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
24 snips
Oct 15, 2026 • 1h 23min
TIP853: Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O'Malley
Aritzia’s rise from a Canadian boutique to a fast-growing American fashion powerhouse takes center stage. The discussion explores its proprietary brands, standout store economics, tariff strategy, debt-free balance sheet, and management discipline. Comparisons with Lululemon and Nike reveal the challenges of sustaining brand momentum, while valuation, US expansion, and the risks of retail volatility fuel a lively investment debate.
81 snips
Oct 11, 2026 • 1h 28min
RWH073: Unstoppable w/ Sir Michael Moritz
Sir Michael Moritz, the renowned venture capitalist and longtime Sequoia investor behind Google, Apple, Airbnb, and Stripe, reflects on an extraordinary path from refugee family roots to tech legend. He explores the outsider mindset, Bill Gates’s focus, Steve Jobs’s genius, Elon Musk’s industrial vision, Charlie Munger’s view of temperament, and leadership lessons from Sir Alex Ferguson.
60 snips
Oct 8, 2026 • 1h 16min
TIP852: Hermès and LVMH Stock: Time to Buy Luxury? w/ Daniel Mahncke & Shawn O'Malley
Hermès and LVMH face a luxury slowdown fueled by retreating aspirational shoppers, China’s property crisis, disrupted tourism, and pressure on fashion and spirits. The discussion compares Hermès’s scarcity-driven model with LVMH’s sprawling empire, explores why jewelry is outperforming fashion, and examines past downturns, brand resilience, and whether falling share prices finally create a compelling opportunity.
45 snips
Oct 4, 2026 • 1h 18min
TIP851: HEICO Vs. TransDigm: Whose Aerospace Monopoly Is Better? w/ Kyle Grieve & Shawn O'Malley
HEICO and TransDigm dominate aerospace components through certification barriers, recurring aftermarket demand, and powerful competitive advantages. This comparison explores HEICO’s lower-cost strategy versus TransDigm’s sole-source pricing model, their contrasting acquisition styles, debt and capital allocation, management incentives, regulatory risks, and future growth. The discussion concludes with a valuation face-off between two aerospace heavyweights.
33 snips
Oct 1, 2026 • 1h 16min
TIP850: Walmart (WMT): From Discount Retailer to eCommerce Powerhouse w/ Kyle Grieve & Shawn O'Malley
Walmart’s journey from Sam Walton’s five-and-dime to a retail and e-commerce powerhouse takes center stage. The discussion explores everyday low prices, scale advantages, supplier financing, advertising, memberships, marketplace growth, and acquisitions such as Jet.com and Flipkart. It also examines antitrust scrutiny, AI shopping, capital allocation, future growth opportunities, and the tension between Walmart’s quality and its lofty valuation.
59 snips
Sep 27, 2026 • 1h 11min
TIP849: Average Returns Can Still Make You Wealthy w/ David Fagan
David Fagan, a Nova Scotia chartered professional accountant and wealth adviser, joins a conversation about building wealth without extraordinary returns. They explore saving habits, financial independence, total wealth performance, idle cash, investment behavior, net worth as a scorecard, and the often-overlooked impact of taxes. A practical look at how everyday financial decisions shape long-term wealth.
64 snips
Sep 24, 2026 • 1h 26min
TIP848: Meta (META): What the Market Misses? w/ Daniel Mahncke & Shawn O'Malley
Meta’s advertising empire faces a costly crossroads. Daniel Mahncke and Shawn O’Malley examine its massive AI buildout, collapsing free cash flow, regulatory battles over teen safety, and ambitions for AI agents, WhatsApp commerce, smart glasses, and cloud services. They also explore whether every pixel could become ad inventory, why investors judge Meta’s spending differently from Google’s, and what bear, base, and bull valuations reveal.
141 snips
Sep 20, 2026 • 1h 48min
RWH072: The Making of A Money Master w/ Rob Vinall
Rob Vinall, founder of RV Capital and manager of the Business Owner Fund, shares the making of his remarkable investing career. He recalls escaping Goldman Sachs, discovering value investing during the dot-com crash, and launching a fund during the financial crisis. He discusses owner-led companies, outlier CEOs, Chinese stocks, momentum markets, surviving a 48% drawdown and cancer scare, and raising grounded children with wealth.
67 snips
Sep 17, 2026 • 1h 19min
TIP847: Alphabet (GOOGL): The Megacap That Still Might Be Underrated w/ Kyle Grieve & Shawn O’Malley
Alphabet’s AI era gets a thorough reexamination, from Search and YouTube to Cloud’s surprise profitability and Waymo’s rising promise. The discussion explores whether AI strengthens Google’s moat, how antitrust risks are evolving, and why massive data center spending has transformed capital allocation. Key uncertainties include depreciation, infrastructure returns, circular AI economics, and whether this exceptional business is still undervalued.
155 snips
Sep 13, 2026 • 1h 15min
TIP846: Stock Picker: How to Live Off Your Portfolio w/ Ian Cassel
Ian Cassel, microcap investor, MicroCapClub founder, and CIO of Intelligent Fanatics Capital Management, discusses his book Stock Picker. He explores the $2 million threshold for living off a portfolio, designing life around volatile returns, why microcap winners often have short seasons, and how a small cash buffer shapes decisions. He also discusses turnover, fund management, and the appeal of guaranteed 20% returns.
