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Clay Finck explores Daniel Gladiš's book "Hidden Investment Treasures", revealing how the rise of passive investing has created market inefficiencies and opportunities for disciplined value investors to find undervalued stocks across different sectors and geographies.
Clay Finck discusses his 2025 portfolio additions, investment philosophy focused on quality businesses and exceptional founder-operators, and how he evaluates stocks beyond short-term market narratives.
Clay, Sean, and Daniel discuss their top stock picks for 2026: Exor N.V. (a holding company with a significant Ferrari stake), Mercado Libre (a dominant Latin American e-commerce and fintech platform), and Meta (a tech giant with strong advertising capabilities and potential AI upside).
An exploration of the dot-com bubble reveals how distorted incentives, speculative excess, and misaligned corporate governance led to a dramatic market crash, offering timeless lessons for investors about understanding value and avoiding hype.
Stig Brodersen shares insights on his portfolio changes in 2025, discussing his investment in Uber, sale of Evolution AB, thoughts on Alphabet's AI strategy, and the importance of having unfair advantages in investing.
Clay and Shawn discuss Shawn's investment approach, focusing on consumer-centric tech and retail companies like Adobe, Uber, Lululemon, and Nike, while exploring their intrinsic value portfolio and research process, with a particular emphasis on Adobe's potential despite AI-related market fears.
Andrew Brenton discusses market inefficiencies, his investment theses on Floor & Decor and Kinsale Capital, and the importance of long-term, value-focused investing in a conversation that explores how patient investors can capitalize on market mispricing.
Clay Finck breaks down Interactive Brokers (IBKR), a global online brokerage with industry-low costs, highlighting its potential to grow from 4 million to 20 million accounts, its founder Thomas Peterffy's remarkable story, and its unique competitive advantages driven by automation and technology.
Clay Finck shares 12 crucial investing lessons he wishes he knew at 18, including the importance of starting early, focusing on great businesses, understanding investor psychology, and thinking independently to build long-term wealth.
A deep dive into Tesla's evolution from a niche EV startup to a trillion-dollar company, exploring its automotive, energy, and AI ambitions, competitive challenges, and the visionary leadership of Elon Musk.
Morgan Housel discusses the psychology of spending money, exploring how happiness is not directly tied to wealth, the importance of independence, and the need to understand one's own values and motivations when making financial decisions.
Derek Pilecki discusses current market conditions, investment opportunities in the financial sector, his successful investments in Robinhood and WEX Inc., and shares insights on value investing, regional banks, and the evolving banking landscape.
Derek Pilecki discusses current market conditions, investment opportunities in regional banks, fintech, and European banks, and shares insights on his successful investments in companies like Robinhood and WEX Inc.
David Gardner discusses his book "Rule Breaker Investing," sharing his unique investment approach that focuses on finding and holding exceptional companies across different industries, emphasizing traits like top dog status, sustainable competitive advantage, and the importance of optimism and purpose in investing.
Brian Feroldi breaks down the three key financial statements - balance sheet, income statement, and cash flow statement - explaining how they provide different windows into a company's financial health. He emphasizes the importance of understanding these statements, comparing financial analysis to reading music for a musician, and highlights how investors can use these statements to evaluate a company's performance, management, and potential future growth.