The Investor's Podcast (We Study Billionaires)  - The Investor’s Podcast Network podcast

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The Investor's Podcast (We Study Billionaires) - 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

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

 

#1232

TIP859: Mercado Libre ($MELI): We Doubled Down on Meli w/ Daniel Mahncke & Shawn O'Malley

Daniel Mahncke and Shawn O’Malley return to Mercado Libre (NASDAQ: MELI), a holding in The... more

08 Nov 2026

1 HR 04 MINS

1:04:09

08 Nov 2026


#1231

TIP858: McDonald's ($MCD): Generational Compounder in Historical Drawdown w/ Daniel Mahncke & Shawn ...

Daniel Mahncke and Shawn O’Malley cover their first restaurant stock. Although one could a... more

05 Nov 2026

1 HR 22 MINS

1:22:30

05 Nov 2026


#1230

TIP857: S&P Global, Novo, Deckers Brands w/ Stig Brodersen, Tobias Carlisle, & Hari Ramachandra

In today’s episode, Stig Brodersen is joined by Tobias Carlisle and Hari Ramachandra for a... more

01 Nov 2026

1 HR 27 MINS

1:27:38

01 Nov 2026


#1229

TIP856: Airbnb (ABNB): The Business Outgrew Its Peak, The Stock Hasn't w/ Kyle Grieve & Shawn O'Mall...

In today’s episode, Kyle Grieve and Shawn O’Malley discuss whether Airbnb’s recent slowdow... more

29 Oct 2026

1 HR 26 MINS

1:26:05

29 Oct 2026


#1228

TIP855: Shopify (SHOP): The Big Winner of Agentic Commerce? w/ Shawn O'Malley & Daniel Mahncke

Shawn O’Malley and Daniel Mahncke revisit Shopify (NASDAQ: SHOP) fifteen months after Shaw... more

25 Oct 2026

1 HR 18 MINS

1:18:47

25 Oct 2026


#1227

TIP854: GE Aerospace: Chris Hohn’s Biggest Bet w/ Daniel Mahncke & Shawn O'Malley

Daniel Mahncke and Shawn O’Malley follow up last year’s TransDigm pitch with the biggest m... more

22 Oct 2026

1 HR 12 MINS

1:12:17

22 Oct 2026


#1226

RWH074: True Wealth w/ Matt Ludmer

In this episode, William Green speaks with Matt Ludmer, the founder & CEO of Aligned Wealt... more

18 Oct 2026

2 HR 33 MINS

2:33:16

18 Oct 2026


#1225

TIP853: Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ ...

In today's episode, Kyle Grieve and Shawn O’Malley discuss Aritzia, the everyday luxury fa... more

15 Oct 2026

1 HR 23 MINS

1:23:28

15 Oct 2026


#1224

RWH073: Unstoppable w/ Sir Michael Moritz

In this episode, William Green speaks with multibillionaire Sir Michael Moritz, arguably t... more

11 Oct 2026

1 HR 28 MINS

1:28:16

11 Oct 2026


#1223

TIP852: Hermès and LVMH Stock: Time to Buy Luxury? w/ Daniel Mahncke & Shawn O'Malley

Daniel Mahncke and Shawn O’Malley revisit the two luxury houses they passed on last time —... more

08 Oct 2026

1 HR 15 MINS

1:15:48

08 Oct 2026


#1222

TIP851: HEICO Vs. TransDigm: Whose Aerospace Monopoly Is Better? w/ Kyle Grieve & Shawn O'Malley

In today’s episode, Kyle Grieve and Shawn O’Malley discuss HEICO and TransDigm, two domina... more

04 Oct 2026

1 HR 17 MINS

1:17:30

04 Oct 2026


#1221

TIP850: Walmart (WMT): From Discount Retailer to eCommerce Powerhouse w/ Kyle Grieve & Shawn O'Malle...

In today’s episode, Kyle Grieve and Shawn O’Malley discuss Walmart and how it grew from Sa... more

01 Oct 2026

1 HR 16 MINS

1:16:27

01 Oct 2026