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We Study Billionaires - The Investor’s Podcast Network

Latest episodes

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Feb 9, 2024 • 1h

TIP606: Multi-Bagger First Principles w/ Ian Cassel

Ian Cassel, a full-time microcap investor and CIO of Intelligent Fanatics Capital Management, discusses multi-bagger first principles, lessons learned from investor Tony Deden, high insider ownership's correlation with stock performance, and the impact of attribution bias. He also shares case studies on multi-baggers and his decision-making process for averaging down in a position.
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Feb 7, 2024 • 1h 1min

BTC168: Bitcoin Discreet Log Contracts DLC on LN Markets w/ Romain Rouphael (Bitcoin Podcast)

Romain Rouphael, pioneering in Bitcoin research, discusses leveraging Bitcoin for payments and revolutionizing trading with trustless derivatives. Topics include LN Markets' fast retail trading, DLC Markets' approach to OTC derivatives, advantages of Bitcoin over other cryptocurrencies, and future developments in Bitcoin financial services.
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Feb 4, 2024 • 56min

TIP605: Untangling Global Outperformers w/ Dede Eyesan

Investing expert Dede Eyesan discusses investing outside of your home country, including countries like China, India, and Japan. They explore the strength of monopoly type businesses when looking for outperformers and the characteristics of outperformers that are easiest to identify. They also delve into interesting insights into the iGaming and IT consulting industries.
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Feb 2, 2024 • 1h 19min

TIP604: Best Quality Idea Q1 2024 w/ Clay Finck & Kyle Grieve

Clay Finck and Kyle Grieve discuss their best quality stock idea for Q1 2024, Evolution AB. They cover Evolution's business model, quantitative metrics, industry tailwinds, geographical presence, competitive landscape, and management team. They also touch on valuation and important KPIs for Evolution.
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Jan 31, 2024 • 1h 2min

BTC167: How Decentralized is Bitcoin Mining w/ Harry Sudock (Bitcoin Podcast)

Bitcoin mining expert Harry Sudock dives into the complexities of on-chain fee management and the intricacies of over-the-counter transactions on the blockchain. He discusses strategies used by miners, the operational challenges they face, and the impact of on-chain fees on blockchain efficiency. Sudock also shares insights into the future trends and developments in Bitcoin mining.
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Jan 28, 2024 • 2h 12min

TIP603: Richer, Wiser, Happier, Q1 2024 w/ Stig Brodersen & William Green

Host Stig Brodersen and author William Green discuss authenticity, changing throughout life, timeless principles, Charlie Munger's kindness, taking simple ideas seriously, and the challenges of different life phases.
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Jan 26, 2024 • 54min

TIP602: Same as Ever w/ Morgan Housel

Morgan Housel, partner at The Collaborative Fund and New York Times bestselling author, discusses enduring historical themes, the fragility of the world, thinking probabilistically, the power of storytelling in investing, successful investment strategies, and the importance of enjoying your work.
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Jan 24, 2024 • 1h 10min

BTC166: Bitcoin Custody For Institutions w/ Caitlin Long and Wes Knobel (Bitcoin Podcast)

Caitlin Long, founder of Custodia Bank, and Wes Knobel discuss how Custodia is redefining traditional banking, the challenges faced with the Federal Reserve, and the evolving world of cryptocurrency banking. They also touch on the recent SEC approval of Bitcoin ETFs, potential government intervention in cryptocurrency holdings, and predictions for the future of banking in the era of digital currencies.
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Jan 21, 2024 • 2h 4min

RWH040: Go Global w/ Laura Geritz

Laura Geritz, Founder of Rondure Global Advisors, discusses the benefits of investing in undervalued stocks outside the US. She shares her unique lifestyle, learning machine mindset, and the risks and rewards of Chinese and Japanese stocks. Also, she emphasizes the importance of a global perspective, understanding cultural nuances, and finding peace through resilience and intentional disconnection.
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Jan 19, 2024 • 1h 24min

TIP601: Junk to Gold by Billionaire Willis Johnson

Billionaire Willis Johnson, founder of Copart, shares his success story and strategies. Topics discussed include his early experiences, Vietnam War, building a successful company, strategic utilization of technology, and Copart's competitive advantages.

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