In this episode, Clay discusses Daniel Gladiš’s book Hidden Investment Treasures and explores how the rise of passive investing has created increasing inefficiencies in today’s market. IN THIS EPISODE YOU’LL LEARN: 00:00:00 – Intro 00:02:37 – How the rise of passive investing has weakened the price discovery process 00:07:38 – Why price and value often diverge in overlooked parts of the market 00:15:37 – Why the current market environment can be particularly favorable for disciplined value investors 00:23:53 – Why paying the right price is more important then predict short-term market movements 00:29:43 – How capital allocation, balance sheet strength and management quality reduce investment risk over time 00:59:33 – Key lessons from real-world case studies including Markel, NVR, Japanese stocks and banks Disclaimer: There may be minor discrepancies in the timestamps due to differences in podcast platforms. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to participate in meaningful equity investing discussions with Stig, Clay, Kyle and the other members of the community. Find out how you can join us in Omaha for the Berkshire meeting here. Daniel Gladiš’s book: Hidden Investment Treasures. Read more about Gladiš’s company: the Vltava Fund. Check out the Made in Japan substack. Related Episode TIP758: Current Market Conditions and Investment Opportunities with Derek Pilecki. Follow Clay on X and LinkedIn. Related bo okay mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter at valuing companies in just a few minutes a week with our newsletter, Intrinsic value Newsletter . Check out our We Study Billionaires Starter Packages . Follow our official social media accounts: X (Twitter) | Link edIn | Inst agram | Face book | Tik Tok . Browse all our episodes (complete with transcripts) he re . Try our tool for picking stock winners and managing our portfolios: TIP Finances Tools . Enjoy exclusive benefits from our favorite Applications and Services . Learn how to better start, manage and grow your business with the best business podcasts . SPONSORS Support our free podcast by supporting our sponsors: HardBlock Human Rights Foundation Masterworks Linkedin Talent Solutions Simple Mining Plus500 Netsuite Fundrise Reference to third party products, services or advertisers does not constitute an endorsement, and The Investors Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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