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TIP771: Money Masters Of Our Time w/ Kyle Grieve

Overview

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TIP771: Money Masters Of Our Time w/ Kyle Grieve

We Study Billionaires - The Investor’s Podcast Network

Nov 23
We Study Billionaires - The Investor’s Podcast Network

We Study Billionaires - The Investor’s Podcast Network

Nov 23
OverviewShownoteHighlightsTranscriptChaptersPins

Shownote

On today’s episode, Kyle Grieve discusses significant takeaways from the book Money Masters Of Our Time. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:07:58 - Warren Buffett's emphasis on "controlled greed" and "fascination with your craft" and why ...

Highlights

This episode delves into the enduring wisdom of legendary investors, extracting powerful lessons from their strategies, mindsets, and decision-making frameworks. Host Kyle Grieve draws on John Train’s 'Money Masters of Our Time' to explore how psychological discipline, contrarian thinking, and continuous learning shape long-term investing success.
06:10
Controlled greed and fascination with the investing process are key to Buffett's success
10:30
Starting to invest at 11 was a key advantage for Buffett
16:39
Changing the CEO was the fix for Disney's turnaround
24:07
Philip Fisher insisted on finding businesses for long-term holding, not just good investments
27:36
Well-managed winning enterprises are the most conservative investment
43:00
An investor should assess a country's real economic performance, currency convertibility, and global perception before investing.
49:41
Soros compounded money at 33% per annum for 29 years through speculative positioning and strategic scaling.
55:17
Investors should reappraise their holdings every six to twelve months to stay aligned with current realities.
1:01:42
Portfolio managers, like zebras, move in herds to avoid risk but may miss better opportunities on the periphery.
1:02:09
Small companies benefit from market inefficiencies that allow long-term outperformance.
1:12:31
Avoid fixating on 100-baggers; focus on good businesses with realistic growth potential

Chapters

Intro
00:00
Warren Buffett's emphasis on "controlled greed" and "fascination with your craft" and why it's necessary to survive in the market for a lifetime
07:58
How to identify and take advantage of stocks nobody else wants
11:14
Why more research time should be spent finding the truth of things rather than confirming what you already believe to be true
17:48
A simple framework for identifying and holding businesses that compound capital
24:46
The four kinds of events when a quality business can offer attractive entry points to look for
28:29
Strategies to search for opportunities in newly opened markets
43:51
The importance of perspective when taking advice from people who are playing different games than you
52:32
The importance of being reluctant to take profits
56:09
How to utilize metaphors to aid in your investing decision-making
1:02:08
The strength of using tracking positions to understand potential outperformers better
1:12:30

Transcript

Speaker 2: You're listening to TIP. Kyle Grieve: Investors think in dogmatic terms when it comes to optimizing an investing strategy. However, as John Train illustrates in Money Masters of Our Time, a variety of strategies have led to some of the greatest...