We Study Billionaires - The Investor’s Podcast Network

In a thought-provoking discussion, Harry Sudock, a Bitcoin miner and strategic thinker, dives into the challenges facing the mining industry amid rising hash rates and fluctuating prices. He explores the complexities of regulatory changes in the U.S. and how energy companies like Shell are reshaping their strategies. Harry also shares insights on the potential of nuclear energy to stabilize the grid and discusses the practicality and obstacles of home mining, revealing the intricate dance between energy innovation and Bitcoin's future.

Discover the investment philosophies of Joel Tillinghast, a legendary stock picker known for his conservative strategies and consistent outperformance. Learn why a certain level of speculation is essential in investing and why Tillinghast avoids gold. Delve into insights on acquisition-focused companies, Brown and Brown Insurance and Constellation Software, and understand the importance of company research. Explore the value of exceptional leadership in successful investing, particularly through the lens of Constellation Software's impressive performance.

Join Tobias Carlisle, a value investor and author, and Hari Ramachandra, a market analysis expert, as they dive into investment insights for 2023. Tobias advocates for Amgen, emphasizing its potential in uncertain times. Hari shares his bullish outlook on Disney, discussing its resilience in the competitive streaming market. Stig reveals why he added Spotify to his limited stock portfolio, exploring its evolution from music to a podcast powerhouse. The trio also examines the potential disruptions emerging from AI technology, particularly ChatGPT’s impact on Google.

In this engaging discussion, William Cohan, a New York Times bestselling author known for his in-depth analysis of corporate giants, breaks down the storied history of General Electric. He shares captivating insights about founders like Thomas Edison and the controversial reign of Jack Welch. The conversation touches on pivotal corporate decisions, including the effects of decentralization and Buffett's investment. Cohan also reflects on how leadership choices led to GE's decline and its transformation into three separate entities, revealing the complex legacy of this American icon.

In this engaging discussion, guest Mark Goodwin, Editorial Director for Bitcoin Magazine, unpacks the FTX disaster's complexities and its impact on the cryptocurrency landscape. He dives into Sam Bankman-Fried's political donations and the broader implications of effective altruism in finance. Mark also shares intriguing insights about the mysterious 80,394 Bitcoin tied to the Luna Foundation and the role of independent media in uncovering fraud. Additionally, he reflects on the evolving dynamics of the digital dollar and Bitcoin's place in the financial future.

Terry Smith, founder and CEO of Fundsmith, shares his wisdom on quality investing and long-term success, often hailed as the 'Warren Buffett of Great Britain.' He emphasizes the importance of owning high-quality companies and prudent valuation, drawing on a robust screening process to avoid poor investments. The conversation highlights challenges with stock-based compensation at firms like Unilever and PayPal, and why macroeconomic views should not sway those focused on quality. Smith's current top equity holdings offer a glimpse into his investment strategy.

William welcomes Ray Dalio, a titan in the investment world and founder of Bridgewater Associates. They discuss the essential habit of writing down personal principles for success. Ray shares insights on aligning personal strengths with collaboration, overcoming failures, and mastering pain as a growth tool. The conversation explores the intricacies of cryptocurrencies, effective investment strategies, and the importance of a growth mindset. Ray emphasizes the power of meditation and introspection in making sound decisions, crafting a fulfilling life, and navigating today’s complex economic landscape.

In this engaging discussion, Michael Sonnenfeldt, a prominent real estate entrepreneur and founder of Tiger 21, shares invaluable insights from his private billionaire group. He reflects on his early achievements and the lessons learned from both successes and setbacks. Topics include the unique peer feedback process for investment strategies and the importance of resilience in entrepreneurship. Michael also emphasizes the significance of climate action and evolving investment trends, urging listeners to think bigger in their pursuits.

In this discussion, Luke Broyles, a prominent voice on Bitcoin, delves into its significance within the information era. He provides a historical perspective on monetary systems and the consequences of hyperinflation. Luke argues that we're at a pivotal moment, emphasizing the need for scarce digital currencies. The conversation explores the cycle of empires influenced by technology and discusses Bitcoin as a revolutionary alternative to traditional money, highlighting its resilience and role as a stable store of value.

Explore the concept of wide economic moats and their importance for long-term investing. Discover why technology giants like Alphabet and Amazon present attractive opportunities for value investors. Uncover the competitive advantages and resilience of companies like S&P Global and Sherwin-Williams. Learn how key financial metrics and strong management contribute to consistent growth in these sectors. This podcast dives into what it takes to identify winning stocks in a rapidly changing market.