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TIP755: My Process for Finding Great Investments w/ Kyle Grieve

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Manage episode 507574476 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.

On today’s episode, Kyle Grieve discusses the lessons that shaped his investing philosophy, from painful early mistakes in crypto to building a disciplined framework focused on quality businesses and high-potential, undervalued microcaps. He shares how goals, temperament, and a business-owner mindset guide his decisions, and why compounding, capital efficiency, and management integrity are the cornerstones of his strategy.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro 02:16 - Lessons learned from the early days as a pure speculator. 08:40 - Kyle’s simple investing goal and the pros and cons of pursuing it. 09:16 - Why benchmarks are irrelevant to his approach. 14:00 - How adopting a business-owner mindset helps compound capital. 17:29 - The two categories of investments that form the foundation of his investing strategy. 18:21 - Why quality lies on a spectrum and why the highest quality business isn’t always the best investment choice. 19:33 - The importance of skilled and aligned management. 32:21 - The three main reasons Kyle sells a stock. 36:10 - How to combat confirmation bias and the sunk cost fallacy. 38:24 - Why averaging up has been more effective than averaging down.

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

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SPONSORS Support our free podcast by supporting our ⁠⁠sponsors⁠:

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

1105 episodes

Artwork
iconShare
 
Manage episode 507574476 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.

On today’s episode, Kyle Grieve discusses the lessons that shaped his investing philosophy, from painful early mistakes in crypto to building a disciplined framework focused on quality businesses and high-potential, undervalued microcaps. He shares how goals, temperament, and a business-owner mindset guide his decisions, and why compounding, capital efficiency, and management integrity are the cornerstones of his strategy.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro 02:16 - Lessons learned from the early days as a pure speculator. 08:40 - Kyle’s simple investing goal and the pros and cons of pursuing it. 09:16 - Why benchmarks are irrelevant to his approach. 14:00 - How adopting a business-owner mindset helps compound capital. 17:29 - The two categories of investments that form the foundation of his investing strategy. 18:21 - Why quality lies on a spectrum and why the highest quality business isn’t always the best investment choice. 19:33 - The importance of skilled and aligned management. 32:21 - The three main reasons Kyle sells a stock. 36:10 - How to combat confirmation bias and the sunk cost fallacy. 38:24 - Why averaging up has been more effective than averaging down.

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:

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

1105 episodes

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