Kyle Grieve discusses the lessons that shaped his investing philosophy, from painful early mistakes in crypto to building a disciplined framework focused on quality businesses and high-potential, undervalued microcaps. He shares how goals, temperament, and a business-owner mindset guide his decisions, and why compounding, capital efficiency, and management integrity are the cornerstones of his strategy. What you'll learn here: 00:00:00 - Intro 00:01:08 - Lessons learned from the early days as a pure speculator 00:07:37 - Kyle’s simple investing goal and the pros and cons of pursuing it 00:08:19 - Why benchmarks are irrelevant to his approach 00:12:58 - How adopting a business-owner mindset helps compound capital 00:16:50 - The two categories of investments that form the foundation of his investing strategy 00:17:44 - Why quality lies on a spectrum and why the highest quality business isn’t always the best investment choice 00:18:51 - The importance of skilled and aligned management 00:30:28 - The three main reasons Kyle sells a stock 00:34:11 - How to combat confirmation bias and the sunk cost fallacy 00:36:30 - Why averaging up has been more effective than averaging down Transcript & Guest Info: https://www.theinvestorspodcast.com/episodes/my-process-for-finding-great-investments-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: - My Investment Philosophy w/ Clay Finck: https://youtu.be/1bh3AyIO1-4 - Value Investing Checklist & Philosophy | Warren Buffett Investment Strategy: https://youtu.be/vD2JIWO0osQ 📖 Book Mentioned: - The Great Mental Models by Rhiannon Beaubien and Shane Parrish: https://amzn.to/4guubLr - The Warren Buffett Portfolio by Robert Hagstrom: https://amzn.to/47P80gT 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. #InvestingStrategy #QualityInvesting #MicrocapStocks #LongTermInvesting #StockMarket