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

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

The Investor's Podcast Network

1208 episodes · Business, Investing, Education

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

Episodes

TIP838: Google, Reddit, Amazon – Are Our Biggest Winners Still a Buy? w/ Daniel Mahncke & Shawn O’Malley
TIP838: Google, Reddit, Amazon – Are Our Biggest Winners Still a Buy? w/ Daniel Mahncke & Shawn O’Malley
Aug 16, 2026 · 1h 27m
TIP837: Adobe, Lululemon, PayPal – Are our Biggest Losers a Buy Now? w/ Daniel Mahncke & Shawn O’Malley
TIP837: Adobe, Lululemon, PayPal – Are our Biggest Losers a Buy Now? w/ Daniel Mahncke & Shawn O’Malley
Aug 13, 2026 · 1h 18m
RWH071: Risk, Ruin, Reinvention & Resilience w/ Victor Haghani
RWH071: Risk, Ruin, Reinvention & Resilience w/ Victor Haghani
Aug 9, 2026 · 1h 59m
TIP836: Exor NV (EXO): The Massive Discount Continues To Widen w/ Kyle Grieve & Shawn O’Malley
TIP836: Exor NV (EXO): The Massive Discount Continues To Widen w/ Kyle Grieve & Shawn O’Malley
Aug 6, 2026 · 1h 23m
TIP835: Intuit (INTU): The S&P 500's Biggest Loser w/ Shawn O’Malley & Kyle Grieve
TIP835: Intuit (INTU): The S&P 500's Biggest Loser w/ Shawn O’Malley & Kyle Grieve
Aug 2, 2026 · 1h 18m
TIP834: DLocal (DLO): Multibagger Potential with Decade-Long Runway w/ Daniel Mahncke & Shawn O’Malley
TIP834: DLocal (DLO): Multibagger Potential with Decade-Long Runway w/ Daniel Mahncke & Shawn O’Malley
Jul 30, 2026 · 1h 22m
RWH070: Hunting For Hidden Treasures w/ Christopher Begg
RWH070: Hunting For Hidden Treasures w/ Christopher Begg
Jul 26, 2026 · 2h 1m
TIP833: Perimeter Solutions (PRM): A Niche Monopoly, One Acquisition at a Time w/ Kyle Grieve & Shawn O’Malley
TIP833: Perimeter Solutions (PRM): A Niche Monopoly, One Acquisition at a Time w/ Kyle Grieve & Shawn O’Malley
Jul 23, 2026 · 1h 15m
TIP832: Fairfax Financial (FFO.TO): The Berkshire Of The North w/ Kyle Grieve & Shawn O'Malley
TIP832: Fairfax Financial (FFO.TO): The Berkshire Of The North w/ Kyle Grieve & Shawn O'Malley
Jul 19, 2026 · 1h 6m
TIP831: Pinduoduo (PDD): Is PDD the Best Buy in China? w/ Daniel Mahncke and Shawn O'Malley
TIP831: Pinduoduo (PDD): Is PDD the Best Buy in China? w/ Daniel Mahncke and Shawn O'Malley
Jul 16, 2026 · 1h 27m
TIP830: SpaceX (SPCX): Is It Really Worth $2 Trillion Dollars? w/ Kyle Grieve & Shawn O'Malley
TIP830: SpaceX (SPCX): Is It Really Worth $2 Trillion Dollars? w/ Kyle Grieve & Shawn O'Malley
Jul 12, 2026 · 1h 13m
TIP829: Kaspi Stock ($KSPI): The Cheapest E-Commerce Monopoly in the World w/ Daniel Mahncke and Shawn O'Malley
TIP829: Kaspi Stock ($KSPI): The Cheapest E-Commerce Monopoly in the World w/ Daniel Mahncke and Shawn O'Malley
Jul 9, 2026 · 1h 28m
TIP828: Restoration Hardware (RH): Building a Luxury Empire From Scratch w/ Shawn O'Malley and Daniel Mahncke
TIP828: Restoration Hardware (RH): Building a Luxury Empire From Scratch w/ Shawn O'Malley and Daniel Mahncke
Jul 5, 2026 · 1h 8m
TIP827: Auto1 Stock (AG1): Is This the Amazon for Cars? w/ Daniel Mahncke & Shawn O’Malley
TIP827: Auto1 Stock (AG1): Is This the Amazon for Cars? w/ Daniel Mahncke & Shawn O’Malley
Jul 2, 2026 · 1h 6m
RWH069: The Psychology of Investing w/ Emily Haisley
RWH069: The Psychology of Investing w/ Emily Haisley
Jun 28, 2026 · 1h 56m
TIP826: American Tower (AMT): The Wide Moat Business Your Phone Can't Live Without w/ Kyle Grieve & Shawn O'Malley
TIP826: American Tower (AMT): The Wide Moat Business Your Phone Can't Live Without w/ Kyle Grieve & Shawn O'Malley
Jun 25, 2026 · 1h 12m
TIP825: Meta, Adobe, Booking Holdings w/ Stig Brodersen, Tobias Carlisle & Hari Ramachandra
TIP825: Meta, Adobe, Booking Holdings w/ Stig Brodersen, Tobias Carlisle & Hari Ramachandra
Jun 21, 2026 · 1h 0m
TIP824: Copa Holdings (CPA): Is Buffett Right About Airline Stocks? w/ Daniel Mahncke & Shawn O’Malley
TIP824: Copa Holdings (CPA): Is Buffett Right About Airline Stocks? w/ Daniel Mahncke & Shawn O’Malley
Jun 18, 2026 · 1h 26m
TIP823: From Railroads to AI: The Timeless Patterns Behind Market Bubbles w/ Kyle Grieve
TIP823: From Railroads to AI: The Timeless Patterns Behind Market Bubbles w/ Kyle Grieve
Jun 14, 2026 · 1h 6m
TIP822:  QXO (QXO): Can One of the World's Best Consolidators Strike Lightning Again? w/ Kyle Grieve & Shawn O'Malley
TIP822: QXO (QXO): Can One of the World's Best Consolidators Strike Lightning Again? w/ Kyle Grieve & Shawn O'Malley
Jun 11, 2026 · 1h 20m
TIP821: Grab Holdings (GRAB): Why Uber Surrendered Southeast Asia w/ Shawn O’Malley & Daniel Mahncke
TIP821: Grab Holdings (GRAB): Why Uber Surrendered Southeast Asia w/ Shawn O’Malley & Daniel Mahncke
Jun 7, 2026 · 1h 20m
TIP820: WIX: The Most Asymmetric AI Bet? w/ Daniel Mahncke & Shawn O’Malley
TIP820: WIX: The Most Asymmetric AI Bet? w/ Daniel Mahncke & Shawn O’Malley
Jun 4, 2026 · 1h 13m
TIP819: Lifco AB (LIFCO-B.ST): The Serial Acquirer Building an Unstoppable Compounding Engine w/ Kyle Grieve & Shawn O'Malley
TIP819: Lifco AB (LIFCO-B.ST): The Serial Acquirer Building an Unstoppable Compounding Engine w/ Kyle Grieve & Shawn O'Malley
May 31, 2026 · 1h 22m
TIP818: NVR (NVR): What's Next for One of History's Greatest Compounders? w/ Kyle Grieve & Shawn O'Malley
TIP818: NVR (NVR): What's Next for One of History's Greatest Compounders? w/ Kyle Grieve & Shawn O'Malley
May 28, 2026 · 1h 26m
TIP817: Simple Investing Beats Complexity w/ David Fagan
TIP817: Simple Investing Beats Complexity w/ David Fagan
May 24, 2026 · 1h 8m
TIP816: Sea Limited (SE): Can Sea Limited 10x Again? w/ Daniel Mahncke & Shawn O’Malley
TIP816: Sea Limited (SE): Can Sea Limited 10x Again? w/ Daniel Mahncke & Shawn O’Malley
May 21, 2026 · 1h 37m
TIP815: Lyn Alden on Why Fiscal Dominance Changes Everything
TIP815: Lyn Alden on Why Fiscal Dominance Changes Everything
May 18, 2026 · 1h 8m
TIP814: Formula One Group (FWONA): The Only Sports Franchise Worth Owning w/ Kyle Grieve & Shawn O'Malley
TIP814: Formula One Group (FWONA): The Only Sports Franchise Worth Owning w/ Kyle Grieve & Shawn O'Malley
May 14, 2026 · 1h 18m
Trailer: The Investor's Podcast Show (formerly We Study Billionaires)
Trailer: The Investor's Podcast Show (formerly We Study Billionaires)
May 13, 2026 · 0 min
RWH068: How to Be Better in Work & Life w/ David Epstein
RWH068: How to Be Better in Work & Life w/ David Epstein
May 10, 2026 · 1h 33m
TIP813: Microsoft (MSFT): Is Microsoft a Misunderstood AI Opportunity? w/ Daniel Mahncke & Shawn O’Malley
TIP813: Microsoft (MSFT): Is Microsoft a Misunderstood AI Opportunity? w/ Daniel Mahncke & Shawn O’Malley
May 7, 2026 · 1h 33m
TIP812: Mohnish Pabrai on Berkshire & Letting Winners Run
TIP812: Mohnish Pabrai on Berkshire & Letting Winners Run
May 3, 2026 · 1h 8m
TIP811: OTC Markets (OTCM): A Picks and Shovels Play in Modern Capital Markets w/ Kyle Grieve & Shawn O'Malley
TIP811: OTC Markets (OTCM): A Picks and Shovels Play in Modern Capital Markets w/ Kyle Grieve & Shawn O'Malley
Apr 30, 2026 · 1h 21m
TIP810: Berkshire Hathaway 2026 Valuation w/ Chris Bloomstran
TIP810: Berkshire Hathaway 2026 Valuation w/ Chris Bloomstran
Apr 26, 2026 · 1h 38m
TIP809: The Real Estate Data Empire Making a $5 Billion Bet: CoStar Group w/ Shawn O'Malley & Daniel Mahncke
TIP809: The Real Estate Data Empire Making a $5 Billion Bet: CoStar Group w/ Shawn O'Malley & Daniel Mahncke
Apr 23, 2026 · 1h 37m
TIP808: Current Market Opportunities w/ Daniel Mahncke & Clay Finck
TIP808: Current Market Opportunities w/ Daniel Mahncke & Clay Finck
Apr 19, 2026 · 1h 25m
TIP807: Portfolio Review: Analyzing Holdings and Watchlist Companies for 2026 w/ Daniel Mahncke, Shawn O'Malley, & Kyle Grieve
TIP807: Portfolio Review: Analyzing Holdings and Watchlist Companies for 2026 w/ Daniel Mahncke, Shawn O'Malley, & Kyle Grieve
Apr 16, 2026 · 1h 48m
RWH067: Prudent Investing In Perilous Times w/ Matthew McLennan
RWH067: Prudent Investing In Perilous Times w/ Matthew McLennan
Apr 12, 2026 · 1h 37m
TIP806: Wise PLC w/ Kyle Grieve and Daniel Mahncke
TIP806: Wise PLC w/ Kyle Grieve and Daniel Mahncke
Apr 10, 2026 · 1h 32m
TIP805: Stock Market Maestros w/ Kyle Grieve
TIP805: Stock Market Maestros w/ Kyle Grieve
Apr 5, 2026 · 1h 4m
TIP804: Kinsale Capital Stock Deep Dive w/ Clay Finck & Daniel Mahncke
TIP804: Kinsale Capital Stock Deep Dive w/ Clay Finck & Daniel Mahncke
Apr 3, 2026 · 1h 14m
TIP803: How Economics and Art Shape Better Investors w/ Kyle Grieve
TIP803: How Economics and Art Shape Better Investors w/ Kyle Grieve
Mar 29, 2026 · 1h 5m
TIP802: When Genius Was Just Luck: The Go-Go Years w/ Kyle Grieve
TIP802: When Genius Was Just Luck: The Go-Go Years w/ Kyle Grieve
Mar 27, 2026 · 1h 4m
TIP801: Value Investing Meets Venture Capital w/ Kyle Grieve
TIP801: Value Investing Meets Venture Capital w/ Kyle Grieve
Mar 22, 2026 · 1h 4m
TIP800: Navigating an AI-Driven Market w/ François Rochon
TIP800: Navigating an AI-Driven Market w/ François Rochon
Mar 20, 2026 · 1h 14m
TIP799: The Davis Dynasty w/ Kyle Grieve
TIP799: The Davis Dynasty w/ Kyle Grieve
Mar 15, 2026 · 1h 5m
TIP798: Nintendo Stock Deep Dive w/ Clay Finck
TIP798: Nintendo Stock Deep Dive w/ Clay Finck
Mar 13, 2026 · 1h 1m
TIP797: Born To Be Wired w/ Kyle Grieve
TIP797: Born To Be Wired w/ Kyle Grieve
Mar 8, 2026 · 1h 4m
TIP796: Die with Zero & Linde Stock Analysis w/ Clay Finck
TIP796: Die with Zero & Linde Stock Analysis w/ Clay Finck
Mar 6, 2026 · 55 min
TIP795: Berkshire, Moody's, & BellRing Brands w/ Stig Brodersen, Tobias Carlisle, and Hari Ramachandra
TIP795: Berkshire, Moody's, & BellRing Brands w/ Stig Brodersen, Tobias Carlisle, and Hari Ramachandra
Mar 1, 2026 · 1h 20m