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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.

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.

If you’ve ever owned an international index fund, there’s a good chance you’ve quietly been paying MSCI.Not directly, bu...
27/10/2025

If you’ve ever owned an international index fund, there’s a good chance you’ve quietly been paying MSCI.

Not directly, but through the fund’s expense ratio, your asset manager sends a sliver of those fees to MSCI for the right to use its benchmarks, the gold standard for tracking global markets.

Deep dive with Shawn O’Malley and Daniel Mahncke in today's episode as they break down MSCI Inc. (ticker: MSCI), a compa...
26/10/2025

Deep dive with Shawn O’Malley and Daniel Mahncke in today's episode as they break down MSCI Inc. (ticker: MSCI), a company whose indexes are essential to tracking different parts of financial markets globally, becoming the go-to standard for following how stocks around the planet are performing via the MSCI World Index.

Learn about how MSCI came to dominate global financial indexes, how indexes helped fuel the passive investing revolution, why MSCI’s industry-leading position appears to be rock-solid, whether MSCI can continue to be a “compunder” going forward, and whether MSCI’s stock is attractively priced, plus so much more!

In the latest episode of Richer, Wiser, Happier, William Green chats with Jim Grant, famed editor of Grant’s Interest Ra...
26/10/2025

In the latest episode of Richer, Wiser, Happier, William Green chats with Jim Grant, famed editor of Grant’s Interest Rate Observer—a must-read publication for elite investment professionals.

Here, Jim warns that a “major market top” is “in formation,” with irrational exuberance driving up prices for everything from stocks to Bitcoin to gold. Jim, a financial historian who has covered markets for over 50 years, says the current investment environment reminds him of perilous periods like the late-‘90s dotcom bubble. His advice? Proceed with extreme caution.

On today's episode of We Study Billionaires, Clay Finck shares the most important investing lessons he wishes he could t...
24/10/2025

On today's episode of We Study Billionaires, Clay Finck shares the most important investing lessons he wishes he could tell his 18-year-old self. Drawing from more than a decade of experience, he distills twelve timeless principles that every investor should know, from the value of patience and independent thinking to understanding where long-term returns come from.

Whether you’re just starting out or refining your approach, this episode offers practical insights to help you build lasting wealth and confidence as an investor.

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