TIP755: My Process for Finding Great Investments w/ Kyle Grieve
Host Kyle Grieve shares his personal investing philosophy, tracing how early speculative losses in cryptocurrencies led him toward disciplined value investing in equities. He explains his return goals, focus on absolute rather than relative performance, a two-bucket framework (quality compounders and microcap inflection-point stocks), detailed criteria for evaluating management and capital efficiency, and his sell and portfolio management rules. Kyle also covers concepts like circle of competence, behavioral biases, environment design for inaction, and reflects candidly on mistakes of commission and omission to illustrate how he continues refining his process.
Sep 21, 2025
Business