The Investor's Podcast Network

  • Home
  • The Investor's Podcast Network

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.

The aerospace industry is a graveyard for compounding. It is cyclical, capital intensive, and heavily regulated. But not...
17/11/2025

The aerospace industry is a graveyard for compounding. It is cyclical, capital intensive, and heavily regulated. But not for everyone. Hidden in this tough ecosystem is one of the greatest compounders in market history: TransDigm.

Check out this week’s newsletter as we break down TransDigm, a rare aerospace powerhouse with one of the most reliable and high-quality business models in the market.

This week's episode of The Intrinsic Value Podcast is all about TransDigm — the aerospace supplier that turned “boring p...
16/11/2025

This week's episode of The Intrinsic Value Podcast is all about TransDigm — the aerospace supplier that turned “boring parts” into a compounding machine. Built around proprietary, often sole-source components installed across nearly every commercial and military aircraft in service, TransDigm monetizes decades of aftermarket demand through premium pricing and enviable margins.

In this episode, Daniel Mahncke and Shawn O’Malley unpack TransDigm’s private-equity-style playbook: own niche, proprietary parts with significant aftermarket exposure; run a fiercely decentralized organization; acquire bolt-ons with discipline; and keep an efficient, leveraged capital structure. It’s a model that has delivered roughly a 36% IRR to owners over more than three decades and materially outpaced aerospace peers.

They explore how TransDigm’s installed base and pricing power create a durable moat, how the commercial/defense/aftermarket mix drives resilient cash flows, and where disciplined M&A can still add runway from here. But they also tackle the hard questions investors ask: how sustainable is TransDigm’s aggressive pricing, what are the risks of government scrutiny on defense contracts, and how much runway is left?

Join Daniel Mahncke and Shawn O’Malley as they find out whether TransDigm deserves a spot in the Intrinsic Value Portfolio.

On today's We Study Billionaires episode, Kyle Grieve discusses the incredible origin story of Home Depot and the vision...
16/11/2025

On today's We Study Billionaires episode, Kyle Grieve discusses the incredible origin story of Home Depot and the visionary founders who built it from nothing.

He explores how Bernie Marcus, Arthur Blank, and Ken Langone overcame countless setbacks to create a retail powerhouse. Kyle also shares timeless business lessons on leadership, culture, and competitive advantage that continue to define Home Depot’s success today.

On the latest episode of We Study Billionaires, Clay Finck breaks down his best quality stock idea for Q4 2025: Interact...
14/11/2025

On the latest episode of We Study Billionaires, Clay Finck breaks down his best quality stock idea for Q4 2025: Interactive Brokers.

Interactive Brokers is a global online brokerage that gives investors access to markets around the world with industry-low costs in trading stocks, options, futures, currencies, and more. With over 4 million accounts across more than 200 countries, it’s become the go-to choice for professional traders, hedge funds, and sophisticated investors seeking global market access.

Over the past decade, shares of IBKR have compounded at 21% per year (excluding dividends) relative to the S&P 500’s return of 14.9%.

In this episode, Clay tells the story of Thomas Peterffy, how IBKR earns industry-leading margins, its automation culture, key risks, long-term opportunities, and valuation overview.

Robinhood’s had its share of controversy, but it’s lived up to its name—leveling the investing field by taking trading c...
10/11/2025

Robinhood’s had its share of controversy, but it’s lived up to its name—leveling the investing field by taking trading commissions to zero. Now, with Robinhood Gold, it may be building the Amazon Prime of finance for Gen Z.

Join Shawn O’Malley and Daniel Mahncke in this week's episode of The Intrinsic Value Podcast as they break down Robinhoo...
09/11/2025

Join Shawn O’Malley and Daniel Mahncke in this week's episode of The Intrinsic Value Podcast as they break down Robinhood Markets Inc. (ticker: Hood), a company that forever changed the status quo in the brokerage industry, living up to its name by bringing stock-trading costs to zero for the masses.

Here, you'll learn about how Robinhood changed the paradigm in stock investing, how Robinhood is actually able to enable commission-free trading, why the company is uniquely positioned to capitalize on the trillions of dollars of wealth that Gen Z and Millennialls will inherit from their parents, whether Robinhood can continue to diversify and improve its business quality going forward, and whether HOOD’s stock is attractively priced, plus so much more!

Tune in to today's episode of We Study Billionaires, where Stig Brodersen is joined by Tobias Carlisle and Hari Ramachan...
09/11/2025

Tune in to today's episode of We Study Billionaires, where Stig Brodersen is joined by Tobias Carlisle and Hari Ramachandra for another round of stock pitches.

Hari makes the case for Sanofi, highlighting the company’s long-term potential in vaccines and immunology. Stig turns his attention to Remitly, a fast-growing digital remittance platform transforming how money moves across borders. And Tobias dives into Crocs, exploring how a once-controversial footwear brand has evolved into a global success story at an attractive valuation.

Catch the latest episode of We Study Billionaires, where Clay Finck explores the concept of Intelligent Fanatics.Intelli...
07/11/2025

Catch the latest episode of We Study Billionaires, where Clay Finck explores the concept of Intelligent Fanatics.

Intelligent Fanatics are visionary leaders who build enduring, high-performance businesses through culture, focus, and integrity.

Drawing from Ian Cassel and Sean Iddings’ book Intelligent Fanatics, Clay highlights how exceptional leaders like Herb Kelleher, Les Schwab, and Chester Cadieux created companies that thrived for decades by empowering employees, thinking unconventionally, and maintaining a long-term focus.

Salesforce began as a simple idea to manage customer relationships in the cloud and has grown into a $250B software gian...
03/11/2025

Salesforce began as a simple idea to manage customer relationships in the cloud and has grown into a $250B software giant used by 90% of the Fortune 500.

Now, it’s entering a new phase with Agentforce, an AI platform bringing digital coworkers into everyday workflows.

Will this be enough to fight off the “Software is dead” narrative?

Catch the latest episode of The Intrinsic Value Podcast where Daniel Mahncke and Shawn O’Malley dive into Salesforce — t...
03/11/2025

Catch the latest episode of The Intrinsic Value Podcast where Daniel Mahncke and Shawn O’Malley dive into Salesforce — the company that practically invented modern enterprise software and is now trying to reinvent it again through AI.

From its origins as the pioneer of the Software-as-a-Service model in the late 1990s, Salesforce has grown into the world’s #1 CRM provider, powering customer relationships for over 90% of the Fortune 500.

In this episode, Daniel and Shawn unpack how Salesforce built one of the most resilient recurring-revenue machines in tech, and how its latest platform, Agentforce, marks the company’s biggest reinvention yet — bringing autonomous AI agents directly into the workflows of global enterprises.

They explore how Salesforce’s massive scale, deep cloud integration, and trusted enterprise relationships give it a unique advantage in the AI race. But they also tackle the key questions investors are asking: can AI-native products disrupt Salesforce’s moat, have Marc Benioff’s expensive acquisitions truly paid off, and can Agentforce reaccelerate Salesforce’s growth?

Join Daniel Mahncke and Shawn O’Malley as they find out whether Salesforce deserves a spot in the Intrinsic Value Portfolio.

On today’s episode of We Study Billionaires, Kyle Grieve discusses how timeless philosophical ideas can deepen our under...
02/11/2025

On today’s episode of We Study Billionaires, Kyle Grieve discusses how timeless philosophical ideas can deepen our understanding of investing and life.

He explores lessons from thinkers such as Spinoza, Nietzsche, Hume, and Pascal to reveal how concepts like persistence, skepticism, and luck shape decision-making. Kyle also connects these ideas to modern investing by drawing on insights from Buffett, Voltaire, and Bruce Lee, showing how adaptability, emotional control, and inner reflection lead to better outcomes.

Catch the latest episode of We Study Billionaires where Stig Brodersen speaks with Tobias Carlisle — founder and managin...
31/10/2025

Catch the latest episode of We Study Billionaires where Stig Brodersen speaks with Tobias Carlisle — founder and managing director of Acquirers Funds — about Warren Buffett’s timeless approach to risk.

Drawing from Tobias’s new book, Soldier of Fortune, they explore how ancient wisdom, especially from The Art of War, reveals the deeper logic behind Buffett’s biggest and most misunderstood investing decisions.

Address


Website

Alerts

Be the first to know and let us send you an email when The Investor's Podcast Network posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to The Investor's Podcast Network:

Shortcuts

  • Want your business to be the top-listed Media Company?

Share