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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.

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.

Between Gen Z and Millennials ordering dramatically more delivery than older cohorts, delivery services becoming faster ...
08/12/2025

Between Gen Z and Millennials ordering dramatically more delivery than older cohorts, delivery services becoming faster and cheaper than ever, and delivery drones and self-driving delivery vehicles on the horizon, we suspect few companies globally are as well-positioned to capitalize on further growth in the “convenience economy.”

More on the promising yet controversial business that is DoorDash in today's breakdown!

Dive into this week's episode where Shawn O’Malley and Daniel Mahncke break down DoorDash, America’s dominant meal-deliv...
07/12/2025

Dive into this week's episode where Shawn O’Malley and Daniel Mahncke break down DoorDash, America’s dominant meal-delivery company that’s rapidly expanding into all forms of local commerce.

Learn how DoorDash built a three-sided marketplace, beat bigger rivals, grew DashPass, and whether DASH looks attractive at today’s price.

Tune in to today's episode as Kyle Grieve discusses a series of fantastic articles by Michael Mauboussin covering ways t...
07/12/2025

Tune in to today's episode as Kyle Grieve discusses a series of fantastic articles by Michael Mauboussin covering ways to combat noise, why traditional accounting standards hide value in today’s markets, and much more!

Catch the latest episode of We Study Billionaires where Clay Finck is joined by Shawn O’Malley to discuss what he’s lear...
05/12/2025

Catch the latest episode of We Study Billionaires where Clay Finck is joined by Shawn O’Malley to discuss what he’s learned through hosting The Intrinsic Value Podcast over the past year. They also dive into The Intrinsic Value Portfolio, which includes holdings like Uber, Alphabet, Lululemon, Nike, and Adobe.

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