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The Investor's Podcast Network

We interview and study famous financial billionaires, including Warren Buffett, Ray Dalio, and Howard Marks, and teach you what we learn and how you can apply their investment strategies in the stock market.
We Study Billionaires is the largest stock investing podcast show in the world with 180,000,000+ downloads and is hosted by Stig Brodersen, Preston Pysh, William Green, Clay Finck, and Kyle Grieve.
This podcast also includes the Richer Wiser Happier series hosted by best-selling author William Green. William regularly interviews legendary investors such as Mohnish Pabrai and Guy Spier, exploring what they can teach us about how to succeed in markets and life.
And finally, our Bitcoin Fundamentals series is hosted by Preston Pysh, where he interviews prominent figures in the Bitcoin and macroeconomic space. To learn more about TIP, you can visit theinvestorspodcast.com or subscribe to our free daily newsletter here.
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

We Study Billionaires - The Investor’s Podcast Network

In today's episode, Stig Brodersen speaks to Tobias Carlisle and Hari Ramachandra. Stig only owns five individual stocks, and in this episode, he outlines why Evolution is one of them. Hari’s pick, Occidental Petroleum, a stock Buffett has recently added to, and Tobias pitches Alpha Metallurgical Resources, a value stock that Mohnish Pabrai has loaded up on. 

IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
01:34 - What to make of Berkshire’s $300B+ cash pile
33:16 - Stig’s bull case is for Evolution (Ticker on the Swedish Stock Exchange: EVO) 
41:03 - The bear case for Evolution, including why their margins will likely decline
44:02 - Why Hari is bullish on Occidental Petroleum (Ticker on NYSE: OXY)
47:44 - The bear case of Occidental Petroleum, including macro headwinds 
56:46 - Why Toby has invested in Alpha Metallurgical Resources (Ticker on NYSE: AMR)
1:06:28 - The bear case for Alpha Metallurgical Resources, including the role of China

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.

Listen to Mastermind Discussion Q3 2024 or watch the video.

Listen to Mastermind Discussion Q2 2024 or watch the video.

Tune in to the Mastermind Discussion Q1 2024 or watch the video.

Listen to Mastermind Discussion Q4 2023 or watch the video.

Tune in to the Mastermind Discussion Q3 2023 or watch the video.

Listen to Mastermind Discussion Q2 2023 or watch the video.

Tune in to Mastermind Discussion Q1 2023 or watch the video.

Stig Brodersen’s Portfolio and Track record. 

Occidental Petroleum’s 2023 annual report. 

Tobias Carlisle's podcast, The Acquirers Podcast

Tobias Carlisle's ETF, ZIG.

Tobias Carlisle's ETF, Deep.

Tobias Carlisle's book, The Acquirer's Multiple – read reviews of this book.

Tobias Carlisle's Acquirer's Multiple stock screener: AcquirersMultiple.com.

Tweet directly to Tobias Carlisle.

Hari's Blog: BitsBusiness.com.

Tweet directly to Hari.

Check out all the books mentioned and discussed in our podcast episodes here.

Enjoy ad-free episodes when you subscribe to our Premium Feed.

NEW TO THE SHOW?

Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.

Check out our We Study Billionaires Starter Packs.

Browse through all our episodes (complete with transcripts) here.

Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.

Enjoy exclusive perks from our favorite Apps and Services.

Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.

Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS
Support our free podcast by supporting our sponsors:

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HELP US OUT!
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Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

TIP681: Mastermind Q4, 2024 w/ Stig Brodersen, Tobias Carlisle, and Hari Ramachandra

Jack Mallers joins to discuss Bitcoin’s evolving landscape, from the potential for strategic reserves to regulatory shifts and exciting advancements in Lightning and Strike’s new working capital feature.

IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
06:12 - The potential reality of a Bitcoin strategic reserve.
07:38 - Insights into the rumored $2 billion Bitcoin deposit by the U.S. government.
14:36 - What Operation Chokepoint 2.0 could mean for Bitcoin and crypto regulations.
17:55 - How regulatory changes might unfold under a new administration.
19:47 - Details about Strike's new feature enabling Bitcoin as a working capital account.
26:51 - Why integrating Bitcoin savings with fiat spending is becoming seamless.
27:26 - Possibilities of tax-free Bitcoin gains in the U.S.
32:53 - How Wall Street’s perception of Bitcoin is evolving.
35:38 - MicroStrategy's influence on corporate treasury strategies globally.
50:40 - Exciting Lightning Network advancements and their role in bridging crypto and traditional finance.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Seb’s book: The Hidden Cost of Money

Check out all the books mentioned and discussed in our podcast episodes here.

Enjoy ad-free episodes when you subscribe to our Premium Feed.

NEW TO THE SHOW?

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.

Follow our official social media accounts: X (Twitter) | LinkedIn | | Instagram | Facebook | TikTok.

Check out our Bitcoin Fundamentals Starter Packs.

Browse through all our episodes (complete with transcripts) here.

Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.

Enjoy exclusive perks from our favorite Apps and Services.

Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.

Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS
Support our free podcast by supporting our sponsors:

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The Bitcoin Way

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Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

BTC212: Jack Mallers on Bitcoin 2025 Expectations and Strike's New Features (Bitcoin Podcast)

In today’s episode, Clay reviews Brett Gardner’s new book, Buffett’s Early Investments. 
Brett is an Analyst at Discerene Group LP, a private investment partnership that invests globally based on a fundamental and long-term value investing philosophy. Like us here at TIP, Brett is also a huge fan of Warren Buffett.
During Buffett’s early partnership years from 1957 to 1969, he compounded his investors’ capital at 23.8% net of fees relative to the Dow Jones, returning just 7.4%.

IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
02:14 - The primary factors that led to Buffett’s outperformance during early investing years.
06:09 - The parallels between Buffett’s investment in Philadelphia and Reading and how he ended up transforming Berkshire Hathaway in the years that followed.
27:15 - What led Buffett to make an unconventional bet on Disney in 1966.
43:55 - Why Buffett invested in American Express after the Salad Oil Scandal.
And so much more!

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.

Gardner’s book: Buffett's Early Investments.

Email Shawn at shawn@theinvestorspodcast.com to attend our free events in Omaha or visit this page.

Related Episode: Listen to TIP573: Berkshire's Beginnings w/ Jacob McDonough, or watch the video.

Follow Clay on Twitter.

Check out all the books mentioned and discussed in our podcast episodes here.

Enjoy ad-free episodes when you subscribe to our Premium Feed.

NEW TO THE SHOW?

Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.

Check out our We Study Billionaires Starter Packs.

Browse through all our episodes (complete with transcripts) here.

Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.

Enjoy exclusive perks from our favorite Apps and Services.

Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.

Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS
Support our free podcast by supporting our sponsors:

Hardblock

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The Bitcoin Way

Vanta

Fintool

PrizePicks

Onramp

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HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

TIP682: Buffett's Early Investments by Brett Gardner w/ Clay Finck

In today's episode, Kyle Grieve explores the life of Charlie Munger, drawing insights from his biography Damn Right!. He’ll cover Charlie’s similarities and differences with Benjamin Graham, the value of dedicating an hour a day to thinking, the role of decisiveness and conviction in transformative investments, and how independent thinking shaped his life. Plus, he’ll discuss lessons from his days practicing law, key takeaways from his investment partnership, and much more!

IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
03:25 - How Charlie Munger’s approach to investing was more similar to Benjamin Graham than most think.
13:08 - How selling himself just one hour a day transformed Charlie’s thinking.
14:36 - Learn about Charlie’s multi-billion-dollar missed opportunity.
25:22 - Lessons from Munger’s legal career on working with people you like and how that shaped his investing strategy.
32:15 - Insights from Munger’s Investment Partnership: what worked, what didn’t, and why.
33:13 - What Munger and Benjamin Graham can teach you about the power of independent thinking.
42:22 - Why highly concentrated portfolios thrive in bull markets but face unique challenges in bear markets—and why they’re not for everyone.
53:21 - Why owning a high-quality business is not just profitable but also less stressful—and infinitely more enjoyable.
01:00:55 - Discover why Berkshire Hathaway never having a grand plan was a massive advantage.
01:03:20 - How Munger approached capital allocation and his contrarian views on the cost of capital.
And so much more!

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.

Buy Damn Right! Behind the Scenes with Berkshire Hathaway Billionaire Charlie Munger here.

Follow Kyle on Twitter and LinkedIn.

Check out all the books mentioned and discussed in our podcast episodes here.

Enjoy ad-free episodes when you subscribe to our Premium Feed.

NEW TO THE SHOW?

Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.

Check out our We Study Billionaires Starter Packs.

Browse through all our episodes (complete with transcripts) here.

Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.

Enjoy exclusive perks from our favorite Apps and Services.

Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.

Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS
Support our free podcast by supporting our sponsors:

Hardblock

Found

Unchained

The Bitcoin Way

Vanta

Fintool

PrizePicks

Onramp

SimpleMining

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HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

TIP683: The Evolution of a Legend: Lessons from Charlie Munger’s Life and Investments w/ Kyle Grieve

Jeff Ross, American Hodl, and Joe Carlasare discuss Bitcoin’s historic price surge to $96,000, the influence of Donald Trump's re-election on crypto policy, and global proposals for Bitcoin reserves. Topics include regulatory challenges, institutional inflows, and game-changing corporate strategies.

IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
06:58 - Why experts believe $96,000 may not be the top for Bitcoin.
14:10 - The potential impact of Trump’s re-election on U.S. Bitcoin policy.
11:06 - How countries like Brazil and the U.S. are exploring Bitcoin as a strategic reserve asset.
17:38 - The global regulatory landscape: Russia’s legalization and China’s possible policy shifts.
30:57 - Nic Carter’s insights into Chokepoint 2.0 and its implications for crypto innovation.
31:19 - The FDIC’s controversial handling of crypto-friendly banking products.
31:37 - How "pause letters" have stifled crypto innovation in traditional finance.
41:31 - The surge in institutional adoption, including ETF investments and corporate treasury moves.
48:07 - Microstrategy's influence on corporate debt and treasury strategies.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Related Episode: Bitcoin Mastermind 3rd Quarter 2024.

Related Episode: Base Fiat Money and Bitcoin w/ Matthew Mežinskis.

Related Episode: Jack Mallers on Bitcoin 2025 Expectations.

American Hodl on Nostr.

Jeff Ross on Nostr.

Joe Carlasare on X (Twitter), Nostr.

Check out all the books mentioned and discussed in our podcast episodes here.

Enjoy ad-free episodes when you subscribe to our Premium Feed.

SPONSORS
Support our free podcast by supporting our sponsors:

Hardblock

Found

Unchained

The Bitcoin Way

Vanta

Fintool

PrizePicks

Onramp

SimpleMining

TurboTax

Fundrise

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

BTC213: 4Q 2024 Bitcoin Mastermind w/ Joe Carlasare, Jeff Ross, American HODL (Bitcoin Podcast)

On today’s episode, Clay Finck invites Stig Brodersen to discuss current market conditions and one of Stig’s favorite books — Poor Charlie’s Almanack.

IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
01:23 - How Stig and Clay think about today’s market.
08:02 - Why we expect the stock market to continue to hit new all-time highs.
08:02 - How Stig is protecting himself against potential inflation going forward.
39:49 - Why Stig re-reads Poor Charlie’s Almanack each year.
49:55 - The psychological biases we need to be mindful of.
01:02:14 - How the endowment effect can be detrimental to our portfolio’s returns.
01:11:45 - How we can apply Munger’s principle of inversion to our lives and our portfolios.
01:27:00 - How you can attend the live events TIP is hosting in Omaha during the Berkshire weekend.
And so much more!

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.

Book discussed: Poor Charlie's Almanack.

Join our highly vetted community of value investors here.

Check out Stig’s portfolio here.

Email Shawn at shawn@theinvestorspodcast.com to attend our free events in Omaha or visit this page.

Follow Clay on Twitter.

Check out all the books mentioned and discussed in our podcast episodes here.

Enjoy ad-free episodes when you subscribe to our Premium Feed.

NEW TO THE SHOW?

Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.

Check out our We Study Billionaires Starter Packs.

Browse through all our episodes (complete with transcripts) here.

Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.

Enjoy exclusive perks from our favorite Apps and Services.

Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.

Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS
Support our free podcast by supporting our sponsors:

Hardblock

Found

Unchained

The Bitcoin Way

Vanta

Fintool

PrizePicks

Onramp

SimpleMining

TurboTax

Fundrise

HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

TIP684: Current Market Conditions & Poor Charlie's Almanack w/ Stig Brodersen & Clay Finck

In today's episode, Kyle Grieve is joined by co-host Clay Finck to summarize key learnings from 2024. We chat about the importance of focus and avoiding confusing noise, data that shows how difficult individual stock picks are to succeed in, why you should welcome disconfirming evidence, the impermanence of seemingly impenetrable businesses, how to close feedback loops to ensure investments are on the right track, the importance of being trustworthy and reliable, and much more!

IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
03:11 - Why investors need to focus on the things that matter and how to avoid spending time on noise.
09:19 - Why investors should be aware of the base rates of success of investing in individual stocks (hint, making money is a lot harder than you think).
25:42 - How you can utilize and search out disconfirming evidence to improve your thinking processes.
29:46 - The impermanence of business success and the importance of updating your thinking when new information becomes available.
33:00 - The three sources of investing returns that drive the performance of a stock.
42:53 - How to use punctuated equilibrium to be active at the correct times and inactive at the proper times.
50:52 - Critical lessons on how to close feedback loops for long-term investors.
1:00:29 - How to utilize the "cone of uncertainty" to signal conviction in great ideas.
1:02:49 - Why a great business can still have times of high uncertainty.
1:07:00 - The importance of being trustworthy and reliable.
And so much more!

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.

Listen to Clay’s interview with Chris Mayer here | YouTube Video.

Listen to Clay’s interview with Hendrick Bessimbinder here | YouTube Video.

Listen to William Greens’ interview with Bryan Lawrence here | YouTube Video.

Listen to Clay’s interview with Morgan Housel here | YouTube Video.

Listen to Clay’s interview with John Huber here | YouTube Video.

Listen to Kyle’s review of What I Learned About Investing From Darwin here | YouTube Video.

Listen to Kyle’s interview with Annie Duke here | YouTube Video.

Listen to Kyle’s review of the Nomad Partnership Letters here | YouTube Video.

Listen to Stig’s interview with Mohnish Pabrai here | YouTube Video.

Follow Kyle on Twitter and LinkedIn.

Check out all the books mentioned and discussed in our podcast episodes here.

Enjoy ad-free episodes when you subscribe to our Premium Feed.

NEW TO THE SHOW?

Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.

Check out our We Study Billionaires Starter Packs.

Browse through all our episodes (complete with transcripts) here.

Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.

Enjoy exclusive perks from our favorite Apps and Services.

Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.

Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS
Support our free podcast by supporting our sponsors:

Hardblock

Found

Unchained

The Bitcoin Way

Vanta

Fintool

PrizePicks

Onramp

SimpleMining

TurboTax

Fundrise

HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

TIP685: Top Takeaways From 2024 w/ Kyle Grieve & Clay Finck

In this episode, Sam Callahan and the host explore key developments in the Bitcoin ecosystem, including BlackRock’s statement on allocation, Marathon Digital’s impressive Bitcoin strategy, and Bitcoin’s positioning as digital gold. The conversation also touches on geopolitical impacts with BRICS, U.S. policies, and Michael Saylor’s vision for Bitcoin's corporate adoption. Additionally, Sam shares insights on health and fitness for a balanced lifestyle.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
01:25 - Why BlackRock considers a 2% Bitcoin allocation reasonable.
06:14 - How Marathon Digital leads the Bitcoin mining space with 6% of the hashing network.
17:14 - Jerome Powell’s statement on Bitcoin as a competitor to gold.
19:36 - The geopolitical implications of Bitcoin in the context of BRICS and U.S. trade policies.
26:35 - Trump administration's stance on cryptocurrency, with Scott Bessent as Treasury Secretary.
31:30 - The paradox of meme coins like DOGE in the crypto space.
41:16 - Insights from Michael Saylor’s presentation to Microsoft’s board about Bitcoin adoption.
48:32 - Why diet is the key to fitness success, with minimal cardio requirements.
50:20 - The importance of resistance training and viewing carbs as sugar for effective nutrition.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Sam Callahan on X.

Sam’s and Natalie Brunell’s Newsletter.

Check out all the books mentioned and discussed in our podcast episodes here.

Enjoy ad-free episodes when you subscribe to our Premium Feed.

NEW TO THE SHOW?

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.

Follow our official social media accounts: X (Twitter) | LinkedIn | | Instagram | Facebook | TikTok.

Check out our Bitcoin Fundamentals Starter Packs.

Browse through all our episodes (complete with transcripts) here.

Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.

Enjoy exclusive perks from our favorite Apps and Services.

Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.

Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS
Support our free podcast by supporting our sponsors:

Hardblock

Found

Unchained

The Bitcoin Way

Vanta

Fintool

PrizePicks

Onramp

SimpleMining

TurboTax

Fundrise

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

BTC214: Sam Callahan Bitcoin Current Events Rollup (Bitcoin Podcast)

On today’s episode, Clay is joined by Adam Seessel to discuss the developments of Big Tech over the past couple of years. Adam is an investor in Alphabet and Amazon, and in this discussion, he shares his updated thoughts on the two since he published his book, Where the Money Is, back in 2022.
Adam began his investing career doing research for Sanford C. Bernstein, Baron Capital, and Davis Selected Advisors. After these stints, he started his own firm, Gravity Capital Management. Since beginning a track record in the mid-2000’s he’s beaten the S&P 500. He’s been a contributor for financial writing in Barron’s and Fortune.

IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
01:47 - Adam’s key realizations as a value investor over the past 20+ years.
13:36 - How the concept of intrinsic value can help anchor us in reality even though it’s just a mental model we use to evaluate businesses.
27:37 - Adam’s updated views on Alphabet and Amazon since he published his book in 2022.
47:40 - Adam’s approach to taking advantage of the AI wave without paying hefty valuations.
54:01 - Why Progressive Insurance is dominating the auto insurance space.
And so much more!

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.

Adam’s Book: Where the Money Is.

Follow Adam on LinkedIn.

Related Episode: Listen to TIP465: Value Investing in the Digital Age w/ Adam Seessel.

Join our highly vetted community of value investors here.

Email Shawn at shawn@theinvestorspodcast.com to attend our free events in Omaha or visit this page.

Follow Clay on Twitter.

Check out all the books mentioned and discussed in our podcast episodes here.

Enjoy ad-free episodes when you subscribe to our Premium Feed.

NEW TO THE SHOW?

Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.

Check out our We Study Billionaires Starter Packs.

Browse through all our episodes (complete with transcripts) here.

Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.

Enjoy exclusive perks from our favorite Apps and Services.

Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.

Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS
Support our free podcast by supporting our sponsors:

Hardblock

Found

Unchained

The Bitcoin Way

Vanta

Fintool

PrizePicks

Onramp

SimpleMining

TurboTax

Fundrise

HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Learn more about your ad choices. Visit megaphone.fm/adchoices
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TIP686: Big Tech Stocks w/ Adam Seessel

In today's episode, Kyle Grieve is joined by co-host William Green, who explores topics like the art of cloning and the nuances required to do it effectively, whether or not contrarianism is a trait that can be learned, the inner workings of Charlie Munger’s incredible mind, and what we can learn from him, how to improve focus while reducing noise in a complex world, the power of simplicity, why quality is so impactful, where successful investors fall on the optimism spectrum, why close-knit communities are so helpful, and much more!

IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
02:53 - The most important investing concepts to adopt to tilt the odds in your favour in an uncertain world.
10:56 - The keys to becoming an expert cloner to improve your investing and life.
24:46 - Why you should search out win-win relationships.
32:34 - The importance of managing emotions.
32:34 - The three emotions that you should be aware of so you can eliminate them as fast as possible to live a better life.
48:27 - The difficulties of being a contrarian and if contrarianism can be taught.
01:06:41 - Why simplicity is so vital to a winning investing strategy.
01:15:30 - The importance of living with quality in all aspects of life.
01:34:56 - How to navigate the spectrum of optimism and pessimism.
01:43:14 - William’s vital takeaways away from being a part of close-knit communities.
And so much more!

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

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TIP687: The Art of Thoughtful Wealth Creation w/ William Green

This In-B-Tween episode covers Warren Buffett's intrinsic value and current conditions in the bond market.
 
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In-B-Tween : Intrinsic Value and Bond Market Pressures (Investing Podcast)

In-B-Tween : Intrinsic Value and Bond Market Pressures (Investing Podcast)

Lyt når som helst, hvor som helst

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