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

Episodes

• TIP861: Reddit (RDDT): Record Cash Flow, Collapsing Share Price w/ Kyle Grieve & Shawn O'Malley

  Nov 15, 2026

  Not summarized yet

• TIP860: Canadian Pacific Kansas City Limited (CP.TO): Irreplaceable Moat, Unproven Compounding w/ Kyle Grieve & Shawn O'Malley

  Nov 12, 2026

  Not summarized yet

• TIP859: Mercado Libre ($MELI): We Doubled Down on Meli w/ Daniel Mahncke & Shawn O'Malley

  Nov 8, 2026

  Not summarized yet

• TIP858: McDonald's ($MCD): Generational Compounder in Historical Drawdown w/ Daniel Mahncke & Shawn O'Malley

  Nov 5, 2026

  Not summarized yet

• 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