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

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,...

Website ↗ Last published 1 November 2026 1,230 posts collected by Sputnik

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

“The stock chart going sideways for five years isn't anything to do with the quality of the business. It's wholly to do with the price.” — Tobias Carlisle, The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Tobias Carlisle · 1 Nov 2026 Listen →
“If you don't buy Boeing, you're probably buying Airbus. That's not how the ratings business works. They complement each other. So if you have a Moody's rating, you also need an S&P rating.” — Stig Brodersen, The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Stig Brodersen · 1 Nov 2026 Listen →
“It's a good business at a price that assumes that it's a melting ice cube.” — Hari Ramachandra, The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Hari Ramachandra · 1 Nov 2026 Listen →
“The hardest problem in investing is not finding great companies. Shopify was never hard to identify as great. The hard part is that the market usually knows it too. And you usually have to pay a price that leaves no room for error.” — Shawn O'Malley, The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Shawn O'Malley · 25 Oct 2026 Listen →
“I told him that I was doing therapy and he looked at me and he goes, hey, are you trying to be perfect? He goes, don't be perfect. Just be functional. … The distance between being functional and being perfect sucks all the joy out.” — Matt Ludmer, The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Matt Ludmer · 18 Oct 2026 Listen →
“There's a gaping hole in the dashboard… So I said, Bill, what happened? Where'd you get ripped off? And he said, I didn't get ripped off. I had it removed… I don't want to have a radio that I can switch on that takes my mind away from Microsoft. And I thought, maybe that story should be a definition of the word obsession in the Oxford English Dictionary.” — Michael Moritz, The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Michael Moritz · 11 Oct 2026 Listen →
“Most investors are congenitally incapable of doing nothing… When somebody says to me, "Well, don't you think we should sell it? It's trading at an all-time high," my question to that person is: in the 30 years or so that Amazon has traded as a public company, how many days has that stock traded at an all-time high? That question always stops people in their tracks.” — Michael Moritz, The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Michael Moritz · 11 Oct 2026 Listen →
“HEICO is like maybe the generic drug company of the aerospace industry. They sell a product that is something like the functional equivalent of the original equipment manufacturer's component, but they do so for a really steep discount.” — Shawn O'Malley, The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Shawn O'Malley · 4 Oct 2026 Listen →
“They were asked to guess the price of a small bag of screws used in the airline industry. So they knew the price would be high. So they guessed $10,000. … They were way off and the actual price was at $90,000.” — Kyle Grieve, The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Kyle Grieve · 4 Oct 2026 Listen →
“CATL is training the very competitors who seek to exclude it.” — Ralph Summerford, The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Ralph Summerford · 23 Aug 2026 Listen →

Hosts

The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network is hosted by Stig Brodersen , Clay Finck , Preston Pysh , Kyle Grieve , Trey Lockerbie , William Green , Shawn O'Malley and Daniel Mahncke .

Recent Episodes

  1. 1 Nov 2026

    TIP857: S&P Global, Novo, Deckers Brands w/ Stig Brodersen, Tobias Carlisle, & Hari Ramachandra

    With Hari Ramachandra and Tobias Carlisle

  2. 29 Oct 2026

    TIP856: Airbnb (ABNB): The Business Outgrew Its Peak, The Stock Hasn't w/ Kyle Grieve & Shawn O'Malley

  3. 25 Oct 2026

    TIP855: Shopify (SHOP): The Big Winner of Agentic Commerce? w/ Shawn O'Malley & Daniel Mahncke

  4. 22 Oct 2026

    TIP854: GE Aerospace: Chris Hohn’s Biggest Bet w/ Daniel Mahncke & Shawn O'Malley

  5. 18 Oct 2026

    RWH074: True Wealth w/ Matt Ludmer

    With Matt Ludmer

  6. 15 Oct 2026

    TIP853: Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O'Malley

  7. 11 Oct 2026

    RWH073: Unstoppable w/ Sir Michael Moritz

    With Michael Moritz

  8. 8 Oct 2026

    TIP852: Hermès and LVMH Stock: Time to Buy Luxury? w/ Daniel Mahncke & Shawn O'Malley

  9. 4 Oct 2026

    TIP851: HEICO Vs. TransDigm: Whose Aerospace Monopoly Is Better? w/ Kyle Grieve & Shawn O'Malley

  10. 1 Oct 2026

    TIP850: Walmart (WMT): From Discount Retailer to eCommerce Powerhouse w/ Kyle Grieve & Shawn O'Malley

  11. 27 Sep 2026

    TIP849: Average Returns Can Still Make You Wealthy w/ David Fagan

    With David Fagan

  12. 24 Sep 2026

    TIP848: Meta (META): What the Market Misses? w/ Daniel Mahncke & Shawn O'Malley

    With Mark Zuckerberg

Guests

Tobias Carlisle (53 episodes), Hari Ramachandra (31 episodes), Lyn Alden (18 episodes), Luke Gromen (18 episodes), Joe Carlasare (17 episodes), Jeff Ross (15 episodes), Mohnish Pabrai (12 episodes), Cullen Roche (11 episodes), Guy Spier (11 episodes), Jim Rickards (10 episodes), Tuur Demeester (9 episodes), Jeff Booth (9 episodes), and 440 more.