We Study Billionaires - The Investor’s Podcast Network
The Investor's Podcast Network
1010 episodes
12 hours ago
We interview and study famous financial billionaires, including Warren Buffett, Ray Dalio, and Howard Marks, and teach you what we learn and how you can apply their investment strategies in the stock market.
We Study Billionaires is the largest stock investing podcast show in the world with 180,000,000+ downloads and is hosted by Stig Brodersen, Preston Pysh, William Green, Clay Finck, and Kyle Grieve.
This podcast also includes the Richer Wiser Happier series hosted by best-selling author William Green. William regularly interviews legendary investors such as Mohnish Pabrai and Guy Spier, exploring what they can teach us about how to succeed in markets and life.
And finally, our Bitcoin Fundamentals series is hosted by Preston Pysh, where he interviews prominent figures in the Bitcoin and macroeconomic space. To learn more about TIP, you can visit theinvestorspodcast.com or subscribe to our free daily newsletter here.
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We interview and study famous financial billionaires, including Warren Buffett, Ray Dalio, and Howard Marks, and teach you what we learn and how you can apply their investment strategies in the stock market.
We Study Billionaires is the largest stock investing podcast show in the world with 180,000,000+ downloads and is hosted by Stig Brodersen, Preston Pysh, William Green, Clay Finck, and Kyle Grieve.
This podcast also includes the Richer Wiser Happier series hosted by best-selling author William Green. William regularly interviews legendary investors such as Mohnish Pabrai and Guy Spier, exploring what they can teach us about how to succeed in markets and life.
And finally, our Bitcoin Fundamentals series is hosted by Preston Pysh, where he interviews prominent figures in the Bitcoin and macroeconomic space. To learn more about TIP, you can visit theinvestorspodcast.com or subscribe to our free daily newsletter here.
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
TIP698: Best Quality Stock Idea Q1 2025 w/ Clay Finck & Kyle Grieve
We Study Billionaires - The Investor’s Podcast Network
1 hour 12 minutes
4 weeks ago
TIP698: Best Quality Stock Idea Q1 2025 w/ Clay Finck & Kyle Grieve
On today’s episode, Clay and Kyle give an overview of their best quality stock idea for Q1 2025. This quarter, they discuss AppFolio.
AppFolio is a high-growth software company revolutionizing property management. Clay and Kyle explore its impressive revenue growth, competitive advantages, and how AI-driven innovations like Realm-X are helping AppFolio capture market share. The conversation also covers key risks, the competitive landscape, and the company's valuation, providing listeners with a comprehensive analysis of whether AppFolio is a compelling investment opportunity.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
01:49 - A business overview of AppFolio.
13:04 - The five parties that AppFolio supports with their software services.
22:10 - How AppFolio is utilizing AI to create a moat around their business.
25:35 - Why AppFolio is a payments business disguised as a SAAS business.
30:16 - An overview of the competitive environment for AppFolio.
39:19 - Why we would consider adding back R&D expenses to determine a proper valuation for the business.
44:03 - An assessment of AppFolio’s management team, incentives, and valuation.
And so much more!
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
Research stocks and SEC filings with Fintool.
Mentioned Episode TIP465: Value Investing in the Digital Age w/ Adam Seessel.
Related Episode: TIP604: Best Quality Idea Q1 2024 w/ Clay Finck & Kyle Grieve.
Related Episode: TIP627: Best Quality Idea Q2 2024 w/ Clay Finck & Kyle Grieve.
Related Episode: TIP652: Best Quality Idea Q3 2024 w/ Clay Finck & Kyle Grieve.
Related Episode: TIP675: Best Quality Idea Q4 2024 w/ Clay Finck & Kyle Grieve.
Email Shawn at shawn@theinvestorspodcast.com to attend our free events in Omaha or visit this page.
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SPONSORS
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Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
We Study Billionaires - The Investor’s Podcast Network
We interview and study famous financial billionaires, including Warren Buffett, Ray Dalio, and Howard Marks, and teach you what we learn and how you can apply their investment strategies in the stock market.
We Study Billionaires is the largest stock investing podcast show in the world with 180,000,000+ downloads and is hosted by Stig Brodersen, Preston Pysh, William Green, Clay Finck, and Kyle Grieve.
This podcast also includes the Richer Wiser Happier series hosted by best-selling author William Green. William regularly interviews legendary investors such as Mohnish Pabrai and Guy Spier, exploring what they can teach us about how to succeed in markets and life.
And finally, our Bitcoin Fundamentals series is hosted by Preston Pysh, where he interviews prominent figures in the Bitcoin and macroeconomic space. To learn more about TIP, you can visit theinvestorspodcast.com or subscribe to our free daily newsletter here.
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
