Kyle Grieve interviews Andrew Martin about applying his PhD to investing, traits of great investments, physics-based mental models, interest in small-cap stocks, using an inflection point strategy to outperform the market and more. WHAT YOU'LL LEARN HERE: 00:00:00 - Intro 00:02:35 - The physical cue that Andrew looks out for to help him subconsciously identify fantastic investing opportunities 00:08:25 - How to combat biases in investing to avoid making big mistakes 00:10:34 - How to utilize a natural contrarian nature to your advantage in investing 00:14:51 - A valuable earthquake mental model to help you find hidden fundamentals that the market can overlook 00:18:04 - The traits that Andrew searches for in potential investments 00:22:26 - Why Andrew settled on investing in small-caps 00:28:00 - Why Andrew has a few concentrated positions while maintaining a few more minor positions 00:33:31 - Andrew's evolution from an asset-based value investor to a growth at a reasonable price investor 00:58:37 - How technology is disrupting low-tech industries and rapidly transforming business models Transcript & Guest Info: https://www.theinvestorspodcast.com/episodes/how-to-identify-winning-investments-andrew-martin/ Join our highly vetted community of value investors: https://www.theinvestorspodcast.com/mastermind/ 🔔 Subscribe now and never miss an episode: http://www.youtube.com/c/WeStudyBillionaires?sub_confirmation=1 📊 Add the Fundrise Flagship Fund to your portfolio in just minutes and with as little as $10. https://fundrise.com/wsb ✍️ Get your paper tablet at reMarkable.com today. https://remarkable.com/?utm_source=podcast&utm_medium=paid&utm_campaign=westudybillionaires%7Cremarkableaudio2025&utm_term=a&utm_content=januaryread ▶️ RELATED EPISODES: - Big Tech Stocks w/ Adam Seessel: https://youtu.be/pM4TvywfNgg - Betting on Tesla & the Power of Disruptive Technology w/ Christopher Tsai: https://youtu.be/0rNtqLgCXGM - The Future of AI w/ Former Microsoft Executive & CEO of Snowflake, Bob Muglia: https://youtu.be/twsE-sjsWiY - Top Stocks for 2025 & The "Buy" List w/ Eddy Elfenbein: https://youtu.be/txaGHwTz03Y - Investing in Exceptional Businesses for the Long Run w/ Dev Kantesaria: https://youtu.be/nt5jnCCW2iM ABOUT OUR SHOW On We Study Billionaires, we interview and study famous financial billionaires including Warren Buffett, Bill Gates, and Ray Dalio. We teach you what we learn and how you can apply their investment strategies in the stock market. Listen to our episodes here: https://open.spotify.com/show/28RHOkXkuHuotUrkCdvlOP Visit our website: https://www.theinvestorspodcast.com/we-study-billionaires/ The Intrinsic Value newsletter: https://www.theinvestorspodcast.com/subscribe-youtube/ ⚠️ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting. #InvestingStrategies #SmallCapStocks #MentalModels #AndrewMartin #MarketInflectionPoints