We Study Billionaires - The Investor’s Podcast Network
1,213 episodes — Page 1 of 25
TIP841: Palantir – Palantir is Cheaper than I Thought! w/ Daniel Mahncke & Shawn O’Malley
TIP840: CATL: Powering EVs, Power Grids, and AI w/ Stig Brodersen, Manish Karira & Ralph Summerford
TIP839: Domino's Pizza (DPZ): Is the Royalty Engine Still Running? w/ Kyle Grieve & Shawn O’Malley
TIP838: Google, Reddit, Amazon – Are Our Biggest Winners Still a Buy? w/ Daniel Mahncke & Shawn O’Malley
TIP837: Adobe, Lululemon, PayPal – Are our Biggest Losers a Buy Now? w/ Daniel Mahncke & Shawn O’Malley
RWH071: Risk, Ruin, Reinvention & Resilience w/ Victor Haghani
TIP836: Exor NV (EXO): The Massive Discount Continues To Widen w/ Kyle Grieve & Shawn O’Malley
TIP835: Intuit (INTU): The S&P 500's Biggest Loser w/ Shawn O’Malley & Kyle Grieve
TIP834: DLocal (DLO): Multibagger Potential with Decade-Long Runway w/ Daniel Mahncke & Shawn O’Malley
RWH070: Hunting For Hidden Treasures w/ Christopher Begg
TIP833: Perimeter Solutions (PRM): A Niche Monopoly, One Acquisition at a Time w/ Kyle Grieve & Shawn O’Malley
TIP832: Fairfax Financial (FFO.TO): The Berkshire Of The North w/ Kyle Grieve & Shawn O'Malley
TIP831: Pinduoduo (PDD): Is PDD the Best Buy in China? w/ Daniel Mahncke and Shawn O'Malley
TIP830: SpaceX (SPCX): Is It Really Worth $2 Trillion Dollars? w/ Kyle Grieve & Shawn O'Malley
TIP829: Kaspi Stock ($KSPI): The Cheapest E-Commerce Monopoly in the World w/ Daniel Mahncke and Shawn O'Malley
TIP828: Restoration Hardware (RH): Building a Luxury Empire From Scratch w/ Shawn O'Malley and Daniel Mahncke
TIP827: Auto1 Stock (AG1): Is This the Amazon for Cars? w/ Daniel Mahncke & Shawn O’Malley
RWH069: The Psychology of Investing w/ Emily Haisley
TIP826: American Tower (AMT): The Wide Moat Business Your Phone Can't Live Without w/ Kyle Grieve & Shawn O'Malley
TIP825: Meta, Adobe, Booking Holdings w/ Stig Brodersen, Tobias Carlisle & Hari Ramachandra
TIP824: Copa Holdings (CPA): Is Buffett Right About Airline Stocks? w/ Daniel Mahncke & Shawn O’Malley
TIP823: From Railroads to AI: The Timeless Patterns Behind Market Bubbles w/ Kyle Grieve
TIP822: QXO (QXO): Can One of the World's Best Consolidators Strike Lightning Again? w/ Kyle Grieve & Shawn O'Malley
TIP821: Grab Holdings (GRAB): Why Uber Surrendered Southeast Asia w/ Shawn O’Malley & Daniel Mahncke
TIP820: WIX: The Most Asymmetric AI Bet? w/ Daniel Mahncke & Shawn O’Malley
TIP819: Lifco AB (LIFCO-B.ST): The Serial Acquirer Building an Unstoppable Compounding Engine 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
TIP817: Simple Investing Beats Complexity
TIP816: Sea Limited (SE): Can Sea Limited 10x Again? w/ Daniel Mahncke & Shawn O’Malley
TIP815: Lyn Alden on Why Fiscal Dominance Changes Everything
TIP814: Formula One Group (FWONA): The Only Sports Franchise Worth Owning w/ Kyle Grieve & Shawn O'Malley
Trailer: The Investor's Podcast Show (formerly We Study Billionaires)
RWH068: How to Be Better in Work & Life w/ David Epstein
TIP813: Microsoft (MSFT): Is Microsoft a Misunderstood AI Opportunity? w/ Daniel Mahncke & Shawn O’Malley
TIP812: Mohnish Pabrai: Berkshire & Letting Winners Run w/ Mohnish Pabrai
TIP811: OTC Markets (OTCM): A Picks and Shovels Play in Modern Capital Markets w/ Kyle Grieve & Shawn O'Malley
TIP810: Berkshire Hathaway 2026 Valuation w/ Chris Bloomstran
TIP809: The Real Estate Data Empire Making a $5 Billion Bet: CoStar Group w/ Shawn O'Malley & Daniel Mahncke
TIP808: Current Market Opportunities w/ Daniel Mahncke & Clay Finck
TIP807: Portfolio Review: Analyzing Holdings and Watchlist Companies for 2026 w/ Daniel Mahncke, Shawn O'Malley, & Kyle Grieve
RWH067: Prudent Investing In Perilous Times w/ Matthew McLennan
TIP806: Wise PLC w/ Kyle Grieve and Daniel Mahncke
TIP805: Stock Market Maestros w/ Kyle Grieve
TIP804: Kinsale Capital Stock Deep Dive w/ Clay Finck & Daniel Mahncke
TIP803: How Economics and Art Shape Better Investors w/ Kyle Grieve
Ep 1066TIP802: When Genius Was Just Luck: The Go-Go Years w/ Kyle Grieve
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 valuation discipline, skepticism, and aligning incentives with long-term outcomes. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:02:02 - About the Nifty Fifty’s rise and the dangers of extreme valuation multiples 00:03:34 - Why great businesses can still be poor investments at high prices 00:05:07 - About Ross Perot’s EDS and the psychology of ignoring market volatility 00:09:45 - The dangers of leverage through Edward Gilbert’s collapse 00:16:13 - Why sharing stock ideas can create unintended consequences 00:19:32 - How fraud fueled Atlantic Acceptance’s explosive growth 00:29:17 - Why rapid growth without explanation signals potential risk 00:33:28 - Gerry Tsai’s momentum strategy and performance-chasing cycles 00:42:07 - How conglomerates used financial engineering to create illusory value Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community. Learn how to join us in Omaha for the Berkshire meeting here. Buy The Go-Go Years. Follow Kyle on X and LinkedIn. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses through The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X | LinkedIn | Facebook. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: HardBlock Human Rights Foundation Vanta Unchained Netsuite Shopify Fundrise References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor’s Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Ep 1065TIP801: Value Investing Meets Venture Capital w/ Kyle Grieve
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 tiny number of winners dominate most long-term investing results 00:08:41 - Why selling potential power-law winners early can severely damage portfolio performance 00:08:41 - How modest portfolio contributors can evolve into massive long-term winners 00:09:21 - Why accepting losses is the cost of capturing outsized investing returns 00:11:25 - How Moore’s Law and Metcalfe’s Law create powerful technology-driven investment opportunities 00:13:34 - Why investors should scale positions as businesses become progressively de-risked 00:25:41 - How unpopular or overlooked businesses can generate exceptional long-term investment returns 00:32:24 - Why averaging up in strong businesses can outperform traditional value strategies 00:57:06 - How long-horizon arbitrage allows investors to benefit from fundamental business improvement Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community. Learn how to join us in Omaha for the Berkshire meeting here. Buy The Power Law. Follow Kyle on X and LinkedIn. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses through The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X | LinkedIn | Facebook. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: HardBlock Human Rights Foundation Vanta Unchained Netsuite Fundrise Shopify References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor’s Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Ep 1064TIP800: Navigating an AI-Driven Market w/ François Rochon
On today's episode, Clay is joined by François Rochon to discuss his 2025 annual letter and the key themes shaping markets in 2025. He also digs into his top holdings, including Constellation Software, Alphabet, and Meta. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:02:18 - François's key takeaways and lessons from 2025 00:03:58- Why François views AI as a revolution on par with the early internet 00:07:04 - The circular investment dynamic in AI infrastructure and what it means for companies like Nvidia 00:11:46 - How Alphabet and Meta are using massive capex spending to both defend and grow their businesses 00:17:52 - Why François believes shares of Constellation Software are cheap despite the AI-driven sell-off in software stocks 00:30:03 - What made Mark Leonard one of François's favorite CEOs 00:42:09 - Why François sold CarMax after 18 years 01:11:29 - The three essential qualities every successful long-term investor must develop Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Learn how to join us in Omaha for the Berkshire meeting here. Rochon’s firm: Giverny Capital. Rochon’s annual letters. Follow Clay on X and LinkedIn. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X | LinkedIn | Facebook. Browse through all our episodes here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: HardBlock Human Rights Foundation Vanta Unchained Netsuite Fundrise Shopify References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor’s Podcast Network is not responsible for any claims made by them. Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Ep 1063TIP799: The Davis Dynasty w/ Kyle Grieve
Kyle Grieve discusses the remarkable story of the Davis Dynasty, a multi-generational investing family that compounded wealth through discipline, focus, and a deep understanding of insurance businesses. He explores the philosophies of Shelby Davis, his son Shelby Cullom Davis, and his grandson Chris Davis. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:02:44 - How and why Shelby Davis entered investing later in life 00:06:31 - Why frugality shaped Davis’s investing philosophy 00:11:57 - How insurance became Davis’s core compounding engine 00:14:54 - Why stocks beat bonds during inflationary decades 00:17:16 - How Davis utilized leverage 00:20:20 - What the “Davis Double Play” is and how to use it 00:34:58 - Why an early winning track record can be a dangerous thing 00:54:26 - How a few long-held businesses created the Davis dynasty’s wealth Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Learn how to join us in Omaha for the Berkshire meeting here. Read The Davis Dynasty. Follow Kyle on X and LinkedIn. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X | LinkedIn | Facebook. Browse through all our episodes here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: HardBlock Human Rights Foundation Vanta Unchained Netsuite Fundrise Shopify References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor’s Podcast Network is not responsible for any claims made by them. Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Ep 1062TIP798: Nintendo Stock Deep Dive w/ Clay Finck
In this episode, Clay breaks down the fascinating history and business model of Nintendo, one of the most iconic entertainment companies in the world. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:01:58 - How Nintendo evolved from a playing card company into one of the world’s most influential gaming businesses 00:14:13 - How movies, theme parks, and mobile apps help extend Nintendo’s intellectual property 00:22:48 - The strategic shift from one-time console sales to recurring revenue 00:26:21 - Why the Switch 2 could expand Nintendo’s ecosystem 00:29:25 - How the Nintendo Switch transformed the company’s business model and profitability 00:47:00 - Why iconic franchises like Mario, Zelda, and Pokémon form the foundation of Nintendo’s competitive moat 00:52:51 - Whether Nintendo’s current valuation offers an attractive opportunity for long-term investors Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Learn how to join us in Omaha for the Berkshire meeting here. The Intrinsic Value Podcast’s episode on Nintendo. Crossroads Capital Shareholder Letters. Follow Clay on X and LinkedIn. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X | LinkedIn | Facebook. Browse through all our episodes here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: HardBlock Human Rights Foundation Vanta Unchained Netsuite Fundrise Shopify References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor’s Podcast Network is not responsible for any claims made by them. Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm