We Study Billionaires - The Investor’s Podcast Network

Discover the remarkable story of Willis Johnson, who transformed a challenging upbringing into a $2.6 billion auto recycling empire. Learn about his service in the Vietnam War and how that shaped his entrepreneurial spirit. The podcast delves into Copart's innovative online auction system and its impressive growth strategies, outperforming major companies. It also highlights the mentorship dynamic between Johnson and Jay Adair, showcasing valuable lessons in leadership and resilience essential for business success.

In this insightful discussion, NVK, founder of ColdCard and a renowned expert in Bitcoin hardware and software, breaks down Bitcoin's technical landscape for 2024. He delves into the implications of covenants and CheckTemplateVerify (CTV) for smart contracts and explores the potential of BRC20 tokens. The conversation also covers the importance of self-custody in Layer 2 solutions, the scalability challenges of the Lightning Network, and the intriguing role of OP_RETURN in transactions. NVK sheds light on recent advancements like SegWit and Taproot, offering a comprehensive view of Bitcoin's evolving ecosystem.

Hamilton Helmer, author and Stanford educator, dives into the intricacies of business strategy. He explores his concept of the 'seven powers' essential for lasting competitive advantage, contrasting examples like Netflix and Blockbuster. The discussion includes insights on brand loyalty, switching costs, and the power of cornered resources. Helmer shares notable case studies from his extensive experience, emphasizing the need for durability in business amidst changing market dynamics. His journey illustrates the vital link between education and strategic investment.

Jonathan Boyar, President of Boyar's Intrinsic Value Research, joins to reveal his firm’s latest stock picks in the "Forgotten Forty" report for 2024. He discusses what it takes for a stock to make the list and shares insights on growth catalysts. They dive into Uber’s ongoing presence on the list and analyze the underperformance of small-cap stocks. Boyar also highlights the promising prospects of Interactive Brokers and explains Bill Ackman's significant stake in Howard Hughes, along with why Madison Square Garden Sports intrigues him.

Leon Wankum, a real estate expert and thought leader, explores the transformative impact of Bitcoin on real estate investment strategies. He discusses how Bitcoin could redefine property value and influence market dynamics. The conversation dives into Bitcoin's role as a monetary standard, its potential to reshape real estate financing, and the challenges investors face with its volatility. Wankum emphasizes the importance of integrating Bitcoin into real estate strategies to navigate economic pressures and inflation.

Daniel Goleman, a leading authority on emotional intelligence and best-selling author, shares insights on achieving sustainable excellence. He reveals why companies thrive on emotionally intelligent leadership and how relaxation fuels creativity. Goleman discusses the importance of self-awareness in decision-making and overcoming burnout. He emphasizes that emotional self-management is key to navigating workplace stress. Additionally, he highlights self-compassion as essential for personal growth and the role of empathy in fostering teamwork and health outcomes.

A heartfelt tribute honors Charlie Munger on what would have been his 100th birthday. The discussion reveals the power of simplicity in investing and life, alongside Munger's ability to turn setbacks into growth opportunities. Insights on kindness and resilience highlight the personal leaps Munger took. There's a deep dive into his admiration for Costco, showcasing its unique business model and the secret to customer loyalty. The episode also explores key investment philosophies, emphasizing long-term strategies and the importance of incentives.

Dive into the intriguing world of billionaire investing! Explore insightful lessons from financial giants like Warren Buffett and Bill Gates. Learn how their investment strategies can be applied to your own financial journey. This engaging series not only highlights the knowledge gained from these magnates but also offers practical advice for navigating the stock market. Tune in for tips that could transform your approach to investing!

Michael Schmid, a Bitcoin engineer and home miner, reveals how he utilizes Bitcoin mining rigs to heat his home and hot water. The discussion highlights the environmental benefits of this innovative setup and the challenges of integrating mining with HVAC systems. Schmid also delves into the geopolitical impact of the Red Sea conflict on global trade and the U.S. dollar, showcasing how international events can influence domestic energy solutions. This conversation merges cryptocurrency technology with practical home applications in an engaging manner.

Discover intriguing lessons from Darwin's principles as they apply to investing. Learn why focusing on risk is more valuable than chasing returns. Explore how nature illustrates the persistence of great companies and the attributes that allow businesses to thrive in changing environments. Dive into unique insights on identifying robust firms and understanding honest versus dishonest business signals. Find out what a cheetah and guppies can teach investors about strategy and decision-making.