Pat Grady - Relentless Application of Force -...

Ric Elias - The Art of Living Well - [Invest Like The Best, CLASSICS] Welcome to this classic episode. Classics are my favorite episodes from the past 10 years, published once a month. These are N of 1 conversations with N of 1 people. Ric Elias is the CEO and co-founder of Red V ...  Show more

My guest today is Henry Ellenbogen, founder and Managing Partner of Durable Capital Partners. Henry built his reputation at T. Rowe Price, where he led the New Horizons Fund and turned it into one of the best-performing small-cap growth portfolios in the country. In 2019, he left ...  Show more

On today’s episode, Clay Finck reviews Joel Tillinghast’s book, Big Money Thinks Small, and does analysis on two companies built around acquisitions - Brown and Brown Insurance and Constellation Software. Joel is an incredible long-term investor as he has consistently outperforme ...  Show more

In today’s episode, Trey Lockerbie sits down with Bing Gordon. Bing is a legend in the silicon valley world, having first been a co-founder of Electronic Arts (EA), then went on to be a director at Zynga, Audible, Zume, Duolingo, and others. For the last 18 years, he’s also sat o ...  Show more

IN THIS EPISODE, YOU'LL LEARN: 03:54 - How today’s inflation compares to 1970 with Jeremy Grantham. 07:52 - Why Michael Mauboussin says you have to earn the right to use a valuation multiple. 13:17 - How energy impacts inflation with Josh Young. 31:55 - Why investors should c ...  Show more

On today’s episode, Clay shares his lessons from reading The Intelligent Investor by Benjamin Graham. Benjamin Graham was a renowned value investor, lecturer, financial securities researcher, and mentor to billionaire investor Warren Buffett. Graham is widely regarded as the fath ...  Show more