On today’s episode, Kyle Grieve explores how common stocks, paired with contrarian thinking and an understanding of cycles, can generate strong returns. We’ll cover lessons Ed shares from his journey—like allowing for imprecise valuations and learning from disappointing investments. We’ll also look at the value of investing alongside great investors and acting decisively during market panics.IN THIS EPISODE YOU’LL LEARN:00:00 - Intro04:00 - Why common stocks offer more than just solid returns.06:14 - One mindset shift to sharpen your contrarian investing edge.07:43 - Three questions that clarify any tough investing decision.12:54 - How averaging up became Ed’s unfair advantage.16:14 - The shortcut Ed uses to spot great investments.18:08 - Earnings, multiples, and perception: the formula behind significant returns.24:35 - A turnaround playbook for deep value opportunities.29:36 - Cyclicality decoded: spotting hidden patterns before the crowd.49:23 - When bad investments still make you a better investor.59:25 - Ed’s surprising win in a sector everyone hates.And so much more!Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.BOOKS AND RESOURCES<ul>
<li>Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more <a href="https://www.theinvestorspodcast.com/summit/">here</a>.
</li>
<li>Join the exclusive <a href="https://www.theinvestorspodcast.com/mastermind-2/">TIP Mastermind Community</a> to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.</li>
<li>Read Common Stocks and Common Sense <a href="https://www.amazon.com/Common-Stocks-Sense-Strategies-Particularly/dp/1119913241/ref=sr_1_1?crid=1L4HF5EK7HAFN&dib=eyJ2IjoiMSJ9.XxzjgUqGiQ4tOncFzqprMMaDf_HYvJOQcilm7lZwEN8wrTE6qpg3qn83eMURo3mEigKD4p8GKZSKifgKkpP0E0qhPh3jZ3E99iCCn0LX50nlLRfr7KGNpObL7Qq6gfR8LnpypLyokTJ7csNZQGkgFhyjokksOz_Kau9pHYmEOIZwMqlk3C2nOOtvx7tREXSnNGvqAuMgJNHpPrSs20BS5EBWRBszeGz4GCtlCt4uoHM.nJgpcwvg2w68iLQB7s-Vqo8L5mVX4CnbKO6S94P93n8&dib_tag=se&keywords=common+stocks+and+common+sense&qid=1742836746&sprefix=common+stocks+and+common+%2Caps%2C164&sr=8-1">here</a>.</li>
<li>Follow Kyle on <a href="https://x.com/IrrationalMrkts">X</a> and <a href="https://www.linkedin.com/in/kylegrievetip/">LinkedIn</a>.</li>
<li>Check out all the books mentioned and discussed in our podcast episodes <a href="https://prodcast.io/wsb">here</a>.</li>
<li>Enjoy ad-free episodes when you subscribe to our <a href="https://premium.theinvestorspodcast.com/">Premium Feed</a>.</li>
</ul><h3></h3>NEW TO THE SHOW?<ul>
<li>Get smarter about valuing businesses in just a few minutes each week through our newsletter, <a href="https://www.theinvestorspodcast.com/newsletters/">The Intrinsic Value Newsletter</a>.</li>
<li>Check out our <a href="https://www.theinvestorspodcast.com/we-study-billionaires-starter-packs/">We Study Billionaires Starter Packs</a>.</li>
<li>Follow our official social media accounts: <a href="https://twitter.com/TIP_Network">X (Twitter)</a> | <a href="https://www.linkedin.com/company/the-investor's-podcast/">LinkedIn</a> | <a href="https://www.instagram.com/theinvestorspodcastnetwork/">Instagram</a> | <a href="https://www.facebook.com/TheInvestorsPodcast">Facebook</a> | <a href="https://www.tiktok.com/@theinvestorspodcast">TikTok</a>.</li>
<li>Browse through all our episodes (complete with transcripts) <a href="https://www.theinvestorspodcast.com/we-study-billionaires/">here</a>.</li>
<li>Try our tool for picking stock winners and managing our portfolios: <a href="https://www.theinvestorspodcast.com/tip-finance/">TIP Finance Tool</a>.</li>
<li>Enjoy exclusive perks from our <a href="https://www.theinvestorspodcast.com/affiliates/">favorite Apps and Services</a>.</li>
<li>Learn how to better start, manage, and grow your business with the <a href="https://www.theinvestorspodcast.com/podcasts/20-best-business-podcasts/">best business podcasts</a>.</li>
</ul>SPONSORSSupport our free podcast by supporting our <a href="https://theinvestorspodcast.com/sponsors">sponsors</a>:<ul>
<li><a href="https://netsuite.com/study">Hardblock</a></li>
<li><a href="https://simplemining.io/preston">SimpleMining</a></li>
<li><a href="https://corporatefinanceinstitute.com/">CFI Education</a></li>
<li><a href="https://netsuite.com/study">Netsuite</a></li>
<li><a href="https://www.vanta.com/billionaires">Vanta</a></li>
<li><a href="https://www.found.com/wsb">Found</a></li>
<li><a href="https://www.thebitcoinway.com/tip">The Bitcoin Way</a></li>
<li><a href="https://shopify.com/wsb">Shopify</a></li>
<li><a href="https://fintool.com/?utm_source=spotify&utm_medium=podcast&utm_campaign=the_investors_podcast">Fintool</a></li>
<li><a href="https://unchained.com/fundamentals">Unchained</a></li>
<li><a href="https://onrampbitcoin.com/">Onramp</a></li>
<li><a href="https://turbotax.com/">TurboTax</a></li>
<li><a href="https://fundrise.com/WSB">Fundrise</a></li>
</ul>HELP US OUT!Help us reach new listeners by leaving us a <a href="https://docs.google.com/presentation/d/1Rnl5KGxmrYISQ7UfbEREMN-AD6b40i6CwWUbXaTabmI/edit">rating and review</a> on <a href="https://open.spotify.com/show/28RHOkXkuHuotUrkCdvlOP?si=e77332a33ef04a7c">Spotify</a>! 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! <a href="https://theinvestorspodcastnetwork.supportingcast.fm/">https://theinvestorspodcastnetwork.supportingcast.fm</a> Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices">megaphone.fm/adchoices</a>Support our show by becoming a premium member! <a href="https://theinvestorspodcastnetwork.supportingcast.fm">https://theinvestorspodcastnetwork.supportingcast.fm</a>

Podurama

Home

Trending

Personal

Your Podcasts

New Episodes

My Files

Favourite Episodes

Tags (Folders)

Recently Played

Bookmarks

Followed Playlists

TIP710: Common Stocks and Common Sense w/ Kyle Grieve

We Study Billionaires - The Investor’s Podcast Network

AI Chapters

AI Insights

Reviews