MI384: Skin in the Game w/ Clay Finck & Kyle Grieve
The Intrinsic Value Podcast - The Investor’s Podcast Network
The Investor's Podcast Network
4.6 • 592 Ratings
🗓️ 30 December 2024
⏱️ 83 minutes
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Transcript
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| 0:00.0 | Today's episode is a special one because I don't normally have guests on here, but today Clay Fink and Kyle Greve are joining me. |
| 0:07.3 | Clay and Kyle co-hosts are We Study Billioners podcasts, and you might recognize them both because they both also hosted this podcast in the past. |
| 0:14.9 | I'm catching up with them both to learn a little more about who they are as investors, what they look for in great stock investments, what frameworks |
| 0:21.8 | they use in their decision-making process, and also to reflect on their favorite moments as |
| 0:26.4 | hosts of the millennial investing podcast. This will actually be the last episode of the |
| 0:31.6 | millennial investing show. Before we launch a new podcast, I'll be hosting that I'm excited to talk to you |
| 0:36.5 | about. That new show is going to be called |
| 0:38.6 | The Intrinsic Value Podcast. The first episode will be published on this same feed next Sunday, January 5th. |
| 0:45.3 | So you don't have to go anywhere to find the episodes. And if you're a passionate stock investor, |
| 0:50.5 | just enjoy learning about different types of businesses, I think this show is just for you. |
| 0:55.0 | Basically, every Sunday, I'll break down a different company, any company really, from |
| 0:59.6 | Facebook and Amazon to Nike and John Deere. |
| 1:02.7 | I'll go over the nuances of what they do, explain simply how they actually make their money, |
| 1:07.9 | consider what competitive advantages they have or don't have, discuss how they |
| 1:11.5 | can grow into the future, and towards the end, I'll walk through the approaches I use to |
| 1:15.3 | estimate the intrinsic value for the company. After researching the business, if I think the stock |
| 1:19.9 | is reasonably priced, I'll add it to a portfolio of long-term holdings that I'll build over |
| 1:24.1 | time on the new show that I'll make available for you to easily follow along with. My goal then is to cover as many interesting businesses as possible that I've |
| 1:32.8 | always wanted to understand better, while also keeping an eye out for companies that trade below |
| 1:36.9 | their intrinsic value and therefore would make attractive investments. Together, we'll learn about a wide |
| 1:42.0 | array of different companies, different ways to value companies, |
| 1:45.0 | and the ins and outs of building a concentrated portfolio of stocks from scratch as an individual |
... |
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