Clay Finck is joined by Andrew Brenton to discuss the inefficiencies in the stock market as well as his investment thesis on Floor & Decor and Kinsale Capital. What you'll learn here: 00:00:00 - Intro 00:00:58 - The efficient market hypothesis 00:14:21 - Is today’s market a bubble? 00:18:21 - Floor & Decor overview 00:38:41 - Floor & Decor’s valuation 00:45:02 - Kinsale Capital overview 00:58:43 - Weathering periods of underperformance 01:02:21 - Outro Transcript & Guest Info: https://www.theinvestorspodcast.com/episodes/mastering-the-markets-w-andrew-brenton/ 🤝 Network with like-minded value investors and get new stock ideas by joining the TIP Mastermind Community. https://www.theinvestorspodcast.com/mastermind/ 💎 Explore a new business weekly and decide if it deserves a spot in your portfolio. https://www.theinvestorspodcast.com/intrinsic-value-podcast/ ▶️ Related Episodes: - How Turtle Creek Beat the Market Since 1998 | Value Investing Masterclass w/ Andrew Brenton: https://youtu.be/VfCJk7Wvldk - Outperforming the Market, Managing Risk, & Market Inefficiencies w/ Andrew Brenton: https://youtu.be/VffsZHSVGqg 📖 Book Mentioned: - ⁠⁠The Outsiders by William Thorndike: https://amzn.to/4rbeSwm Listen to our episodes here: https://open.spotify.com/show/28RHOkXkuHuotUrkCdvlOP Visit our website: https://www.theinvestorspodcast.com/we-study-billionaires/ Free PDF: Investing for Beginners: 4 Principles of Stock-Picking: 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. #StockMarket #ValueInvesting #InvestingStrategy #FloorAndDecor #KinsaleCapital