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What Clay Finck is saying

Podcast host — The Investor's Podcast

3 dated public stances tracked since 2025-01-09, most recently 2026-02-12. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.

The stances below are c8alpha's editorial distillation of Clay Finck's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Clay Finck is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.

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3
tracked stances
3
themes
0
side flips
2026-02-12
last heard

Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances.

Most-argued themes

ThemeStancesLeanMixLast
LMN11 bullish2025-01-09
META11 bullish2026-01-02
V11 bullish2026-02-12

Tracked stances

2026-02-12 V bullish We Study Billionaires · video
Visa is a capital-light duopoly toll booth on global commerce with 80% gross margins, ~3% annual share count reduction via buybacks, secular cash-to-digital tailwind (11T+ in cash spending still addressable), cross-border transactions earning 3x domestic…
“Visa just checks all of the boxes for me as an investor”
90d -1.0% · 180d +12.4%
Visa Stock Deep Dive | Best Quality Stock Idea Q1 2026 w/ Clay Finck (TIP791)
2026-01-02 META bullish We Study Billionaires · video
Meta's AI investments are already delivering measurable ROI through improved ad targeting and engagement (ad pricing up 10% YoY, revenue growing 25%+), yet the stock trades at an adjusted PE of ~22 in line with the average S&P 500 company, ignoring superior…
“I think Meta is certainly a good candidate for a company that will be a beneficiary to the trend of AI”
90d -11.6% · 180d -5.6%
Top Stocks for 2026 w/ Shawn O'Malley, Daniel Mahncke, & Clay Finck
2025-01-09 LMN bullish We Study Billionaires · video
Lumine Group is a Constellation Software spin-off that acquires vertical market software businesses exclusively in the global media and communications vertical at 20-25% ROIC, reinvests virtually all free cash flow into more acquisitions with a pipeline of…
“I look forward to having CSI's long-term shareholders become long-term shareholders of Lumine”
Top Stocks for 2025 & The "Buy" List w/ Eddy Elfenbein (TIP690)

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