We Study Billionaires - The Investor’s Podcast Network

Discover the remarkable journey of Old Dominion Freight Line, a trucking company that has outperformed giants like Amazon and Microsoft. The hosts delve into its resilient family-owned history and the significance of long-term thinking in business success. They examine Old Dominion's competitive edge, emphasizing operational efficiency and strategic investments. The discussion also covers the complexities of the LTL shipping sector and how effective processes can enhance employee mobility and service quality. Tune in for insights on sustainable competitive advantages in the logistics world!

Join filmmakers Brian and Kelly Estes as they dive into their documentary, 'God Bless Bitcoin.' Brian explores the intersection of faith and finance, revealing how Bitcoin challenges the flaws of the fiat system. Kelly shares insights on the importance of storytelling, highlighting the diverse perspectives on Bitcoin within various faith traditions. They discuss the documentary's impact on both the Bitcoin community and the broader public, addressing the moral framing of Bitcoin and its potential role in promoting global peace.

In this engaging discussion, Scott Barbee, the founder of the Aegis Value Fund and a seasoned deep value investor, shares his journey from engineer to value investing expert. He delves into the significance of maintaining a value-based strategy amidst a growth-obsessed market. Scott introduces his three buckets of risk assessment and explains the concept of a 'genetic contrarian.' He highlights why fossil fuels will remain relevant and shares insights on navigating market downturns, even during a significant drawdown.

Joining Clay Finck is Jeremy Grantham, co-founder and investment strategist at GMO, renowned for his insights on market history. Grantham shares his thoughts on the recent stock market rally and warns about indicators of a potential bear market. He compares today's market dynamics to past bubbles, discusses the risks of overvalued stocks, and delves into the implications of concentration among leading companies. Additionally, he highlights the urgent need for innovation in green energy to combat climate change.

Paolo Ardoino, a key player at Tether, and Mathias Buus, who collaborates on decentralized technology, dive into Tether's impressive Q2 2024 financials, boasting $1.3 billion in profit. They discuss the Pear initiative, promoting zero-cost, peer-to-peer infrastructure, and the open-source platform Keet. Special insights on eliminating server dependency unveil innovations using tunneling technology for secure communication. The duo emphasizes Tether's mission to support users in emerging markets while exploring the intersection of finance and decentralized technologies.

Adam Shapiro, Managing Partner at East Rock Capital, shares his insights on managing billions for wealthy families. He emphasizes the importance of identifying exceptional fund managers and building a strong investment network. Adam discusses the pitfalls of index funds, the hazards of investing in emerging markets, and his preference for small, driven funds. He advocates for reducing portfolio clutter and highlights traits like resilience as key to investment success. Discover why cultivating genuine relationships can be a game changer in the finance world.

Pierre-Olivier Langevin, a portfolio manager at Medici Private Wealth Management, shares insights into the firm’s impressive investment strategy. He emphasizes their ability to identify business moats and highlights successful portfolio holdings like Dollarama and Meta. Langevin discusses how Medici maintains a competitive edge through diverse perspectives in investment analysis and collaborative decision-making. He also dives into the contrasting performances of Dollarama and Dollar General and explores how major tech companies are evolving in the face of market challenges.

Bob Burnett, a Bitcoin mining and technology expert, dives into the often-misunderstood value of Bitcoin blockspace. He discusses how the future of mining is set to evolve, emphasizing the economic implications of blockspace scarcity. Bob highlights the strategic significance of blockspace for major corporations and explains how miners are transitioning from merely producing Bitcoin to offering blockspace services. The conversation also touches on the potential impacts of mining on financial services and energy markets.

Ian Cassel, founder of Intelligent Fanatics Capital Management and MicroCapClub.com, shares his deep insights as a seasoned private investor specializing in microcaps. He discusses essential skills for managing stress and identifying investment opportunities. Cassel emphasizes the importance of understanding potential downsides before considering upsides. He also explores the psychological challenges of holding stocks, knowing when to sell, and building perseverance, drawing fascinating parallels between investing and martial arts strategies.

Soo Chuen Tan, founder and president of Discerene Group, shares his journey of starting a value investing firm post-Lehman Brothers collapse. He emphasizes the importance of strict value investing principles and offers insights into avoiding pitfalls in the market. Soo discusses how great investing can be learned and stresses emotional resilience for young investors. He highlights the need for distinguishing between intrinsic value and market perceptions, along with the long-term perspective necessary for sustainable investment success.