We Study Billionaires - The Investor’s Podcast Network

Dive into the impressive journey of Dino Polska, a Polish grocery chain that has explosively expanded both in store count and earnings. Discover the key criteria for stock investments and the unique management strategies that fuel their growth. Learn about their competitive advantages in Poland's grocery landscape and how they navigate risks while strategizing future expansions. Plus, find out how a vibrant investment community can enhance your financial acumen and networking opportunities!

Dylan LeClair, a contributor to Bitcoin Magazine known for his sharp insights into Bitcoin market analysis, dives deep into the current state of Bitcoin as 2023 closes. He discusses the significant price movements driven by market dynamics and sheds light on the growing hold of institutional investors like BlackRock on Bitcoin through ETFs. Dylan also explores the innovative BitVM technology, highlighting its potential to revolutionize smart contracts. He offers advice for Boomers trying to navigate Bitcoin, emphasizing the need for a paradigm shift in understanding modern investments.

Tobias Carlisle, a value investor and host of The Acquirer's Podcast, joins Hari Ramachandra, an investor and tech blogger, for an engaging discussion. They explore the potential of LVMH, with Stig expressing a bullish view on the luxury giant. Hari dives into Dollar General's struggles amid competition, highlighting notable investments from super investors. Tobias pitches Inmode, a stock facing challenges but with promising financial metrics. They also tease upcoming meetups for enthusiasts eager to connect.

Shree Viswanathan, founder of SVN Capital, shares his insights on concentrated value investing. He discusses his father's surprising investment success, emphasizing patience and the benefits of inaction. The conversation dives into why India and Poland are ripe for investment, particularly highlighting Dino Polska’s growth potential, reminiscent of Walmart's early days. Viswanathan also reflects on the importance of tackling ego in investing and the value of mindfulness through meditation, advocating for a focused investment portfolio even in uncertain times.

In a riveting discussion, Joe Carlasare, a legal expert in cryptocurrency, Jeff Ross, an investment professional, and Steven McClurg from Valkyrie tackle the future of Bitcoin amidst macroeconomic shifts. They delve into the impact of potential Bitcoin ETF approvals and the dynamics of the treasury market. Topics like rising interest rates and historical economic parallels add depth to their insights. With a mix of humor and serious analysis, they explore what drives the current Bitcoin bull market and how regulatory changes could shape investor behavior.

In this engaging discussion, Chris Davis, a renowned investor and board member at Berkshire Hathaway, shares invaluable insights from his mentors, Warren Buffett and Charlie Munger. He emphasizes the superpower of trust in both business and personal life. Chris reflects on the importance of learning from mistakes and the challenges of building strong relationships among successful investors. He also highlights how embracing vulnerability can lead to personal growth and resilience, making for an inspiring conversation about navigating life and investment challenges.

Sahil Bloom, a prolific newsletter writer and author of an upcoming book on wealth, shares his insights on living a meaningful life. He discusses his career strategy, emphasizing the importance of authenticity and long-term thinking. Sahil reveals how to balance personal and professional goals without losing happiness, advocates for manageable micro-goals, and explains the value of prioritizing important relationships. He also addresses transforming business costs into opportunities and redefining wealth beyond mere finances.

In this discussion, Ryan Gentry from Lightning Labs, an expert in Bitcoin's Taproot Asset Protocol, unpacks how this tech revolutionizes interactions on the Lightning Network. They explore the Taproot Asset Protocol's ability to efficiently manage off-chain assets and the implications of sending fiat dollars via Bitcoin. Topics include fees and settlement speeds compared to other protocols, the potential for tokenized securities on Taproot, and the landscape of innovative payment solutions. Gentry also shares insights on evolving Bitcoin innovations and the transformative potential for developing economies.

In this conversation, Gautam Baid, a value investing expert and author, shares insights from his latest book. He emphasizes the significance of journaling in recognizing market sentiment and investor behavior. Gautam discusses how prioritizing quality businesses can enhance investment strategies during bear markets. He also reveals how liquidity is crucial for success and the importance of letting winning portfolios run. Listeners will find actionable strategies to navigate economic downturns and foster long-term wealth creation.

In this enlightening discussion, Jesse Myers, an expert in Bitcoin and global macroeconomics, shares intriguing insights on the FTX trial's fallout and its effect on Bitcoin prices. He delves into the national debt crisis, revealing how $12 million is added every minute, and how Bitcoin could serve as a hedge against economic instability. The conversation also explores the upcoming Bitcoin halving event, the evolution of multi-institutional custody, and the interplay between Bitcoin and AI, debating which will shape the future economy more significantly.