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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.

We have grown fond of owning the “best of the best,” the companies that dominate their niches with undeniable quality. B...
24/11/2025

We have grown fond of owning the “best of the best,” the companies that dominate their niches with undeniable quality. Booking Holdings is one of them. It rarely looks cheap, which raises the key question: Does it still deserve a place in our Intrinsic Value Portfolio?

Check out this week’s newsletter as we dive into Booking Holdings, a proven compounding machine at the center of global travel.

Today on The Intrinsic Value Podcast, Shawn O’Malley and Daniel Mahncke break down Booking Holdings (ticker: BKNG), the ...
23/11/2025

Today on The Intrinsic Value Podcast, Shawn O’Malley and Daniel Mahncke break down Booking Holdings (ticker: BKNG), the world’s largest travel company, with a particularly dominant market share in Europe, boasting control of brands like Booking.com, Agoda, Kayak, and rentalcars.com.

The company is quickly taking market share in the world of alternative accommodations that Airbnb pioneered, so Shawn and Daniel assess to what extent Booking is a threat to their Intrinsic Value Portfolio Holding, Airbnb, and whether it’s worth investing directly in Booking, too.

In this episode, you’ll learn about how Booking created a two-sided marketplace catering to boutique hotels in Europe, providing Booking with the foundation to stack on a number of services that make traveling a more “connected” experience, including being able to book flights, experiences, accommodations, and rental cars all in one place.

They also explore whether BKNG’s stock is attractively priced, plus so much more!

This week on We Study Billionaires, Kyle Grieve discusses significant takeaways from the book Money Masters Of Our Time....
23/11/2025

This week on We Study Billionaires, Kyle Grieve discusses significant takeaways from the book Money Masters Of Our Time.

Kyle discusses how investors can alter strategies while staying true to their core principles, the importance of controlled greed in generating wealth, how to approach investing in brand new markets, events that investors should actively seek to find the best prices, what Zebras can teach us about contrarianism, why we should be reluctant to take profits, and a whole lot more!

On today’s We Study Billionaires episode, Clay Finck is joined by Andrew Brenton to discuss the inefficiencies in the st...
21/11/2025

On today’s We Study Billionaires episode, Clay Finck is joined by Andrew Brenton to discuss the inefficiencies in the stock market as well as his investment thesis on Floor & Decor and Kinsale Capital.

Andrew Brenton is the CEO and co-founder of Turtle Creek Asset Management. Since its inception in 1998, Turtle Creek has achieved an average annual return of 18.8% versus just 8.7% for the S&P 500. $10,000 invested in their fund at inception would have grown to over $1 million, and had that money been invested in the market, it would have been worth around $95,000.

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.

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