Podcast host — The Investor's Podcast
Media
6 dated public stances tracked since 2023-02-27, 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.
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. “% correct” is the share of those scored calls whose direction-aware return was positive at the horizon — in a rising market a bullish call is correct by default, so read it beside the market, not alone.
Every tracked call with at least one matured horizon: the rows behind the Returns
line above. A dash is a horizon that has not matured yet.
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)
2023-02-27
long GOLD / long BITCOIN
basket
Francois Rochon · video
Allocating to both gold and Bitcoin as a macro hedge because rising government debt levels make high inflation probable, creating asymmetric upside in non-productive stores of value while equities remain the core portfolio
“I foresee a good chance we see a lot of asymmetric upside in at least one or the other”
90d +13.6% · 180d +8.0% · 1y +77.2%
How to BEAT the Market | Joel Tillinghast & Uncovering the Art of Outperformance (TIP529)
2023-02-27
BRO
bullish
Francois Rochon · video
Brown & Brown is a family-controlled serial acquirer of insurance brokerages with 15% annual FCF growth, 17% insider ownership, and a 17% discount to DCF intrinsic value (~$68 vs. ~$58), suggesting 10–12% forward returns
“I come up with an intrinsic value of around $68, while the stock today trades at $58”
90d +12.7% · 180d +31.3% · 1y +51.3%
How to BEAT the Market | Joel Tillinghast & Uncovering the Art of Outperformance (TIP529)
2023-02-27
CSU
bullish
Francois Rochon · video
Constellation Software is a permanent-ownership serial acquirer of vertical-market software businesses with 27% average ROIC, 125x IPO return, and Mark Leonard's capital-allocation discipline creating durable compounding that is difficult to replicate
“I think what Mark Leonard is doing at Constellation is really something special and incredible”
How to BEAT the Market | Joel Tillinghast & Uncovering the Art of Outperformance (TIP529)
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