MI316: The Making of a Value Investor w/ Kyle Grieve

The Intrinsic Value Podcast - The Investor’s Podcast Network

The Investor's Podcast Network

Business, Education, Investing

4.6 • 592 Ratings

🗓️ 8 January 2024

⏱️ 63 minutes

🔗️ Recording | iTunes | RSS

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Summary

In this week’s episode, Patrick Donley (@JPatrickDonley) sits down with Kyle Grieve to talk about his transformation into a value investor. They dive into his early investing mistakes, the biggest lessons from his guests on Millennial Investing, how he mitigates risk and what his research process is like, what both fatherhood and Jiu Jitsu have taught him about investing, and much, much more! Kyle is a value investor, author, and manager of his family portfolio. While Kyle took up stock investing his main job was working as a smart home integrator and network specialist. Now, Kyle is living his dream of learning how to invest and helping to educate other investors who are a few years behind him experience-wise as co-host of both Millennial Investing and We Study Billionaires. He is also an integral part of the TIP Mastermind Community. Kyle is passionate about helping others improve their financial sophistication and helping people take their wealth into their own hands. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 02:33 - What Kyle’s journey to value investing looked like. 04:18 - What his early investing mistakes were. 04:35 - The 3 books that made the biggest impact on his investment philosophy. 06:29 - Who Kyle would love to sit down next to on a long flight. 11:34 - What it has been like for him joining The Investor’s Podcast Network team as a host. 13:46 - What Kyle’s writing process is like. 15:42 - Understanding what a “spawner” is. 17:57 - What his biggest lessons from his favorite guests have been. 28:46 - What the benefits are of being part of the TIP Mastermind community. 37:21 - What metrics Chris Mayer looks at to determine future 100-baggers. 35:22 - What the advantages of investing internationally are. 39:30 - How Kyle mitigates risk and much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Peter Kaufman's Poor Charlie’s Almanack. Phil and Danielle Town's Invested. Howard Marks' The Most Important Thing. Benjamin Graham's The Intelligent Investor. Peter Lynch's One Up on Wall Street. Related video: Li Lu video at Columbia University. Commentary: Mohnish Pabrai on Coca Cola. Gautam Baid's Joys of Compounding. Pulak Prasad's What I Learned About Investing from Darwin. Shane Parrish's Great Mental Models. Lawrence Cunningham's Margin of Trust. Related Episode: MI305: Exploring the DNA of Quality Businesses w/ Lawrence Cunningham | YouTube video. Related Episode: MI310: A Serial Acquirer’s Deep Dive w/ Chris Mayer | YouTube video. Related Episode: MI307: Unpacking the Money Mind w/ Robert Hagstrom | YouTube video. Related Episode: TIP531: The Best Capital Allocator You’ve Never Heard Of | YouTube video. Check out Kyle's episode TIP587: Dino Polska | YouTube video. Check out the books mentioned in the podcast here. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Fiscal.AI Connect with Patrick: (@JPatrickDonley): Twitter Connect with Kyle: Twitter | LinkedIn | Website 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

Transcript

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0:00.0	You're listening to TIP.
0:02.2	And then the last thing is that just learning never stops.
0:05.0	I mean, I've been trained Jiu-Jitsu for 10 years, which isn't even that long, but I still learn new things. Like literally every single time I step on the mats. And I think in investing, it's the same thing. I mean, look at Charlie Munger, you know, he was still learning and he was 99 years old and one of the most brilliant people, I think, on Earth. It just goes to show you that you can ever know everything and you should always be trying
0:24.5	to improve because there's always something out there to help you become a little bit better
0:28.4	each and every day.
0:32.1	Hey guys, in this week's episode, I got to sit down with my co-host, Kyle Greve to talk about
0:37.0	his transformation into a bona fide, fully convicted value investor.
0:40.9	We dive into his early investing mistakes, the biggest lessons from his guests on millennial investing, how he mitigates risk and what his research processes like, what both fatherhood and Brazilian jiu-jitsu have taught him about investing, and so much more.
0:55.7	Kyle is a value investor,
1:00.6	author, and manager of his family portfolio. He took up stock investing while his main job was working as a smart home integrator and network specialist. Now, Kyle is living his dream of
1:05.3	learning how to invest and helping to educate other investors who are a few years behind him
1:09.8	experience-wise as co-host of both
1:11.8	millennial investing and we study billionaires. He is also an integral part of the TIP mastermind
1:17.1	community. Kyle's love of learning and investing is evident in this episode. This was a blast for me
1:22.4	as he dropped a wealth of knowledge and resources for us to explore for anyone looking to take
1:27.4	their investing
1:27.9	to the next level. And so, without further delay, let's dive into this week's episode with
1:33.5	Kyle Grieve.
1:38.9	You're listening to Millennial Investing by the Investors Podcast Network. Since 2014, we interviewed successful
1:46.3	entrepreneurs, business leaders and investors to help educate and inspire the millennial generation.
1:52.9	Now for your hosts, Patrick Donnelly.
2:08.3	Hey everybody. Welcome to the millennial investing podcast. I'm your host today, Patrick Donnelly.
	...

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