Podcast Episodes
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TIP821: Grab Holdings (GRAB): Why Uber Surrendered Southeast Asia w/ Shawn O’Malley & Daniel Mahncke
Episode 1084
Shawn O'Malley and Daniel Mahncke explore Grab Holdings (ticker: GRAB).
In this episode, you'll learn how Grab was able to quickly grow across eight …
13 hours ago
TIP820: WIX: The Most Asymmetric AI Bet? w/ Daniel Mahncke & Shawn O’Malley
Episode 1083
Daniel Mahncke and Shawn O'Malley take a deep dive into Wix.com — the Israeli website-building platform whose investment case now turns on two of the…
3 days, 13 hours ago
TIP819: Lifco AB (LIFCO-B.ST): The Serial Acquirer Building an Unstoppable Compounding Engine w/ Kyle Grieve & Shawn O'Malley
Episode 1082
Kyle Grieve and Shawn O’Malley analyze LIFCO, one of the world's leading industrial serial acquirers operating through three distinct divisions spann…
1 week ago
TIP818: NVR (NVR): What's Next for One of History's Greatest Compounders? w/ Kyle Grieve & Shawn O'Malley
Episode 1081
In today's episode, Kyle Grieve and Shawn O’Malley analyze NVR, Inc., a homebuilder that has achieved incredible returns through disciplined capital …
1 week, 3 days ago
TIP817: Simple Investing Beats Complexity
Episode 1080
In this episode, Stig Brodersen speaks with David Fagan about why simplicity often beats complexity in investing and life. They discuss why many inve…
2 weeks ago
TIP816: Sea Limited (SE): Can Sea Limited 10x Again? w/ Daniel Mahncke & Shawn O’Malley
Episode 1079
Daniel Mahncke and Shawn O'Malley take a deep dive into Sea Limited — the largest Southeast Asian marketplace whose investment case now turns on two …
2 weeks, 3 days ago
TIP815: Lyn Alden on Why Fiscal Dominance Changes Everything
Episode 1078
In this episode, Stig Brodersen welcomes back renowned macroeconomist and bestselling author Lyn Alden. They explore fiscal dominance, gold, energy m…
3 weeks ago
TIP814: Formula One Group (FWONA): The Only Sports Franchise Worth Owning w/ Kyle Grieve & Shawn O'Malley
Episode 1077
Kyle Grieve and Shawn O’Malley analyze Formula One Group, a business that commands nearly a billion global fans, generates billions in revenue from o…
3 weeks, 3 days ago
Trailer: The Investor's Podcast Show (formerly We Study Billionaires)
Hosted by Stig Brodersen, William Green, Shawn O'Malley, Daniel Mahncke, and Kyle Grieve, The Investor’s Podcast has proudly reached nearly 200 milli…
3 weeks, 4 days ago
RWH068: How to Be Better in Work & Life w/ David Epstein
Episode 1076
William Green chats with David Epstein about his groundbreaking new book, Inside the Box. In this conversation, David shares practical strategies & r…
4 weeks ago