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The Investor's Podcast (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

Want the full transcripts? Read any episode of The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network word for word on Podmenti. Podmenti →
TIP860: Canadian Pacific Kansas City Limited (CP.TO): Irreplaceable Moat, Unproven Compounding w/ Kyle Grieve & Shawn O'Malley
Nov 2026
TIP859: Mercado Libre ($MELI): We Doubled Down on Meli w/ Daniel Mahncke & Shawn O'Malley
Nov 2026
TIP858: McDonald's ($MCD): Generational Compounder in Historical Drawdown w/ Daniel Mahncke & Shawn O'Malley
Nov 2026
TIP857: S&P Global, Novo, Deckers Brands w/ Stig Brodersen, Tobias Carlisle, & Hari Ramachandra
Nov 2026
TIP856: Airbnb (ABNB): The Business Outgrew Its Peak, The Stock Hasn't w/ Kyle Grieve & Shawn O'Malley
Oct 2026
TIP855: Shopify (SHOP): The Big Winner of Agentic Commerce? w/ Shawn O'Malley & Daniel Mahncke
Oct 2026
TIP854: GE Aerospace: Chris Hohn’s Biggest Bet w/ Daniel Mahncke & Shawn O'Malley
Oct 2026
RWH074: True Wealth w/ Matt Ludmer
Oct 2026 · 5 books
Cover of The Right Mountain: Practical Wisdom for Achieving True Wealth
The Right Mountain: Practical Wisdom for Achieving True Wealth
Matt Ludmer and Christian K
“It's titled The Right Mountain, and the subtitle is Practical Wisdom for Achieving True Wealth”
Cover of Think and Grow Rich
Think and Grow Rich
Napoleon Hill
“my dad giving me the book Think and Grow Rich at probably the age of like I don't know, fourteen or th very young”
Cover of Commentaries on Living
Commentaries on Living
J. Krishnamurti
“I see um commentaries on living By J Krishnamurte”
Cover of The Number: A Completely Different Way to Think about the Rest of Your Life
The Number: A Completely Different Way to Think about the Rest of Your Life
Lee Eisenberg
“How do we go from probably around oh eight is when the book The Number came out”
Cover of Why We Meditate: The Science and Practice of Clarity and Compassion
Why We Meditate: The Science and Practice of Clarity and Compassion
Daniel Goleman and Tsoknyi Rinpoche
“Dan Golman, a mutual friend of ours, who I I think you introduced me to, actually amazing, amazing guy who wrote a a book call why we meditate. They wrote it together”
TIP853: Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O'Malley
Oct 2026 · 1 book
Cover of One Up on Wall Street
One Up on Wall Street
Peter Lynch
“and the way that Peter Lynch discusses and one up on Wall Street”
RWH073: Unstoppable w/ Sir Michael Moritz
Oct 2026 · 6 books
Cover of Auslander
Auslander
Michael Moritz
“Your new book is really fascinating. Auslander. It's a a German word that I gather means foreigner or outsider or alien”
Cover of Portnoy's Complaint
Portnoy's Complaint
Philip Roth
“One of the giants of American letters of the twentieth century. A fellow whose books are devoured when I was in in Britain. None other than Philip Roth. Author of obviously everybody knows Port Well, people used to know Port Moy's complaint”
Cover of Oxford English Dictionary
Oxford English Dictionary
Multiple editors / Oxford University Press
“And I thought you know, maybe That story should be a definition of the word obsession in the Oxford English dictionary”
Cover of The Little Kingdom
The Little Kingdom
Michael Moritz
“I wrote. Decades and decades ago I wrote a book. About Apple. And it was called The Little Kingdom”
Cover of Managing My Life
Managing My Life
Alex Ferguson
“Coincidentally, and can't resist this, we have another book that's coming out. Uh it's getting published in Britain at the end of next week. Call the games of my life”
Cover of Leading
Leading
Sir Alex Ferguson and Michael Moritz
“And I remember, you know, when we we wrote a book this book Cole leading about ten years ago that was. You know about leadership. Business. That sort of stuff”
TIP852: Hermès and LVMH Stock: Time to Buy Luxury? w/ Daniel Mahncke & Shawn O'Malley
Oct 2026 · 1 book
Cover of The Luxury Strategy: Break the Rules of Marketing to Build Luxury Brands
The Luxury Strategy: Break the Rules of Marketing to Build Luxury Brands
Jean-Noël Kapferer and Vincent Bastien
“So I would say that They basically did what the book The Luxury Strategy is pointing out”
TIP851: HEICO Vs. TransDigm: Whose Aerospace Monopoly Is Better? w/ Kyle Grieve & Shawn O'Malley
Oct 2026
TIP850: Walmart (WMT): From Discount Retailer to eCommerce Powerhouse w/ Kyle Grieve & Shawn O'Malley
Oct 2026 · 2 books
Cover of Made in America
Made in America
Sam Walton
“he noted one really big bottleneck in his book, making it in America”
Cover of Zero to One
Zero to One
Peter A. Thiel
“That's sort of an idea that we learned from Peter Thiel in his book Zero to One”
TIP849: Average Returns Can Still Make You Wealthy w/ David Fagan
Sep 2026 · 1 book
Cover of The Blind Watchmaker
The Blind Watchmaker
Richard Dawkins
“then I read Richard Dawkins' book, The Blind Watchmaker, and it hit me”
TIP848: Meta (META): What the Market Misses? w/ Daniel Mahncke & Shawn O'Malley
Sep 2026
RWH072: The Making of A Money Master w/ Rob Vinall
Sep 2026 · 3 books
Cover of The Intelligent Investor
The Intelligent Investor
Benjamin Graham
“I mean, I I also remember you telling me at one point that you read the Intelligent Investor and that was kind of revelatory to you”
Cover of The Snowball: Warren Buffett and the Business of Life
The Snowball: Warren Buffett and the Business of Life
Alice Schroeder
“You quoted something from Snowball, the biography of of Buffett, um, that I thought was really interesting, where you said you quoted the book saying Buffett saw himself in Ajit Jane, who quickly rose in his esteem to share Mrs”
Cover of Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets and Life
Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets and Life
William Green
“There there was a there was a moment, I think, in a chapter that I wrote on high performance habits in my book, Richard, Wiser, Happier, where I said something like really, really simple after spending a lot of time”
TIP847: Alphabet (GOOGL): The Megacap That Still Might Be Underrated w/ Kyle Grieve & Shawn O’Malley
Sep 2026 · 1 book
Cover of Zero to One
Zero to One
Peter A. Thiel
“And so Peter Thiel talks about that famously in his book Zero to One, one of our favorites to recommend”
TIP846: Stock Picker: How to Live Off Your Portfolio w/ Ian Cassel
Sep 2026 · 2 books
S
Stockpigger
Ian Cassell
“In today's episode, I'm joined by Ian Cassell to talk about his new book, Stockpigger”
Cover of Stockpicker
Stockpicker
Ian Cassell
“I'm here with Ian Cassell to talk about his new wonderful book, Stockpicker”
TIP845: Copart Stock (CPRT): Is Copart Now a Buy? w/ Daniel Mahncke & Shawn O'Malley
Sep 2026
TIP844: Uber (UBER): The Autonomy Referendum — Is Mr. Market Completely Wrong? w/ Daniel Mahncke & Shawn O’Malley
Sep 2026
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