August 15, 2025
TIP745: Best Quality Stock Idea Q3 2025 w/ Clay Finck
We Study Billionaires - The Investor’s Podcast NetworkAbout this episode
On today’s episode, Clay Finck breaks down his best quality stock idea for Q3 2025: Amazon. Clay explores how Amazon has evolved from a low-margin online retailer into a diversified, high-margin tech platform. He also makes the case as to why Big Tech may be systemically undervalued, providing a unique opportunity for investors willing to ride out the higher levels of stock price volatility. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 03:02 - Why Big Tech, despite its size, may be systemically undervalued. 15:16 - How Amazon evolved from a low-margin online retailer into a high-margin tech platform. 25:11 - The three megatrends Amazon is positioned to benefit from. 29:17 - A breakdown of Amazon’s four main business segments: Retail, AWS, Advertising, and Prime. 50:02 - Amazon’s key competitive advantages and culture of reinvention. 55:07 - How we view Amazon’s valuation today. And so much more! Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more here . Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. MBI Deep Dives: Amazon . The Intrinsic Value Podcast episode on Amazon. Daniel’s model for Amazon. The Systemic Undervaluation of Big Tech . Mentioned Episode TIP727: 7 Powers by Hamilton Helmer . Related Episode TIP722: Best Quality Idea Q2 2025 . Related Episode TIP698: Best Quality Idea Q1 2025 . Related Episode TIP675: Best Quality Idea Q4 2024 . Related Episode TIP652: Best Quality Idea Q3 2024 . Follow Clay on X and LinkedIn . Check out all the books mentioned and discussed in our podcast episodes here . Enjoy ad-free episodes when you subscribe to our Premium Feed . NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter . Check out our We Study Billionaires Starter Packs . Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok . Browse through all our episodes (complete with transcripts) here . Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool . Enjoy exclusive perks from our favorite Apps 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 : SimpleMining HardBlock AnchorWatch Human Rights Foundation Cape Unchained Vanta Shopify Onramp Abundant Mines HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify ! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm