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TIP734: My Investment Philosophy w/ Clay Finck

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Manage episode 492482694 series 1394353
Content provided by Stig Brodersen and The Investor's Podcast Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stig Brodersen and The Investor's Podcast Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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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1081 episodes

Artwork
iconShare
 
Manage episode 492482694 series 1394353
Content provided by Stig Brodersen and The Investor's Podcast Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stig Brodersen and The Investor's Podcast Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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.

BOOKS AND RESOURCES

NEW TO THE SHOW?

SPONSORS

Support our free podcast by supporting our sponsors:

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

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

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

  continue reading

1081 episodes

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