In this episode, Clay shares the key principles behind his personal investment approach. His approach has been shaped by over a decade of experience and lessons from great investors like Charlie Munger, Nick Sleep, and Chris Mayer. He explains how he builds a portfolio focused on high-quality businesses and long-term compounding. It’s a candid look at how he filters out the noise and plays the game on his own terms.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
03:19 - How Clay defines and pursues financial independence through investing.
05:22 - The lessons Clay learned from Charlie Munger, Nick Sleep, and Chris Mayer.
08:35 - How Clay constructs and thinks about his personal portfolio.
16:22 - Why great businesses often beat cheap stocks over the long run.
27:05 - What “sidecar investing” means and how to apply it.
58:08 - The importance of simplicity and ignoring market noise.
01:04:26 - Why patience may be the biggest edge in investing.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
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