POPULARITY
Categories
331 episodes with Big Sky
286 episodes with Big Sky
108 episodes with Big Sky
49 episodes with Big Sky
56 episodes with Big Sky
39 episodes with Big Sky
39 episodes with Big Sky
22 episodes with Big Sky
26 episodes with Big Sky
20 episodes with Big Sky
17 episodes with Big Sky
24 episodes with Big Sky
19 episodes with Big Sky
22 episodes with Big Sky
21 episodes with Big Sky
15 episodes with Big Sky
18 episodes with Big Sky
16 episodes with Big Sky
12 episodes with Big Sky
13 episodes with Big Sky
21 episodes with Big Sky
14 episodes with Big Sky
26 episodes with Big Sky
13 episodes with Big Sky
17 episodes with Big Sky
12 episodes with Big Sky
24 episodes with Big Sky
12 episodes with Big Sky
10 episodes with Big Sky
6 episodes with Big Sky
11 episodes with Big Sky
12 episodes with Big Sky
22 episodes with Big Sky
10 episodes with Big Sky
6 episodes with Big Sky
13 episodes with Big Sky
9 episodes with Big Sky
4 episodes with Big Sky
9 episodes with Big Sky
4 episodes with Big Sky
8 episodes with Big Sky
8 episodes with Big Sky
9 episodes with Big Sky
19 episodes with Big Sky
15 episodes with Big Sky
8 episodes with Big Sky
14 episodes with Big Sky
124 episodes with Big Sky
11 episodes with Big Sky
110 episodes with Big Sky
4 episodes with Big Sky
5 episodes with Big Sky
5 episodes with Big Sky
5 episodes with Big Sky
On today's episode, Kyle Grieve discusses the radical culture that helped Netflix dominate Blockbuster and achieve massive long-term success. He explores lessons on talent density, candor, feedback, freedom, and responsibility that reveal how culture can become a company's greatest competitive moat. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 02:54 - Why fewer rules can unlock a company's peak performance. 04:58 - The cultural failures that doomed Blockbuster against Netflix. 08:54 - How talent density drives innovation and rapid productivity gains. 10:40 - Why subtraction sometimes creates stronger, higher-performing teams. 15:14 - How candor accelerates decision-making and organizational efficiency. 25:02 - Netflix's 4A framework for delivering and receiving feedback. 34:21 - Why “rockstar pay” beats incentive bonuses for top talent. 55:00 - How sunshining mistakes builds trust and stronger organizations. 58:02 - The Keeper Test for retaining only your best performers. 01:04:19 - Why leading with context—not control—fuels lasting innovation. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more here. Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Buy a copy of No Rules Rules here. Related episode: TIP744: Hidden Monopolies w/ Kyle Grieve. Follow Kyle on Twitter and LinkedIn. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: SimpleMining HardBlock AnchorWatch Human Rights Foundation Cape Unchained Vanta Shopify Onramp Abundant Mines HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
The Sponsors We want to thank Underground Printing for starting this and making it possible—stop by and pick up some gear, check them out at ugpmichiganapparel.com, or check out our selection of shirts on the MGoBlogStore.com. And let's not forget our associate sponsors: Peak Wealth Management, Matt Demorest - Realtor and Lender, Ann Arbor Elder Law, Michigan Law Grad, Human Element, Sharon's Heating & Air Conditioning, The Sklar Brothers, Winewood Organics, Community Pest Solutions, Radecki Oral Surgery, Long Road Distillers, and SignalWire where we are recording this. Featured Musician: Magic Toaster THE VIDEO: [After THE JUMP: Things to be said.] --------------------- 1. New Mexico Preview: Offense starts at the top They've got a very 2022 Colorado State vibe after importing a Big Sky team. We like their Big Sky RBs better than MSU's. Mikey Keene-ish QB wasn't the reason they gave Oregon trouble. 2. Preview in Review: Defense starts at 11:24 The wily open defensive end is. The rest of lines and their secondary are terrible, save a Bruce Feldman Freak who had six kick return touchdowns in the FCS. 3. Preview in Review: Defense starts at 22:58 We're so into Metcalfs. Shark Teeth mode now with players behind players. Only thing is they don't have so many superstars—just good guys all around. Can Jyaire Hill step forward into one? Benny? Derrick Moore is the one EXTRA guy that we can't lose. 4. Preview in Review: Offense starts at 35:50 Surviving Evan Link. Featured Artist: Magic Toaster Songs: Saturday Night Anything's Fine Blue Night Oberon Also because Across 110th Street will get our Youtubes taken down, the opener and outro: “The Employee is Not Afraid”—Bear vs. Shark “Ruska Vodka”—Motorboat
Greetings, Parrotheads! Kick off your Labor Day Weekend with a tropical twist! This Friday at 5:00 PM ET, Buffett on the Radio brings you a special feature: Jimmy Buffett's Montana-inspired tunes.That's right – the Son of a Son of a Sailor found Big Sky inspiration in the Treasure State, and we're spinning those Montana-themed tracks, from rare hidden gems to crowd favorites. Tune in Live: RadioA1A.com – Streaming 24/7 with the best in independent singer-songwriters Your favorite podcast platform – Catch the replay anytime! Don't miss this island-style celebration with a Montana twist. Tag your crew, mix up something frozen, and get ready to sing along to Music For The Road To Paradise – only on Radio A1A! Support this show http://supporter.acast.com/a1a-media-network. Hosted on Acast. See acast.com/privacy for more information.
In this week's Akem's Analysis, Samuel Akem breaks down all of the biggest games happening in the Big Sky Conference this week. A few of the teams out of the Big Sky played in Week 0, but now we get to see more of the conference live in action. The biggest game of the weekend is Sacramento State vs South Dakota State. It could have big playoff ramifications later in the season. Montana State will play this week as well. Although it's the Oregon Ducks, it will be our first time seeing the Bobcats in the post-Tommy Mellott era. 0:00 - Intro 2:45 - Montana State vs Oregon Preview15:18 - Sac State vs South Dakota State Preview29:27 - Eastern Washington vs Incarnate Word Preview37:54 - UC Davis vs Utah Tech Preview45:39 - Idaho State vs Southern Utah Preview53:12 - Idaho vs Washington State Preview1:00:47 - Economic Impact of Montana Football1:05:02 - Final Thoughts
Maggi Congdon is blowing past expectations and Olympic medalists on her way to the world stage.In June, she grabbed NCAA bronze in 4:09.31. Just weeks later, she was dropping under two minutes in the 800, running 1:59.39 to earn silver at the USATF Outdoor Championships in Eugene.Her run through the rounds in Eugene was just as electric. In the semifinals, Congdon clocked a lifetime best of 1:58.42, finishing ahead of Olympic medalist Raevyn Rogers and punching her ticket to the World Athletics Championships in Tokyo this September.This trajectory checks out when you trace it back a bit: Growing up in Steamboat Springs, Colorado, Congdon was a multi-time state champion in the 800 and 1600.At Northern Arizona University, she found a program built for producing champions—and 2025 has become the year she's turned potential into proof. In February, she stormed to a Husky Classic mile win in 4:27.77, rewriting the meet, school, and Big Sky record books. Months later, she stood on the NCAA podium in the 1500.With Tokyo on the horizon, Maggi isn't just another name on the start list—she's a serious medal contender with momentum that feels unstoppable.In today's conversation, Maggi walks me through this breakthrough at USAs, the blueprint that got her here, her relationship with Coach Mike Smith, going Pro with NIKE, and a glimpse into her future, her ambitions for Tokyo, and so much more. Tap into the Maggi Congdon Special. If you enjoy the podcast, please consider following us on Spotify and Apple Podcasts and giving us a five-star review! I would also appreciate it if you share it with your friend who you think will benefit from it. Comment the word “PODCAST” below and I'll DM you a link to listen. If this episode blesses you, please share it with a friend!S H O W N O T E S-The Run Down By The Running Effect (our new newsletter!): https://tinyurl.com/mr36s9rs-BUY MERCH BEFORE IT'S GONE: https://shop.therunningeffect.run-Our Website: https://therunningeffect.run -THE PODCAST ON YOUTUBE: https://www.youtube.com/channel/UClLcLIDAqmJBTHeyWJx_wFQ-My Instagram: https://www.instagram.com/therunningeffect/?hl=en-Take our podcast survey: https://tinyurl.com/3ua62ffz
Welcome to a new season of Michigan football, and a new season of Behind Enemy Lines! This week's episode dives into the New Mexico Lobos, which bring a new coaching staff, a bevy of Big Sky up-transfers and the element of surprise to Ann Arbor as they aim to spoil Bryce Underwood's collegiate debut. Sean Reider of the Albuquerque Journal gives the inside scoop on what to expect from Jason Eck and the Lobos. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
John Carroll Lynch has delivered so many performances, on so many sets, for both the big and small screen, that it is almost ridiculous. Just a few highlights of his hundreds of credits include: “The Drew Carey Show,” “Fargo,” “Zodiac,” “Big Sky,” “American Horror Story,” “The Trial of The Chicago 7”, and his latest, “Sorry Baby”. On this episode, he gives us a deep dive into his approach to the work, and how it has evolved over the years. He explains the benefits of highlighting the text based on lexical categories, how directing his first feature “Lucky” (with Harry Dean Stanton) changed his approach to acting, why he no longer believes his first impressions of a character holds as much significance, the importance of incorporating (and not erasing) everything and everyone on set into the process, and much more. Back To One is the in-depth, no-nonsense, actors-on-acting podcast from Filmmaker Magazine. In each episode, host Peter Rinaldi invites one working actor to do a deep dive into their unique process, psychology, and approach to the craft. Follow Back To One on Instagram
In this Week's Akem's Analysis, Samuel Akem goes through all the games from Week 0 and give his assessment on what we saw! The good, the bad, and the ugly. 0:00 - Intro 2:03 - 8 UC Davis vs 11 Mercer Reaction 4:04 - Idaho State vs UNLV Reaction 25:21 - 5 Incarnate Word vs Nicholls Reaction 41:02 - Big Sky vs MVFC In Allegiant Stadium (2027 & 2029) 45:10 - Should Preseason Polls Be Finished? 1:00:48 - Final Thoughts 1:03:28 - End
Con los arqueólogos, compiladores y tocayos Luis Alberto López Wario y Luis Alberto Martos López charle acerca de su tercera entrega de Sombras y Susurros un libro acerca de diferentes experiencias sobrenaturales que han sufrido expertos arqueólogos y antropólogos, incluidos los invitados, redactadas por cada uno de los que las vivieron.Música: https://www.purple-planet.com The Big Sky
On today's episode, 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. You'll learn more about Neff's contrarian mindset, his focus on low PE stocks, and his disciplined yet unconventional approach, which shaped one of the most impressive track records in investing history. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 03:04 – The unconventional mindset that made John Neff a true contrarian investor 03:41 – Why “boring” businesses can be surprisingly beautiful wealth builders 04:18 – How lessons from his father and mentors shaped Neff's investing philosophy 06:21 – The hidden danger of investment committees that drag down star performers 10:58 – The two simple categories Neff used to organize his view of the stock market 17:11 – Why Neff's strategy leaned into dividends—and how that powered his outperformance 19:40 – The overlooked way he measured actual business value against the market 20:20 – How Neff found profits hiding in slow growers, cyclicals, and even high PE stocks 56:51 – The surprising blind spot of value investors who ignore compounders Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more here. Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Buy a copy of John Neff on Investing here. Buy a copy of Investing For Growth here. Follow Kyle on Twitter and LinkedIn. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: SimpleMining HardBlock AnchorWatch Human Rights Foundation Cape Unchained Vanta Shopify Onramp Abundant Mines HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Fungal infections and disease have long been overlooked in terms of healthcare burden, with poor diagnostics and limited options for treatment and management. In 2022, the WHO published its first Fungal Priority Pathogens List as an effort to establish a global prioritised framework that addresses unmet research and development needs in fungal disease and antifungal resistance, as well as guides public health action [1]. In this episode of Communicable, Angela Huttner and Josh Nosanchuk invite Hatim Sati (WHO), the project lead in creating this list, and Dimitrios Kontoyiannis (MD Anderson Cancer Center, Houston, Texas), a clinician researcher studying fungal diagnostics and antifungal discovery, for a candid discussion on the making of and relevance of such a list. Apart from reviewing the fungal pathogens, the conversation also covers limitations of the list, what to expect for the next iteration, contextualising the list in one's local region, and the impact the list has had already on research funding and public awareness.This episode was edited by Kathryn Hostettler and peer reviewed by Andrisa Xhaxha from Elbasan, Albania. ReferencesWHO fungal priority pathogens list to guide research, development and public health action. Geneva: World Health Organization; 2022. Related podcast episodesCommunicable Episode 31: Climate change and fungal spread https://share.transistor.fm/s/db58f558 Communicable Episode 08: The nightmare series, part 1 – how to deal with Candida auris https://share.transistor.fm/s/c0616c4d Further reading Seidel D, et al. Impact of climate change and natural disasters on fungal infections. Lancet Microbe 2024. DOI: 10.1016/S2666-5247(24)00039-9Fisher MC and Denning DW. The WHO fungal priority pathogens list as a gamechanger. Nat Rev Microbiol 2023. DOI: 10.1038/s41579-023-00861-xShor E, et al. Tolerance and heteroresistance to echinocandins in Candida auris: conceptual issues, clinical implications, and outstanding questions. mSphere 2025. DOI: 10.1128/msphere.00161-25Panackal AA, et al. Geoclimatic influences on invasive aspergillosis after hematopoietic stem cell transplantation. Clin Infect Dis 2010. DOI: 10.1086/652761Lázár-Molnár E, et al. The PD-1/PD-L costimulatory pathway critically affects host resistance to the pathogenic fungus Histoplasma capsulatum. PNAS 2008. DOI: 10.1073/pnas.0711918105Mashal M, “A potentially fatal fungal infections cropping up among India's Covid patients.” New York Times 2021. https://www.nytimes.com/2021/05/09/world/india-covid-mucormycosis.html Thevissen K, et al. International survey on influenza-associated pulmonary aspergillosis (IAPA) in intensive care units: responses suggest low awareness and potential underdiagnosis outside Europe. Crit Care 2020. DOI: 10.1186/s13054-020-2808-8Pappas PG, et al. Clinical mycology today: A synopsis of the mycoses study group education and research consortium (MSGERC) second biennial meeting, September 27–30, 2018, Big Sky, Montana, a proposed global research agenda. Medical Mycology 2020. DOI: 10.1093/mmy/myaa034Hostettler K, et al. Communicable Episode 31: Climate change and fungal spread. CMI Communications 2025. DOI: 10.1016/j.cmicom.2025.105126
In this episode, Clay unpacks the extraordinary rise of ASML — a little-known Dutch company that quietly became the most important player in global technology. Since its IPO in 1995, ASML has compounded at 20% annually. ASML holds one of the most powerful monopolies on earth as it's the sole manufacturer of EUV lithography machines, which make the world's most advanced semiconductor chips. Without ASML, companies like Apple, NVIDIA, and TSMC couldn't power iPhones, AI data centers, or the modern digital economy. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 04:56 - How ASML grew from a Philips spinoff into Europe's most important tech company. 13:31 - How ASML's partnership with TSMC shaped the global semiconductor industry. 32:16 - Why ASML holds a near-monopoly on EUV lithography machines. 41:01 - Why the geopolitical tension between the US and China place ASML at the center of technology power struggles. 53:30 - How investors can view ASML's growth, risks, and future opportunities. 01:00:23 - What makes ASML's moat nearly impossible for competitors to replicate. 01:05:08 - The dual leadership that propelled ASML's rise and built a culture of relentless focus. And so much more! Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more here. Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Marc Hijink's book: Focus: The ASML Way. Related Episode TIP727: 7 Powers by Hamilton Helmer. Related Episode TIVP024: TSMC: The Most Important Business in the World?. Follow Clay on X and LinkedIn. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: SimpleMining HardBlock AnchorWatch Human Rights Foundation Cape Unchained Vanta Shopify Onramp Abundant Mines HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Send us a textWhat makes the Big Sky Literacy Summit unlike any other literacy conference? Instead of the usual whirlwind of rushed sessions and surface-level takeaways, Big Sky offers:Deeper learning experiences designed for reflection and real growthIntimate connections with thought leaders and fellow educatorsPractical, actionable insights that go beyond theoryA re-energizing atmosphere that restores your passion for literacy instructionNell and Terrie share how the summit was built with teachers in mind—prioritizing community, authenticity, and transformation over quantity. Whether you're a classroom teacher, administrator, or literacy advocate, this conversation will leave you rethinking what professional learning should feel like.Danielle Thompson Biohttps://www.thetransformativereadingteacher.com/contact-usTerrie Noland'shttps://terrienoland.com/about
Dernier volet de notre série à la découverte du phénomène vinyles au Kenya. Dans les années 1970 et 1980, Nairobi, la capitale, était une plaque tournante de la musique : les artistes de la région venaient pour enregistrer et faire presser leurs disques. Aujourd'hui, plus d'usine de pressage dans le pays, mais certains musiciens ont tout de même décidé de sortir leurs albums en vinyle. Séduits par le son malgré le coût et les difficultés logistiques. De notre correspondante à Nairobi, La musique s'échappe du tourne-disque et résonne dans le studio de Blinky Bill à Nairobi. De son vrai nom, Bill Selanga, il fait partie des artistes contemporains les plus renommés au Kenya. Et a choisi de faire presser ses deux albums en vinyle. « Le son est plus chaud. Et puis, quand je travaille sur l'ordinateur, j'ai parfois l'impression que mon album n'existe que dans le vide. Avoir une copie physique entre les mains, c'est différent. Je me dis : " Waouh, j'ai travaillé dur et j'ai réussi à produire ça". J'adore. Blinky Bill collectionne les vinyles, d'artistes africains surtout. Il dit se sentir plus proche d'eux en ayant leurs disques entre les mains. Un sentiment que semblent partager ses fans : « Dès leur sortie, mes vinyles sont rapidement en rupture de stock. Je pense que c'est en partie parce que peu d'artistes en produisent. Et puis, les gens qui aiment ma musique apprécient aussi, je crois, ce format, notamment l'aspect artistique de l'album. Je pense qu'ils reconnaissent le travail qui a été accompli. » Le Kenya n'a plus d'usine de pressage de vinyles. Pour obtenir ces disques, il faut donc se tourner vers l'étranger. Blinky Bill les a fait presser en France et Maia Lekow en Australie. Sentiment d'être dans un magasin Son groupe, Maia & the Big Sky, fait ce qu'elle appelle de l'afro-fusion. C'est lors d'une tournée en Australie qu'elle a décidé de faire presser ses albums sur place. Environ 3 000 exemplaires. Un processus, elle le reconnaît, coûteux, mais une expérience que Maia ne regrette pas. « Il n'existe aujourd'hui qu'un nombre limité de copies, et je trouve ça très chouette. Ce que j'aime aussi beaucoup avec l'idée de sortir de la musique sur vinyles, c'est que ça m'évoque ce sentiment d'être dans un magasin et de fouiller parmi les vieux disques. Mes vinyles sont éparpillés un peu partout dans le monde, alors j'espère qu'un jour, dans plusieurs années, quelqu'un tombera dessus et se dira : "Oh, je ne connais pas cette artiste, je ne connais rien du Kenya" et cette personne nous découvrira. » Aussi bien Blinky Bill que Maia Lekow remarquent un intérêt croissant pour les vinyles au Kenya. Il y a des fans qui veulent faire tourner les disques sur leurs platines. Et ceux qui les collectionnent comme des objets d'art. À lire aussiLe Kenya en vinyle: les pépites de la musique kényane [2/3]
In this week's Akem's Analysis, we talked about the upcoming games in the Big Sky as well as the rest of the FCS. UC Davis vs Mercer is the biggest game of the weekend, and it will tell us a lot about what to expect from UC Davis this season. The FCS Stats Perform Preseason poll gives us an idea of how many ranked opponents each Big Sky team will be playing. What does that look like this season? Ace Sauerwein talked about his top 9 Montana football players of the last 9 years on The Daily Drive. Are there any players missing? 0:00 - Intro 4:09 - Week 0 Preview: UC Davis/Mercer, ISU/UNLV, TSU/PSU, UIW/Nicholls 22:29 - Coach Hauck Comments On The State of CFB 28:05 - The Top 9 Players of the Last 9 Seasons? 34:22 - Ranked Big Sky Matchups For 2025 42:49 - Causeway Classic Going Away? 46:10 - 7 Teams Most Likely To Win 1st FCS Title 50:06 - SP+ Rankings Compared to The FCS Stats Perform 1:01:15 - Efton Chism III BALLING For The Patriots 1:02:49 - Final Thoughts 1:05:55 - End
In this episode, William Green chats with Robert Hagstrom, Chief Investment Officer & Senior Portfolio Manager at Equity Compass. Robert is the author of a classic book, “The Warren Buffett Way,” which lays out the principles that made Buffett the greatest investor of all. Here, Robert shares life-changing lessons he learned from Buffett & two other icons: Charlie Munger & Bill Miller. He also explains why a focused, low-turnover portfolio is a brilliant but difficult strategy. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 04:39 - How Robert Hagstrom became a multidisciplinary thinker. 08:09 - How to think better & invest better by tuning out the noise. 26:01 - What mistake Warren Buffett made most frequently. 35:30 - Why AI falls short when it comes to investment decisions. 35:30 - Why Nvidia is Robert's biggest holding. 01:04:49 - How Miller endured & recovered from a devastating mistake. 01:14:43 - What insights led Bill Miller to make billions in Amazon & Bitcoin. 01:32:04 - Why it's smart but really hard to own a concentrated portfolio. 01:34:29 - Why Robert views Modern Portfolio Theory with disdain. 01:42:23 - What advice Robert received from investing giant Bill Ruane. 01:48:06 - Why you should be deeply wary of investing in private equity. 02:04:04 - What life lesson Robert has learned from Buffett. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more here. Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Robert Hagstrom's investment firm, Equity Compass Investment Management. Robert Hagstrom's books: The Warren Buffett Way, The Warren Buffett Portfolio, Investing: The Last Liberal Art. Mortimer Adler's How to Read a Book. Louis Menand's The Metaphysical Club. William Green's podcast interview with Bill Miller. William Green's podcast interview with Bill Nygren. William Green's book, “Richer, Wiser, Happier” – read the reviews of this book. Follow William Green on X. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORSSupport our free podcast by supporting our sponsors: SimpleMining HardBlock AnchorWatch Human Rights Foundation Cape Unchained Vanta Shopify Onramp Abundant Mines HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
On today's episode, Clay Finck breaks down his best quality stock idea for Q3 2025: Amazon. Clay explores how Amazon has evolved from a low-margin online retailer into a diversified, high-margin tech platform. He also makes the case as to why Big Tech may be systemically undervalued, providing a unique opportunity for investors willing to ride out the higher levels of stock price volatility. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 03:02 - Why Big Tech, despite its size, may be systemically undervalued. 15:16 - How Amazon evolved from a low-margin online retailer into a high-margin tech platform. 25:11 - The three megatrends Amazon is positioned to benefit from. 29:17 - A breakdown of Amazon's four main business segments: Retail, AWS, Advertising, and Prime. 50:02 - Amazon's key competitive advantages and culture of reinvention. 55:07 - How we view Amazon's valuation today. And so much more! Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more here. Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. MBI Deep Dives: Amazon. The Intrinsic Value Podcast episode on Amazon. Daniel's model for Amazon. The Systemic Undervaluation of Big Tech. Mentioned Episode TIP727: 7 Powers by Hamilton Helmer. Related Episode TIP722: Best Quality Idea Q2 2025. Related Episode TIP698: Best Quality Idea Q1 2025. Related Episode TIP675: Best Quality Idea Q4 2024. Related Episode TIP652: Best Quality Idea Q3 2024. Follow Clay on X and LinkedIn. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: SimpleMining HardBlock AnchorWatch Human Rights Foundation Cape Unchained Vanta Shopify Onramp Abundant Mines HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Send us a textIn this grand finale session from the Big Sky Literacy Summit 2025, Trina and Doug share powerful insights into comprehension, literacy instruction, and language development for all learners.We also explore Story Champs, a family of instructional and intervention tools designed to build narrative language skills across ages and support needs. The commercially available Story Champs Multitiered Intervention Program is widely used, with extensions for children who need higher levels of support, including those with significant disabilities.Watch Story Champs in Action:Large Group (5 minutes): Watch hereLarge Group – Full Lesson (Preschool): Watch hereSmall Group – Full Lesson (Preschool): Watch here and Watch hereResearch & Resources:https://dg3twjree6wo1.cloudfront.net/LDwordpress/wp-content/uploads/2025/05/05114541/DYMOND-Research-Synthesis-2025V2.pdfPEARL Research Overview2025 Research Synthesis PDF
The Big Sky Conference hosted its annual media conference Big Sky Kickoff on July 22, 2025 in Spokane, Washington.Each of the 12 Big Sky members brought their head football coach and a standout from each their offense and defense.Cody Hawkins enters his third season as Idaho State's head coach. He helped ISU win five games last season and hopes to take another step in 2025. He chatted with Samuel Akem of Skyline Sports.
Special guest Brendan Santry joins the pod to discuss his experience being one of the lucky few to witness Dave and a few friends play a couple of remarkable shows in Big Sky, Montana. These shows have been met with universal praise for their unique sets, guest appearances, and top-notch performances; so we are very excited to dive deep into all aspects of the weekend. Thanks again to Brendan for joining us! Learn more about your ad choices. Visit megaphone.fm/adchoices
It's the first ever all soccer episode as we preview the 2025 season for Grizzly Soccer! Hear from head coach Chris Citowicki, Associate Head Coach J. Landham and seniors Chloe Seelhoff and Ally Henrikson as the Griz look to become the 1st team in Big Sky history to win 3 straight outright regular season championships.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Send us a textCharles Hulme and Maggie Snowling share decades of research on reading development, dyslexia, and oral language. They explain why knowing how to teach is as vital as what to teach, clear up myths that can derail instruction, and spotlight evidence from interventions like NELI. Research shows that boosting spoken language early provides children with more resources to apply during independent and teacher directed learning, leading to stronger reading and broader academic success. The evidence is sufficient and the tools now exist to assess and teach spoken language in the early grades.”Major Takeaways from the Research:Boosting oral language early leads to gains beyond language, impacting reading and overall learning.Instructional success depends on both what is taught and how it is taught.Myths and faulty beliefs can reduce the effectiveness of reading interventions.Tools like NELI provide scalable, evidence-based ways to strengthen early spoken language skills.
On today's episode, Kyle Grieve discusses a thought-provoking framework that redefines competitive advantage through the lens of customer loyalty. Kyle breaks down the five types of customer loyalty moats, introduces the Moat Strength Index (MSI), and explains how investors can use this approach to measure, monitor, and deepen their conviction in high-quality businesses. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 03:45 – Why scale effects are ineffective against disruption via innovation 06:22 – Why having high customer loyalty is so powerful as an advantage vs competitors 10:01 – The five customer loyalty moats you must know 17:15 – Why ecosystem moats are so hard to build, but generate significant customer loyalty 18:53 – How platform moats generate powerful customer loyalty between multiple parties 20:08 – How can we objectively measure a company's moat using customer loyalty advantages 23:09 – The nine failures in using retention-like KPI's 25:31 – The three barriers that create customer loyalty 26:57 – Why the moat score index is such a handy tool for measuring moat 47:17 – How customer loyalty moats can be disrupted And so much more! Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more here. Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Buy a copy of Hidden Monopolies here. Listen to TIP694 The Scuttlebutt Edge here. Follow Kyle on Twitter and LinkedIn. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: SimpleMining Hardblock AnchorWatch Human Rights Foundation Cape Unchained Vanta Shopify Onramp Abundant Mines HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Colter Nuanez and Andrew Houghton discuss some of the forgotten teams in the Big Sky Conference and share some interesting thoughts about the Griz receivers.
Send us a textAnn P. Kaiser, Ph.D. and Taydi Owens Ray, CCC-SLP, Eon-Joo Jang, M.Ed., BCBAEpisode 134Topic: Building early relationships and language: The potential for positive impacts on school outcomes!https://www.youtube.com/live/7F5brySSi60?si=zB40aNWGvMcb0lpl#EarlyLanguageDevelopment #LanguageIsEverything #OralLanguage #MultilingualLearners #ParentEngagement #LanguageAcquisition #EarlyIntervention #LanguageDevelopmentMatters #language #theliteracyviewSummit Mentor Recordings
In this episode, Clay shares John Bogle's timeless philosophy of passively investing in low-cost index funds. Bogle, the founder of Vanguard, helped spark a global movement that has made investing more accessible and cost-effective. Today, Vanguard manages over $10 trillion in assets, and Bogle's simple approach has been adopted by millions worldwide, collectively saving investors trillions of dollars in fees over the years. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 03:34 - How John Bogle's index fund philosophy revolutionized investing. 05:46 - Why most active mutual fund managers underperform the S&P 500 over time. 25:11 - How to estimate realistic future returns for the S&P 500. 31:50 - How fees and taxes quietly erode investment returns. 50:23 - Why index funds are easier to hold onto during market crashes. 52:11 - Why Clay chose not to invest in index funds at this point in his investment journey. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more here. Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. John Bogle's book, The Little Book of Common Sense Investing. Nick Magguilli's book, Just Keep Buying. Related Episode: MI167: The Bogle Effect w/ Eric Balchunas. Related Episode: TIP709: The Art of Long-Term Investing w/ Francois Rochon. Related Episode: TIP734: My Investment Philosophy w/ Clay Finck. Follow Clay on X and LinkedIn. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: SimpleMining Hardblock AnchorWatch Human Rights Foundation Cape Unchained Vanta Shopify Onramp Abundant Mines HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Send us a textLive from Big Sky Literacy Summit Day 2Episode 133
Send us a text Big Sky Literacy Summit, Day 2: Dr. Ola Ozernov-Palchik – From Neuroscience to Scalable Human & AI TutoringHow can brain research lead to literacy solutions that truly scale? Dr. Ola Ozernov-Palchik shares how neuroscience is guiding early screening, effective interventions, and the design of assistive technology that supports both teachers and students. From lab research to classroom reality, this conversation is all about turning evidence into impact at scale.
Colter Nuanez and Andrew Houghton revisit a conversation from last week about the state of Montana-Montana State rivalry. Plus: Colter reacts to the new coaching hires on the Griz football staff.
In our inaugural Tubs Short, Brian interviews ISU HC Cody Hawkins at Big Sky Media Day.
Send us a textEpisode 132The Literacy View LIVE from The Big Sky Literacy SummitEpisode Title: Syntax Is Everything with Julie Van Dyke, Nancy Eberhardt, and Carla Stanford
Montana State Representative Kerri Seekins-Crowe may represent just over 10,000 constituents in Yellowstone County, but she carries the concerns of Montana's working families with her wherever she goes. At ALEC's 52nd Annual Meeting in Indianapolis, the ALEC State Chair reflected on her path into public service, her recent legislative priorities, and what she hopes to take home from the conference. Special Guest: Kerri Seekins-Crowe.
In this week's Akem's Analysis, we will be examining all the schedules for the Big Sky Conference and predicting wins and losses for each team. We will also be discussing Tim Rosario's article, which examines the number of TRUE contenders in each season of FCS football; the numbers are quite surprising. We also predict the FCS Top 25. In the beginning, we look at how many Big Sky players made the #ShrineBowl1000, some big-time names on there, and even some juniors made the list."0:00 - Intro 3:57 - Big Sky Players on the #ShrineBowl1000 List 12:43 - Montana State Defensive Coordinator On The Doubters 19:45 - My FCS Top 25 Prediction 23:05 - My Big Sky Win/Loss Predictions For 2025 35:49 - How Many TRUE Contenders Are In The FCS? 51:59 - Final Thoughts 54:03 - End
Adam Jones was the runner-up for the FCS National Freshman of the Year last year. Coming into his sophomore year, he was named the Big Sky preseason Offensive MVP.
Colter Nuanez has thoughts on the trend of Big Sky coaches failing to find success in the FBS, the STATS preseason poll and much more.
In this episode, Stig Brodersen speaks with David Fagan, a successful entrepreneur and investor, about the powerful overlap between building businesses and investing in public markets. They explore why business owners often think differently about diversification, dividends, and risk—and how habits, friendships, and clarity of purpose shape long-term success in both business and life. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 05:35 – Why some business owners often become better investors through firsthand experience with risk, volatility, and capital allocation. 14:57 – The blind spots business owners have when they enter the world of investing. 23:09 – Why you might shift your attitude toward dividends after experiencing firsthand how brutal capitalism is. 28:30 – David shares the daily habits that help him stay grounded, including exercise, reading, and reflection. 35:49 – A different take on “you are the average of the five people you spend the most time with”—and the tradeoffs of seeking higher-caliber peers. 37:51 – Why financial independence raises deeper questions about purpose, relationships, and long-term alignment in life and work. 59:06 – When (and how) to go into business with friends: lessons from real stories about incentives, equity splits, and mutual expectations. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more here. Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Listen to our interview with David Fagan about Buffett's favorite business book. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Hardblock AnchorWatch Cape Intuit Shopify Vanta reMarkable Abundant Mines HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
The Storm does not cover athletes or gear or hot tubs or whisky bars or helicopters or bros jumping off things. I'm focused on the lift-served skiing world that 99 percent of skiers actually inhabit, and I'm covering it year-round. To support this mission of independent ski journalism, please subscribe to the free or paid versions of the email newsletter.WhoGreg Pack, President and General Manager of Mt. Hood Meadows, OregonRecorded onApril 28, 2025About Mt. Hood MeadowsClick here for a mountain stats overviewOwned by: The Drake Family (and other minority shareholders)Located in: Mt. Hood, OregonYear founded: 1968Pass affiliations:* Indy Pass – 2 days, select blackouts* Indy+ Pass – 2 days, no blackoutsClosest neighboring U.S. ski areas: Summit (:17), Mt. Hood Skibowl (:19), Cooper Spur (:23), Timberline (:26)Base elevation: 4,528 feetSummit elevation: 7,305 feet at top of Cascade Express; 9,000 feet at top of hike-to permit area; 11,249 feet at summit of Mount HoodVertical drop: 2,777 feet lift-served; 4,472 hike-to inbounds; 6,721 feet from Mount Hood summitSkiable acres: 2,150Average annual snowfall: 430 inchesTrail count: 87 (15% beginner, 40% intermediate, 15% advanced, 30% expert)Lift count: 11 (1 six-pack, 5 high-speed quads, 1 fixed-grip quad, 3 doubles, 1 carpet – view Lift Blog's inventory of Mount Hood Meadows' lift fleet)About Cooper SpurClick here for a mountain stats overviewOwned by: The Drake FamilyLocated in: Mt. Hood, OregonYear founded: 1927Pass affiliations: Indy Pass, Indy+ Pass – 2 days, no blackoutsClosest neighboring U.S. ski areas: Mt. Hood Meadows (:22), Summit (:29), Mt. Hood Skibowl (:30), Timberline (:37)Base elevation: 3,969 feetSummit elevation: 4,400 feetVertical drop: 431 feetSkiable acres: 50Average annual snowfall: 250 inchesTrail count: 9 (1 most difficult, 7 more difficult, 1 easier)Lift count: 2 (1 double, 1 ropetow – view Lift Blog's inventory of Cooper Spur's lift fleet)Why I interviewed himVolcanoes are weird. Oh look, an exploding mountain. Because that seems reasonable. Volcanoes sound like something imagined, like dragons or teleportation or dinosaurs*. “So let me get this straight,” I imagine some puzzled Appalachian miner, circa 1852, responding to the fellow across the fire as he tells of his adventures in the Oregon Territory, “you expect me to believe that out thataways they got themselves mountains that just blow their roofs off whenever they feel like it, and shoot off fire and rocks and gas for 50 mile or more, and no one never knows when it's a'comin'? You must think I'm dumber'n that there tree stump.”Turns out volcanoes are real. How humanity survived past day one I have no idea. But here we are, skiing on volcanoes instead of tossing our virgins from the rim as a way of asking the nice mountain to please not explode (seriously how did anyone make it out of the past alive?).And one of the volcanoes we can ski on is Mount Hood. This actually seems more unbelievable to me than the concept of a vengeful nuclear mountain. PNW Nature Bros shield every blade of grass like they're guarding Fort Knox. When, in 2014, federal scientists proposed installing four monitoring stations on Hood, which the U.S. Geological Survey ranks as the sixth-highest threat to erupt out of America's 161 active volcanoes, these morons stalled the process for six years. “I think it is so important to have places like that where we can just step back, out of respect and humility, and appreciate nature for what it is,” a Wilderness Watch official told The New York Times. Personally I think it's so important to install basic monitoring infrastructure so that thousands of people are not incinerated in a predictable volcanic eruption. While “Japan, Iceland and Chile smother their high-threat volcanoes in scientific instruments,” The Times wrote, American Granola Bros say things like, “This is more proof that the Forest Service has abandoned any pretense of administering wilderness as per the letter or spirit of the Wilderness Act.” And Hood and the nation's other volcanoes cackle madly. “These idiots are dumber than the human-sacrifice people,” they say just before belching up an ash cloud that could take down a 747. When officials finally installed these instrument clusters on Hood in 2020, they occupied three boxes that look to be approximately the size of a convenience-store ice freezer, which feels like an acceptable trade-off to mass death and airplanes falling out of the sky.I know that as an outdoor writer I'm supposed to be all pissed off if anyone anywhere suggests any use of even a centimeter of undeveloped land other than giving it back to the deer in a treaty printed on recycled Styrofoam and signed with human blood to symbolize the life we've looted from nature by commandeering 108 square feet to potentially protect millions of lives from volcanic eruption, but this sort of trivial protectionism and willful denial that humans ought to have rights too is the kind of brainless uncompromising overreach that I fear will one day lead to a massive over-correction at the other extreme, in which a federal government exhausted with never being able to do anything strips away or massively dilutes land protections that allow anyone to do anything they can afford. And that's when we get Monster Pete's Arctic Dune Buggies setting up a casino/coal mine/rhinoceros-hunting ranch on the Eliot Glacier and it's like thanks Bros I hope that was worth it to stall the placement of gardenshed-sized public safety infrastructure for six years.Anyway, given the trouble U.S. officials have with installing necessary things on Mount Hood, it's incredible how many unnecessary ones our ancestors were able to build. But in 1927 the good old boys hacked their way into the wilderness and said, “by gum what a spot for snoskiing” and built a bunch of ski areas. And today 31 lifts serve four Mt. Hood ski areas covering a combined 4,845 acres:Which I'm just like, do these Wilderness Watch people not know about this? Perhaps if this and similar groups truly cared about the environmental integrity of Mount Hood they would invest their time, energy, and attention into a long-term regional infrastructure plan that identified parcels for concentrated mixed-use development and non-personal-car-based transit options to mitigate the impact of thousands of skiers traveling up the mountain daily from Portland, rather than in delaying the installation of basic monitoring equipment that notifies humanity of a civilization-shattering volcanic eruption before it happens. But then again I am probably not considering how this would impact the integrity of squirrel poop decomposition below 6,000 feet and the concomitant impacts on pinestand soil erosion which of course would basically end life as we know it on planet Earth.OK this went sideways let me try to salvage it.*Whoops I know dinosaurs were real; I meant to write “the moon landing.” How embarrassing.What we talked aboutA strong 2024-25; recruiting employees in mountains with little nearby housing; why Meadows doesn't compete with Timberline for summer skiing; bye-bye Blue double, Meadows' last standing opening-year chairlift; what it takes to keep an old Riblet operating; the reliability of old versus new chairlifts; Blue's slow-motion demolition and which relics might remain long term; the logic of getting a free anytime buddy lift ticket with your season pass; thoughts on ski area software providers that take a percentage of all sales; why Meadows and Cooper Spur have no pass reciprocity; the ongoing Cooper Spur land exchange; the value of Cooper Spur and Summit on a volcano with three large ski areas; why Meadows hasn't backed away from reciprocal agreements; why Meadows chose Indy over Epic, Ikon, or Mountain Collective; becoming a ski kid when you're not from a ski family; landing at Mountain Creek, New Jersey after a Colorado ski career; how Moonlight Basin started as an independent ski area and eventually became part of Big Sky; the tension underlying Telluride; how the Drake Family, who has managed the ski area since inception, makes decisions; a board that reinvests 100 percent of earnings back into the mountain; why we need large independents in a consolidating world; being independent is “our badge of honor”; whether ownership wants to remain independent long term; potential next lift upgrades; a potential all-new lift line and small expansion; thoughts on a better Heather lift; wild Hood weather and the upper limits of lift service; considering surface lifts on the upper mountain; the challenges of running Cascade Express; the future of the Daisy and Easy Rider doubles; more potential future expansion; and whether we could ever see a ski connection with Timberline Lodge.Why now was a good time for this interviewIt's kind of dumb that 210 episodes into this podcast I've only recorded one Oregon ep: Timberline Lodge President Jeff Kohnstamm, more than three years ago. While Oregon only has 11 active ski areas, and the state ranks 11th-ish in skier visits, it's an important ski state. PNW skiers treat skiing like the Northeast treats baseball or the Midwest treats football or D.C. treats politics: rabid beyond reason. That explains the eight Idaho pods and half dozen each in Washington and B.C. These episodes hit like a hash stand at a Dead show. So why so few Oregon eps?Eh, no reason in particular. There isn't a ski area in North America that I don't want to feature on the podcast, but I can't just order them online like a pizza. Relationships, more than anything, drive the podcast, and The Storm's schedule is primarily opportunity driven. I invite folks on as I meet them or when they do something cool. And sometimes we can connect right away and sometimes it takes months or even years, even if they want to do it. Sometimes we're waiting on contracts or approvals so we can discuss some big project in depth. It can take time to build trust, or to convince a non-podcast person that they have a great story to tell.So we finally get to Meadows. Not to be It-Must-Be-Nice Bro about benefits that arise from clear deliberate life choices, but It must be nice to live in the PNW, where every city sits within 90 minutes of a ripping, open-until-Memorial-Day skyscraper that gets carpet bombed with 400 annual inches but receives between one and four out-of-state visitors per winter. Yeah the ski areas are busy anyway because they don't have enough of them, but busy with Subaru-driving Granola Bros is different than busy with Subaru-driving Granola Bros + Texas Bro whose cowboy boots aren't clicking in right + Florida Bro who bought a Trans Am for his boa constrictor + Midwest Bro rocking Olin 210s he found in Gramp's garage + Hella Rad Cali Bro + New Yorker Bro asking what time they groom Corbet's + Aussie Bro touring the Rockies on a seven-week long weekend + Euro Bro rocking 65 cm underfoot on a two-foot powder day. I have no issue with tourists mind you because I am one but there is something amazing about a ski area that is gigantic and snowy and covered in modern infrastructure while simultaneously being unknown outside of its area code.Yes this is hyperbole. But while everyone in Portland knows that Meadows has the best parking lot views in America and a statistical profile that matches up with Beaver Creek and as many detachable chairlifts as Snowbasin or Snowbird and more snow than Steamboat or Jackson or Palisades or Pow Mow, most of the rest of the world doesn't, and I think they should.Why you should ski Mt. Hood Meadows and Cooper SpurIt's interesting that the 4,845 combined skiable acres of Hood's four ski areas are just a touch larger than the 4,323 acres at Mt. Bachelor, which as far as I know has operated as a single interconnected facility since its 1958 founding. Both are volcanoes whose ski areas operate on U.S. Forest Service land a commutable distance from demographically similar markets, providing a case study in distributed versus centralized management.Bachelor in many ways delivers a better experience. Bachelor's snow is almost always drier and better, an outlier in the kingdom of Cascade Concrete. Skiers can move contiguously across its full acreage, an impossible mission on Balkanized Hood. The mountain runs an efficient, mostly modern 15 lifts to Hood's wild 31, which includes a dozen detachables but also a half dozen vintage Riblet doubles with no safety bars. Bachelor's lifts scale the summit, rather than stopping thousands of feet short as they do on Hood. While neither are Colorado-grade destination ski areas, metro Portland is stuffed with 25 times more people than Bend, and Hood ski areas have an everbusy feel that skiers can often outrun at Bachelor. Bachelor is closer to its mothership – just 26 minutes from Bend to Portland's hour-to-two-hour commutes up to the ski areas. And Bachelor, accessible on all versions of the Ikon Pass and not hamstrung by the confusing counter-branding of multiple ski areas with similar names occupying the same mountain, presents a more clearcut target for the mainstream skier.But Mount Hood's quirky scatterplot ski centers reward skiers in other ways. Four distinct ski areas means four distinct ski cultures, each with its own pace, purpose, customs, traditions, and orientation to the outside world. Timberline Lodge is a funky mix of summertime Bro parks, Government Camp greens, St. Bernards, and its upscale landmark namesake hotel. Cooper Spur is tucked-away, low-key, low-vert family resort skiing. Meadows sprawls, big and steep, with Hood's most interesting terrain. And low-altitude, closest-to-the-city Skibowl is night-lit slowpoke with a vintage all-Riblet lift fleet. Your Epic and Ikon passes are no good here, though Indy gets you Meadows and Cooper Spur. Walk-up lift tickets (still the only way to buy them at Skibowl), are more tier-varied and affordable than those at Bachelor, which can exceed $200 on peak days (though Bachelor heavily discounts access to its beginner lifts, with free access to select novice areas). Bachelor's $1,299 season pass is 30 percent more expensive than Meadows'.This dynamic, of course, showcases single-entity efficiency and market capture versus the messy choice of competition. Yes Free Market Bro you are right sometimes. Hood's ski areas have more inherent motivators to fight on price, forge allegiances like the Timberline-Skibowl joint season pass, invest in risks like night and summer skiing, and run wonky low-tide lift ticket deals. Empowering this flexibility: all four Hood ski areas remain locally owned – Meadows and T-Line by their founding families. Bachelor, of course, is a fiefdom of Park City, Utah-based Powdr, which owns a half-dozen other ski areas across the West.I don't think that Hood is better than Bachelor or that Bachelor is better than Hood. They're different, and you should ski both. But however you dissect the niceties of these not-really-competing-but-close-enough-that-a-comarison-makes-sense ski centers, the on-the-ground reality adds up to this: Hood locals, in general, are a far more contented gang than Bachelor Bros. I don't have any way to quantify this, and Bachelor has its partisans. But I talk to skiers all over the country, all the time. Skiers will complain about anything, and online guttings of even the most beloved mountains exist. But talk to enough people and strong enough patterns emerge to understand that, in general, locals are happy with Mammoth and Alpine Meadows and Sierra-at-Tahoe and A-Basin and Copper and Bridger Bowl and Nub's Nob and Perfect North and Elk and Plattekill and Berkshire East and Smuggs and Loon and Saddleback and, mostly, the Hood ski areas. And locals are generally less happy with Camelback and Seven Springs and Park City and Sunrise and Shasta and Stratton and, lately, former locals' faves Sugarbush and Wildcat. And, as far as I can tell, Bachelor.Potential explanations for Hood happiness versus Bachelor blues abound, all of them partial, none completely satisfactory, all asterisked with the vagaries of skiing and skiers and weather and luck. But my sense is this: Meadows, Timberline, and Skibowl locals are generally content not because they have better skiing than everyplace else or because their ski areas are some grand bargain or because they're not crowded or because they have the best lift systems or terrain parks or grooming or snow conditions, but because Hood, in its haphazard and confounding-to-outsiders borders and layout, has forced its varied operators to hyper-adapt to niche needs in the local market while liberating them from the all-things-to-everyone imperative thrust on isolated operations like Bachelor. They have to decide what they're good at and be good at that all the time, because they have no other option. Hood operators can't be Vail-owned Paoli Peaks, turning in 25-day ski seasons and saying well it's Indiana what do you expect? They have to be independent Perfect North, striving always for triple-digit operating days and saying it's Indiana and we're doing this anyway because if we don't you'll stop coming and we'll all be broke.In this way Hood is a snapshot of old skiing, pre-consolidation, pre-national pass, pre-social media platforms that flung open global windows onto local mountains. Other than Timberline summer parks no one is asking these places to be anything other than very good local ski areas serving rabid local skiers. And they're doing a damn good job.Podcast NotesOn Meadows and Timberline Lodge opening and closing datesOne of the most baffling set of basic facts to get straight in American skiing is the number of ski areas on Mount Hood and the distinction between them. Part of the reason for this is the volcano's famous summer skiing, which takes place not at either of the eponymous ski areas – Mt. Hood Meadows or Mt. Hood Skibowl – but at the awkwardly named Timberline Lodge, which sounds more like a hipster cocktail lounge with a 19th-century fur-trapper aesthetic than the name of a ski resort (which is why no one actually calls it “Timberline Lodge”; I do so only to avoid confusion with the ski area in West Virginia, because people are constantly getting Appalachian ski areas mixed up with those in the Cascades). I couldn't find a comprehensive list of historic closing dates for Meadows and Timberline, but the basic distinction is this: Meadows tends to wrap winter sometime between late April and late May. Timberline goes into August and beyond when it can. Why doesn't Meadows push its season when it is right next door and probably could? We discuss in the pod.On Riblet clipsFun fact about defunct-as-a-company-even-though-a-couple-hundred-of-their-machines-are-still-spinning Riblet chairlifts: rather than clamping on like a vice grip, the end of each chair is woven into the rope via something called an “insert clip.” I wrote about this in my Wildcat pod last year:On Alpental Chair 2A small but vocal segment of Broseph McBros with nothing better to do always reflexively oppose the demolition of legacy fixed-grip lifts to make way for modern machines. Pack does a great job laying out why it's harder to maintain older chairlifts than many skiers may think. I wrote about this here:On Blue's breakover towers and unload rampWe also dropped photos of this into the video version of the pod:On the Cooper Spur land exchangeHere's a somewhat-dated and very biased-against-the-ski-area infographic summarizing the proposed land swap between Meadows and the U.S. Forest Service, from the Cooper Spur Wild & Free Coalition, an organization that “first came together in 2002 to fight Mt. Hood Meadows' plans to develop a sprawling destination resort on the slopes of Mt. Hood near Cooper Spur”:While I find the sanctimonious language in this timeline off-putting, I'm more sympathetic to Enviro Bro here than I was with the eruption-detection controversy discussed up top. Opposing small-footprint, high-impact catastrophe-monitoring equipment on an active volcano to save five bushes but potentially endanger millions of human lives is foolish. But checking sprawling wilderness development by identifying smaller parcels adjacent to already-disturbed lands as alternative sites for denser, hopefully walkable, hopefully mixed-use projects is exactly the sort of thing that every mountain community ought to prioritize.On the combination of Summit and Timberline LodgeThe small Summit Pass ski area in Government Camp operated as an independent entity from its 1927 founding until Timberline Lodge purchased the ski area in 2018. In 2021, the owners connected the two – at least in one direction. Skiers can move 4,540 vertical feet from the top of Timberline's Palmer chair to the base of Summit. While Palmer tends to open late in the season and Summit tends to close early, and while skiers will have to ride shuttles back up to the Timberline lifts until the resort builds a much anticipated gondola connecting the full height, this is technically America's largest lift-served vertical drop.On Meadows' reciprocalsMeadows only has three season pass reciprocal partners, but they're all aspirational spots that passholders would actually travel for: Baker, Schweitzer, and Whitefish. I ask Pack why he continues to offer these exchanges even as larger ski areas such as Brundage and Tamarack move away from them. One bit of context I neglected to include, however, is that neighboring Timberline Lodge and Mount Hood Skibowl not only offer a joint pass, but are longtime members of Powder Alliance, which is an incredible regional reciprocal pass that's free for passholders at any of these mountains:On Ski Broadmoor, ColoradoColorado Springs is less convenient to skiing than the name implies – skiers are driving a couple of hours, minimum, to access Monarch or the Summit County ski areas. So I was surprised, when I looked up Pack's original home mountain of Ski Broadmoor, to see that it sat on the city's outskirts:This was never a big ski area, with 600 vertical feet served by an “America The Beautiful Lift” that sounds as though it was named by Donald Trump:The “famous” Broadmoor Hotel built and operated the ski area, according to Colorado Ski History. They sold the hotel in 1986 to the city, which promptly sold it to Vail Associates (now Vail Resorts), in 1988. Vail closed the ski area in 1991 – the only mountain they ever surrendered on. I'll update all my charts and such to reflect this soon.On pre-high-speed KeystoneIt's kind of amazing that Keystone, which now spins seven high-speed chairlifts, didn't install its first detachable until 1990, nearly a decade after neighboring Breckenridge installed the world's first, in 1981. As with many resorts that have aggressively modernized, this means that Keystone once ran more chairlifts than it does today. When Pack started his ski career at the mountain in 1989, Keystone ran 10 frontside aerial lifts (8 doubles, 1 triple, 1 gondola) compared to just six today (2 doubles, 2 sixers, a high-speed quad, and a higher-capacity gondy).On Mountain CreekI've talked about the bananas-ness of Mountain Creek many times. I love this unhinged New Jersey bump in the same way I loved my crazy late uncle who would get wasted at the Bay City fireworks and yell at people driving Toyotas to “Buy American!” (This was the ‘80s in Michigan, dudes. I don't know what to tell you. The auto industry was falling apart and everybody was tripping, especially dudes who worked in – or, in my uncle's case, adjacent to (steel) – the auto industry.)On IntrawestOne of the reasons I did this insane timeline project was so that I would no longer have to sink 30 minutes into Google every time someone said the word “Intrawest.” The timeline was a pain in the ass, but worth it, because now whenever I think “wait exactly what did Intrawest own and when?” I can just say “oh yeah I already did that here you go”:On Moonlight Basin and merging with Big SkyIt's kind of weird how many now-united ski areas started out as separate operations: Beaver Creek and Arrowhead (merged 1997), Canyons and Park City (2014), Whistler and Blackcomb (1997), Alpine Meadows and Squaw Valley (connected via gondola in 2022), Carinthia and Mount Snow (1986), Sugarbush and Mount Ellen (connected via chairlift in 1995). Sometimes – Beaver Creek, Mount Snow – the terrain and culture mergers are seamless. Other times – Alpine and the Palisades side of what is now Palisades Tahoe – the connection feels like opening a store that sells four-wheelers and 74-piece high-end dinnerware sets. Like, these things don't go together, Man. But when Big Sky absorbed Moonlight Basin and Spanish Peaks in 2013, everyone immediately forgot that it was ever any different. This suggests that Big Sky's 2032 Yellowstone Club acquisition will be seamless.**Kidding, Brah. Maybe.On Lehman BrothersNearly two decades later, it's still astonishing how quickly Lehman Brothers, in business for 158 years, collapsed in 2008.On the “mutiny” at TellurideEvery now and then, a reader will ask the very reasonable question about why I never pay any attention to Telluride, one of America's great ski resorts, and one that Pack once led. Mostly it's because management is unstable, making long-term skier experience stories of the sort I mostly focus on hard to tell. And management is mostly unstable because the resort's owner is, by all accounts, willful and boorish and sort of unhinged. Blevins, in The Colorado Sun's “Outsider” newsletter earlier this week:A few months ago, locals in Telluride and Mountain Village began publicly blasting the resort's owner, a rare revolt by a community that has grown weary of the erratic Chuck Horning.For years, residents around the resort had quietly lamented the antics and decisions of the temperamental Horning, the 81-year-old California real estate investor who acquired Telluride Ski & Golf Resort in 2004. It's the only resort Horning has ever owned and over the last 21 years, he has fired several veteran ski area executives — including, earlier this year, his son, Chad.Now, unnamed locals have launched a website, publicly detailing the resort owner's messy management of the Telluride ski area and other businesses across the country.“For years, Chuck Horning has caused harm to us all, both individually and collectively,” reads the opening paragraph of ChuckChuck.ski — which originated when a Telluride councilman in March said that it was “time to chuck Chuck.” “The community deserves something better. For years, we've whispered about the stories, the incidents, the poor decisions we've witnessed. Those stories should no longer be kept secret from everyone that relies on our ski resort for our wellbeing.”The chuckchuck.ski site drags skeletons out of Horning's closet. There are a lot of skeletons in there. The website details a long history of lawsuits across the country accusing Horning and the Newport Federal Financial investment firm he founded in 1970 of fraud.It's a pretty amazing site.On Bogus BasinI was surprised that ostensibly for-profit Meadows regularly re-invests 100 percent of profits into the ski area. Such a model is more typical for explicitly nonprofit outfits such as Bogus Basin, Idaho. Longtime GM Brad Wilson outlined how that ski area functions a few years back:The Storm explores the world of lift-served skiing year-round. Join us. Get full access to The Storm Skiing Journal and Podcast at www.stormskiing.com/subscribe
On today's episode, Clay is joined by Shawn O'Malley to discuss his work on The Intrinsic Value Podcast and two key holdings from The Intrinsic Value Portfolio. Shawn recently launched The Intrinsic Value Podcast alongside co-host Daniel Mahncke, where they conduct weekly deep dives into companies while building their own concentrated portfolio of 20 holdings. In this conversation, they explore Reddit's transformation from an unprofitable tech IPO to a rapidly growing, cash flow positive business, and examine Uber's dominant market position and diversified revenue streams. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 02:01 - Shawn's process for conducting weekly company deep dives on The Intrinsic Value Podcast. 16:14 - How Reddit transformed from an unprofitable IPO to a rapidly growing cash flow positive business. 29:27 - How Reddit's user base presents unique challenges for its advertising business. 44:11 - Why Bill Ackman invested $2 billion in Uber's stock. 52:29 - Why Uber is well-positioned to benefit from the trend to autonomous vehicles. 01:00:57 - An overview of Uber's billion-dollar advertising business. 01:05:18 - Shawn's intrinsic value target price for Uber. And so much more! Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more here. Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Check out The Intrinsic Value Podcast. Check out The Intrinsic Value Newsletter. Check out The Intrinsic Value Community. Related Episode: TIVP014: Reddit (RDDT): Valuing the Front Page of the Internet Shawn O'Malley & Daniel Mahnke. Related Episode: TIVP016: Uber (UBER): Cash Burner to Compounder? Shawn O'Malley and Daniel Mahnke. Follow Clay on LinkedIn & X. Follow Shawn on LinkedIn & X. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Hardblock AnchorWatch Cape Intuit Shopify Vanta reMarkable Abundant Mines HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Colter Nuanez finishes up a conversation from Monday about five storylines that he's watching for both Montana and Montana State football.
R&R is brought to you The Bobcat CollectiveWe go through our rankings and personal polls for the Big Sky, including the Cats, and talk preseason awards. Go Cats!Intro music courtesy of Ugly Duckling
Colter Nuanez recaps the weekend and shares some of his thoughts about Montana and Montana State football as fall camp draws closer.
On today's episode, Kyle Grieve discusses the power of mental models, how they sharpen our thinking, and how they improve our decision-making in investing and everyday life. He explores various key concepts in general thinking, including the circle of competence, inversion, first-principles thinking, probabilistic thinking, and more. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 02:01 - What exactly are mental models? 04:37 - The three failures people have with interacting with reality. 08:43 - A simple 6-step framework for making mentals into a habit. 17:45 - How to utilize what you already know to gain an edge. 29:40 - The importance of thinking in first principles to improve your ability to innovate and simplify. 36:10 - How to use thought experiments to analyze a business. 41:14 - Why using second-order thinking can rapidly enhance your quality of thinking. 49:46 - How probabilistic thinking helps make sense of a dynamic world. 58:54 - Why spending time thinking about a problem backwards can improve your upside. 01:04:57 - Why you should focus on simple solutions over complex ones. And so much more! Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more here. Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Buy a copy of The Great Mental Models Vol. 1 here. Read Shane Parrish's blog here here. Follow Kyle on X and LinkedIn. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: SimpleMining Hardblock AnchorWatch Onramp Human Rights Foundation Unchained Intuit Shopify Vanta reMarkable HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
On today's episode, Kyle Grieve discusses Charlie Munger's legendary speech, The Psychology of Human Misjudgment, and unpacks all 25 of his cognitive biases that often lead even the most intelligent people to make poor decisions. Drawing from Poor Charlie's Almanack, Kyle explores how these psychological tendencies—like incentive-caused bias, social proof, and inconsistency avoidance—can distort our thinking in business, investing, and everyday life. He blends Munger's timeless wisdom with real-world investing examples, personal experiences, and practical strategies to help listeners make better, more rational decisions. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 03:02 - Why incentives quietly override moral behavior. 06:32 - Why liking and disliking an investing thesis can distort reality. 09:54 - Why doubt avoidance cause investors to take significant risks in things like IPOs. 12:07 - How inconsistency avoidance causes a lazy creep into our thinking processes. 24:38 - How to avoid the destructive effects of reciprocation. 32:49 - The dangers of overestimating our abilities. 37:44 - Why jumping off a sinking ship beats trying to patch it up. 45:58 - Why contrasting stock prices in exuberant markets evaporates margins of safety. 59:41 - Why investors should choose simplicity > complexity. 01:01:43 - Why you should search for Lollapalooza effects in business. And so much more! Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more here. Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Buy a copy of Poor Charlie's Almanack here. Read about Charlie's Psychology of Human Misjudgement here. Watch Charlie's presentation on The Psychology of Human Misjudgement here. Follow Kyle on X and LinkedIn. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: SimpleMining Hardblock AnchorWatch Onramp Human Rights Foundation Unchained Intuit Shopify Vanta reMarkable HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Kyle Cooper is entering his third season as Head Men's Basketball Coach and Athletic Director at Howard College. In his first two years, the Hawks had a 37-23 record. The Hawks had NJCAA All-Americans back-to-back years and sent 10 players to play at the NCAA D1 level. Cooper has helped players to compete in the SEC, WAC, A-10, Southland, Sun Belt, Big Sky, Summit, and SWAC.Cooper came to Howard after one year as an assistant coach at Tarleton State University. Before Tarleton, Cooper served as the Head Men's basketball coach at Western Texas College. In his two years, the Westerners had back-to-back Region V tournament appearances, multiple wins against nationally-ranked opponents, several appearances in the NJCAA national rankings, and an overall record of 38-19. Before his time in Snyder, Cooper spent one season as the top assistant coach at Mississippi Gulf Coast Community College. Cooper broke into the coaching industry in 2011 and spent his first six seasons as an assistant and associate head coach for North Iowa Area Community College where he also played and was a first-team All-Region player.On this episode Mike and Kyle discuss the multifaceted challenges and rewards inherent in coaching at the junior college level. Throughout our discussion, Cooper emphasizes the profound educational experience that junior college coaching provides, equipping coaches with the skills to navigate various responsibilities, from recruitment to player development. He shares insights from his coaching journey, highlighting his commitment to fostering players' growth while simultaneously striving for team success. The conversation delves into the intricacies of developing a cohesive team culture, particularly when faced with a roster comprised entirely of newcomers. Ultimately, Cooper conveys his passion for coaching, illustrating how his experiences have shaped his approach to mentorship and leadership in the game of basketball.Follow us on Twitterand Instagram @hoopheadspod for the latest updates on episodes, guests, and events from the Hoop Heads Pod.Make sure you're subscribed to the Hoop Heads Pod on iTunes or wherever you get your podcasts and while you're there please leave us a 5 star rating and review. Your ratings help your friends and coaching colleagues find the show. If you really love what you're hearing recommend the Hoop Heads Pod to someone and get them to join you as a part of Hoop Heads Nation.Have your notebook ready as you listen to this episode with Kyle Cooper, Head Men's Basketball Coach at Howard College.Website - https://www.hchawk.com/sports/mbkb/indexEmail - kcooper@howardcollege.eduTwitter/X - @CoachCooper_Visit our Sponsors!Dr. Dish BasketballOur friends at Dr. Dish Basketball are here to help you transform your team's training this off-season with exclusive offers of up to $4,000 OFF their Rebel+, All-Star+, and CT+ shooting machines. Unsure about budget? Dr. Dish offers schools-only Buy Now, Pay Later payment plans to make getting new equipment easier than ever.The Coaching PortfolioYour first impression is everything when applying...
In this unusually personal and candid episode, William Green answers a wide range of probing questions posed by listeners to his podcast and readers of his book, “Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets & Life.” Here, William discusses the key qualities, principles, and practices he's observed in the best investors; how they handle adversity; what he's learned from his own setbacks, failures, and mistakes; and how he'd invest if he were starting over. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 01:19 - What were the three best decisions William Green ever made? 17:04 - What Charlie Munger and Bill Miller can teach us about handling adversity. 23:40 - Why he views indomitable perseverance as the key to success. 34:52 - What drives investing stars like Bill Ackman, Will Danoff, and Mario Gabelli. 48:19 - Why the best investors focus on reducing complexity. 01:03:58 - How to succeed while constructing a calmer, more spacious life. 01:12:50 - How William approaches the art of interviewing. 01:38:22 - What he learned when his career (and profession) went up in smoke. 01:48:39 - What his worst investment mistakes taught him about building wealth. 01:53:28 - How investors can prosper mightily by getting the big things right. 01:55:23 - How he'd invest if he were starting over again. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more here. Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. William Green's podcast interview with Annie Duke. William Green's podcast interview with Samantha McLemore. William Green's podcast interview with Tsoknyi Rinpoche & Daniel Goleman. William Green's podcast interview with Bill Nygren. William Green's podcast interview with Brad Stulberg. Guy Spier's The Education of a Value Investor. Marcus Aurelius' Meditations. Jim Stockdale's Thoughts of a Philosophical Fighter Pilot. Daniel Goleman & Richard Davison's Altered Traits. Daniel Goleman & Tsoknyi Rinpoche's Why We Meditate. William Green's TEDx Talk. William Green's book, “Richer, Wiser, Happier” – read the reviews of this book. Follow William Green on X. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: SimpleMining Hardblock AnchorWatch Onramp Human Rights Foundation Unchained Intuit Shopify Vanta reMarkable HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In this episode, Clay dives deep into the remarkable story of Heico — a quiet compounder that's delivered over 22% annual returns for more than three decades. While aerospace may seem like a commoditized or slow-moving industry, Heico flips that assumption on its head. Clay breaks down how the Mendelson family transformed a struggling parts supplier into a $38 billion industry leader through exceptional capital allocation, a culture of ownership, and a nearly unbreakable moat built on regulatory mastery and being a partner that customers can trust. Whether you're an investor, entrepreneur, or business strategist, this episode offers timeless lessons on how to build and sustain a truly durable business. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 01:27 - The story of how the Mendelsons took a tiny parts supplier and turned it into a $38B aerospace powerhouse. 06:47 - How Heico turned strict FAA regulations into its biggest competitive advantage. 10:10 - Why airlines prefer Heico parts over the OEM alternatives. 17:50 - What makes Heico's acquisition playbook similar to Berkshire Hathaway. 27:58 - Why Heico's products and services are extremely sticky and provide predictable, recurring revenue streams. 37:25 - Why economic downturns benefit Heico, creating a countercyclical business model. 47:19 - How Heico's culture is unique and has created hundreds of millionaire factory workers. And so much more! Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more here. Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Interview with Eric Mendelson. 50x Podcast with Nick Howley. Book mentioned: Lessons from the Titans. Related Episode: TIP731: Owning Best-In-Class Businesses w/ Joseph Shaposhnik. Related Episode: TIP709: The Art of Long-Term Investing w/ Francois Rochon. Follow Clay on X and LinkedIn. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: SimpleMining Hardblock AnchorWatch Onramp Human Rights Foundation Unchained Intuit Vanta reMarkable Shopify HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
On today's episode, Kyle Grieve discusses the principles of value investing, including how to distinguish between speculation and true investing, the dangers of Wall Street's incentive structures, and the importance of prioritizing downside protection over upside potential. We'll also delve into discipline for value investing, how to develop a margin of safety mindset, and how to build a risk-averse strategy and portfolio. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 05:04 - Why most investors speculate rather than invest—and how to tell the difference 11:01 - Why fund managers have structural weaknesses that require them to prioritize the wrong things 13:26 - Why EBITDA can mislead—and how it hides a business's actual condition 16:46 - Why value investors focus more on downside protection than upside potential 18:47 - How to think about margin of safety when constructing a portfolio 31:51 - The three temperamental traits most critical to successful value investing 36:38 - Why value investors hold cash and how they use it as a strategic weapon 44:00 - A detailed breakdown of how Klarman values businesses 20:06 - The major types of value opportunities—and where to find them 1:02:49 - Klarman's perspective on diversification and intelligent position sizing Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more here. Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Buy a copy of Margin of Safety here. Follow Kyle on Twitter and LinkedIn. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: SimpleMining Hardblock AnchorWatch Human Rights Foundation Unchained Vanta Shopify Onramp HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In this episode, Clay reviews Lee Freeman-Shor's book — The Art of Execution. Freeman-Shor studied 45 of the world's top investors over seven years, revealing why investment success depends far more on execution than stock picking. Through analysis of nearly 1,000 investments, he discovered that even the best investors are wrong half the time, but their success comes from how they handle both winners and losers. This episode provides essential lessons on the execution strategies that determine long-term investment success. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 06:07 - The three types of investor behaviors when facing losing positions and their outcomes. 08:37 - The psychological biases that trap investors in losing positions for years. 11:48 - Why even the world's best investors are wrong 51% of the time. 38:17 - Why selling winners early is more damaging than holding losers too long. 56:25 - How concentration beats diversification for generating superior long-term returns. 58:42 - Why execution matters more than stock picking for investment success. 01:00:36 - The five-point winner's checklist for executing investment strategies like top performers. And so much more! Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more here. Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Lee Freeman-Shor's book: The Art of Execution. Michael Lewis' book: Moneyball. The Intrinsic Value Podcast. Shawn and Daniel's episode on Reddit. Related Episode: TIP709: The Art of Long-Term Investing w/ Francois Rochon. Follow Clay on X and LinkedIn. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: SimpleMining Hardblock AnchorWatch Human Rights Foundation Unchained Vanta Shopify Onramp HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In this episode, Stig Brodersen speaks with Guy Spier who has outperformed the S&P 500 since 1997, with a 9.6% vs. 8.8% CAGR. They explore why Guy invested in The Economist, and how friendships, service, and living by an inner scorecard guide his life and investment philosophy. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 02:27 - Why Guy Spier decided to invest in The Economist. 13:16 - How Guy is living by his inner scorecard. 55:16 - Why friendships are there for a reason, a season, or a lifetime. 55:16 - How does Guy invest in friendships? 01:09:03 - How to facilitate thoughtful conversations with friends. 01:22:03 - How do you seek wisdom? 01:44:04 - How do you identify how to best be of service? 01:57:43 - What money can and can't buy you. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more here. Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Stig's interview with Guy Spier about his track record and risk. Stig's interview with Guy Spier about investing and life. Stig and Preston's interview with Guy Spier on his book, The Education of a Value Investor. Stig and Preston's interview with Guy Spier about his lunch with Warren Buffett. Guy Spier's book, The Education of a Value Investor – Read reviews of the book. Subscribe to Guy Spier's Free Newsletter. Guy Spier's podcast and website. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: SimpleMining AnchorWatch Human Rights Foundation Onramp Superhero Leadership Unchained Vanta Shopify HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
© 2020-2025 Ivy Podcast Discovery LLC
