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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.

Between Gen Z and Millennials ordering dramatically more delivery than older cohorts, delivery services becoming faster ...
08/12/2025

Between Gen Z and Millennials ordering dramatically more delivery than older cohorts, delivery services becoming faster and cheaper than ever, and delivery drones and self-driving delivery vehicles on the horizon, we suspect few companies globally are as well-positioned to capitalize on further growth in the “convenience economy.”

More on the promising yet controversial business that is DoorDash in today's breakdown!

Dive into this week's episode where Shawn O’Malley and Daniel Mahncke break down DoorDash, America’s dominant meal-deliv...
07/12/2025

Dive into this week's episode where Shawn O’Malley and Daniel Mahncke break down DoorDash, America’s dominant meal-delivery company that’s rapidly expanding into all forms of local commerce.

Learn how DoorDash built a three-sided marketplace, beat bigger rivals, grew DashPass, and whether DASH looks attractive at today’s price.

Tune in to today's episode as Kyle Grieve discusses a series of fantastic articles by Michael Mauboussin covering ways t...
07/12/2025

Tune in to today's episode as Kyle Grieve discusses a series of fantastic articles by Michael Mauboussin covering ways to combat noise, why traditional accounting standards hide value in today’s markets, and much more!

Catch the latest episode of We Study Billionaires where Clay Finck is joined by Shawn O’Malley to discuss what he’s lear...
05/12/2025

Catch the latest episode of We Study Billionaires where Clay Finck is joined by Shawn O’Malley to discuss what he’s learned through hosting The Intrinsic Value Podcast over the past year. They also dive into The Intrinsic Value Portfolio, which includes holdings like Uber, Alphabet, Lululemon, Nike, and Adobe.

Every investor eventually faces a choice: accept market-like returns or take on the risk of underperforming to try to ou...
01/12/2025

Every investor eventually faces a choice: accept market-like returns or take on the risk of underperforming to try to outperform. And since “the market” usually means the S&P 500, it is impossible to ignore the index or the company behind it. That brings us to S&P Global.

Check out this week’s newsletter as we break down S&P Global, the powerhouse behind the world’s most important benchmark and a long-term outperformer in its own right.

Join Daniel Mahncke and Shawn O’Malley as they dive into S&P Global, the data and benchmark giant that is best-known for...
30/11/2025

Join Daniel Mahncke and Shawn O’Malley as they dive into S&P Global, the data and benchmark giant that is best-known for the S&P 500 index. With credit ratings, indices, commodity benchmarks, and deep datasets, S&P is far more than an index business.

Learn how S&P Global became a resilient, capital-light compounder and why AI should help, not hurt. They also highlight its key advantages: credit ratings, index-linked revenues, and the IHS Markit integration that expanded its data footprint.

Tune in to today's episode, where Kyle Grieve explores powerful mental models from systems thinking and mathematics and ...
30/11/2025

Tune in to today's episode, where Kyle Grieve explores powerful mental models from systems thinking and mathematics and shows how they apply directly to investing and life. He shows how mental models improve decisions, reduce uncertainty, and strengthen long-term compounding.

This week, Kyle Grieve discusses what makes elite compounders so valuable and why they can generate exceptional returns ...
28/11/2025

This week, Kyle Grieve discusses what makes elite compounders so valuable and why they can generate exceptional returns even when purchased at high valuations. He highlights how decentralized cultures, disciplined capital allocation, and durable reinvestment engines set outperformers apart from typical businesses. Listeners will also learn how the combination of high ROIC, reinvestment opportunity, and time creates exponential compounding that traditional valuation models often underestimate.

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.

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