TIP813: Microsoft (MSFT): Is Microsoft a Misunderstood AI Opportunity? w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O'Malley take a deep dive into Microsoft — the $3 trillion incumbent whose entire investment thesis now hinges on t...
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We Study Billionaires - The Investors Podcast
First, we like to have fun. Second, we read and talk about the books that have influenced billionaires the most. We typically talk about Warren Buffett, Charlie Munger, Ray Dalio, Stanley Dr...
We Study Billionaires - The Investors Podcast Podcast Guide
Listen to We Study Billionaires - The Investors Podcast, a Business podcast by Stig Brodersen. Stream 1,180 episodes in English, follow new audio stories, and play episodes online on Radio and Podcast.
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TIP812: Mohnish Pabrai on Berkshire & Letting Winners Run
On today’s show, Stig Brodersen talks with legendary value investor Mohnish Pabrai. Since its inception in 1999, one dollar invested in the...
TIP811: OTC Markets (OTCM): A Picks and Shovels Play in Modern Capital Markets w/ Kyle Grieve & Shawn O'Malley
Kyle Grieve and Shawn O’Malley analyze OTC Markets Group, a hidden infrastructure company that collects tolls on over 12,000 securities whil...
TIP810: Berkshire Hathaway 2026 Valuation w/ Chris Bloomstran
Stig has invited legendary investor Chris Bloomstran from Semper Augustus to teach us how to value Berkshire Hathaway on today's show. Sempe...
TIP809: The Real Estate Data Empire Making a $5 Billion Bet: CoStar Group w/ Shawn O'Malley & Daniel Mahncke
Shawn O'Malley and Daniel Mahncke explore CoStar Group (ticker: CSGP), the dominant provider of commercial real estate data and analytics, a...
TIP808: Current Market Opportunities w/ Daniel Mahncke & Clay Finck
On today's episode, Clay is joined by Daniel Mahncke to discuss the companies they find most interesting in today’s market. They discuss Mer...
TIP807: Portfolio Review: Analyzing Holdings and Watchlist Companies for 2026 w/ Daniel Mahncke, Shawn O'Malley, & Kyle Grieve
Daniel Mahncke, Shawn O'Malley, and Kyle Grieve take a closer look at the Intrinsic Value Portfolio and some of the high-priority watchlist...
RWH067: Prudent Investing In Perilous Times w/ Matthew McLennan
In this episode, William Green talks with Matthew McLennan, who oversees about $130 billion at First Eagle Investments. Matt is head of the...
TIP806: Wise PLC w/ Kyle Grieve and Daniel Mahncke
Kyle Grieve is joined by co-host Daniel Mahncke to discuss Wise PLC, a London-listed FinTech company that enables cheap and fast cross-borde...
TIP805: Stock Market Maestros w/ Kyle Grieve
Kyle discusses Stock Market Maestros, revealing that elite fund managers succeed not by picking winners the majority of the time, but by mak...
TIP804: Kinsale Capital Stock Deep Dive w/ Clay Finck & Daniel Mahncke
On today's episode, Clay is joined by Daniel Mahncke to break down Kinsale Capital. Kinsale is a specialty insurer that has quietly become o...
TIP803: How Economics and Art Shape Better Investors w/ Kyle Grieve
Kyle Grieve discusses key mental models from economics and art and how they apply to investing and decision-making. He explores economic con...
TIP802: When Genius Was Just Luck: The Go-Go Years w/ Kyle Grieve
In today’s episode, Kyle Grieve discusses the speculative boom of the 1960s “Go-Go Years” as presented in John Brooks’ book, highlighting th...
TIP801: Value Investing Meets Venture Capital w/ Kyle Grieve
In today’s episode, Kyle Grieve discusses lessons from venture capital that long-term value investors can apply to improve decision-making....
TIP800: Navigating an AI-Driven Market w/ François Rochon
On today's episode, Clay is joined by François Rochon to discuss his 2025 annual letter and the key themes shaping markets in 2025. He also...
TIP799: The Davis Dynasty w/ Kyle Grieve
Kyle Grieve discusses the remarkable story of the Davis Dynasty, a multi-generational investing family that compounded wealth through discip...
TIP798: Nintendo Stock Deep Dive w/ Clay Finck
In this episode, Clay breaks down the fascinating history and business model of Nintendo, one of the most iconic entertainment companies in...
TIP797: Born To Be Wired w/ Kyle Grieve
Kyle Grieve discusses the life and career of legendary capital allocator John Malone and details the at times complex strategies that helped...
TIP796: Die with Zero & Linde Stock Analysis w/ Clay Finck
Clay explores Bill Perkins’ book Die with Zero, which challenges the traditional mindset of accumulating wealth at all costs and instead enc...
TIP795: Berkshire, Moody's, & BellRing Brands w/ Stig Brodersen, Tobias Carlisle, and Hari Ramachandra
Stig is joined by Tobias Carlisle and Hari Ramachandra for a new round of stock pitches. They discuss Berkshire, Moody's and BellRing Brands...