We Study Billionaires - The Investor’s Podcast Network

Join Perianne Boring, founder of the Chamber of Digital Commerce, and Brian Estes, a Bitcoin advocate, as they dive into the evolving landscape of digital assets. They discuss the implications of the recent White House Digital Asset Summit and the challenges of stablecoin legislation. With insights on market trends, regulatory impacts, and the potential of Bitbonds, they explore how political shifts are forging a new path for crypto innovation. Plus, hear about the documentary 'Thank God For Bitcoin' and its educational outreach.

Discover the power of simplicity in investing as Kyle Grieve reveals the core principles from Mohnish Pabrai's teachings. Learn why acquiring existing businesses often trumps starting new ones and how distressed assets can be transformed into goldmines. Delve into the importance of hidden moats and how focusing on fewer, high-quality investments can yield greater returns. Explore the unique strategies behind well-known companies like Costco and get insights on evolving your sell strategy with the changing quality of your investments.

Niklas Sävås, a senior equity analyst at Redeye AB, dives into the intriguing world of serial acquirers—companies that thrive by strategically purchasing others. He discusses why these businesses can outperform market norms, emphasizing best practices that lead to successful acquisitions. Sävås highlights the crucial factors of cash flow and competitive advantage while explaining the unique dynamics of acquisitions in both Nordic and US markets. He also touches on the challenges these acquirers face and the significance of organic growth.

In this engaging discussion, Wall Street veteran James Lavish shares his insights on tariffs under Trump and their reverberations across markets. He highlights how these tariffs create game theory scenarios impacting equities, fixed income, and Bitcoin. Lavish also addresses global trade imbalances, China’s bond selloff, and the end of globalism. Additionally, he examines why inflation hurts lower-income individuals and discusses Bitcoin's emerging role as a hedge in today’s chaotic economic landscape.

In this enlightening discussion, Stig Brodersen shares 20 impactful pieces of wisdom, encouraging listeners to step out of their comfort zones and embrace vulnerability. He reflects on the power of language and travel for personal growth, while emphasizing the need for authenticity in relationships. The conversation navigates the balance between dreams and reality, stress-testing ambitions against real limitations. Finally, it tackles the importance of understanding different perspectives in today's divided world, urging meaningful dialogues.

In this engaging conversation, Arif Karim, a seasoned Co-Portfolio Manager at Ensemble Capital with over 25 years in investing, shares insights on Netflix and Ferrari. He discusses Netflix’s evolving strategies to combat subscriber growth challenges and the importance of its competitive moat. Arif also highlights Ferrari’s unique market position and adaptability, especially during economic downturns. He delves into both companies' valuation approaches, emphasizing innovation and resilience as key to success in fluctuating markets.

Jesse Myers, Chief Investment Officer at OnRamp and a Stanford neuroscience grad, delves into MicroStrategy’s new preferred stock strategy. He discusses how this move affects Bitcoin’s role on the company’s balance sheet. Jones offers intriguing insights into Bitcoin’s potential for financial disruption and the significance of appreciating scarcity in investments. He also addresses misconceptions about the economic landscape and speculates on a looming 'debt event horizon'. Plus, he shares his thoughts on influential figures like Elon Musk and the future of the economy.

Kyle Grieve emphasizes the power of common stocks and contrarian thinking for maximizing returns. He shares insights on accepting imprecise valuations and learning from disappointing investments. The discussion includes strategies for spotting great investments and the significance of market cycles. Listeners will discover how averaging up can be an advantage and the mindset needed to navigate market panic. Case studies on companies like IBM and General Motors highlight the value hidden in volatility, showcasing successful long-term investing.

François Rochon, founder of Rochon Global Portfolio and Giverny Capital, shares his insights as a long-term value investor with a remarkable average annual return of 13.6%. He emphasizes the importance of purchasing great businesses at fair prices and views stock market volatility as an opportunity, not a threat. Rochon delves into his investment strategies, discussing why Giverny Capital remains fully invested and explores core positions in Booking Holdings and Brown & Brown. He also highlights the significance of transparent communication with clients and risk management.

Jessy Gilger, an expert in Bitcoin, taxes, and estate planning, shares invaluable insights into securing crypto assets and navigating Bitcoin's dynamic landscape. The conversation dives into whether Bitcoin can be a reliable retirement asset and offers practical tips for passing it down to future generations. Jessy discusses the implications of Bitcoin ETFs on market behavior and the risks associated with centralized exchanges. He also shares his personal journey with home mining, illustrating innovative ways to repurpose mining heat for household use.