TIP747: John Neff: The Value Investor Who Quietly CRUSHED the S&P 500 w/ Kyle Grieve
We Study Billionaires - The Investor’s Podcast Network
Elevating Your Startup with Strategic Solutions
This chapter explores valuable sponsorship options designed for startups and entrepreneurs, focusing on cybersecurity and compliance as well as a user-friendly commerce platform. Listeners learn about the financial benefits and trial offerings that can enhance their business ventures.
On today’s episode, Kyle Grieve discusses legendary value investor John Neff, one of the most underrated investors in value investing, who quietly outperformed the S&P 500 for decades. You’ll learn more about Neff’s contrarian mindset, his focus on low PE stocks, and his disciplined yet unconventional approach, which shaped one of the most impressive track records in investing history.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
03:04 – The unconventional mindset that made John Neff a true contrarian investor
03:41 – Why “boring” businesses can be surprisingly beautiful wealth builders
04:18 – How lessons from his father and mentors shaped Neff’s investing philosophy
06:21 – The hidden danger of investment committees that drag down star performers
10:58 – The two simple categories Neff used to organize his view of the stock market
17:11 – Why Neff’s strategy leaned into dividends—and how that powered his outperformance
19:40 – The overlooked way he measured actual business value against the market
20:20 – How Neff found profits hiding in slow growers, cyclicals, and even high PE stocks
56:51 – The surprising blind spot of value investors who ignore compounders
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more here.
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
- Buy a copy of John Neff on Investing here.
- Buy a copy of Investing For Growth 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?
- Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter.
- Check out our We Study Billionaires Starter Packs.
- Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
- 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.
- Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS Support our free podcast by supporting our sponsors:
- SimpleMining
- HardBlock
- AnchorWatch
- Human Rights Foundation
- Cape
- Unchained
- Vanta
- Shopify
- Onramp
- Abundant Mines
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
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
The AI-powered Podcast Player
