We Study Billionaires - The Investor’s Podcast Network

The Investor's Podcast Network
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83 snips
Jun 1, 2025 • 1h 18min

TIP726: From Obscurity to Opportunity: Jon Cukierwar’s Investment Edge

In this chat with Kyle Grieve, Jon Cukierwar from Solar Peak Capital Partners shares his distinctive approach to global investing, targeting overlooked companies. He discusses valuable lessons learned under Bob Robotti, emphasizing the importance of quality and growth. Jon reveals how he counters biases when meeting charismatic CEOs and highlights the significance of local investor networks. He emphasizes prioritizing owners' earnings and identifies key traits that make investments a 'no-brainer.' Interestingly, he shares why he leans towards 'boring' low-tech businesses for potential gains.
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236 snips
May 30, 2025 • 55min

TIP725: First Principles of Valuation w/ Tim Koller

Tim Koller, lead author of the best-selling guide on business valuation and a partner at McKinsey & Company, discusses the nuanced world of corporate valuation. He unpacks the fundamental principles of creating shareholder value beyond short-term earnings, advocating for a focus on long-term growth and return on invested capital (ROIC). Koller reveals common misconceptions in management strategies and highlights differences in market performance across regions like the US and Europe. His insights help illuminate the complex dynamics of value creation in today's economy.
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104 snips
May 28, 2025 • 54min

BTC236: Stablecoin GENIUS Act & Bitcoin Policy Update w/ Matt Pines (Bitcoin Podcast)

Matthew Pines, a member of the Bitcoin Policy Institute with deep insights into Washington, D.C., joins for a thought-provoking discussion. They tackle the Genius Act and its potential to reshape stablecoin regulations, emphasizing its disruption of traditional banking. The conversation shifts to the U.S. trade deficit and Bitcoin's role in financial markets. Pines also highlights the upcoming Bitcoin Policy Summit, which aims to influence national Bitcoin policies amid evolving global dynamics.
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86 snips
May 25, 2025 • 1h 1min

TIP724: Key Insights From Coca-Cola's Golden Era

Dive into the fascinating world of Coca-Cola’s rise as a global giant through innovative strategies and strong leadership. Discover its enduring competitive edges that make it a powerhouse. Uncover the transformative impact of CEO Roberto Goizueta and learn what captured Warren Buffett’s interest. Explore the psychology behind Coca-Cola's unforgettable brand and its clever marketing tactics. Gain insights into how effective capital allocation and resilience shape its ongoing success in the market.
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254 snips
May 23, 2025 • 1h 9min

TIP723: The Art of Buying Growth Companies for Value Prices w/ Jim Zimmerman and Abigail Zimmerman

James and Abigail Zimmerman, father-daughter investors at Lowell Capital, share their insights into the world of cash-generating businesses. They emphasize the importance of free cash flow yield as a guiding metric and discuss how strong balance sheets can weather market storms. The duo explains navigating their circle of competence and the need for simplicity in investment strategies. They also highlight how to discern management alignments and the risks posed by certain retailers, providing a comprehensive view for aspiring investors.
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150 snips
May 21, 2025 • 1h 2min

BTC235: Jack Mallers on XXI (21) and Strike Borrowing and Lending (Bitcoin Podcast)

Jack Mallers, CEO of Strike and founder of 21, dives into the exciting launch of Twenty One Capital, discussing its unique approach to Bitcoin investment compared to traditional options like MicroStrategy. He shares insights on how strategic partnerships with Tether and SoftBank aim to boost global Bitcoin adoption. The conversation tackles the innovative borrowing and lending structures at Strike, addressing lessons learned from past crypto failures and emphasizing transparency. Mallers also highlights the future of Bitcoin as a tool for financial sovereignty.
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242 snips
May 18, 2025 • 1h 45min

RWH057: Celebrating Warren Buffett w/ Joel Greenblatt, Nick Sleep, Tom Russo, Christopher Bloomstran & Chris Davis

This special episode celebrates Warren Buffett's legacy as he steps down from Berkshire Hathaway. Experts share what makes the annual meeting a joyful experience and highlight Buffett's values and virtues. Learn how his concentrated bets shaped wealth creation, and discover key lessons on investing great businesses. Guests reveal personal anecdotes about their encounters with Buffett and the enduring influence of his teachings. They emphasize the importance of resilience, ethical management, and the unique culture at Berkshire Hathaway.
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120 snips
May 16, 2025 • 1h 8min

TIP722: Best Quality Stock Idea Q2 2025 w/ Clay Finck & Kyle Grieve

Discover the ins and outs of Booking Holdings, the world's largest travel company. Clay and Kyle delve into its competitive strategies, including a unique asset-light model and a strong network effect. They compare it to rivals like Airbnb and Expedia, examining market dynamics and user experiences. The podcast also highlights CEO compensation trends and adaptive management incentives. With insights on financial performance and growth opportunities, it’s a fascinating discussion for anyone interested in the travel industry and investment prospects.
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74 snips
May 14, 2025 • 59min

BTC234: Bitcoin Torque, Saylor's Playbook w/ Andy Edstrom (Bitcoin Podcast)

Andy Edstrom, a traditional financial investing expert, dives deep into Bitcoin's impact on corporate finance. He discusses how Michael Saylor views Bitcoin as a lifeline for struggling companies and explores the strategic evolution of Bitcoin treasury allocations. Edstrom outlines MicroStrategy's innovative financial strategies and the risks associated with Bitcoin-backed leverage. Additionally, he highlights Wall Street's shifting perspective on Bitcoin investments and evaluates the emerging role of institutional players in a rapidly changing landscape.
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83 snips
May 11, 2025 • 1h 19min

TIP721: Berkshire Hathaway Annual Shareholders Meeting 2025 w/ Clay Finck & Kyle Grieve

Warren Buffett, the legendary Chairman and CEO of Berkshire Hathaway, shares his insights alongside Clay Finck and Kyle Grieve after the annual shareholders meeting. They discuss Buffett’s retirement announcement and how his management style contrasts with successor Greg Abel’s. The trio dives into the significance of surrounding oneself with supportive individuals and the art of timing in investment decisions. They also explore Berkshire's recent moves in Japan and what to consider when investing in emerging markets, emphasizing a balanced approach of patience and swift action.

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