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The Investor's Podcast Network The Investor's Podcast Network studies billionaires like Warren Buffett, and teach you what they learned. We teach our community what we learn.

We study billionaires and the books that influenced them the most.

Chapters Group is often called the “new Constellation Software.”The question is whether buying Chapters could realistica...
29/12/2025

Chapters Group is often called the “new Constellation Software.”

The question is whether buying Chapters could realistically turn into one of those rare, multi-decade compounding stories.

Could it be a 100-bagger over time?

Today on The Intrinsic Value Podcast, Daniel Mahncke and Shawn O’Malley take a deep dive into Chapters Group — one of Eu...
28/12/2025

Today on The Intrinsic Value Podcast, Daniel Mahncke and Shawn O’Malley take a deep dive into Chapters Group — one of Europe’s most rapidly evolving serial acquirers of mission-critical software and services. Over the past years, Chapters has transformed from a small holding company into a multi-platform organization spanning public-sector software, enterprise digital tools, and financial technologies.

Chapters Group is backed by some of the most famous capital allocators in the world and draws on many tricks from the playbooks of the great serial acquirers: a decentralized operating model, the Manuscript Method, and investing in high-margin businesses with high barriers to entry. They explore where the group’s growth is coming from, how the company allocates capital, and whether Chapters Group’s valuation is justifiable.

Join Daniel and Shawn as they try to figure out whether Chapters Group can be “the next big thing.”

Each quarter, Stig Brodersen sits down with his friend and co-host William Green, author of Richer, Wiser, Happier. Toge...
28/12/2025

Each quarter, Stig Brodersen sits down with his friend and co-host William Green, author of Richer, Wiser, Happier. Together, they explore the ideas, stories, and timeless principles from the power of the subconscious mind to the universal human longing for appreciation, love, and meaning. This conversation invites you to slow down, reflect, and reconnect with what matters most.

Catch the latest episode of We Study Billionaires where Kyle Grieve discusses the most important investing lessons he le...
26/12/2025

Catch the latest episode of We Study Billionaires where Kyle Grieve discusses the most important investing lessons he learned in 2025 after spending thousands of hours studying great investors, businesses, and mental models.

He explores why conviction must be flexible, how customer loyalty, culture, incentives, and founder DNA shape long-term compounding, and why emotions and fragility are often the biggest risks investors face. Kyle also explains why intentional inactivity, incomplete information, and a relentless focus on downside protection are essential to surviving and thriving as a long-term investor.

Snapchat helped define a generation. Nearly a billion users. Massive Gen Z pe*******on. And yet a sub $13B market cap.Wh...
22/12/2025

Snapchat helped define a generation. Nearly a billion users. Massive Gen Z pe*******on. And yet a sub $13B market cap.

When we dug deeper, the “misunderstood compounder” narrative fell apart. This week’s newsletter is our first true anti-pitch and a case study in what to avoid.

Join Shawn O’Malley and Daniel Mahncke in today's episode as they break down Snap Inc. (ticker: SNAP), a camera-based so...
21/12/2025

Join Shawn O’Malley and Daniel Mahncke in today's episode as they break down Snap Inc. (ticker: SNAP), a camera-based social media app with nearly a billion monthly users globally that’s ubiquitous amongst 13-34 year olds across North America, Europe, and increasingly, the rest of the world.

Learn about the origins of Snapchat, why they declined an acquisition offer from Facebook, how they beat Mark Zuckerberg’s clone of the Snapchat app, why the shares have floundered since IPOing in 2018, and so much more!

In the latest episode of Richer, Wiser, Happier, William Green talks with Nima Shayegh of Rumi Partners about Lou Simpso...
21/12/2025

In the latest episode of Richer, Wiser, Happier, William Green talks with Nima Shayegh of Rumi Partners about Lou Simpson’s investing wisdom and the power of ignoring noise to achieve outstanding returns.

This week on We Study Billionaires, Clay Finck explores the dot-com boom and bust through Roger Lowenstein’s book, Origi...
19/12/2025

This week on We Study Billionaires, Clay Finck explores the dot-com boom and bust through Roger Lowenstein’s book, Origins of the Crash. The book unpacks how distorted incentives, financial engineering, and speculative excess reshaped markets.

By studying this period in market history, investors can better recognize recurring patterns in behavior, incentives, and speculation, and apply those lessons to avoid future manias.

We’ve analyzed about 50 companies this year, and despite early doubts, the opportunity set hasn’t run dry. If anything, ...
15/12/2025

We’ve analyzed about 50 companies this year, and despite early doubts, the opportunity set hasn’t run dry. If anything, our watchlist has become more important than ever.

Check out this week’s newsletter for our 1-Year Portfolio Review of the Intrinsic Value Portfolio.

Today on The Intrinsic Value Podcast, Daniel Mahncke and Shawn O’Malley review the Intrinsic Value Portfolio after nearl...
14/12/2025

Today on The Intrinsic Value Podcast, Daniel Mahncke and Shawn O’Malley review the Intrinsic Value Portfolio after nearly one year of searching for the best opportunities in the market. The goal has been simple: take one company each week, study it in depth, and build a portfolio around the highest-quality ideas.

In this episode, Daniel and Shawn break down the portfolio’s current performance, share updates on existing holdings, and revisit watchlist companies that may now deserve a spot — either because they’ve become cheaper or their outlook has changed.

One current holding will be sold, another will be upgraded to a core position, and one watchlist name will officially join the portfolio.

Join Daniel and Shawn as they look in the rear-view mirror and reflect on a year of searching for durable, high-quality compounders.

Catch the latest episode of Richer, Wiser, Happier where William Green chats with multibillionaire investor Howard Marks...
14/12/2025

Catch the latest episode of Richer, Wiser, Happier where William Green chats with multibillionaire investor Howard Marks, the co-founder & co-Chairman of Oaktree Capital Management. Since its launch 30 years ago, the firm has grown into a global powerhouse in alternative investments, with $218 billion in assets.

Here, Howard explains how to prosper over decades by avoiding disaster and aiming for “steady excellence;” why he believes “most AI companies will end up worthless;” and why he’s no fan of Bitcoin or gold.

Today on We Study Billionaires, Clay Finck is joined by Stig Brodersen to discuss the changes he’s made to his portfolio...
12/12/2025

Today on We Study Billionaires, Clay Finck is joined by Stig Brodersen to discuss the changes he’s made to his portfolio, why he sold out of Evolution AB, and why he’s bullish on Uber.

Clay and Stig also discuss the mental models that Stig has picked up this year, and how our listeners can join us at our live events in Omaha during the Berkshire Hathaway shareholders’ weekend.

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