TIP781: My Portfolio & Current Market Conditions w/ Clay Finck & Stig Brodersen
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You're listening to TIP. Every year I sit down with my friend and co-host Clay Fink to reflect on his portfolio and how his investment process continues to evolve. We discuss which companies he added and how his framework around quality, valuation, and long-term compounding has matured. We talk about investing alongside exceptional founder operators, how narratives around AI and market cycles can diverge wildly from intrinsic value. and why some of the hardest decisions in investing aren't about what to buy, but what not to sell.
In the second half of the episode, the conversation goes far beyond stocks. We explore how value investing principles shape Clay's view on money, career choice, happiness, and building a life with margin of safety. If you're curious how long term investing, personal values, and thoughtful relationships intersect, I think you really enjoy this conversation. Since 2014 and through more than 180 million downloads, we've studied the financial markets and read the books that influence self-made billionaires the most.
We keep you informed and prepared for the unexpected. Now for your hosts, Steve Broderson. and playthink welcome to the Investors podcast. I'm your host, Dave Broderson, and today I'm here with my friend and co-host Clay Fink. Clay, how are you?
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