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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.

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.

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.

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