TIP 054 : Mastermind Discussion 3Q 2015 (Business Podcast)

TIP 054 : Mastermind Discussion 3Q 2015 (Business Podcast)

IN THIS EPISODE, YOU’LL LEARN: What Hari learned at Mohnish Pabrai’s annual meeting. How Tobias’ research shows that the stock market is overvalued. Why Calin is struggling with currency exposure and how to fix it. Why Preston thinks that the Japanese stock market is getting scary. Why Stig think that Warren Buffett’s largest acquisition is too expensive. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Calin’s SEO Company: Inbound Interactive. Tobias’ Investing Site: The Acquirer’s Multiple. Tobias’ book, Deep Value – Read reviews of this book. Tobias’ book, Quantitative Value – Read reviews of this book. NEW TO THE SHOW? 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 Human Rights Foundation Vanta Unchained Netsuite Shopify Fundrise HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! 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 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 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 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 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 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 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

Jaksot(1171)

TIP805: Stock Market Maestros w/ Kyle Grieve

TIP805: Stock Market Maestros w/ Kyle Grieve

Kyle discusses Stock Market Maestros, revealing that elite fund managers succeed not by picking winners the majority of the time, but by making dramatically more on their wins than they lose on their ...

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TIP804: Kinsale Capital Stock Deep Dive w/ Clay Finck & Daniel Mahncke

TIP804: Kinsale Capital Stock Deep Dive w/ Clay Finck & Daniel Mahncke

On today's episode, Clay is joined by Daniel Mahncke to break down Kinsale Capital. Kinsale is a specialty insurer that has quietly become one of the most exceptional businesses in the financial secto...

3 Huhti 1h 14min

TIP803: How Economics and Art Shape Better Investors w/ Kyle Grieve

TIP803: How Economics and Art Shape Better Investors w/ Kyle Grieve

Kyle Grieve discusses key mental models from economics and art and how they apply to investing and decision-making. He explores economic concepts such as scarcity, supply and demand, optimization, spe...

29 Maalis 1h 5min

TIP802: When Genius Was Just Luck: The Go-Go Years w/ Kyle Grieve

TIP802: When Genius Was Just Luck: The Go-Go Years w/ Kyle Grieve

In today’s episode, Kyle Grieve discusses the speculative boom of the 1960s “Go-Go Years” as presented in John Brooks’ book, highlighting the dangers of euphoria, leverage, and financial engineering. ...

27 Maalis 1h 4min

TIP801: Value Investing Meets Venture Capital w/ Kyle Grieve

TIP801: Value Investing Meets Venture Capital w/ Kyle Grieve

In today’s episode, Kyle Grieve discusses lessons from venture capital that long-term value investors can apply to improve decision-making. He explores concepts such as power laws, network effects, de...

22 Maalis 1h 4min

TIP800: Navigating an AI-Driven Market w/ François Rochon

TIP800: Navigating an AI-Driven Market w/ François Rochon

On today's episode, Clay is joined by François Rochon to discuss his 2025 annual letter and the key themes shaping markets in 2025. He also digs into his top holdings, including Constellation Software...

20 Maalis 1h 14min

TIP799: The Davis Dynasty w/ Kyle Grieve

TIP799: The Davis Dynasty w/ Kyle Grieve

Kyle Grieve discusses the remarkable story of the Davis Dynasty, a multi-generational investing family that compounded wealth through discipline, focus, and a deep understanding of insurance businesse...

15 Maalis 1h 5min

TIP798: Nintendo Stock Deep Dive w/ Clay Finck

TIP798: Nintendo Stock Deep Dive w/ Clay Finck

In this episode, Clay breaks down the fascinating history and business model of Nintendo, one of the most iconic entertainment companies in the world. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro...

13 Maalis 1h 1min

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