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
38 snips
Mar 8, 2023 • 1h 37min
BTC120: Preston's Top 5 Bitcoin Fundamental Moments, w/ Michael Saylor, Jeff Booth, Gigi, Alex Gladstein, Cory Klippsten, & Pablo Fernandez (Bitcoin Podcast)
Join Michael Saylor, CEO of MicroStrategy and Bitcoin advocate, alongside crypto commentator Cory Klippsten, IMF and World Bank expert Alex Gladstein, and others as they dissect Bitcoin's landscape. They explore inflation's impact on value, the dangers of CBDCs, and how altcoin investments can be a scam. Gladstein unveils the exploitative debt practices of global financial institutions in developing nations, while they debate the merits of proof-of-work versus proof-of-stake in Bitcoin, revealing its potential as an ethical investment and a catalyst for change.
100 snips
Mar 5, 2023 • 58min
TIP531: Mark Leonard: The Best Capital Allocator You've Never Heard of
Discover the intriguing world of Constellation Software and its visionary founder, Mark Leonard, who has achieved remarkable shareholder returns since its IPO. The discussion reveals how the company excels in vertical market software through innovative acquisitions and a unique management approach. Compare Leonard's strategic insight to Warren Buffett's as listeners learn about the alignment of employee interests and disciplined capital allocation. Get insights from Leonard's shareholder letters that underscore the importance of long-term growth and a strong corporate culture.
13 snips
Mar 3, 2023 • 1h 2min
TIP530: The Top 5 Billionaire Books w/ Richard Wilson
Richard Wilson, Founder and CEO of The Family Office Club, shares his expert insights on billionaire investment strategies. He discusses the concept of family offices, how to set them up, and their importance in managing wealth. Wilson highlights lessons from his top five billionaire books, revealing key business strategies and ethical practices that successful entrepreneurs employ. He also shares valuable anecdotes from billionaire keynotes, balancing investment tactics with the emotional challenges faced by high-net-worth investors.
11 snips
Mar 1, 2023 • 1h 6min
BTC119: Merging the Energy Sector with Bitcoin Mining w/ Harry Sudock (Bitcoin Podcast)
In a thought-provoking discussion, Harry Sudock, a Bitcoin miner and strategic thinker, dives into the challenges facing the mining industry amid rising hash rates and fluctuating prices. He explores the complexities of regulatory changes in the U.S. and how energy companies like Shell are reshaping their strategies. Harry also shares insights on the potential of nuclear energy to stabilize the grid and discusses the practicality and obstacles of home mining, revealing the intricate dance between energy innovation and Bitcoin's future.
36 snips
Feb 28, 2023 • 57min
TIP529: Joel Tillinghast & Uncovering the Art of Outperformance
Discover the investment philosophies of Joel Tillinghast, a legendary stock picker known for his conservative strategies and consistent outperformance. Learn why a certain level of speculation is essential in investing and why Tillinghast avoids gold. Delve into insights on acquisition-focused companies, Brown and Brown Insurance and Constellation Software, and understand the importance of company research. Explore the value of exceptional leadership in successful investing, particularly through the lens of Constellation Software's impressive performance.
22 snips
Feb 26, 2023 • 1h 31min
TIP528: Mastermind Q1 2023 w/ Tobias Carlisle and Hari Ramachandra
Join Tobias Carlisle, a value investor and author, and Hari Ramachandra, a market analysis expert, as they dive into investment insights for 2023. Tobias advocates for Amgen, emphasizing its potential in uncertain times. Hari shares his bullish outlook on Disney, discussing its resilience in the competitive streaming market. Stig reveals why he added Spotify to his limited stock portfolio, exploring its evolution from music to a podcast powerhouse. The trio also examines the potential disruptions emerging from AI technology, particularly ChatGPT’s impact on Google.
Feb 24, 2023 • 1h 7min
TIP527: The Epic Collapse of GE w/ William Cohan
In this engaging discussion, William Cohan, a New York Times bestselling author known for his in-depth analysis of corporate giants, breaks down the storied history of General Electric. He shares captivating insights about founders like Thomas Edison and the controversial reign of Jack Welch. The conversation touches on pivotal corporate decisions, including the effects of decentralization and Buffett's investment. Cohan also reflects on how leadership choices led to GE's decline and its transformation into three separate entities, revealing the complex legacy of this American icon.
12 snips
Feb 22, 2023 • 1h 6min
BTC118: Deep Dive Aftermath of SBF and the FTX Disaster w/ Mark Goodwin (Bitcoin Podcast)
In this engaging discussion, guest Mark Goodwin, Editorial Director for Bitcoin Magazine, unpacks the FTX disaster's complexities and its impact on the cryptocurrency landscape. He dives into Sam Bankman-Fried's political donations and the broader implications of effective altruism in finance. Mark also shares intriguing insights about the mysterious 80,394 Bitcoin tied to the Luna Foundation and the role of independent media in uncovering fraud. Additionally, he reflects on the evolving dynamics of the digital dollar and Bitcoin's place in the financial future.
101 snips
Feb 21, 2023 • 56min
TIP526: Quality Investing: Lessons from Terry Smith
Terry Smith, founder and CEO of Fundsmith, shares his wisdom on quality investing and long-term success, often hailed as the 'Warren Buffett of Great Britain.' He emphasizes the importance of owning high-quality companies and prudent valuation, drawing on a robust screening process to avoid poor investments. The conversation highlights challenges with stock-based compensation at firms like Unilever and PayPal, and why macroeconomic views should not sway those focused on quality. Smith's current top equity holdings offer a glimpse into his investment strategy.
267 snips
Feb 19, 2023 • 1h 41min
RWH022: Multi-billionaire Masterclass w/ Ray Dalio
William welcomes Ray Dalio, a titan in the investment world and founder of Bridgewater Associates. They discuss the essential habit of writing down personal principles for success. Ray shares insights on aligning personal strengths with collaboration, overcoming failures, and mastering pain as a growth tool. The conversation explores the intricacies of cryptocurrencies, effective investment strategies, and the importance of a growth mindset. Ray emphasizes the power of meditation and introspection in making sound decisions, crafting a fulfilling life, and navigating today’s complex economic landscape.
