The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

Stock investment analysis using lessons from renowned investors AI summary

The Investor's Podcast Network Visit website › Business · EN · 1233 episodes · latest 2026-11-12

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What it is about

Hosted by Stig Brodersen, William Green, Shawn O'Malley, Daniel Mahncke, and Kyle Grieve, The Investor’s Podcast has proudly reached nearly 200 million downloads, as the world's largest stock-investing focused podcast. On the show, we study a range of businesses and their investment prospects, from Spotify to Amazon, serial acquirers like Constellation Software, deep value plays, and more, using lessons from some of the world's most famous investors, like Warren Buffett, Charlie Munger, and Howard Marks. Leverage the lessons we learned from studying, and talking to, the world's best investors, and apply them in your own investing journey, while following along with our company case studies. For more insights on how to value companies and build a stock portfolio, you can also sign up for our free weekly newsletter. Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Publisher’s own description, taken unchanged from the podcast feed.
© This content is for educational purposes only. This content cannot be used for commercial use without written permission from the The Investor's Podcast Network.

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Latest episodes

TIP860: Canadian Pacific Kansas City Limited (CP.TO): Irreplaceable Moat, Unproven Compounding w/ Kyle Grieve & Shawn O'Malley

2026-11-12 · 1 hr 19 min · Episode 1128

In today’s episode, Kyle Grieve and Shawn O’Malley discuss Canadian Pacific Kansas City, the only railroad that connects Canada, the United States, and Mexico on a single network. They trace how the company helped shape…
TIP859: Mercado Libre ($MELI): We Doubled Down on Meli w/ Daniel Mahncke & Shawn O'Malley

2026-11-08 · 1 hr 4 min · Episode 1127

Daniel Mahncke and Shawn O’Malley return to Mercado Libre (NASDAQ: MELI), a holding in The Intrinsic Value Portfolio. The “Amazon of Latin America” just reported its 31st consecutive quarter of revenue growth above 30%,…
TIP858: McDonald's ($MCD): Generational Compounder in Historical Drawdown w/ Daniel Mahncke & Shawn O'Malley

2026-11-05 · 1 hr 23 min · Episode 1126

Daniel Mahncke and Shawn O’Malley cover their first restaurant stock. Although one could argue it isn’t really a restaurant business at all. McDonald’s (NYSE: MCD) is the landlord behind $139 billion of yearly sales…
TIP857: S&P Global, Novo, Deckers Brands w/ Stig Brodersen, Tobias Carlisle, & Hari Ramachandra

2026-11-01 · 1 hr 28 min · Episode 1125

In today’s episode, Stig Brodersen is joined by Tobias Carlisle and Hari Ramachandra for a new round of stock pitches. Hari makes the case for Novo, until recently the most valuable company in Europe, now priced as if…
TIP856: Airbnb (ABNB): The Business Outgrew Its Peak, The Stock Hasn't w/ Kyle Grieve & Shawn O'Malley

2026-10-29 · 1 hr 26 min · Episode 1124

In today’s episode, Kyle Grieve and Shawn O’Malley discuss whether Airbnb’s recent slowdown was a warning sign or just building the groundwork for its next growth phase. They explore how a company that owns no homes…
TIP855: Shopify (SHOP): The Big Winner of Agentic Commerce? w/ Shawn O'Malley & Daniel Mahncke

2026-10-25 · 1 hr 19 min · Episode 1123

Shawn O’Malley and Daniel Mahncke revisit Shopify (NASDAQ: SHOP) fifteen months after Shawn pitched it, called it one of the best businesses they’d ever studied, and recommended passing on the stock at around $80 per…
TIP854: GE Aerospace: Chris Hohn’s Biggest Bet w/ Daniel Mahncke & Shawn O'Malley

2026-10-22 · 1 hr 12 min · Episode 1122

Daniel Mahncke and Shawn O’Malley follow up last year’s TransDigm pitch with the biggest monopoly in aviation: GE Aerospace (NYSE: GE), the engine maker behind nearly three out of every four commercial flights in the…
RWH074: True Wealth w/ Matt Ludmer

2026-10-18 · 2 hr 33 min · Episode 1121

In this episode, William Green speaks with Matt Ludmer, the founder & CEO of Aligned Wealth Management. Matt is a financial adviser to wealthy individuals & families, including clients who have entrusted him with tens…
TIP853: Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O'Malley

2026-10-15 · 1 hr 23 min · Episode 1120

In today's episode, Kyle Grieve and Shawn O’Malley discuss Aritzia, the everyday luxury fashion brand that has become one of retail's most impressive compounders. They explore how a small boutique in the corner of a…
RWH073: Unstoppable w/ Sir Michael Moritz

2026-10-11 · 1 hr 28 min · Episode 1119

In this episode, William Green speaks with multibillionaire Sir Michael Moritz, arguably the most successful venture capitalist ever. He spent nearly four decades at Sequoia Capital, which invested in early-stage…

Episode details from the publisher’s feed. Playback happens at the publisher.

Publisher details

Owner: Stig Brodersen
Oldest episode in feed: 09/2014 · over 12 years
Typical length: 1 hr 5 min
Format: Episodic Newest first, episodes stand alone

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