The Intrinsic Value Podcast - The Investor’s Podcast Network

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


Listen Later

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:

      • TurboTax
      • Public
      • Airbnb

      • 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

        Learn more about your ad choices. Visit megaphone.fm/adchoices

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

        ...more
        View all episodesView all episodes
        Download on the App Store

        The Intrinsic Value Podcast - The Investor’s Podcast NetworkBy The Investor's Podcast Network

        • 4.6
        • 4.6
        • 4.6
        • 4.6
        • 4.6

        4.6

        542 ratings


        More shows like The Intrinsic Value Podcast - The Investor’s Podcast Network

        View all
        Motley Fool Money by The Motley Fool

        Motley Fool Money

        3,181 Listeners

        Masters in Business by Bloomberg

        Masters in Business

        2,180 Listeners

        We Study Billionaires - The Investor’s Podcast Network by The Investor's Podcast Network

        We Study Billionaires - The Investor’s Podcast Network

        3,366 Listeners

        The Meb Faber Show - Better Investing by The Idea Farm

        The Meb Faber Show - Better Investing

        932 Listeners

        Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

        Invest Like the Best with Patrick O'Shaughnessy

        2,290 Listeners

        Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

        Capital Allocators – Inside the Institutional Investment Industry

        791 Listeners

        Focused Compounding by Andrew Kuhn and Geoff Gannon

        Focused Compounding

        271 Listeners

        Chit Chat Stocks by Chit Chat Stocks

        Chit Chat Stocks

        187 Listeners

        The Acquirers Podcast by Tobias Carlisle

        The Acquirers Podcast

        300 Listeners

        Silicon Valley - The Investor's Podcast Network by The Investor's Podcast Network

        Silicon Valley - The Investor's Podcast Network

        57 Listeners

        Real Estate 101 - The Investor's Podcast Network by The Investor's Podcast Network

        Real Estate 101 - The Investor's Podcast Network

        115 Listeners

        The Good Life Podcast with Sean Murray by Sean Murray

        The Good Life Podcast with Sean Murray

        50 Listeners

        Chai with Pabrai by Mohnish Pabrai

        Chai with Pabrai

        75 Listeners

        The Memo by Howard Marks by Oaktree Capital Management

        The Memo by Howard Marks

        400 Listeners

        Yet Another Value Podcast by Andrew Walker

        Yet Another Value Podcast

        101 Listeners

        The Business Brew by Bill Brewster

        The Business Brew

        245 Listeners

        Business Breakdowns by Colossus | Investing & Business Podcasts

        Business Breakdowns

        336 Listeners

        Behind the Balance Sheet by Stephen Clapham, Behind the Balance Sheet

        Behind the Balance Sheet

        47 Listeners