We Study Billionaires - The Investor’s Podcast Network

In this engaging conversation, Paul Andreola, a microcap investing veteran with over 30 years of experience, shares his insights on evaluating smallcap stocks. He emphasizes the importance of focusing on profitable, growing businesses and utilizing the PEG ratio for identifying undervalued opportunities. Andreola discusses the need for experienced board members to navigate funding challenges and highlights how flipping over as many rocks as possible can lead to hidden gems. With a championing spirit for microcap investing, he reveals strategies for success in this unique market.

Ian Cassel, a microcap investor and CIO of Intelligent Fanatics Capital Management, shares valuable insights into investment strategies. He discusses his investment journaling process and lessons learned managing a fund. Key topics include the significance of high insider ownership, biases like attribution bias, and the concept of 'active patience' in investing. Cassel also delves into identifying multi-bagger stocks and the importance of unique business models, supported by fascinating case studies of companies that have achieved exponential growth.

In this discussion, Romain Rouphael, a trailblazer in Bitcoin research and the founder of LN Markets and DLC Markets, shares his inspiring journey in the world of finance and cryptocurrency. He dives into the revolutionary potential of Bitcoin for instant settlements and trustless trading. Rouphael explains how Discreet Log Contracts enhance OTC derivatives trading and the impressive growth of LN Markets, which has achieved over $2 billion in trading volume. He also addresses the future of Bitcoin financial services and the challenges of managing a Bitcoin fund.

Dede Eyesan, Chief Investment Officer of Jenga Investment Partners and author of "Global Outperformers," shares insights on global investments. He discusses the intriguing business landscapes of China, India, and Japan, highlighting which sectors may lead to the next big outperformers. Listeners will learn about the advantages of monopolistic enterprises and the importance of competitive edges. Eyesan also delves into the iGaming industry and the unique challenges of investing in Indian markets, providing valuable takeaways for potential investors.

Discover the investment potential of Evolution AB, a leader in the online gaming industry that has impressively compounded by over 60% annually. The hosts dive into its innovative business model, the contrast between regulated and unregulated markets, and the significant tailwinds driving growth. They also discuss the strategic management decisions behind recent acquisitions and the intricate balance of dividends and buybacks. Join in for insights on navigating investment opportunities in this rapidly evolving sector!

Join Bitcoin mining expert Harry Sudock as he unravels the complexities of mining operations, on-chain fees, and the future of Bitcoin mining. Discover how miners manage high transaction fees and maintain blockchain efficiency. Sudock delves into innovative practices like using Bitcoin rigs for household heating and the potential of nuclear energy in mining. Explore the economic implications of public versus private miners and gather insights about the upcoming Bitcoin halving's impact on the market.

Join an enlightening conversation as Stig Brodersen and William Green explore the essence of authenticity through the insights of legendary investors like Warren Buffett. They dive into the importance of kindness and ethical investing, discussing how personal values shape a fulfilling life. The duo reflects on the three phases of life, emphasizing the impact of relationships over career ambitions, and share transformative lessons on meditation and emotional mastery. Get ready to unlock a richer, wiser, and happier approach to life!

Morgan Housel, a partner at The Collaborative Fund and bestselling author, dives into timeless themes of finance in his latest work, *Same as Ever*. He discusses the fragility of our world and why the most dangerous risks are often unseen. Housel emphasizes the power of storytelling in finance, the importance of a probabilistic mindset in investing, and argues that patience is key to long-term success. He also explores how market extremes, like the meme stock frenzy, are to be expected rather than anomalies in the investment landscape.

Caitlin Long, Founder and CEO of Custodia Bank, and Wes Knobel, VP of Bitcoin Custody at Custodia, share their expertise on digital asset custody. They dive into Custodia's innovative non-fractional reserve banking model, addressing challenges faced with the Federal Reserve and the impact of recent regulatory changes. The duo highlights the importance of state laws in protecting digital assets and discusses the future of banking amidst the rise of cryptocurrencies, as well as the effects of SEC approvals for Bitcoin ETFs on the market.

In this enlightening discussion, Laura Geritz, the founder of Rondure Global Advisors, shares her journey from rural Kansas to becoming a global investment leader. She emphasizes the hidden potential in emerging markets and urges investors to reconsider undervalued foreign stocks. Laura also discusses the importance of cultural understanding in investing, her strategies for identifying quality companies, and how she manages her unconventional lifestyle filled with travel and continuous learning.