Andrew was recently interviewed for a second time by Clay Finck, host of the We Study Billionaires Podcast, the flagship podcast of The Investor’s Podcast Network. Clay and his co-hosts interview famous billionaires and successful investment managers to identify lessons that all investors can leverage.

In this podcast Andrew discusses the fundamental drawbacks of a buy-and-hold investment strategy, why the stock market is the U.S. is becoming less efficient over time, how he thinks about investing in AI and software businesses, how Turtle Creek manages risk, adding Kinsale Capital this year, and what keeps him going after 30 years in the industry.