The Investor's Podcast (We Study Billionaires)  - The Investor’s Podcast Network cover art
Podcast · 167 episodes

The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network, page 2

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

All episodes, page 2

TIP829: Kaspi Stock ($KSPI): The Cheapest E-Commerce Monopoly in the World w/ Daniel Mahncke and Shawn O'MalleyTIP829 explains Kaspi.kz (ticker $KSPI) as a “cheapest e-commerce monopoly” and Kazakhstan’s super-app.9 Jul 2026 · 1 h 28 min · 33 chapters
TIP828: Restoration Hardware (RH): Building a Luxury Empire From Scratch w/ Shawn O'Malley and Daniel MahnckeRestoration Hardware (RH) and how it builds a luxury “ecosystem” (furnished rooms, galleries, memberships, and hospitality) while carrying heavy leverage and pursuing debt reduction by 2029.5 Jul 2026 · 1 h 8 min · 33 chapters
TIP827: Auto1 Stock (AG1): Is This the Amazon for Cars? w/ Daniel Mahncke & Shawn O’MalleyAuto1 Group (TIP827) and whether it’s the “Amazon for cars,” explaining why Auto1 survived the 2020–2023 online used-car boom/bust and how its vertically integrated C2B/C2B2C model works.2 Jul 2026 · 1 h 7 min · 27 chapters
RWH069: The Psychology of Investing w/ Emily HaisleyBehavioral finance applied to real portfolio management at BlackRock—how investor psychology functions as a form of risk, how biases show up in trading/positioning, and what process and…28 Jun 2026 · 1 h 56 min · 41 chapters
TIP826: American Tower (AMT): The Wide Moat Business Your Phone Can't Live Without w/ Kyle Grieve & Shawn O'MalleyThe episode discusses American Tower (AMT), a REIT-like business that owns and leases wireless cell-tower sites worldwide.25 Jun 2026 · 1 h 13 min · 33 chapters
TIP825: Meta, Adobe, Booking Holdings w/ Stig Brodersen, Tobias Carlisle & Hari RamachandraValue-investor “unloved stock” pitches on AI-driven fears and whether moats endure for Meta, Booking Holdings, and Adobe.21 Jun 2026 · 1 h 1 min · 16 chapters
TIP824: Copa Holdings (CPA): Is Buffett Right About Airline Stocks? w/ Daniel Mahncke & Shawn O’MalleyWhether Copa Holdings (CPA) is a Buffett-style “airline outlier” that can earn shareholder returns despite the airline industry’s typical “bottomless pit” economics.18 Jun 2026 · 1 h 27 min · 35 chapters
TIP823: From Railroads to AI: The Timeless Patterns Behind Market Bubbles w/ Kyle GrieveHow market bubbles form and how to recognize them, using Ron Insana and Ron and Santa’s “Trend Watching” plus Kindleberger’s “Manias, Panics, and Crashes.” The episode argues bubbles are driven more…14 Jun 2026 · 1 h 6 min · 23 chapters
TIP822: QXO (QXO): Can One of the World's Best Consolidators Strike Lightning Again? w/ Kyle Grieve & Shawn O'MalleyThe episode profiles QXO, Brad Jacobs’ new consolidator targeting North American distributors of roofing, waterproofing, and adjacent building products.11 Jun 2026 · 1 h 20 min · 28 chapters
TIP821: Grab Holdings (GRAB): Why Uber Surrendered Southeast Asia w/ Shawn O’Malley & Daniel MahnckeGrab’s rise in Southeast Asia after Uber exited the region, and how Grab’s “super app” (rides, food/grocery delivery, and fintech) creates a defensible flywheel and potential profitability.7 Jun 2026 · 1 h 21 min · 28 chapters
TIP820: WIX: The Most Asymmetric AI Bet? w/ Daniel Mahncke & Shawn O’MalleyValue-investing pitch on Wix (WIX) after a ~30% stock drop on recent earnings; argues Wix is an “asymmetric” bet because its AI-related risks may be overstated and its ecosystem/retention and margins…4 Jun 2026 · 1 h 14 min · 33 chapters
TIP819: Lifco AB (LIFCO-B.ST): The Serial Acquirer Building an Unstoppable Compounding Engine w/ Kyle Grieve & Shawn O'MalleyLifco AB is discussed as a “serial acquirer” with 275+ acquisitions, operating in niche industrial markets (not vertical software).31 May 2026 · 1 h 22 min · 39 chapters
TIP818: NVR (NVR): What's Next for One of History's Greatest Compounders? w/ Kyle Grieve & Shawn O'MalleyNVR (NVR) as a “compounder” and whether its shareholder returns are sustainable, focusing on its capital-light homebuilding model (lot purchase agreements), mortgage origination business, margin…28 May 2026 · 1 h 26 min · 22 chapters
TIP817: Simple Investing Beats Complexity w/ David FaganThe episode argues that long-term investing and business success come from simplicity—clear foundations, low cost, and disciplined focus—rather than complex strategies that often reflect incentives,…24 May 2026 · 1 h 8 min · 25 chapters
TIP816: Sea Limited (SE): Can Sea Limited 10x Again? w/ Daniel Mahncke & Shawn O’MalleyThe episode is about Sea Limited (NYSE: SE) and whether it can grow 10x again, focusing on how its “super app” model in Southeast Asia is built from mobile gaming profits and then scaled into…21 May 2026 · 1 h 37 min · 45 chapters
TIP815: Lyn Alden on Why Fiscal Dominance Changes EverythingFiscal dominance (persistent deficits and high debt) is reshaping macro relationships and portfolio outcomes, especially for gold, the US dollar, and energy.17 May 2026 · 1 h 8 min · 31 chapters
TIP814: Formula One Group (FWONA): The Only Sports Franchise Worth Owning w/ Kyle Grieve & Shawn O'MalleyFormula One Group’s business model and investment case—exclusive commercial rights to F1 (and FIA/F1 Championship) through 2110, high free-cash-flow margins, and durability versus typical “trophy”…14 May 2026 · 1 h 18 min · 39 chapters
Trailer: The Investor's Podcast Show (formerly We Study Billionaires)Trailer introducing The Investor’s Podcast Show (formerly We Study Billionaires), focused on value investing and estimating intrinsic value of stocks, with an emphasis on compounding and learning…13 May 2026 · 1 min
RWH068: How to Be Better in Work & Life w/ David EpsteinHow constraints (time, attention, structure, and “bottlenecks”) can improve work and life; why maximizing and constant choice/information reduce happiness and focus; practical methods to protect…10 May 2026 · 1 h 34 min · 30 chapters
TIP813: Microsoft (MSFT): Is Microsoft a Misunderstood AI Opportunity? w/ Daniel Mahncke & Shawn O’MalleyThe episode argues Microsoft is in a critical transition and may be a “misunderstood” AI opportunity after a sharp stock sell-off.7 May 2026 · 1 h 34 min · 32 chapters
TIP812: Mohnish Pabrai on Berkshire & Letting Winners RunMohnish Pabrai discusses Berkshire Hathaway’s transition from Warren Buffett to Greg Abel, CEO/shareholder alignment (including Abel’s ~$25M compensation), why investors sell winners too early, and…3 May 2026 · 1 h 8 min · 26 chapters
TIP811: OTC Markets (OTCM): A Picks and Shovels Play in Modern Capital Markets w/ Kyle Grieve & Shawn O'MalleyOTC Markets Group as “picks-and-shovels” infrastructure for US over-the-counter (OTC) stocks—how it earns toll-like fees, licenses market data, and provides listing/disclosure tiers for companies…30 Apr 2026 · 1 h 21 min · 41 chapters
TIP810: Berkshire Hathaway 2026 Valuation w/ Chris BloomstranPre-Berkshire Hathaway annual meeting discussion focused on Berkshire valuation/intrinsic value for 2026, what changed from 2024 to 2025, and how to interpret Berkshire’s operating earnings and…26 Apr 2026 · 1 h 39 min · 33 chapters
TIP809: The Real Estate Data Empire Making a $5 Billion Bet: CoStar Group w/ Shawn O'Malley & Daniel MahnckeCoStar Group’s “commercial real estate data empire” (the “Bloomberg terminal” of CRE) and its $5B bet to expand into consumer home listings via Homes.com, amid activist pressure and investor…23 Apr 2026 · 1 h 37 min · 38 chapters