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
What this show covers
Stock valuationvaluationcapital allocationstock analysiscash managementinvestingAI investingcompetitive moatportfolio managementValue Investinginvesting mindsetventure capitalSir Michael Moritzleadershipfounders
What listeners will find here
Michael Moritz on relentlessness, temperament, and spotting exceptional founders
Sir Michael Moritz reflects on the path that took him from outsider to one of venture capital’s most influential investors. The conversation explores temperament, leadership, and what he learned from watching figures like Steve Jobs, Bill Gates, Jensen Huang, and Elon Musk.
Hermès vs. LVMH at the Lows: Is Luxury Finally Investable?
Hermès and LVMH are both trading near major lows as the luxury market struggles with weaker Chinese demand, fewer customers, and softer tourism. Daniel Mahncke and Shawn O’Malley revisit both businesses, compare their resilience, and update valuations to see whether either stock is finally worth buying.
HEICO vs. TransDigm: Two aerospace compounders, two very different playbooks
HEICO and TransDigm are compared as dominant aerospace parts businesses with strong pricing power, acquisition-driven growth, and durable competitive advantages. The episode digs into how their models differ on pricing, debt, regulation, risk, and valuation.
Why Walmart’s low-price machine still works—and where its next growth may come from
Walmart is the focus here, from Sam Walton’s early strategy to its evolution into e-commerce, advertising, marketplace, and memberships. The episode digs into supplier power, cash flow mechanics, capital allocation, future growth drivers, and risks including antitrust pressure and AI-driven shopping.
Why average returns may be enough to build real wealth
This episode explores how saving, behavior, and cash management can matter as much as investment performance when building wealth. Stig Brodersen and David Fagan argue that financial independence comes from intentional habits, not luck, and that net worth is often the better scorecard.
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