In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down the rollercoaster ride of Bill Ackman’s career, who is one of the most famous investors alive.

You’ll learn about how Ackman’s career got its start, why his biggest successes were so brilliant, why his biggest losses were so painful, what his current portfolio looks like, why his company is looking to IPO, and what sparked his decade-plus feud with billionaire Carl Icahn, plus so much more!

IN THIS EPISODE, YOU’LL LEARN

00:00 - Intro

02:24 - How Bill Ackman’s career got its start

03:56 - What started the feud between Bill Ackman and Carl Icahn

08:38 - Why Ackman’s first hedge fund, Gotham Partners, failed

15:54 - How Ackman was able to foresee MBIA’s collapse and the 2008 Financial Crisis

19:39 - Why Ackman wanted Wendy’s to spin off Tim Horton’s

22:01 - How Ackman made one of the greatest hedge fund trades ever 

30:14 - Why Ackman’s campaign against Herbalife was a financial fiasco but not necessarily wrong

31:36 - What Ackman got incorrect about Valeant Pharmaceuticals

44:37 - What Ackman’s portfolio looks like today and his latest ventures

And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

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Clay Finck chats with Alexander Morris about the initial things Alex looks at when analyzing a company, why paying up for quality companies is acceptable for long-term investors, how ROIC plays a role in Alex’s investment decisions, why Alex recently added Spotify to his portfolio, how Alex thinks about Spotify’s valuation and their path to profitability, and much more!

Alexander Morris provides high-quality equity research with deep dive company analysis and complete portfolio transparency through his newsletter, The Science of Hitting. Prior to working on his newsletter full-time, Alex was an analyst for an RIA for 10 years.

IN THIS EPISODE, YOU’LL LEARN

00:00 - Intro

03:00 - The initial things Alex looks at when analyzing a company.

08:37 - Why paying up for quality companies is acceptable for long-term investors.

11:33 - How ROIC plays a role in Alex’s investment decisions.

13:58 - What the objective of Alex’s portfolio is.

32:37 - Why Alex recently added Spotify to his portfolio.

35:59 - How Alex thinks about Spotify’s valuation and their path to profitability.

44:38 - The mistakes that Alex has learned over the years.

And much, much more!

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In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down different investors’ approaches to finding the best of the best companies to own. It’s a strategy known as Quality Investing, and it differs from value investing because quality investors are more focused on finding companies to own forever, as opposed to selling them if they rise above their current intrinsic value.

You’ll learn how definitions of quality vary, how quality investing is still rooted in value investing, what the patterns and building blocks of high-quality companies are, why pricing power is a great way to identify quality businesses, how Chuck Akre approaches quality investing, what Jim Collins’ research on enduringly great companies reveals, and how Chris Mayer finds stocks with 100-to-1 returns—plus so much more!

IN THIS EPISODE, YOU’LL LEARN

00:00 - Intro

02:15 - How Quality Investing traces back to Ben Graham

03:10 - What quality investing is generally, and how it differ from other strategies

03:32 - What are the patterns and building blocks of quality businesses

07:51 - Why pricing power is so important to quality stocks

12:37 - How Chuck Akre’s three-legged stool approach to quality investing works

22:12 - What Jim Collins’ intensive study of enduringly great companies reveals for investors 

29:57 - How Chris Mayer finds stocks that generate 100-to-1 returns

32:46 - How to define and determine whether a company has a winning corporate culture 

41:55 - Why quality investing is really an art form

And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

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Clay Finck chats with John Huber about the edge retail investors can have to beat the market, how watching sports has helped John become a better investors, what to look for in a company to determine it if has a strong moat and competitive advantage, John’s thought’s on portfolio allocation and selling winners, the three factors that go into a stock’s overall return, what led John to recently making Amazon his biggest position in his portfolio, and much more!

John Huber is the Managing Partner of Saber Capital Management, LLC. Saber manages separate accounts as well as a partnership modeled after the original Buffett Partnership fee structure.

IN THIS EPISODE, YOU’LL LEARN

00:00 - Intro

06:57 - How retail investors can have an edge over other investors in the market.

10:08 - How watching sports has helped John become a better investor.

16:04 - What to look for in a company to determine if it has a strong moat and competitive advantage.

27:16 - John’s thoughts on portfolio allocation and selling winners. 

31:52 - The three factors that go into a stock’s overall investment return.

42:50 - What led John to recently making Amazon his biggest position in his portfolio.

56:05 - Whether John considers the company’s impact on society when forming his investment thesis.

And much, much more!

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In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down the life and career of the great Bill Miller, the only investor to ever beat the market for 15 consecutive years.

You’ll learn how Miller invested in his first stock, Miller’s investment approach and how it differs from classical value investors, what Miller recognized as an early investor in Amazon, why he’s bullish on Bitcoin, how Miller bounced back from the 2008 Financial Crisis, how philosophy shaped his performance as an investor, plus so much more!

IN THIS EPISODE, YOU’LL LEARN

00:00 - Intro

00:08 - How Miller got his start as an investor

03:27 - How philosophy shaped Miller’s investment approach

05:26 - What is different about how Miller thinks about value investing

08:52 - What Miller recognized about Amazon before Wall Street

10:07 - Why most investors don’t have enough factor diversification

11:22 - What Miller learned from Peter Lynch

17:36 - How the cost of capital impacts companies’ ability to create shareholder value

20:57 - What went wrong for Miller during the Financial Crisis

24:09 - Why Miller decided to go solo and leave Legg Mason

31:02 - Why Miller and his son are bullish on Bitcoin

35:07 - Why Miller is usually worried about nothing in markets

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

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Robert Leonard chats with Grant Norwood about the oil and gas industry, and why investors should consider this potentially lucrative space. Grant is the president of Norwood Energy Corporation, a Texas-based oil and gas exploration company. 

IN THIS EPISODE, YOU’LL LEARN

00:00 - Intro

02:18 - The current state of the oil and gas industry. 

04:16 - Why you should consider investing in oil and gas companies. 

10:12 - What is the difference between passive investing and buying stock in this industry? 

17:45 - Which types of investors should consider this strategy? 

22:04 - About current oil prices.

And much, much more! 

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

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In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down 30 years’ worth of memos from one of Wall Street’s most storied investors: Howard Marks.

You’ll learn how Marks’s thinking about beating the market evolved over the course of his career, what it was like going through the 2008 Financial Crisis as a professional investor, the 5 market calls that Marks is most proud of, avoiding the cardinal sin of investing, plus so much more!

IN THIS EPISODE, YOU’LL LEARN

00:00 - Intro

01:38 - Why steady, slightly above-average returns drive the best long-term returns

05:28 - How to find a balance between finding fewer losers and more winners

07:36 - How to intelligently bear risk for profit

13:48 - Why nobody knows what will happen next in a crisis

14:40 - Why booms and busts are inevitable

22:44 - When Marks realized the dot com bubble was going to pop

24:08 - How low interest rates drive investors to take risks

27:33 - Why beliefs about the housing market were wrong

30:45 - How Marks’s firm responded to the Great Financial Crisis

36:02 - How Marks understood when to start buying stocks again after the 2008 crash

37:59 - When Marks knew bargains were being offered in March 2020

39:37 - How to avoid the cardinal sin of investing

And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

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Robert Leonard chats with Brian Feroldi about why personal finance isn’t widely spread in the US education system today, why stocks have value in the first place, what the Dow Jones Industrial Average, S&P 500, and the Nasdaq really are and how they differ, why public companies might issue new shares or even buy back their own shares, why the stock market generally goes up over a long time horizon, and much more!

Brian Feroldi has been intensely interested in money, personal finance, and investing ever since he graduated from college. Brian started investing in 2004. In the beginning, he got his teeth kicked in. His returns improved dramatically as he learned more about how the stock market works.

IN THIS EPISODE, YOU’LL LEARN

00:00 - Intro

01:55 - Why personal finance isn’t widely spread in the US education system today.

06:19 - Why stocks have value in the first place.

11:27 - What the Dow Jones Industrial Average, S&P 500, and the Nasdaq really are and how they differ.

17:32 - What the difference is between a publicly vs privately traded company, and why a company would want to go public.

29:20 - Why public companies want their stock price to go up.

37:09 - Why public companies might issue new shares or even buy back their own shares.

42:12 - How Brian thinks about valuing a company.

55:53 - Why the stock market generally goes up over a long time horizon.

And much, much more!

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In today’s episode, Shawn O’Malley (@Shawn_OMalley_) shares his favorite insights from Michael Mauboussin’s excellent book, More Than You Know.

You’ll learn how the stock market is like a complex adaptive system, the importance of having a clear investment philosophy, the psychology of investing, how innovation and competition affect stock returns, how Mauboussin uses complexity theory as an investor, plus so much more!

IN THIS EPISODE, YOU’LL LEARN

00:00 - Intro

02:00 - Why multi-disciplinary thinking matters so much to investors

03:55 - What a good investment process looks like and how to build one

05:39 - Why results can be so blinding to investors

08:39 - Why the magnitude of returns can matter more than frequency

10:13 - What are the commonalities between top investors

19:04 - How stress and other biases distort our thinking

25:57 - What the original Dow Jones index looked like

29:07 - How the boom and bust cycle for new industries unfolds

30:57 - Why companies’ assets don’t last as long as they used to

36:29 - Why using historic P/E ratios can be fraught

44:28 - How the wisdom of the crowds works

45:04 - How extreme events shape markets and the St. Petersburg paradox

And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

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Clay Finck chats with Jim Crider about the benefits of having a financial planner, how millennials differ from other clients Jim has worked with, what it really means to achieve financial independence, how to deal with information overload, Jim’s thoughts on Bitcoin, and much, much more!

Jim Crider is the founder of Intentional Living FP which helps families achieve early financial independence. Intentional Living FP helps their clients navigate the decisions, opportunities, and obstacles that they face so their money is used efficiently and effectively to serve its purpose in your life.

IN THIS EPISODE, YOU’LL LEARN

00:00 - Intro

02:33 - What the benefits are of having a financial planner.

07:36 - When someone should consider getting a financial planner themselves.

09:32 - The differences Jim has seen working with Millennials compared to other clients.

12:41 - How millennials living a busy life can stay on top of their finances.

22:36 - What millennials can do to find the right balance between preparing for your future, while still enjoying the present.

28:35 - What financial independence really means.

37:49 - Whether you should focus on paying off your debt early, or invest the extra cash.

37:49 - How to sort through and deal with information overload in a world where information is free and everywhere.

50:42 - Whether millennials should consider Bitcoin as a part of their financial plan.

50:42 - Jim's thoughts on how much Bitcoin to allocate in a portfolio.

55:29 - Jim’s recommended resources for learning about Bitcoin.

And much, much more!

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