Kyle Grieve
Host and producer on We Study Billionaires who leads company deep-dives and interviews, focusing on value investing and business analysis.
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Apr 19, 2026 • 1h 47min
TIVP067: Portfolio Review: Thoughts on Airbnb, Reddit, Adobe, and co. w/ Daniel Mahncke, Shawn O'Malley, & Kyle Grieve
Kyle Grieve, podcast host and researcher from We Study Billionaires, joins to review portfolio ideas. They dissect companies like Airbnb, Reddit, Exor, Universal Music Group, TransDigm, Copart, Trade Desk, FICO, and Nintendo. Short takes cover valuation, thesis durability, buybacks, monetization paths, and which names might be kept or cut.
