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 7

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 7

TIP746: ASML: Europe's Tech MonopolyASML’s rise to near-monopoly power in semiconductor manufacturing, centered on extreme ultraviolet (EUV) lithography machines, and how geopolitical pressure (US-China), patents, suppliers, and…22 Aug 2025 · 1 h 11 min · 33 chapters
BTC248: Bitcoin’s Institutional Wave w/ Willy Woo, Max Kei, Efrat Fenigson, and Preston Pysh at Baltic Honeybadger (Bitcoin Podcast)Bitcoin’s “institutional phase” and whether it’s a Trojan horse or a genuine tipping point, framed around ETFs and Bitcoin treasury companies, plus risks of centralization/nationalization and…20 Aug 2025 · 42 min · 16 chapters
RWH060: What Buffett, Munger & Bill Miller Taught Me w/ Robert HagstromRobert Hagstrom discusses lessons from Warren Buffett, Charlie Munger, and Bill Miller—especially how to think about business quality, avoid noise, read and write to deepen understanding, and make…17 Aug 2025 · 2 h 9 min · 44 chapters
TIP745: Best Quality Stock Idea Q3 2025 w/ Clay FinckThe episode is a “Best Quality Idea” quarterly deep dive on Amazon, arguing big tech is systemically undervalued and that Amazon’s business model has evolved from low-margin retail into a high-margin…15 Aug 2025 · 1 h 1 min · 17 chapters
BTC247: Bitcoin's evolution with Traditional Finance w/ Jon Melton (Bitcoin Podcast)Bitcoin’s evolution alongside traditional finance, centered on Jon Melton’s firsthand experience at Silvergate Bank and his later work at Unchained.13 Aug 2025 · 42 min · 16 chapters
TIP744: Hidden Monopolies w/ Kyle GrieveCustomer loyalty as the driver of “hidden monopolies” (enduring moats), and a framework (Moat Score Index / customer advantage framework) to score moat strength and direction using switching costs.10 Aug 2025 · 1 h 3 min · 17 chapters
TIP743: Should Value Investors Own Index Funds?Value investors should consider owning low-cost index funds instead of trying to beat the market, arguing that long-run returns mainly track the performance of the underlying businesses, and that…8 Aug 2025 · 59 min · 18 chapters
BTC246: The Future of Insurance using Bitcoin w/ Becca Rubenfeld & Rob Hamilton (Bitcoin Podcast)Institutional Bitcoin custody and how insurance could “disrupt” lending/borrowing by transferring risk to a regulated insurance market.6 Aug 2025 · 1 h 9 min · 31 chapters
TIP742: Invest like a Business Owner w/ David FaganHow investing changes when you’re a business owner (and vice versa): portfolio concentration, risk, management quality, dividends, and what to do after financial independence.3 Aug 2025 · 1 h 25 min · 24 chapters
TIP741: The Intrinsic Value of Uber & Reddit w/ Shawn O'MalleyThe Intrinsic Value Podcast episode discusses how Shawn O’Malley and Clay Fink evaluate consumer tech companies for an intrinsic value portfolio, focusing on Reddit and Uber.1 Aug 2025 · 1 h 14 min · 33 chapters
BTC245: The Next Metaplanet? (Smarter Web Company) w/ Jesse Myers and Andrew WebleyBitcoin treasury companies and how SmarterWeb (UK) is using a Bitcoin-native balance sheet to grow rapidly, value via MNAV (multiple of net asset value), and potentially expand into preferred stock…30 Jul 2025 · 59 min · 22 chapters
TIP740: The Great Mental Models Part 1The episode explains “mental models” as frameworks for understanding reality and improving decisions, especially investing.27 Jul 2025 · 1 h 7 min · 30 chapters
TIP739: The Psychology Of Human MisjudgementA chapter-by-chapter walkthrough of Charlie Munger’s framework “The Psychology of Human Misjudgment,” focusing on 25 psychological tendencies that cause smart people to make dumb decisions,…25 Jul 2025 · 1 h 1 min · 37 chapters
BTC244: Bitcoin Mastermind Discussion Q2 2025 w/ Joe Carlasare, HODL, and Jeff Ross (Bitcoin Podcast)Q2 2025 Bitcoin market outlook and “mastermind” cycle discussion. Guests analyze macro drivers (global liquidity, economy, leverage), why Bitcoin’s spot price diverges from ETF-driven flows, and how…23 Jul 2025 · 1 h 22 min · 31 chapters
RWH059: Ask Me Anything w/ William GreenWilliam Green answers listener questions in an “Ask Me Anything” format, focusing on (1) his three best life/investment decisions, (2) the “master principle” behind investors’ wealth and well-being,…20 Jul 2025 · 1 h 57 min · 41 chapters
TIP738: Heico: The Quiet Aerospace CompounderHeico (Heico Corp) as a “quiet” aerospace compounder—how it dominates FAA-approved aftermarket (PMA) replacement parts and compounds shareholder value through long-term culture and value-accretive…18 Jul 2025 · 1 h 2 min · 24 chapters
BTC243: Jim Chanos Vs Pierre Rochard MSTR mNAV debate (Bitcoin Podcast)Debate over whether Bitcoin treasury companies (especially MicroStrategy/MSTR) should trade at a premium to their MNAV (market value of net assets) and whether that premium is “overdone” or…16 Jul 2025 · 50 min · 18 chapters
TIP737: Margin Of Safety by Seth Klarman w/ Kyle GrieveSeth Klarman’s 1991 book Margin of Safety, arguing that successful investing comes from minimizing speculation, prioritizing capital preservation, and buying assets with downside protection at prices…13 Jul 2025 · 1 h 12 min · 26 chapters
TIP736: How the Best Investors Execute w/ Clay FinckExecution after buying a stock—how top investors handle losers (rabbits, assassins, hunters) and winners (raiders, connoisseurs).11 Jul 2025 · 1 h 5 min · 27 chapters
BTC242: Bitcoin Core Vs. Knots w/ NVK (BItcoin Podcast)Bitcoin network economics and governance—mempool/fee viability as block rewards fall, and the Bitcoin Core vs “Knots” (Luke Dasher) debate over non-consensus mempool policy (e.g., OP_RETURN/spam…9 Jul 2025 · 55 min · 20 chapters
TIP735: Compounding with Character w/ Guy SpierGuy Spier discusses “compounding with character” through value investing, long-term business ownership, and living an authentic life.6 Jul 2025 · 2 h 4 min · 35 chapters
TIP734: My Investment Philosophy w/ Clay FinckClay Fink shares his personal investment philosophy and portfolio.4 Jul 2025 · 1 h 4 min · 17 chapters
BTC241: Bitcoin Treasury Companies w/ James Check (Checkmate) Bitcoin PodcastBitcoin market structure shift from spot to leverage/futures; why the mempool is unusually quiet; how Bitcoin treasury securitization “treasury companies” may be the next altcoin-like distribution…2 Jul 2025 · 1 h 21 min · 22 chapters