The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
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 wit...
10
Trailer: The Investor's Podcast Show (formerly We Study Billionaires)
<p>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.</p> <p><br></p> <p>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. </p> <p><br></p> <p>Leverage the lessons we learned from studying, and talking to, the world's best investors, and apply them in your...
RWH068: How to Be Better in Work & Life w/ David Epstein
<p>William Green chats with David Epstein about his groundbreaking new book, Inside the Box. In this conversation, David shares practical strategies & research-based insights to help you flourish professionally & personally. In a world of infinite choices & complexity, this episode directs your focus to what matters most. </p> <p>IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:01:05 - What David Epstein learned from a brilliant Nobel Prize-winning economist 00:04:14 - Why it’s smart to aim for “good enough” 00:05:59 - How a brutal injury led David to life-changing breakthroughs 00:20:14 - What he does to preserve his attention 00:25:58 - How Isabel Allende illustrates the powe...
TIP813: Microsoft (MSFT): Is Microsoft a Misunderstood AI Opportunity? w/ Daniel Mahncke & Shawn O’Malley
<p>Daniel Mahncke and Shawn O'Malley take a deep dive into Microsoft — the $3 trillion incumbent whose entire investment thesis now hinges on two of the most contested questions in technology: whether AI will reinforce or quietly dismantle the software franchises that built the company, and whether the OpenAI partnership is the strategic masterstroke it appeared to be in 2023, or a relationship that is slowly turning from asset into liability.</p> <p>IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:01:27 - About all major business units 00:12:05 - How LinkedIn’s business works 00:18:24 - How the cloud business keeps growing 00:21:17 - What the fu...
TIP812: Mohnish Pabrai: Berkshire & Letting Winners Run
<p>On today’s show, Stig Brodersen talks with legendary value investor Mohnish Pabrai. Since its inception in 1999, one dollar invested in the flagship fund would have grown to $17.29, compared with $6.29 for the S&P 500. In the special interview, you can join Mohnish and Stig’s discussion on Berkshire Hathaway, investing mistakes, and the importance of letting winners run.</p> <p>IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:01:53 - Whether Greg Abel’s compensation is fair 00:05:21 - Why most investments fail, and why that’s okay (the “4% rule”) 00:11:40 - Whether to own Berkshire Hathaway or the S&P500 over the next centu...
TIP811: OTC Markets (OTCM): A Picks and Shovels Play in Modern Capital Markets w/ Kyle Grieve & Shawn O'Malley
<p>Kyle Grieve and Shawn O’Malley analyze OTC Markets Group, a hidden infrastructure company that collects tolls on over 12,000 securities while operating with fewer than 130 employees. They explore why OTCM is the only viable option for small companies and international firms seeking access to the US market. Find out whether the current stock price offers an attractive entry point for value investors.</p> <p>IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:01:24 - Why OTC Markets operates as a hidden monopoly, most investors have never heard of 00:03:08 - The three business segments generating recurring revenue from market infrastructure 00:09:09 - How...
TIP810: Berkshire Hathaway 2026 Valuation w/ Chris Bloomstran
<p>Stig has invited legendary investor Chris Bloomstran from Semper Augustus to teach us how to value Berkshire Hathaway on today's show. Semper Augustus has an outstanding track record with a compounded annual growth rate of 12.4% on equities since its fund's inception on 2/28/1999, compared to 8.5% for the S&P 500. </p> <p>IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:04:25 - What the intrinsic value of Berkshire Hathaway is, and what type of return you can get going forward 00:21:39 - Chris’s opinion on Greg Abel’s first letter to shareholders 00:38:39 - How should Berkshire management be compensated? 01:05:36 - How to think...
TIP809: The Real Estate Data Empire Making a $5 Billion Bet: CoStar Group w/ Shawn O'Malley & Daniel Mahncke
<p>Shawn O'Malley and Daniel Mahncke explore CoStar Group (ticker: CSGP), the dominant provider of commercial real estate data and analytics, and assess whether the company's massive $5 billion bet on Homes.com can successfully crack the residential real estate market dominated by Zillow, or whether this ambitious expansion will destroy shareholder value. </p> <p>IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:01:42 - Why the company has delivered nearly 60 consecutive quarters of double-digit revenue growth 00:09:17 - How CoStar built a dominant, near-monopoly position in commercial real estate data and analytics 00:18:30 - How CoStar generates roughly 50% profit margins on its core B2...
TIP808: Current Market Opportunities w/ Daniel Mahncke & Clay Finck
<p>On today's episode, Clay is joined by Daniel Mahncke to discuss the companies they find most interesting in today’s market. They discuss Mercado Libre’s long-term growth potential, Amazon’s expanding earnings power driven by AI and robotics, and how AI could impact Constellation Software and other related companies. They wrap up the discussion by touching on a company that AI is very unlikely to disrupt — Hermès.<br></p> <p>IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro<br>00:10:08 - Why Mercado Libre continues to grow rapidly despite short-term margin pressure<br>00:17:19 - How Mercado Libre’s ecosystem cre...
TIP807: Portfolio Review: Analyzing Holdings and Watchlist Companies for 2026 w/ Daniel Mahncke, Shawn O'Malley, & Kyle Grieve
<p>Daniel Mahncke, Shawn O'Malley, and Kyle Grieve take a closer look at the Intrinsic Value Portfolio and some of the high-priority watchlist companies. The episode covers high-conviction portfolio holdings such as Airbnb, Universal Music Group, Reddit, and Exor, as well as watchlist companies like FICO, Trade Desk, and Nintendo. They also cover companies that might need to leave the portfolio today. Candidates are TransDigm and Copart.</p> <p>For each, the question is the same: what are the key points of the investment thesis, has the thesis held up, and does the current valuation still make sense?</p> <p>...
RWH067: Prudent Investing In Perilous Times w/ Matthew Mclennan
<p>In this episode, William Green talks with Matthew McLennan, who oversees about $130 billion at First Eagle Investments. Matt is head of the firm’s Global Value team & a portfolio manager of its Global Value, Global Equity, International Value, International Equity & US Value strategies. Here, he explores how to build resilient wealth by patiently holding a “non-uniform” portfolio of scarce assets that should endure & prosper even in difficult conditions. This episode provides a time-tested survival strategy for investors looking to navigate this period of extreme uncertainty.</p> <p><br>IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro<br>00:02:14 - Why Matthew...
