The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
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
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
Mentioned books
May 13, 2026 • 57sec
Trailer: The Investor's Podcast Show (formerly We Study Billionaires)
A tight introduction to a long-running investing show that explores businesses like Spotify, Amazon, and serial acquirers. The team explains the podcast’s format, publishing cadence, and how they research company case studies. Listeners hear about the production crew and the global reach behind the series.
157 snips
May 10, 2026 • 1h 34min
RWH068: How to Be Better in Work & Life w/ David Epstein
David Epstein, author who studies human performance and creativity, shares how constraints can boost focus, creativity, and wellbeing. He discusses satisficing over maximizing, attention preservation, using structure for prolific work, identifying bottlenecks to improve systems, and balancing broad curiosity with practical constraints. Practical stories and research illustrate how limits produce surprising growth.
58 snips
May 7, 2026 • 1h 34min
TIP813: Microsoft (MSFT): Is Microsoft a Misunderstood AI Opportunity? w/ Daniel Mahncke & Shawn O’Malley
A deep dive into Microsoft's AI crossroads and whether its software franchises are at risk. Discussion of LinkedIn, Azure cloud growth, gaming strategy and the Activision play. Examination of Office's per-seat economics and how AI could disrupt productivity tools. Analysis of the OpenAI relationship, capex for GPUs, and scenarios for who captures AI value.
109 snips
May 3, 2026 • 1h 8min
TIP812: Mohnish Pabrai on Berkshire & Letting Winners Run
Mohnish Pabrai, value investor and founder of Pabrai Funds and the Dakshana Foundation, offers a candid take on concentrated, long-term investing inspired by Buffett and Munger. He discusses Berkshire Hathaway’s low hit rate and the 4% rule. He explains why top managers should let winners run, shares stories of big mistakes like selling too early, and talks about allocating for multi-decade horizons.
12 snips
Apr 30, 2026 • 1h 21min
TIP811: OTC Markets (OTCM): A Picks and Shovels Play in Modern Capital Markets w/ Kyle Grieve & Shawn O'Malley
A deep dive into a hidden market infrastructure firm that collects tolls on thousands of securities with a tiny team. They unpack the three revenue streams: trading link fees, corporate listing services, and market data licensing. Discussion covers why regulatory ties and network effects create pricing power and what could sustain growth or pose risks for investors.
80 snips
Apr 26, 2026 • 1h 39min
TIP810: Berkshire Hathaway 2026 Valuation w/ Chris Bloomstran
Chris Bloomstran, founder and portfolio manager of Semper Augustus known for deep Berkshire analysis, breaks down multiple valuation methods for Berkshire Hathaway. He discusses intrinsic value drivers, Greg Abel’s leadership and compensation, how to assess buybacks, and the challenges of valuing OpenAI. Short, focused takes on succession, margins, and long-term return expectations.
26 snips
Apr 23, 2026 • 1h 37min
TIP809: The Real Estate Data Empire Making a $5 Billion Bet: CoStar Group w/ Shawn O'Malley & Daniel Mahncke
A deep dive into a commercial real estate data giant and how it built a near-monopoly with durable data and sticky subscriptions. They unpack the firm's acquisition-driven growth, high profit margins, and successful marketplaces. A major $5 billion push into residential listings and the risks of taking on Zillow are central topics.
117 snips
Apr 19, 2026 • 1h 25min
TIP808: Current Market Opportunities w/ Daniel Mahncke & Clay Finck
They discuss fast-growing Mercado Libre and why its ecosystem could sustain long-term advantages in South America. They compare strategies and margin dynamics between Amazon and Mercado Libre, including Amazon’s AI, AWS and robotics-driven earnings potential. They evaluate AI risks for vertical market software firms like Constellation Software and why some businesses may resist disruption. They finish with a take on Hermès after a big pullback.
58 snips
Apr 16, 2026 • 1h 48min
TIP807: Portfolio Review: Analyzing Holdings and Watchlist Companies for 2026 w/ Daniel Mahncke, Shawn O'Malley, & Kyle Grieve
A deep portfolio review of high-conviction holdings and priority watchlist names. They examine investment theses for companies like Airbnb, Universal Music Group, Reddit, Exor, and whether TransDigm or Copart still belong. The conversation also flags watchlist picks such as FICO, Trade Desk, and Nintendo and debates valuation and positioning for 2026.
143 snips
Apr 12, 2026 • 1h 37min
RWH067: Prudent Investing In Perilous Times w/ Matthew McLennan
Matthew McLennan, head of Global Value at First Eagle and manager of large-value strategies, focuses on resilient, long-term wealth built around scarce and positional assets. He discusses preparing for geopolitical turmoil, using cash and gold as ballast, constructing a non-uniform portfolio of durable businesses, favoring patience over short-term trends, and thinking like a gardener to survive uncertainty.
