Podcast · 166 episodes

The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

by The Investor's Podcast Network · English

Hosted by Stig Brodersen, William Green, Shawn O'Malley, Daniel Mahncke, and Kyle Grieve, The Investor’s Podcast has proudly reached nearly 200 million downloads, as the world's largest stock-investing focused podcast. On the show, we study a range of businesses and their investment prospects, from Spotify to Amazon, serial acquirers like Constellation Software, deep value plays, and more, using lessons from some of the world's most famous investors, like Warren Buffett, Charlie Munger, and Howard Marks. Leverage the lessons we learned from studying, and talking to, the world's best investors, and apply them in your own investing journey, while following along with our company case studies. For more insights on how to value companies and build a stock portfolio, you can also sign up for our free weekly newsletter. Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

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Latest episodes

TIP850: Walmart (WMT): From Discount Retailer to eCommerce Powerhouse w/ Kyle Grieve & Shawn O'MalleyWalmart’s evolution from discount retailer to a multi-revenue eCommerce and services platform, and why its stock trades at a “tech-like” valuation despite mature growth.1 Oct 2026 · 1 h 16 min

TIP849: Average Returns Can Still Make You Wealthy w/ David FaganWhy “average” investment returns can still produce meaningful wealth, using David Fagan’s framework “total wealth performance”: front-end availability (getting money invested on time), compounding…27 Sep 2026 · 1 h 11 min

TIP848: Meta (META): What the Market Misses? w/ Daniel Mahncke & Shawn O'MalleyUpdate on Meta (META) and why the market may be “missing” parts of the story: massive AI/data-center CapEx, cloud ambitions, ongoing child-safety lawsuits and settlements, and how ad performance…24 Sep 2026 · 1 h 26 min

All episodes

RWH072: The Making of A Money Master w/ Rob VinallRob Vinall, founder of RV Capital, explains how he became a concentrated, long-term value investor, evolving from “great prices” to “great businesses” to “great managers,” and how manager integrity…20 Sep 2026 · 1 h 48 min · 37 chapters

TIP847: Alphabet (GOOGL): The Megacap That Still Might Be Underrated w/ Kyle Grieve & Shawn O’MalleyAlphabet (GOOGL) as a potentially undervalued megacap despite AI-driven uncertainty; focus on capital allocation, AI monetization in search, regulatory overhang, and Google Cloud’s profitability and…17 Sep 2026 · 1 h 19 min · 27 chapters

TIP846: Stock Picker: How to Live Off Your Portfolio w/ Ian CasselIan Cassel discusses his book Stockpicker and how he built a career as a full-time private microcap investor, including lessons from personal conflict, mentorship, portfolio “paycheck” planning, and…13 Sep 2026 · 1 h 15 min · 25 chapters

TIP845: Copart Stock (CPRT): Is Copart Now a Buy? w/ Daniel Mahncke & Shawn O'MalleyThe episode revisits Copart (CPRT) as a potential buy after a prior pitch.10 Sep 2026 · 1 h 9 min · 19 chapters

TIP844: Uber (UBER): The Autonomy Referendum — Is Mr. Market Completely Wrong? w/ Daniel Mahncke & Shawn O’MalleyUber’s updated fundamentals and valuation vs the autonomy threat; whether “Mr. Market” is wrong.6 Sep 2026 · 1 h 7 min · 24 chapters

TIP843: AppLovin (APP): The 30-Bagger Down More Than Half w/ Kyle Grieve & Shawn O'MalleyAppLovin (APP) as a “quality growth now trading like value” case study in mobile advertising. Hosts compare it to The Trade Desk and argue AI fears may be overblown if the business model is durable.3 Sep 2026 · 1 h 30 min · 34 chapters

TIP842: Comfort Systems USA (FIX): The Five-Bagger We Passed On w/ Kyle Grieve & Shawn O'MalleyA “grade the original pitch” revisit of Comfort Systems USA (FIX), a Houston-based mechanical, electrical, and plumbing contractor/service provider.30 Aug 2026 · 1 h 19 min · 29 chapters

TIP841: Palantir – Palantir is Cheaper than I Thought! w/ Daniel Mahncke & Shawn O’MalleyPalantir’s business model and why its valuation may be less “crazy” than it looks; focus on its ontology/digital-twin software, long onboarding, and the margin + growth inflection after introducing…27 Aug 2026 · 1 h 15 min · 26 chapters

TIP840: CATL: Powering EVs, Power Grids, and AI w/ Stig Brodersen, Manish Karira & Ralph SummerfordBull-and-bear debate on CATL (Contemporary Amperex Technology Limited), the world’s largest EV battery maker, and whether it’s priced for (1) AI data-center energy storage growth and (2) a licensing…23 Aug 2026 · 1 h 19 min · 26 chapters

TIP839: Domino's Pizza (DPZ): Is the Royalty Engine Still Running? w/ Kyle Grieve & Shawn O’MalleyDomino’s Pizza’s franchise “royalty engine” and whether it’s still compounding or entering a mature/temporary rut.20 Aug 2026 · 1 h 16 min · 29 chapters

TIP838: Google, Reddit, Amazon – Are Our Biggest Winners Still a Buy? w/ Daniel Mahncke & Shawn O’MalleyThis episode (TIP838) argues that the podcast’s biggest winners—Alphabet (Google), Amazon, and Reddit—worked because investors’ fears about disruption and monetization shifted, and because each…16 Aug 2026 · 1 h 27 min · 25 chapters

TIP837: Adobe, Lululemon, PayPal – Are our Biggest Losers a Buy Now? w/ Daniel Mahncke & Shawn O’MalleyThe hosts review “biggest losers” from their intrinsic value portfolio and debate whether beaten-down stocks like Lululemon and PayPal are buyable again, plus an update on Adobe after its multiple…13 Aug 2026 · 1 h 18 min · 22 chapters

RWH071: Risk, Ruin, Reinvention & Resilience w/ Victor HaghaniVictor Haghani discusses how risk, uncertainty, and resilience shaped his life and investing career—from his family’s geopolitical displacement to his early trading successes at Salomon Brothers and…9 Aug 2026 · 2 h · 38 chapters

TIP836: Exor NV (EXO): The Massive Discount Continues To Widen w/ Kyle Grieve & Shawn O’MalleyUpdate on Exor NV (EXO) as a “Ferrari at a discount” holding company; whether the thesis still holds as Exor’s discount to NAV widened and Ferrari’s stock fell after its first EV, the Ferrari Luce.6 Aug 2026 · 1 h 24 min · 31 chapters

TIP835: Intuit (INTU): The S&P 500's Biggest Loser w/ Shawn O’Malley & Kyle GrieveIntuit (INTU) as a “S&P 500 biggest loser” despite strong fundamentals, framed as an AI disruption debate: whether LLMs will hollow out incumbents like TurboTax and QuickBooks—or whether Intuit’s…2 Aug 2026 · 1 h 19 min · 30 chapters

TIP834: DLocal (DLO): Multibagger Potential with Decade-Long Runway w/ Daniel Mahncke & Shawn O’MalleyPitch and investment thesis for DLocal (DLO), a B2B payments infrastructure/API provider for cross-border and local payment methods in emerging markets, framed as a long runway “multibagger” with…30 Jul 2026 · 1 h 22 min · 33 chapters

RWH070: Hunting For Hidden Treasures w/ Christopher BeggChris Begg (East Coast Asset Management) explains how he “compresses complexity into essence” through slow, deep attention, then applies that approach to long-term value investing in “hidden in plain…26 Jul 2026 · 2 h 2 min · 40 chapters

TIP833: Perimeter Solutions (PRM): A Niche Monopoly, One Acquisition at a Time w/ Kyle Grieve & Shawn O’MalleyPerimeter Solutions (PRM), a “niche monopoly” serial-acquisition holding company modeled after Nicholas Howley’s Transdime playbook.23 Jul 2026 · 1 h 16 min · 33 chapters

TIP832: Fairfax Financial (FFO.TO): The Berkshire Of The North w/ Kyle Grieve & Shawn O'MalleyFairfax Financial (FFO.TO) as an “insurance-based Berkshire” and a case study in long-term value investing, capital allocation, and the role of insurance float.19 Jul 2026 · 1 h 6 min · 18 chapters

TIP831: Pinduoduo (PDD): Is PDD the Best Buy in China? w/ Daniel Mahncke and Shawn O'MalleyPinduoduo (PDD) and whether it’s the “best buy” in China, using its business model, economics, and valuation as evidence.16 Jul 2026 · 1 h 27 min · 34 chapters

TIP830: SpaceX (SPCX): Is It Really Worth $2 Trillion Dollars? w/ Kyle Grieve & Shawn O'MalleyWhether SpaceX is worth a $2T valuation, using segment-by-segment analysis (Space, AI, Connectivity/Starlink), capital allocation, and “speculative euphoria” psychology.12 Jul 2026 · 1 h 13 min · 30 chapters