In this episode of The Investor's Podcast, host Clay Finck shares his personal investment approach, which has evolved significantly since joining the network in 2021. Influenced by investors like Charlie Munger, Nick Sleep, and Chris Mayer, Finck focuses on long-term compounding in high-quality equities and Bitcoin, aiming for financial independence. He emphasizes patience, quality, and investing alongside exceptional owner-operators with skin in the game, while also recognizing the importance of simplicity and a behavioral edge in the market. Finck also shares his current portfolio holdings, including Topikus, Lumine, Constellation Software, and Booking Holdings, and touches on the potential of microcap stocks.
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