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

Episodes

• 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.

• TIP840: CATL: Powering EVs, Power Grids, and AI w/ Stig Brodersen, Manish Karira & Ralph Summerford

  Aug 23, 2026

  CATL controls about 40% of the global EV battery market, backed by a founder-led culture focused on R&D.

• TIP839: Domino's Pizza (DPZ): Is the Royalty Engine Still Running? w/ Kyle Grieve & Shawn O’Malley

  Aug 20, 2026

  Domino's business relies heavily on franchising, which provides high margins and capital efficiency, but is vulnerable to changes in consumer preferences and competitive dynamics.

• TIP838: Google, Reddit, Amazon – Are Our Biggest Winners Still a Buy? w/ Daniel Mahncke & Shawn O’Malley

  Aug 16, 2026

  Invest in high-quality, durable businesses and be patient, allowing winners to run their course.

• TIP837: Adobe, Lululemon, PayPal – Are our Biggest Losers a Buy Now? w/ Daniel Mahncke & Shawn O’Malley

  Aug 13, 2026

  Always learn from past mistakes by reviewing and analyzing previous investments to improve future decisions.

• RWH071: Risk, Ruin, Reinvention & Resilience w/ Victor Haghani

  Aug 9, 2026

  Understanding your family history and cultural background can profoundly shape your attitude toward risk and resilience.

• TIP836: Exor NV (EXO): The Massive Discount Continues To Widen w/ Kyle Grieve & Shawn O’Malley

  Aug 6, 2026

  Not summarized yet

• TIP835: Intuit (INTU): The S&P 500's Biggest Loser w/ Shawn O’Malley & Kyle Grieve

  Aug 2, 2026

  Intuit’s stock has been severely discounted, but its core SaaS businesses like QuickBooks and TurboTax remain highly profitable and resilient against AI disruption due to switching costs, proprietary data, and brand trust.

• TIP834: DLocal (DLO): Multibagger Potential with Decade-Long Runway w/ Daniel Mahncke & Shawn O’Malley

  Jul 30, 2026

  DLocal is a leading emerging markets payments company, primarily serving large tech firms like Amazon, Spotify, and Uber with integrated API solutions.

• RWH070: Hunting For Hidden Treasures w/ Christopher Begg

  Jul 26, 2026

  Deep reflection and thoughtful writing are essential tools for distilling complexity into essential truths, enabling better investment decisions and life understanding.

• TIP833: Perimeter Solutions (PRM): A Niche Monopoly, One Acquisition at a Time w/ Kyle Grieve & Shawn O’Malley

  Jul 23, 2026

  Not summarized yet

• TIP832: Fairfax Financial (FFO.TO): The Berkshire Of The North w/ Kyle Grieve & Shawn O'Malley

  Jul 19, 2026

  Not summarized yet

• TIP831: Pinduoduo (PDD): Is PDD the Best Buy in China? w/ Daniel Mahncke and Shawn O'Malley

  Jul 16, 2026

  Not summarized yet

• TIP830: SpaceX (SPCX): Is It Really Worth $2 Trillion Dollars? w/ Kyle Grieve & Shawn O'Malley

  Jul 12, 2026

  Not summarized yet

• TIP829: Kaspi Stock ($KSPI): The Cheapest E-Commerce Monopoly in the World w/ Daniel Mahncke and Shawn O'Malley

  Jul 9, 2026

  Not summarized yet

• TIP828: Restoration Hardware (RH): Building a Luxury Empire From Scratch w/ Shawn O'Malley and Daniel Mahncke

  Jul 5, 2026

  Not summarized yet

• TIP827: Auto1 Stock (AG1): Is This the Amazon for Cars? w/ Daniel Mahncke & Shawn O’Malley

  Jul 2, 2026

  Not summarized yet

• RWH069: The Psychology of Investing w/ Emily Haisley

  Jun 28, 2026

  Not summarized yet