Home / We Study Billionaires - The Investor’s Podcast Network / TIP778: How My Thinking About Investing Evolved in 2025 w/ Kyle Grieve

TIP778: How My Thinking About Investing Evolved in 2025 w/ Kyle Grieve

We Study Billionaires - The Investor’s Podcast Network

Dec 26, 2025

1h 3m

Description

Kyle discusses the most important investing lessons he learned in 2025. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:03:01 - Why “strong convictions, weakly held” is one of the most powerful default frameworks 00:09:05 - Why customer loyalty is an underappreciated signal of long-term busine...

Kyle discusses the most important investing lessons he learned in 2025.

IN THIS EPISODE YOU’LL LEARN:
00:00:00 - Intro
00:03:01 - Why “strong convictions, weakly held” is one of the most powerful default frameworks
00:09:05 - Why customer loyalty is an underappreciated signal of long-term business quality
00:13:42 - Sleuthing a business
00:17:15 - Why reflecting on your own emotions is essential
00:23:35 - Why intelligent investing always involves incomplete information
00:31:17 - Intentional inactivity
00:37:09 - How understanding company culture helps identify true long-term compounders
00:42:25 - Why founders matter
00:53:56 - Focusing on fragility and downside risk
00:59:01 - Why incentive structures are one of the most critical drivers of business performance

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

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