The Investor's Podcast NetworkBusiness, Education, Investing
The Investor's Podcast NetworkBusiness, Education, Investing

About

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

Value for Value ⚡️


  • TIP815: Lyn Alden on Why Fiscal Dominance Changes Everything
    Stig Brodersen and Lyn Alden discuss fiscal dominance, gold, energy, the U.S. dollar, inflation, and what it means for investors.
  • TIP814: Formula One Group (FWONA): The Only Sports Franchise Worth Owning w/ Kyle Grieve & Shawn O'Malley
    Kyle and Shawn analyze Formula One Group, including its competitive advantages, pricing power, incentives, and more.
  • Trailer: The Investor's Podcast Show (formerly We Study Billionaires)
    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. Learn more about your ad choices. Visit megaphone.fm/adchoicesSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
  • RWH068: How to Be Better in Work & Life w/ David Epstein
    David Epstein talks about his new book and shares practical strategies & research-based insights to help you flourish professionally & personally.
  • TIP813: Microsoft (MSFT): Is Microsoft a Misunderstood AI Opportunity? w/ Daniel Mahncke & Shawn O’Malley
    Join Daniel and Shawn as they work through whether Microsoft's software moats can survive the very technology Microsoft is helping to build.
  • TIP812: Mohnish Pabrai on Berkshire & Letting Winners Run
    Join Mohnish and Stig’s discussion on Berkshire Hathaway, investing mistakes, and the importance of letting winners run.
  • TIP811: OTC Markets (OTCM): A Picks and Shovels Play in Modern Capital Markets w/ Kyle Grieve & Shawn O'Malley
    Kyle and Shawn analyze OTC Markets Group, a hidden infrastructure company that collects tolls on over 12,000 securities.
  • TIP810: Berkshire Hathaway 2026 Valuation w/ Chris Bloomstran
    Stig has invited legendary investor Chris Bloomstran from Semper Augustus to teach us how to value Berkshire Hathaway.
  • TIP809: The Real Estate Data Empire Making a $5 Billion Bet: CoStar Group w/ Shawn O'Malley & Daniel Mahncke
    Shawn and Daniel explore CoStar Group, the dominant provider of commercial real estate data and analytics.
  • TIP808: Current Market Opportunities w/ Daniel Mahncke & Clay Finck
    Clay & Daniel break down Mercado Libre, Amazon’s AI-driven growth, AI risks to Constellation, and why Hermès may remain untouched.
  • TIP807: Portfolio Review: Analyzing Holdings and Watchlist Companies for 2026 w/ Daniel Mahncke, Shawn O'Malley, & Kyle Grieve
    Daniel, Shawn, and Kyle do a portfolio review of the Intrinsic Value Portfolio and some of the high-priority watchlist companies.
  • RWH067: Prudent Investing In Perilous Times w/ Matthew McLennan
    William Green interviews Matthew McLennan on building resilient wealth through patient investing in scarce assets amid uncertainty.
  • TIP806: Wise PLC w/ Kyle Grieve and Daniel Mahncke
    Kyle Grieve is joined by co-host Daniel Mahncke to discuss Wise PLC.
  • TIP805: Stock Market Maestros w/ Kyle Grieve
    Kyle Grieve discusses Stock Market Maestros, revealing that elite fund managers succeed not by picking winners the majority of the time, but by making dramatically more on their wins than they lose on their losses.
  • TIP804: Kinsale Capital Stock Deep Dive w/ Clay Finck & Daniel Mahncke
    Clay Finck is joined by Daniel Mahncke to break down Kinsale Capital.
  • TIP803: How Economics and Art Shape Better Investors w/ Kyle Grieve
    Kyle Grieve explores mental models from economics and art and how they apply to investing, decision-making, and investor behavior.
  • TIP802: When Genius Was Just Luck: The Go-Go Years w/ Kyle Grieve
    Kyle Grieve discusses the speculative boom of the 1960s “Go-Go Years” as presented in John Brooks’ book.
  • TIP801: Value Investing Meets Venture Capital w/ Kyle Grieve
    Kyle Grieve discusses lessons from venture capital that long-term value investors can apply to improve decision-making.
  • TIP800: Navigating an AI-Driven Market w/ François Rochon
    Clay is joined by François Rochon to discuss his 2025 annual letter and the key themes shaping markets in 2025.
  • TIP799: The Davis Dynasty w/ Kyle Grieve
    Kyle discusses the remarkable story of the Davis Dynasty, a multi-generational investing family.