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 - Intro01:49 - 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<ul>
<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>Research stocks and SEC filings with <a href="https://fintool.com/">Fintool</a>.</li>
<li>Mentioned Episode <a href="https://www.theinvestorspodcast.com/episodes/value-investing-in-the-digital-age-w-adam-seessel/">TIP465: Value Investing in the Digital Age w/ Adam Seessel</a>.</li>
<li>Related Episode: <a href="https://www.theinvestorspodcast.com/episodes/best-quality-idea-q1-2024-w-clay-finck-kyle-grieve/">TIP604: Best Quality Idea Q1 2024 w/ Clay Finck & Kyle Grieve</a>.</li>
<li>Related Episode: <a href="https://www.theinvestorspodcast.com/episodes/best-quality-idea-q2-2024-w-clay-finck-kyle-grieve/">TIP627: Best Quality Idea Q2 2024 w/ Clay Finck & Kyle Grieve</a>.</li>
<li>Related Episode: <a href="https://www.theinvestorspodcast.com/episodes/best-quality-idea-q3-2024-clay-finck-kyle-grieve/">TIP652: Best Quality Idea Q3 2024 w/ Clay Finck & Kyle Grieve</a>.</li>
<li>Related Episode: <a href="https://www.theinvestorspodcast.com/episodes/best-quality-stock-idea-q4-2024/">TIP675: Best Quality Idea Q4 2024 w/ Clay Finck & Kyle Grieve</a>.</li>
<li>Email Shawn at <a href="mailto:shawn@theinvestorspodcast.com">shawn@theinvestorspodcast.com</a> to attend our free events in Omaha or visit <a href="https://www.theinvestorspodcast.com/how-to-attend-the-berkshire-hathaway-annual-meeting/">this page</a>.</li>
<li>Follow Kyle on <a href="https://twitter.com/IrrationalMrkts">Twitter</a>.</li>
<li>Follow Clay on <a href="https://twitter.com/Clay_Finck">Twitter</a>.</li>
<li>Check out all the books mentioned and discussed in our podcast episodes <a href="https://prodcast.io/wsb">here</a>.</li>
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</ul><h3></h3>NEW TO THE SHOW?<ul>
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<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>
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<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>
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