to miss. Gautam Baid is the Ma ...  Show more

On today’s episode, Clay Finck continues his review of Gautam Baid’s book, The Joys of Compounding. Today’s episode is part 4 of our review of this incredible book. Gautam Baid is the Managing Partner and Fund Manager of Stellar Wealth Partners India Fund, a Delaware-based invest ...  Show more

On today’s episode, Clay continues his review of Gautam Baid’s book, The Joys of Compounding. Today’s episode is part 3 of our review of this incredible book. Gautam Baid is the Managing Partner and Fund Manager of Stellar Wealth Partners India Fund, a Delaware-based investment p ...  Show more