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
52 snips
Feb 23, 2024 • 1h 1min
TIP609: Fooled by Randomness by Nassim Taleb
Dive into the intriguing role of luck in investing and how psychological biases like survivorship bias can mislead decision-making. Explore the importance of skepticism and humility while recognizing the unpredictable nature of markets. Hear about the firehouse effect and emotional pitfalls that can trap traders in value traps. Discover how chaos theory offers insights into navigating uncertainty and seizing asymmetric opportunities. Finally, learn why focusing on sound processes is crucial to overcoming randomness in financial strategies.
Feb 21, 2024 • 1h 17min
BTC170: Bitcoin's Hardware Future w/ Bob Burnett (Bitcoin Podcast)
Bob Burnett, a former tech executive turned Bitcoin mining leader, dives into the innovative future of Bitcoin. He emphasizes sustainability in mining practices and discusses the critical role of ASICs and their applications beyond finance. Burnett shares strategies for navigating the complex regulatory landscape and highlights the importance of adaptability for tech entrepreneurs. With insights into future trends, he reveals how Bitcoin hardware can play roles in various sectors, including gaming, showcasing the transformative potential of this technology.
85 snips
Feb 18, 2024 • 1h 55min
RWH041: Ignore the Crowd w/ Super-investor Bruce Berkowitz
William Green chats with Bruce Berkowitz, a renowned investor and chief investment officer of Fairholme Funds, famous for his impressive 23-year track record. They discuss Berkotwitz's major investment shifts after significant losses and his unique approach of concentrating 80% of his fund on one stock. He shares insights on the impact of cash as 'financial valium' and the emotional lessons from investing in Sears. Bruce also examines long-term trends in Florida's growth and assesses the investment risks posed by climate change.
72 snips
Feb 16, 2024 • 1h 3min
TIP608: Long-Term Compounding w/ Chris Mayer
Chris Mayer, the author of "100 Baggers" and co-founder of Woodlock House Family Capital, shares his insights on long-term compounding in investing. He highlights the impressive performance of his fund in 2023 and dives into the fascinating world of Constellation Software. Mayer discusses its decentralized business model, recent spinoffs, and the strategies behind successful acquisitions. He also elaborates on the organic growth focus of subsidiaries like Topicus and shares his thoughts on the valuation of these innovative companies.
Feb 14, 2024 • 56min
BTC169: Bitcoin Changing Africa's Energy and Finance Incentives w/ Alex Gladstein (Bitcoin Podcast)
In this engaging discussion, Alex Gladstein, an expert on Bitcoin's influence in Africa, explores how the cryptocurrency is reshaping the continent's energy and financial landscapes. He shares compelling examples from Malawi and Kenya, where Bitcoin mining is not only providing reliable electricity but also fostering economic stability. Gladstein emphasizes the role of stranded energy resources, underlining how Bitcoin can empower local communities and pave the way for sustainable development, reducing reliance on traditional financial systems.
34 snips
Feb 11, 2024 • 52min
TIP607: Small But Mighty: Uncovering Smallcap Value w/ Paul Andreola
In this engaging conversation, Paul Andreola, a microcap investing veteran with over 30 years of experience, shares his insights on evaluating smallcap stocks. He emphasizes the importance of focusing on profitable, growing businesses and utilizing the PEG ratio for identifying undervalued opportunities. Andreola discusses the need for experienced board members to navigate funding challenges and highlights how flipping over as many rocks as possible can lead to hidden gems. With a championing spirit for microcap investing, he reveals strategies for success in this unique market.
137 snips
Feb 9, 2024 • 1h
TIP606: Multi-Bagger First Principles w/ Ian Cassel
Ian Cassel, a microcap investor and CIO of Intelligent Fanatics Capital Management, shares valuable insights into investment strategies. He discusses his investment journaling process and lessons learned managing a fund. Key topics include the significance of high insider ownership, biases like attribution bias, and the concept of 'active patience' in investing. Cassel also delves into identifying multi-bagger stocks and the importance of unique business models, supported by fascinating case studies of companies that have achieved exponential growth.
20 snips
Feb 7, 2024 • 1h 1min
BTC168: Bitcoin Discreet Log Contracts DLC on LN Markets w/ Romain Rouphael (Bitcoin Podcast)
In this discussion, Romain Rouphael, a trailblazer in Bitcoin research and the founder of LN Markets and DLC Markets, shares his inspiring journey in the world of finance and cryptocurrency. He dives into the revolutionary potential of Bitcoin for instant settlements and trustless trading. Rouphael explains how Discreet Log Contracts enhance OTC derivatives trading and the impressive growth of LN Markets, which has achieved over $2 billion in trading volume. He also addresses the future of Bitcoin financial services and the challenges of managing a Bitcoin fund.
13 snips
Feb 4, 2024 • 56min
TIP605: Untangling Global Outperformers w/ Dede Eyesan
Dede Eyesan, Chief Investment Officer of Jenga Investment Partners and author of "Global Outperformers," shares insights on global investments. He discusses the intriguing business landscapes of China, India, and Japan, highlighting which sectors may lead to the next big outperformers. Listeners will learn about the advantages of monopolistic enterprises and the importance of competitive edges. Eyesan also delves into the iGaming industry and the unique challenges of investing in Indian markets, providing valuable takeaways for potential investors.
Feb 2, 2024 • 1h 19min
TIP604: Best Quality Idea Q1 2024 w/ Clay Finck & Kyle Grieve
Discover the investment potential of Evolution AB, a leader in the online gaming industry that has impressively compounded by over 60% annually. The hosts dive into its innovative business model, the contrast between regulated and unregulated markets, and the significant tailwinds driving growth. They also discuss the strategic management decisions behind recent acquisitions and the intricate balance of dividends and buybacks. Join in for insights on navigating investment opportunities in this rapidly evolving sector!
