The Intrinsic Value Podcast - The Investor’s Podcast Network
MI384: Skin in the Game w/ Clay Finck & Kyle Grieve
Dec 30, 2024
Clay Finck and Kyle Grieve, co-hosts of the We Study Billionaires podcast, dive into their evolution as investors. Clay shares insights on navigating market bubbles and the shift from passive to active investing. Kyle discusses the intricacies of building a public stock portfolio, emphasizing the importance of careful due diligence. They reflect on lessons learned from renowned investors and weigh the benefits of concentrated stock holdings versus broad market exposure. The conversation highlights their commitment to transparency and aligning investments with personal values.
01:27:14
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Quick takeaways
- Clay Finck discusses how his investment approach has evolved to prioritize high-quality businesses with insider ownership rather than merely accumulating assets.
- Kyle Greve emphasizes the emotional aspects of investing, advocating for a strong savings rate and emergency fund to manage market fluctuations effectively.
Deep dives
Investing Journeys of Clay Fink and Kyle Greve
Clay Fink shares how his investing journey has evolved since he started hosting the podcast. Initially focused on index funds, his exposure to diverse investor perspectives has refined his stock-picking style. This journey emphasized the importance of genuine results over just accumulated assets, shifting his focus towards investing in high-quality businesses with significant insider ownership. Clay now prefers to hold a concentrated portfolio and seldom sells, leveraging the compounding potential of well-chosen stocks.
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