Clay shares key principles of his investment strategy, focusing on high-quality businesses and long-term compounding, influenced by top investors. What you'll learn here: 00:00:00 - Intro 00:01:05 - Early journey as an investor 00:05:17 - Charlie Munger’s Influence on Clay 00:09:21 - Nick Sleep’s Influence on Clay 00:11:08 - Chris Mayer’s Influence on Clay 00:15:30 - Bessembinder Study 00:25:05 - Sidecar Investing 00:31:38 - My portfolio 00:41:04 - Stocks follow earnings 00:46:36 - Valuation 00:51:59 - Importance of Simplicity Transcript & Guest Info: https://www.theinvestorspodcast.com/we-study-billionaires/ Join our highly vetted community of value investors: https://www.theinvestorspodcast.com/mastermind/ 🤝 Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more here: https://www.theinvestorspodcast.com/summit 💎 Explore a new business weekly and decide if it deserves a spot in your portfolio. https://www.theinvestorspodcast.com/intrinsic-value-podcast/ ▶️ Related Episodes: - A Tribute to Charlie Munger | Life Lessons From an Investing Legend: https://youtu.be/6WQn7_eXLzk - The BEST Investor You've NEVER Heard Of: Nick Sleep: https://youtu.be/YJQaKHnurpo - You can be a Stock Market Genius w/ Roger Fan | Greenblatt's 30%+ Returns: https://youtu.be/SaWYalg7w4E 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. #ClayInvestingPrinciple, #InvestingStrategy, #Invest #HighQualityBusinesses, #LongTermCompounding