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Kyle Grieve breaks down how Prem Watsa and Fairfax Financial compounded capital at 19% since 1985 through disciplined value investing, strategic insurance float management, resilient culture, and long-term thinking.
Kyle Grieve reflects on the key investing lessons he learned in 2025, including the importance of flexible conviction, understanding company culture, focusing on downside protection, and recognizing the power of incentives.
Kyle Grieve breaks down Michael Mauboussin's insights on combating noise in investing, challenging common myths about valuation metrics, understanding intangible investments, and recognizing the low base rates of corporate survival.
Kyle Grieve explores powerful mental models from systems thinking and mathematics, revealing how feedback loops, kill criteria, scale, compounding, power laws, randomness, and regression to the mean shape investing strategies and long-term success.
An in-depth exploration of how exceptional businesses create long-term shareholder value by leveraging time, capital efficiency, decentralization, and a performance-driven culture to compound returns at high rates over decades.
Diving deep into the wisdom of philosophers like Spinoza, Nietzsche, Hume, and Bruce Lee, Kyle Grieve explores how timeless philosophical insights can enhance investors' thinking, emotional control, and decision-making processes in the complex world of financial markets.
Julian Robertson's Tiger Fund, a legendary hedge fund that delivered exceptional returns from 1980 to 1998, ultimately closed during the dot-com bubble due to Robertson's centralized management style and inability to adapt to the irrational market conditions.
Kyle Grieve shares his detailed investing philosophy, discussing his two-pronged investment approach focusing on quality businesses and micro-cap inflection point companies, his methods for evaluating investments, managing portfolio risks, and the importance of maintaining a disciplined, patient mindset.