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

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 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

TIP817: Simple Investing Beats Complexity

May 23, 2026 • 68 mins
In this episode, Stig Brodersen speaks with David Fagan about why simplicity often beats complexity in investing and life. They discuss why many investors overcomplicate wealth creation, how simple systems can lead to better long-term outcomes, and why clarity, focus, and consistency are often underrated advantages. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro00:02:13 - Why you should choose simplicity over complexity in inve...
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TIP816: Sea Limited (SE): Can Sea Limited 10x Again? w/ Daniel Mahncke & Shawn O’Malley

May 20, 2026 • 97 mins
Daniel Mahncke and Shawn O'Malley take a deep dive into Sea Limited — the largest Southeast Asian marketplace whose investment case now turns on two of the most debated questions in the stock today: whether Shopee's dominance across Southeast Asia can hold up against TikTok Shop without margins being structurally capped near current levels, and whether Sea's expansion into Brazil, head-to-head with Mercado Libre, is the next leg of...
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TIP815: Lyn Alden on Why Fiscal Dominance Changes Everything

May 18, 2026 • 68 mins
Stig Brodersen welcomes back renowned macroeconomist and bestselling author Lyn Alden. They explore fiscal dominance, gold, energy markets, and the shifting role of the U.S. dollar in a more fragmented global economy. Lyn also explains why higher interest rates may no longer slow inflation the way they once did, and what this changing macro regime means for investors. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro00:02:24 - Wh...
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TIP814: Formula One Group (FWONA): The Only Sports Franchise Worth Owning w/ Kyle Grieve & Shawn O'Malley

May 13, 2026 • 78 mins
Kyle Grieve and Shawn O’Malley analyze Formula One Group, a business that commands nearly a billion global fans, generates billions in revenue from only 24 live events, and boasts free cash flow margins nearly any business would envy. They’ll trace the company’s growth history, untangle its complex capital structure, and assess its current debt situation. They’ll also cover F1’s competitive advantages, pricing power, incentives, an...
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Trailer: The Investor's Podcast Show (formerly We Study Billionaires)

May 12, 2026 • 57 secs
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 ...
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RWH068: How to Be Better in Work & Life w/ David Epstein

May 9, 2026 • 93 mins
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. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:01:05 - What David Epstein learned from a brilliant Nobel Priz...
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TIP813: Microsoft (MSFT): Is Microsoft a Misunderstood AI Opportunity? w/ Daniel Mahncke & Shawn O’Malley

May 6, 2026 • 93 mins
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 l...
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TIP812: Mohnish Pabrai on Berkshire & Letting Winners Run

May 2, 2026 • 68 mins
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. Disclaimer: Stig Brodersen is an investor in Pabrai Funds,...
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TIP811: OTC Markets (OTCM): A Picks and Shovels Play in Modern Capital Markets w/ Kyle Grieve & Shawn O'Malley

April 29, 2026 • 81 mins
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. IN THIS EPISODE YOU’LL LEARN: 0...
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TIP810: Berkshire Hathaway 2026 Valuation w/ Chris Bloomstran

April 25, 2026 • 98 mins
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. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:04:25 - What the intrinsic value of Berkshire Hathaway is, and wha...
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TIP809: The Real Estate Data Empire Making a $5 Billion Bet: CoStar Group w/ Shawn O'Malley & Daniel Mahncke

April 22, 2026 • 97 mins
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. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:01:42 - Why the company has ...
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TIP808: Current Market Opportunities w/ Daniel Mahncke & Clay Finck

April 18, 2026 • 85 mins
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. IN THIS EPISODE Y...
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TIP807: Portfolio Review: Analyzing Holdings and Watchlist Companies for 2026 w/ Daniel Mahncke, Shawn O'Malley, & Kyle Grieve

April 15, 2026 • 108 mins
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 Copa...
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RWH067: Prudent Investing In Perilous Times w/ Matthew McLennan

April 11, 2026 • 97 mins
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 i...
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TIP806: Wise PLC w/ Kyle Grieve and Daniel Mahncke

April 9, 2026 • 92 mins
Kyle Grieve is joined by co-host Daniel Mahncke to discuss Wise PLC, a London-listed FinTech company that enables cheap and fast cross-border payments by matching local flows rather than moving money internationally through costly SWIFT networks. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:04:45 - The clever mechanism Wise uses to move money without actually crossing borders 00:09:14 - Why two Estonians at a London party e...
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TIP805: Stock Market Maestros w/ Kyle Grieve

April 4, 2026 • 64 mins
Kyle discusses Stock Market Maestros, revealing that elite fund managers succeed not by picking winners the majority of the time, but by making dramatically more on their wins than they lose on their losses. Through profiling world-class fund managers, the book proves that disciplined execution, such as how you size, hold, and exit positions, ultimately matters more than stock selection itself. IN THIS EPISODE YOU’LL LEARN: 00:00:...
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TIP804: Kinsale Capital Stock Deep Dive w/ Clay Finck & Daniel Mahncke

April 2, 2026 • 74 mins
On today's episode, Clay is joined by Daniel Mahncke to break down Kinsale Capital. Kinsale is a specialty insurer that has quietly become one of the most exceptional businesses in the financial sector by dominating the Excess & Surplus insurance market. Clay and Daniel break down the DNA of this wonderful business, and if the recent drawdown in the stock is a compelling opportunity for value investors. IN THIS EPISODE YOU’LL L...
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TIP803: How Economics and Art Shape Better Investors w/ Kyle Grieve

March 28, 2026 • 65 mins
Kyle Grieve discusses key mental models from economics and art and how they apply to investing and decision-making. He explores economic concepts such as scarcity, supply and demand, optimization, specialization, efficiency, competition, and bubbles, illustrating them with real-world business examples. Then he shifts gears to art, examining things such as audience, contrast, framing, and narrative, emphasizing how they shape invest...
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TIP802: When Genius Was Just Luck: The Go-Go Years w/ Kyle Grieve

March 26, 2026 • 64 mins
In today’s episode, Kyle Grieve discusses the speculative boom of the 1960s “Go-Go Years” as presented in John Brooks’ book, highlighting the dangers of euphoria, leverage, and financial engineering. He explores case studies like Ross Perot, Edward Gilbert, Atlantic Acceptance, and Gerry Tsai to reveal how incentives, momentum, and fraud can distort markets. The episode ultimately emphasizes timeless investing lessons around valuat...
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TIP801: Value Investing Meets Venture Capital w/ Kyle Grieve

March 21, 2026 • 64 mins
In today’s episode, Kyle Grieve discusses lessons from venture capital that long-term value investors can apply to improve decision-making. He explores concepts such as power laws, network effects, de-risking investments, and the importance of holding high-potential businesses. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:03:23 - How venture capital power laws shape investing returns and portfolio outcomes 00:06:19 - Why a t...
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