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In this episode of GENTLEMAN SPECULATOR, I sit down with Clay Finck from 'We Study Billionaires' to discuss Chris Mayer's book '100 Baggers,' the quality investing ethos, and the friction stock analyst have with bitcoin. Clay shares his journey from being an actuary in Nebraska to going full time with The Investors Podcast Network. Highlights include specific companies like Copart and Constellation Software.
Clay is one of the few guys I can have a conversation with about long-term investing, the value of high-quality businesses, and how Bitcoin breaks the mold.
03:15 Clay's Journey to the Investors Podcast
06:36 Avoiding Clickbait
10:07 Midwest small town values and investing
13:45 Chris Mayer’s ‘100 Baggers’
24:42 Constellation Software
32:51 Bitcoin for stock pickers
Andy Flattery is a CERTIFIED FINANCIAL PLANNER™ and Owner of Simple Wealth Planning. He serves young and affluent families that are working to lower their time preference and achieve financial sovereignty. Flattery is the host of The Reformed Financial Advisor Podcast, where he relates stories in Kansas City history to pivotal themes in personal finance. When he’s not helping individuals build wealth, you can catch him playing rec sports, reading Austrian economists, and spending time with his wife and three children.