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

Transmedics (TMDX) finished a great fiscal year in2025, but the market is reacting to some interesting shifts in their 2026 guidance. In this video, we break down why this organ care leader is a small bet in the Chip Stock Investor portfolio and what the inflection point from ope ...  Show more

We break down Oracle’s Q3 FY2026 earnings, highlighting 44% year-over-year cloud revenue growth to $8.9B, driven by IaaS at $4.9B up 84%, while legacy software growth remains slower.
We hash over Oracle’s remaining performance obligations (RPO) of $553B, up 325% year over yea ...  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