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
36 snips
May 5, 2023 • 53min
TIP549: 2 High-Quality Compounders
Discover two promising high-quality compounders: Topicus.com, a European software player, and Copart, a leader in online auction services. Explore the strategic insights from investing gurus, uncover Topicus's competitive edge stemming from its European operations, and learn about Copart's market dominance against rivals. Both companies exhibit strong fundamentals and insider ownership, while potential risks are thoughtfully assessed. Tune in for powerful lessons on compounding wealth and the dynamics of the investment landscape!
14 snips
May 3, 2023 • 53min
BTC128: Evolving w/ the Technium w/ Kevin Kelly (Bitcoin Fundamentals)
In this engaging discussion, Kevin Kelly, founding editor of Wired Magazine and author of noteworthy books, shares his profound insights on technology's evolution. He explains the concept of the 'technium' and its interdependencies. Kelly offers a compelling viewpoint on AI's role in biology and longevity, highlighting creativity amidst fears of technological change. He also discusses his visionary 10,000-year clock, urging listeners to think generationally and advocate for an optimistic future shaped by incremental progress.
13 snips
Apr 30, 2023 • 1h 28min
TIP548: Berkshire Hathaway Masterclass 2023 w/ Chris Bloomstran
Chris Bloomstran, a legendary investor from Semper Augustus with an impressive 11.5% CAGR, shares his profound insights on valuing Berkshire Hathaway. He delves into the intrinsic value of the conglomerate, discussing the misleading aspects of the price-to-book ratio. Bloomstran highlights the significant worth of Berkshire's insurance business compared to its energy and rail sectors. He also explains how maintenance capital expenditures relate to depreciation and where investors can safely park cash within Berkshire's diverse portfolio.
22 snips
Apr 28, 2023 • 1h 4min
TIP547: The Truth About Stock Market Forecasts
Delve into the wisdom of historical insights over speculative forecasts. Discover why traditional stock market predictions can mislead investors and how long-term strategies often yield better results. Explore the balance between conviction and adaptability in investing, while learning about opportunity costs and the importance of fundamental analysis. The episode also emphasizes the emotional journey of investing, highlighting the need for resilience and positive habits in achieving financial success.
14 snips
Apr 26, 2023 • 1h 12min
BTC127: Long-Term Holders Driving the Bitcoin Market w/ Dylan LeClair (Bitcoin Podcast)
Dylan LeClair, lead writer and researcher at Bitcoin Magazine Pro, dives into the fascinating intersection of AI, on-chain analytics, and the Bitcoin market. He shares his insights on the recent surge in Bitcoin prices and the strategies of long-term holders. Dylan discusses the impact of macroeconomic factors on the crypto landscape, highlighting upcoming challenges for Binance and the importance of self-custody. He also touches on labor market dynamics post-COVID and the implications of Bitcoin's market cycles, making complex topics accessible and entertaining.
57 snips
Apr 23, 2023 • 1h 58min
RWH026: Wealth & Health w/ Jason Karp
In this engaging discussion, Jason Karp, a former hedge fund manager turned health and wellness advocate, shares his journey from financial success to personal fulfillment. He candidly reveals how his obsession with productivity led to severe health issues and a mental breakdown. Jason discusses his transformation, emphasizing the importance of diet, emotional well-being, and the benefits of confusing the body with varied stressors. He highlights the joy found in investing in health-focused companies and redefines success as a balance between wealth, health, and meaningful relationships.
38 snips
Apr 21, 2023 • 55min
TIP546: The Holy Grail of Long-Term Value Investing
Dive into long-term value investing as experts explore the significance of investing in high-quality businesses with lasting potential. Discover why Gautam Baid believes the longevity of growth trumps its rate, and why he's bullish on the Indian market. Learn strategies to capitalize on market inefficiencies and the importance of portfolio management and capital preservation. This insightful conversation emphasizes patience, strategic allocation, and the art of concentrated investing for sustainable wealth creation.
4 snips
Apr 19, 2023 • 1h 4min
BTC126: Redeeming GBTC w/ David Bailey (Bitcoin Podcast)
David Bailey, an entrepreneur and founder of a Bitcoin media company known for the Bitcoin Miami Conference, joins for a compelling discussion. He delves into the complexities of the GBTC Bitcoin Trust and shares insights on its recent challenges. The conversation also explores the potential of Central Bank Digital Currencies and how they might reshape finance. Bailey reflects on his journey building a major Bitcoin event amid the pandemic and emphasizes the importance of community resilience in facing market volatility.
95 snips
Apr 16, 2023 • 2h 10min
RWH025: Patient Capital W/ Samantha McLemore
Samantha McLemore, founder of Patient Capital Management and the successor of investing legend Bill Miller, shares her journey from a dog bite insurance settlement sparking her interest in finance to co-managing a top-performing mutual fund. She discusses the unique opportunities that arise during market chaos, her investment philosophy on Bitcoin despite skepticism, and the essential traits she looks for in early-stage companies. Samantha emphasizes the importance of valuation and maintaining a long-term perspective while navigating the investment landscape.
124 snips
Apr 14, 2023 • 1h 2min
TIP545: The Third Sea Change Has Begun w/ Howard Marks
This week, Trey Lockerbie talks with Howard Marks, an investing legend and founder of Oaktree Capital. Howard shares his insights on the current Sea Change in financial markets, marking a pivotal shift in his 50-year career. He delves into how AI and Bitcoin are reshaping investment strategies and discusses the impact of a moderate interest rate environment on global debt. His reflections on Japan's economy and adapting to evolving market conditions offer listeners valuable perspectives on risk management and investment philosophy.
