
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...
Radio and PodcastLive Radio & Podcasts
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...
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.
Browse this show under Business podcasts.
20 episodes are loaded now from a catalog of 1,180. More episodes can be opened from this page.
Explore Business podcasts, United States podcasts and English podcasts.

Daniel Mahncke and Shawn O'Malley take a deep dive into Microsoft — the $3 trillion incumbent whose entire investment thesis now hinges on t...

On today’s show, Stig Brodersen talks with legendary value investor Mohnish Pabrai. Since its inception in 1999, one dollar invested in the...

Kyle Grieve and Shawn O’Malley analyze OTC Markets Group, a hidden infrastructure company that collects tolls on over 12,000 securities whil...

Stig has invited legendary investor Chris Bloomstran from Semper Augustus to teach us how to value Berkshire Hathaway on today's show. Sempe...

Shawn O'Malley and Daniel Mahncke explore CoStar Group (ticker: CSGP), the dominant provider of commercial real estate data and analytics, a...

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...

Daniel Mahncke, Shawn O'Malley, and Kyle Grieve take a closer look at the Intrinsic Value Portfolio and some of the high-priority watchlist...

In this episode, William Green talks with Matthew McLennan, who oversees about $130 billion at First Eagle Investments. Matt is head of the...

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...

Kyle discusses Stock Market Maestros, revealing that elite fund managers succeed not by picking winners the majority of the time, but by mak...

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...

Kyle Grieve discusses key mental models from economics and art and how they apply to investing and decision-making. He explores economic con...

In today’s episode, Kyle Grieve discusses the speculative boom of the 1960s “Go-Go Years” as presented in John Brooks’ book, highlighting th...

In today’s episode, Kyle Grieve discusses lessons from venture capital that long-term value investors can apply to improve decision-making....

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...

Kyle Grieve discusses the remarkable story of the Davis Dynasty, a multi-generational investing family that compounded wealth through discip...

In this episode, Clay breaks down the fascinating history and business model of Nintendo, one of the most iconic entertainment companies in...

Kyle Grieve discusses the life and career of legendary capital allocator John Malone and details the at times complex strategies that helped...

Clay explores Bill Perkins’ book Die with Zero, which challenges the traditional mindset of accumulating wealth at all costs and instead enc...

Stig is joined by Tobias Carlisle and Hari Ramachandra for a new round of stock pitches. They discuss Berkshire, Moody's and BellRing Brands...
You can listen to We Study Billionaires - The Investors Podcast episodes online on Radio and Podcast. Open an episode and the site player will stream the available audio.
We Study Billionaires - The Investors Podcast is listed as a Business show. The show language is listed as English.
This page lists 1,180 episodes for We Study Billionaires - The Investors Podcast. More episodes are available from the View more button when the list continues.
You can listen to We Study Billionaires - The Investors Podcast episodes on this page by opening an episode and using the site player.
We Study Billionaires - The Investors Podcast is listed as a Business show by Stig Brodersen.
This page lists 1,180 episodes for We Study Billionaires - The Investors Podcast where feed data is available.