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
Jun 9, 2019 • 43min
TIP246: Part 2 - Berkshire Hathaway Shareholders Meeting Q&A - Warren Buffett & Charlie Munger (Business Podcast)
Warren Buffett, the legendary CEO of Berkshire Hathaway, and his right-hand man Charlie Munger share insights from their annual shareholder meeting. They discuss whether Buffett would invest in index funds with his vast cash reserves. The duo also sheds light on building a circle of competence in investing, their unique views on corporate governance, and the impact of AI on job markets. Lastly, they emphasize the importance of evaluating companies for their long-term potential rather than just immediate profits.
Jun 2, 2019 • 40min
TIP245: Part1 - Berkshire Hathaway Shareholders Meeting Q&A - Warren Buffett & Charlie Munger (Business Podcast)
Warren Buffett reveals why he bought back more shares in Q1 2019 than all of 2018, emphasizing value for shareholders. He shares insights about overpaying for Kraft Heinz, cautioning on the complexities of major investments. There's also valuable advice for aspiring money managers, focusing on personal readiness. Buffett discusses Apple's pivotal role in Berkshire's portfolio, and the potential risks of leveraged buybacks, urging investors to scrutinize management's financial strategies.
May 25, 2019 • 47min
TIP244: Bitcoin Basics w/ Leading Expert Tuur Demeester (Bitcoin Podcast)
Tuur Demeester, a world-renowned economist and investor specializing in Bitcoin, shares his insights on the cryptocurrency landscape. He discusses how tech giants like Mark Zuckerberg and Jack Dorsey are leveraging blockchain technology. Tuur argues that Bitcoin's resilience makes it the leading cryptocurrency, explaining its cycles and risks for investors. The conversation uncovers Bitcoin's evolving role in finance and the security dynamics between its protocol and third-party exchanges, offering a deep dive into the future of digital currencies.
May 19, 2019 • 45min
TIP243: Tobias Carlisle - Creating an ETF (Business Podcast)
Tobias Carlisle, bestselling author and founder of Acquirer's Multiple, discusses his newly launched ETF. He explains the concept of the value spread and how to spot undervalued stocks. The conversation contrasts ETFs with mutual funds, highlighting their advantages in a volatile market. Carlisle also shares insights on navigating investment strategies, including the potential of shorting Tesla while favoring Fiat Chrysler. He provides valuable advice for new investors, recommending essential books and resources for mastering value investing.
May 12, 2019 • 38min
TIP242: Billionaire Jack Dorsey - Lessons From Twitter and Square (Business Podcast)
Jack Dorsey, the visionary founder of Twitter and Square, shares his journey from childhood inspirations to building innovative platforms. He discusses the genesis of Twitter and Square, emphasizing transparency and structure as key lessons. Dorsey dives into the future of payment processing, envisioning a world shaped by cryptocurrencies and mobile solutions. He also highlights the importance of megatrends in consumer internet investments, urging listeners to align with transformative market shifts. A candid Q&A wraps up the session with valuable investment insights.
14 snips
May 5, 2019 • 48min
TIP241: Value Investing w/ Mohnish Pabrai (Business Podcast)
Join Mohnish Pabrai, a dedicated value investor and disciple of Buffett and Graham, as he shares his insights on investment strategies. He discusses the significance of reading Buffett's shareholder letters and the art of cloning successful investment methods. Find out why he won't invest in insurance companies again and how to evaluate a company's future growth potential. Pabrai also emphasizes innovative approaches to understanding intrinsic value and the importance of cautious future cash flow projections in investing.
Apr 28, 2019 • 25min
TIP240: Investing in Fine Art Like a Stock w/ Scott Lynn (Business Podcast)
Scott Lynn, founder of Masterworks, shares his expertise on investing in fine art. He discusses how art can be a viable investment for everyone, not just the elite. Lynn explains the bull and bear thesis behind fine art investing and unveils critical metrics for valuing artworks. He warns about potential value traps in high-profile pieces and analyzes how ultra-rich investors influence the market. Listeners will gain insights on navigating the art market's complexities and making informed investment decisions.
Apr 21, 2019 • 39min
TIP239: Commercial Real Estate Investing w/ Ian Formigle
Ian Formigle, Vice President of Investments at CrowdStreet, shares his extensive knowledge from overseeing over $10 billion in real estate deals. He dives into the concept of opportunity zones, revealing the tax incentives that make them attractive. He also discusses the significance of interest rates in shaping investment decisions, stressing the need for a solid understanding of cap rates. Listeners learn strategies for diversifying their portfolios and transitioning to passive commercial real estate investments, making this a must-listen for aspiring investors.
Apr 14, 2019 • 33min
TIP238: NetSuite Founder Evan Goldberg (Business Podcast)
In this engaging conversation, Evan Goldberg, founder of NetSuite and a Harvard grad, shares his remarkable journey from tech innovator to selling his company for a staggering $9.3 billion. He discusses the importance of pivoting, acquiring essential skills, and finding mentors throughout your career. Evan reveals how he launched an accounting company without prior knowledge of the field and highlights the impact of cloud-based solutions on business. His insights on maintaining company culture and empowering talent are invaluable for aspiring entrepreneurs.
Apr 7, 2019 • 31min
TIP237: Legendary Value Investor Sanjay Bakshi (Business Podcast)
In this engaging discussion, Sanjay Bakshi, a legendary value investor and professor of behavioral finance, shares his expertise on navigating today’s investment landscape. He dives into the impact of disruptive technologies on investment strategies and the vital concept of competitive moats for businesses. Bakshi emphasizes the significance of stress-adjusted returns and offers insights into analyzing Warren Buffett's shareholder letters for better investment decisions. This conversation is a treasure trove for aspiring investors seeking to refine their strategies.
