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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.

Nubank opened our eyes to Latin America. Now we’re turning to another regional standout: Mercado Libre.It pairs Amazon-s...
12/01/2026

Nubank opened our eyes to Latin America. Now we’re turning to another regional standout: Mercado Libre.

It pairs Amazon-style e-commerce with a Nubank-scale payments business, has grown 30%+ for nearly seven years, and now trades at its cheapest valuation ever.

In the latest episode of The Intrinsic Value Podcast, Daniel Mahncke and Shawn O’Malley take a deep dive into Mercado Li...
11/01/2026

In the latest episode of The Intrinsic Value Podcast, Daniel Mahncke and Shawn O’Malley take a deep dive into Mercado Libre, the dominant e-commerce and fintech platform in Latin America.

They break down how MercadoLibre’s e-commerce and fintech ecosystem creates powerful network effects, with logistics, payments, and credit reinforcing growth. The episode covers key growth drivers, margin trends, and macro risks.

Today on We Study Billionaires, Kyle Grieve discusses the remarkable rise of Fairfax Financial and its founder-led CEO, ...
11/01/2026

Today on We Study Billionaires, Kyle Grieve discusses the remarkable rise of Fairfax Financial and its founder-led CEO, Prem Watsa.

He explores how disciplined value investing and insurance float fueled decades of compounding and created a resilient business that withstood short sellers, the tech bubble, and the GFC. He also shares key lessons on capital allocation, culture, and business legacy.

Catch the latest episode of We Study Billionaires where Clay Finck reviews the book Hidden Investment Treasures by Danie...
09/01/2026

Catch the latest episode of We Study Billionaires where Clay Finck reviews the book Hidden Investment Treasures by Daniel Gladiš and explores how the rise of passive investing has created growing inefficiencies in today’s market.

Gladiš argues that as fewer investors focus on fundamentals, disciplined value investors can uncover high-quality businesses trading well below their intrinsic value. Clay walks through several of the book’s case studies, including Markel, NVR, Japanese equities, and JPMorgan Chase. The episode offers a thoughtful framework for finding overlooked investment opportunities while managing risk in an increasingly index-driven market.

Exor almost feels like cheating.Ferrari trades at a rich multiple, yet this obscure Dutch-Italian holding company is Fer...
05/01/2026

Exor almost feels like cheating.

Ferrari trades at a rich multiple, yet this obscure Dutch-Italian holding company is Ferrari’s largest shareholder and trades at a massive discount.

Roughly two-fifths of Exor’s assets are its Ferrari stake, and that stake alone is worth more than Exor’s entire market cap.

In effect, you are paying about forty cents on the euro for Exor’s assets.

Sounds too good to be true?

Join Shawn O’Malley and Daniel Mahncke on today's episode of The Intrinsic Value Podcast as they break down Exor NV (tic...
04/01/2026

Join Shawn O’Malley and Daniel Mahncke on today's episode of The Intrinsic Value Podcast as they break down Exor NV (ticker: EXO), a family-controlled holding company trading at nearly a 60% discount to NAV.

Learn about how to value investment holding companies, how Ferrari became Exor’s largest holding, why NAV discounts can be justified in holding companies, plus so much more!

Tune in to today's episode as Stig Brodersen sits down with Clay Finck to reflect on his portfolio decisions, investment...
04/01/2026

Tune in to today's episode as Stig Brodersen sits down with Clay Finck to reflect on his portfolio decisions, investment philosophy, and personal evolution as an investor. Clay explains recent portfolio additions, his evolving views on quality vs. valuation, and why he prioritizes businesses led by exceptional operators.

Check out the latest episode of We Study Billionaires where Clay Finck is joined by Shawn O’Malley and Daniel Mahncke to...
02/01/2026

Check out the latest episode of We Study Billionaires where Clay Finck is joined by Shawn O’Malley and Daniel Mahncke to share their top stock ideas for 2026. Shawn is pitching Exor N.V. ($EXO), Daniel is pitching Mercado Libre ($MELI), and Clay is pitching Meta ($META).

Shawn and Daniel co-host The Intrinsic Value Podcast. On the show, they do comprehensive research and share a stock deep dive every week while publicly building out their Intrinsic Value Portfolio.

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.

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