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

Episodes

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

  Nov 1, 2026

  Not summarized yet

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

  Oct 29, 2026

  Not summarized yet

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

  Oct 25, 2026

  Not summarized yet

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

  Oct 22, 2026

  Not summarized yet

• RWH074: True Wealth w/ Matt Ludmer

  Oct 18, 2026

  Not summarized yet

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

  Oct 15, 2026

  Not summarized yet

• RWH073: Unstoppable w/ Sir Michael Moritz

  Oct 11, 2026

  Not summarized yet

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

  Oct 8, 2026

  Not summarized yet

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

  Oct 4, 2026

  Not summarized yet

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

  Oct 1, 2026

  Not summarized yet

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

  Sep 27, 2026

  Not summarized yet

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

  Sep 24, 2026

  Not summarized yet

• RWH072: The Making of A Money Master w/ Rob Vinall

  Sep 20, 2026

  Not summarized yet

• TIP847: Alphabet (GOOGL): The Megacap That Still Might Be Underrated w/ Kyle Grieve & Shawn O’Malley

  Sep 17, 2026

  Not summarized yet

• TIP846: Stock Picker: How to Live Off Your Portfolio w/ Ian Cassel

  Sep 13, 2026

  Not summarized yet

• TIP845: Copart Stock (CPRT): Is Copart Now a Buy? w/ Daniel Mahncke & Shawn O'Malley

  Sep 10, 2026

  Not summarized yet

• TIP844: Uber (UBER): The Autonomy Referendum — Is Mr. Market Completely Wrong? w/ Daniel Mahncke & Shawn O’Malley

  Sep 6, 2026

  Not summarized yet

• TIP843: AppLovin (APP): The 30-Bagger Down More Than Half w/ Kyle Grieve & Shawn O'Malley

  Sep 3, 2026

  Not summarized yet

• TIP842: Comfort Systems USA (FIX): The Five-Bagger We Passed On w/ Kyle Grieve & Shawn O'Malley

  Aug 30, 2026

  Not summarized yet

• TIP841: Palantir – Palantir is Cheaper than I Thought! w/ Daniel Mahncke & Shawn O’Malley

  Aug 27, 2026

  Palantir's core product, the ontology layer, acts as a comprehensive digital map that integrates scattered organizational data, providing a strong moate that is difficult for competitors to replicate.