Hosted by Stig Brodersen, William Green, Shawn O'Malley, Daniel Mahncke, and Kyle Grieve, The Investor’s Podcast has proudly reached nearly 200 million downloads, as the world's largest stock-investing focused podcast. On the show, we study a range of businesses and their investment prospects, from Spotify to Amazon, serial acquirers like Constellation Software, deep value plays, and more, using lessons from some of the world's most famous investors, like Warren Buffett, Charlie Munger, and Howard Marks. Leverage the lessons we learned from studying, and talking to, the world's best investors, and apply them in your own investing journey, while following along with our company case studies. For more insights on how to value companies and build a stock portfolio, you can also sign up for our free weekly newsletter. Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
This podcast episode delves into the role of luck and skill in investing, touching on critical concepts like survivorship bias, cognitive biases, path dependency, and the emotional influence on risk perception. It highlights the difficulty of distinguishing between luck and skill and emphasizes the importance of consid...
This podcast episode delves into the journey of Bob Burnett into Bitcoin mining and the evolution of Barefoot Mining. The episode explores the potential of Bitcoin miners beyond mining and the importance of decentralization in the world of cryptocurrency. It discusses the impending surge in Bitcoin transaction fees and...
This podcast episode features legendary investor Bruce Berkowitz and other experts who share their insights on investing, risk management, and emotional challenges. Berkowitz emphasizes the importance of deviating from conventional wisdom, following cash flow, and making bold bets in order to achieve exceptional result...
This podcast episode highlights the impressive performance of Chris Mayer's fund in 2023, showcasing the importance of investing in high-quality businesses and adopting a long-term perspective. It explores the challenges of differentiating signal from noise in investing, using Constellation Software as an example. The ...
This podcast episode explores the potential of Bitcoin mining in Africa and its contribution to expanding economic opportunities, improving energy access, and fostering financial inclusion in underserved communities. The utilization of stranded energy sources through Bitcoin mining offers a sustainable solution to ener...
This podcast episode provides expert insights into small-cap investing, emphasizing the importance of identifying mispriced growth opportunities. Listeners are guided through key concepts like the PEG ratio, risk management strategies, and identification of undervalued microcaps with fixable problems. The discussion al...
This podcast episode delves into the world of microcap investing, emphasizing the importance of active patience, journaling, and finding scarce, exceptional businesses with multi-bagger potential. It discusses the challenges of managing a microcap portfolio and the significance of careful stock picking. Additionally, i...
This podcast episode delves into the journey of Romain Rouphael from a Bitcoin novice to the co-founder of LN Markets, a derivatives exchange built on the Lightning Network. Along the way, Romain and other speakers discuss the practical applications of derivatives, including risk management for energy costs and hedging...
This podcast episode delves into various topics related to global investing, including the China discount, investment opportunities in Asia, governance issues in India, potential growth sectors in India's economy, the importance of monopolies and competitive advantages in investing, assessing management teams and compa...
This podcast episode provides a comprehensive analysis of Evolution AB, a company that offers unique live casino experiences. Its strengths, including scale, network effects, and innovation, contribute to its resilience and growth potential. The discussion highlights regulatory dynamics and competitive factors in vario...
This podcast episode offers insightful discussions on Bitcoin mining, exploring topics such as decentralization, residential mining, heating solutions, business strategies, block templates, centralization risks, counterweighting KPIs, mempool dynamics, Bitcoin's monetary policy, the significance of the halving event, t...
This podcast episode explores various topics such as authenticity, virtue balance, self-awareness, and navigating life's phases. It emphasizes the importance of being true to oneself, understanding one's strengths and weaknesses, and finding a balance between personal authenticity and practical considerations. The epis...
This podcast episode explores timeless principles, fragile finances, unpredictable events, and the impact of storytelling on investing and life. It delves into investment strategy, the role of patience, and the dynamics of business success and failure. The podcast also emphasizes the emotional side of investing and the...
This podcast episode delves into the intricate world of Bitcoin custody, highlighting innovative solutions such as segregated UTXOs and Custodia Bank's approach to digital asset custody. The discussion explores the concerns and challenges surrounding federal bankruptcy court's exclusion of banks, regulatory hurdles, an...
This podcast episode delves into Laura Geritz's unique approach to investing, which combines systematic analysis with a global perspective and deep understanding of companies' operating environments, emphasizing the importance of travel, cultural sensitivity, and intentional reading.
This podcast episode tells the story of Willis Johnson, the founder of Copart, a multi-billion dollar company that specializes in the sale of salvage vehicles. It discusses Johnson's early life experiences, his service in the Vietnam War, and the values that shaped his business philosophy. The episode also delves into ...
This podcast episode explores the technical aspects of Bitcoin, delves into its intricacies, and examines the challenges and potential of the Lightning Network. It discusses the value proposition of Bitcoin as a store of value, explores solutions to wealth distribution, and addresses the scarcity and divisibility of Bi...
This podcast episode discusses various sources of competitive advantages for businesses, including durable success, power, network economies, counter positioning, switching costs, branding, cornered resources, and processing power. The key takeaway is that businesses can achieve long-term success by leveraging these po...
This podcast discussed topics such as The Forgotten Forty, a list of undervalued stocks, the performance of The Forgotten Forty as a publication, [Guest Name]'s investment philosophy and approach, various catalysts for stock price growth, market trends and their impact on investment strategies, key insights for investo...
This podcast episode explores the impact of Bitcoin on the real estate industry. Experts discuss how rising interest rates and inflationary pressures make Bitcoin a more attractive investment than real estate, emphasizing its scarcity, liquidity, and potential as a store of value. Strategies for incorporating Bitcoin i...
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