Kyle Grieve discusses legendary value investor John Neff, one of the most underrated investors in value investing, who quietly outperformed the S&P 500 for decades. What you'll learn here: 00:00:55 – The unconventional mindset that made John Neff a true contrarian investor 00:05:41 – Why “boring” businesses can be surprisingly beautiful wealth builders 00:09:32 – How lessons from his father and mentors shaped Neff’s investing philosophy 00:14:27 – The hidden danger of investment committees that drag down star performers 00:19:11 – The two simple categories Neff used to organize his view of the stock market 00:23:36 – Why Neff’s strategy leaned into dividends—and how that powered his outperformance 00:29:44 – The overlooked way he measured actual business value against the market 00:35:08 – How Neff found profits hiding in slow growers, cyclicals, and even high PE stocks 00:41:56 – The surprising blind spot of value investors who ignore compounders Transcript & Guest Info: https://www.theinvestorspodcast.com/episodes/john-neff-the-value-investor-who-quietly-crushed-the-sp-500-w-kyle-grieve/ 🤝 Join like-minded value investors this October in NYC by joining the TIP Mastermind Community. https://www.theinvestorspodcast.com/mastermind/ 💎 Explore a new business weekly and decide if it deserves a spot in your portfolio. https://www.theinvestorspodcast.com/intrinsic-value-podcast/ ▶️ Related Episodes: - What I Learned from Warren Buffett, Charlie Munger & Bill Miller w/ Robert Hagstrom: https://youtu.be/s9CRY2tYDFg - Investing in Hidden Monopolies: Why Customer Loyalty Creates Superior Moats w/ Kyle Grieve: https://youtu.be/Jt01iNxCxmM - From Confusion to Clarity: Master Mental Models for Smarter Decisions w/ Kyle Grieve: https://youtu.be/cwjQPhrrh44 📖 Books Mentioned: - John Neff on Investing by John Neff: https://amzn.to/4oRIihJ - Investing for Growth by Terry Smith: https://amzn.to/4lJ4I1U - Common Stocks and Uncommon Profits by Philip Fisher: https://amzn.to/4fZK38M - The Intelligent Investor by Benjamin Graham: https://amzn.to/4fSPia3 - The Money Masters by John Train: https://amzn.to/3UIz6ys - One Up on Wall Street by Peter Lynch: https://amzn.to/47LGjFF Listen to our episodes here: https://open.spotify.com/show/28RHOkXkuHuotUrkCdvlOP Visit our website: https://www.theinvestorspodcast.com/we-study-billionaires/ Free PDF: Investing for Beginners: 4 Principles of Stock-Picking: https://www.theinvestorspodcast.com/subscribe-youtube/ ⚠️ Disclaimer: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting. #JohnNeff #ValueInvesting #ContrarianInvestor #DividendInvesting #StockMarketWisdom