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
32 snips
Jan 10, 2023 • 49min
TIP513: Warren Buffett's Money Mind
Explore the mindset that drives Warren Buffett's investment decisions, deeply influenced by his father's values. Discover how Buffett adapts to changing markets, seeing volatility as an opportunity. Learn about the evolution of value investing through different expert perspectives, emphasizing the importance of understanding businesses and consumer psychology. Hear how emotional discipline and a focus on process over outcome distinguish successful investors. This engaging discussion unpacks Buffett's strategies against traditional academic views.
64 snips
Jan 8, 2023 • 1h 60min
RWH020: The Disciplined Growth Investor w/ Fred Martin
Fred Martin, lead portfolio manager at Disciplined Growth Investors, discusses valuable investment strategies and risk management insights shaped by his Navy experience during the Vietnam War. He shares his skepticism about Tesla's valuation and emphasizes the importance of patience in aligning stock prices with intrinsic value. Fred reflects on how studying Benjamin Graham influenced his methods and highlights the necessity of collaborative decision-making in investing. He also emphasizes the significance of purpose and relationships in life, advocating for a disciplined and reflective approach to both investing and personal growth.
109 snips
Jan 6, 2023 • 1h 13min
TIP512: Top Takeaways from 2022 w/ Trey Lockerbie
Trey Lockerbie hosts an engaging discussion with notable guests including Josh Young, an energy expert discussing energy's role in inflation and Buffett's investments, Ian Cassell, a micro-cap investing guru highlighting the sector's past successes, and Brent Johnson, who sheds light on his intriguing dollar milkshake theory. Dan Rasmussen and Joe Brown dive into market indicators, with Joe exploring the contrarian put-call ratio. Together, they share insights on navigating the complexities of current economic conditions and investment landscapes.
4 snips
Jan 4, 2023 • 55min
BTC111: Nostr - Decentralized Social Media and Bitcoin w/ William Casarin (Bitcoin Podcast)
William Casarin, the builder of the Damus application, dives into the revolutionary Nostr protocol that enables decentralized social media without major corporate control. He discusses Nostr's simplicity and its potential evolution over the next five years. Concerns about open speech and moderation are addressed, alongside how traditional platforms might benefit from utilizing Nostr. Casarin also explains the financial ties with Bitcoin and the incentives for users to run their relays, providing a thought-provoking look at the future of online communication.
144 snips
Jan 3, 2023 • 54min
TIP511: How to Pick Stocks like Peter Lynch
Discover how everyday investors can outperform Wall Street with simple strategies. Explore Peter Lynch's unique investment methods and the importance of categorizing stocks to manage expectations. Learn what to look for in a great company and the pitfalls of 'diworsification.' The discussion highlights common mistakes new investors make, emphasizing the need for thorough research and the value of familiar industries. With insights on long-term investing and overlooked opportunities, this conversation offers a treasure trove of practical advice for all investors.
31 snips
Jan 1, 2023 • 1h 7min
TIP510: Money and Happiness w/ Stig Brodersen and William Green
Discover how integrity and authenticity play a crucial role in living a fulfilling life. The hosts explore the idea of being 'poor rich,' emphasizing independence over financial wealth. They discuss embracing flaws with kindness and the importance of genuine connections, moving away from superficial social engagements. Touching on navigating the balance between money and personal fulfillment, the conversation highlights that true happiness often exists outside of material pursuits and emphasizes the value of nurturing deep relationships.
Dec 30, 2022 • 58min
TIP509: Value Analysis of Warner Brothers Discovery, Lithia Motors and Meta w/ Bill Nygren & Alex Fitch
Bill Nygren, a value investing guru at Oakmark Funds, and Alex Fitch, his fellow portfolio manager, delve into intriguing market insights. They explain Oakmark's strategy for navigating today’s economy and discuss why Warner Brothers Discovery is currently undervalued post-merger. The duo also highlights Lithia Motors' clever success in the used car market while contrasting it with struggling competitor Carvana. Additionally, they explore the mixed reactions to Meta's Metaverse investments, questioning its financial wisdom amid strong cash flows from Instagram.
Dec 28, 2022 • 56min
BTC110: Japanese Credit Markets, Bitcoin, and Nostr w/ James Lavish (Bitcoin Podcast)
James Lavish, a finance and macroeconomics expert, shares insights on Japanese credit markets and the world of Bitcoin. He discusses the significance of Nostr for free speech and Bitcoin's future. The impact of Japan's rising yields on global economies is dissected, along with the role of disinflation in the US and inflation challenges in the EU. Additionally, Lavish highlights the ramifications of the FTX situation on Bitcoin and examines China's COVID policies and their effects on global demand.
14 snips
Dec 27, 2022 • 50min
TIP508: Berkshire's Purchase of TSM & Meta "Doomsday" Analysis
Explore the pivotal role of semiconductors in the economy and TSM's competitive edge in the industry. Discover Warren Buffett's surprising investment strategy and the geopolitical tensions surrounding Taiwan. Delve into potential risks of investing in TSM and the challenges faced by Meta in its ambitious shift to the metaverse. The discussion also critiques prevailing market sentiments and highlights underappreciated stocks like Intel, emphasizing the importance of value investing in today’s landscape.
8 snips
Dec 25, 2022 • 2h 1min
RWH019: Winning the Long Game w/ John Spears
John Spears, managing director at Tweedy Brown, shares his passion for value investing, sparked at just 12 years old. He recounts the humbling lessons from an early investment disaster and the importance of tracking insider buying. The conversation reveals Spears' admiration for Warren Buffett and his preference for high-quality, albeit 'dull', stocks like Nestle. He emphasizes achieving satisfactory returns over chasing unrealistic profits while advocating for a debt-free lifestyle and global diversification in investments, all influenced by his Quaker values.
