We Study Billionaires - The Investor’s Podcast Network

TIP762: 10 Lessons From Investing Legends w/ Kyle Grieve

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Oct 19, 2025

Discover ten key investing lessons from legends like Buffett, Lynch, and Fisher. Learn how Buffett's honesty forges unique opportunities. Explore Lynch's everyday observations for investment ideas and Fisher's scuttlebutt method for gaining insights. Delve into Templeton's contrarian strategies and Neff's broader view of value. Hear about the power of second-order thinking with Howard Marks, and how to hold great businesses for compounding wealth. Finally, uncover hidden values and the importance of win-win relationships in investing.

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insights

INSIGHT

Honesty Compounds Into Competitive Advantage

Warren Buffett's honesty and transparency compound trust and unlock unique deal flow over decades.
Trust reduces transaction costs and attracts high-quality partners and talent to your business.

insights

INSIGHT

Margin Of Safety Beyond The Balance Sheet

Benjamin Graham's margin of safety means buying assets for less than they're worth, beyond just tangible book value.
Evaluate margins using earnings predictability, switching costs, and culture, not only balance-sheet metrics.

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ADVICE

Find Ideas By Observing Everyday Life

Use Peter Lynch's 'invest in what you know' by watching your shopping habits and local store traffic for ideas.
Validate trends across multiple locations and talk to actual customers before researching further.

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Buffett's Integrity Builds Deal Flow

02:26 • 5min

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Margin of Safety Reimagined

07:29 • 7min

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Invest in What You Observe

Use Scuttlebutt for an Edge

24:03 • 3min

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Fish Where Others Won't

27:17 • 5min

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Value Flexibility Beyond Low P/E

32:23 • 5min

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Think Second‑Order Like Howard Marks

37:08 • 5min

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Hold Great Businesses to Compound

Uncover Hidden Value via Sum‑of‑Parts

52:26 • 7min

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Win‑Win Relationships Compound Value

• Mentioned in 28 episodes

What works on Wall Street

The Classic Guide to the Best-Performing Investment Strategies of All Time

James P. O'Shaughnessy

In 'What Works on Wall Street', James P. O'Shaughnessy provides an in-depth analysis of over 90 years of stock market data to identify the most effective investment strategies. The book examines various factors such as price-to-earnings ratios, price-to-sales, price-to-book value, dividend yields, and more. It challenges conventional wisdom and offers multifactor strategies that have historically generated the best returns. The book is designed to help investors of all levels, from conservative to aggressive, in selecting the best strategies for their investment objectives.

#47

• Mentioned in 182 episodes

The intelligent investor

Jason Zweig

Benjamin Graham

Written by Benjamin Graham, 'The Intelligent Investor' is a seminal work on value investing that has inspired millions since its original publication in 1949. The book emphasizes the importance of distinguishing between investing and speculation, calculating the intrinsic value of companies, and maintaining a margin of safety. The revised edition includes updated commentary by Jason Zweig, who provides modern examples and insights to help readers apply Graham's principles in today's market. Warren Buffett, a disciple of Graham, has praised the book as 'the best book about investing ever written'.

#1076

• Mentioned in 26 episodes

Common Stocks and Uncommon Profits

Philip A. Fisher

In 'Common Stocks and Uncommon Profits', Philip A. Fisher outlines his investment philosophy, which focuses on identifying and investing in high-quality growth companies. The book is renowned for Fisher's '15 points to look for in a common stock', which include evaluating a company's products, management, sales organization, research capabilities, and long-term growth prospects. Fisher advocates for a qualitative approach to investing, emphasizing the importance of understanding the business and its management rather than relying solely on quantitative metrics. The book also discusses when to buy and sell stocks, the role of dividends, and the pitfalls of short-term thinking in investing.

#11833

• Mentioned in 3 episodes

The Sleuth Investor

Avner Mandelman

In 'The Sleuth Investor,' Avner Mandelman shares his proven methods for gathering exclusive information about companies by tracking the physical elements of People (employees, customers, suppliers), Product (inventory, product movement), Plant (production facilities), and Periphery (physical surroundings, community). This approach helps investors anticipate key company developments and make informed investment decisions. Mandelman, a former hedge fund manager, honed these techniques at his investment firm, Giraffe Capital Corporation.

On today’s episode, Kyle Grieve discusses ten investing principles from legends like Warren Buffett, Peter Lynch, and John Neff. Each lesson reveals how these masters built lasting wealth through timeless thinking. It’s a crash course in investing smarter, thinking clearer, and playing the long game.

IN THIS EPISODE YOU’LL LEARN:

00:00:00 Intro 00:03:02 How Buffett’s brutal honesty became a blueprint for lasting success 00:07:22 How to apply Graham’s margin of safety in an intangible world 00:14:11 How Lynch turned everyday observation into powerful investing opportunities 00:24:04 How Fisher gained an edge using alternative information sources 00:27:31 Where Templeton cast his line to find rare opportunities 00:32:18 Why Neff proved a low P/E isn’t real value 00:37:10 How Howard Marks sharpens thinking in uncertain markets 00:41:42 Why Sleep & Zakaria guard their winners to compound wealth 00:53:03 How Pabrai uncovers hidden value 00:59:48 The power of Munger’s win-win mindset, both life and investing And so much more!

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

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