DiscoverWe Study Billionaires - The Investor’s Podcast NetworkTIP747: John Neff: The Value Investor Who Quietly CRUSHED the S&P 500 w/ Kyle Grieve
TIP747: John Neff: The Value Investor Who Quietly CRUSHED the S&P 500 w/ Kyle Grieve

TIP747: John Neff: The Value Investor Who Quietly CRUSHED the S&P 500 w/ Kyle Grieve

Update: 2025-08-24
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On today’s episode, Kyle Grieve discusses legendary value investor John Neff, one of the most underrated investors in value investing, who quietly outperformed the S&P 500 for decades. You’ll learn more about Neff’s contrarian mindset, his focus on low PE stocks, and his disciplined yet unconventional approach, which shaped one of the most impressive track records in investing history.


IN THIS EPISODE YOU’LL LEARN:


00:00 - Intro


03:04 – The unconventional mindset that made John Neff a true contrarian investor


03:41 – Why “boring” businesses can be surprisingly beautiful wealth builders


04:18 – How lessons from his father and mentors shaped Neff’s investing philosophy


06:21 – The hidden danger of investment committees that drag down star performers


10:58 – The two simple categories Neff used to organize his view of the stock market


17:11 – Why Neff’s strategy leaned into dividends—and how that powered his outperformance


19:40 – The overlooked way he measured actual business value against the market


20:20 – How Neff found profits hiding in slow growers, cyclicals, and even high PE stocks


56:51 – The surprising blind spot of value investors who ignore compounders




Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.




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TIP747: John Neff: The Value Investor Who Quietly CRUSHED the S&P 500 w/ Kyle Grieve

TIP747: John Neff: The Value Investor Who Quietly CRUSHED the S&P 500 w/ Kyle Grieve

The Investor's Podcast Network