This podcast episode announces the end of "The Millennial Investing Show" and the launch of "The Intrinsic Value Podcast." The main discussion involves two co-hosts, Clay Finck and Kyle Grieve, reflecting on their investing journeys and sharing their approaches to stock picking, emphasizing quality over solely numerical metrics and long-term holding strategies. Clay focuses on a concentrated portfolio of high-quality businesses with high insider ownership, while Kyle incorporates both high-quality and "inflection point" businesses (smaller, rapidly growing companies). The episode concludes with a discussion on the challenges and biases of public investing and a comparison of active versus passive investment strategies. Listeners gain insights into diverse investment philosophies and the importance of transparency in public investing.
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