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
Formula One Group operates a unique, capital-light business model secured by exclusive commercial rights to a global sport until 2110. The company generates substantial revenue through race promotion, media rights, and sponsorships, maintaining high free cash flow margins despite hosting only 24 events annually. While ...
Formula One Group operates as a highly durable, capital-light business holding exclusive commercial rights to the F1 Championship through 2110. The company generates significant free cash flow through a diversified revenue model encompassing race promotion, media rights, and global sponsorships, all underpinned by mult...
Constraints serve as catalysts for creativity and productivity rather than obstacles, challenging the cultural obsession with infinite freedom and maximization. Herbert Simon’s concept of bounded rationality suggests that humans thrive by setting "good enough" rules, which prevent the paralysis of choice and preserve s...
Microsoft faces a critical transition as artificial intelligence threatens the long-term dominance of its $70 billion productivity software profit pool. While Office 365 remains deeply entrenched, AI-driven automation reduces the human labor intensity that underpins Microsoft's per-seat subscription model. Simultaneous...
Berkshire Hathaway’s transition to Greg Abel signals a shift toward more hands-on management, though the company’s long-term success remains tethered to the rare, high-performing businesses that drive the vast majority of market returns. Investors often err by selling winners too early, failing to recognize the extreme...
OTC Markets Group operates as a critical, quasi-monopolistic infrastructure provider for over 12,000 securities, facilitating trading for companies that do not list on major exchanges like the NYSE or NASDAQ. The business generates revenue through three primary segments: OTC Link for trading infrastructure, Corporate S...
Berkshire Hathaway’s intrinsic value currently sits at approximately $1.2 trillion, reflecting a 9.3% year-over-year growth driven by normalized operating earnings and capital retention. While the railroad and energy subsidiaries show potential for increased earning power, current market conditions—characterized by his...
CoStar Group operates as the dominant, essential data provider for the commercial real estate industry, maintaining a deep moat through decades of proprietary, boots-on-the-ground data collection. While the core B2B platform delivers consistent, high-margin growth, the company faces significant scrutiny over its aggres...
Investment strategies for long-term growth center on identifying companies with durable competitive advantages and significant secular tailwinds. Mercado Libre demonstrates exceptional resilience, leveraging an Amazon-like flywheel model to capture Latin American e-commerce and fintech growth despite margin fluctuation...
The Intrinsic Value Portfolio, a collection of long-term stock holdings, requires strategic rebalancing to optimize performance and simplify management. Current portfolio adjustments include increasing the allocation of Amazon while removing TransDigm and Copart, as these positions no longer offer the desired asymmetri...
The podcast explores strategies for building resilient wealth amidst geopolitical and economic uncertainty. Matthew McLennan, head of the global value team at First Eagle Investments, emphasizes the unpredictability of financial markets, referencing Thucydides' warnings against certainty in war. He advocates for "varie...
Wise PLC's business model and future prospects are analyzed, focusing on its unique approach to cross-border payments. Wise leverages economies of scale shared, reducing take rates while expanding services like personal/business accounts and Wise Platform. A key advantage lies in matching payment flows locally, minimiz...
The podcast explores key lessons from the book "Stock Market Maestros," emphasizing the importance of managing existing portfolio positions effectively. It challenges the common focus on finding the next great stock pick, arguing that strategies for position entry, sizing, holding duration, and exit are more critical. ...
Kinsale Capital, a specialty insurer focused on the excess and surplus (E&S) market, is the central topic, with hosts Clay Finck and Daniel Mahncke exploring its unique position within the broader insurance industry. Kinsale focuses on insuring unusual, new, or high-risk situations that standard insurance companies avo...
The podcast explores mental models from art and economics, inspired by Shane Parrish's book, emphasizing their interconnectedness in investing. It highlights scarcity, using luxury brands like Hermes and Costco as contrasting examples—Hermes creates scarcity to enhance brand value, while Costco leverages scale to lower...
The podcast examines the Go-Go Years of the 1960s, a period marked by market euphoria and speculation, through the lens of John Brooks' book, "The Go-Go Years." It highlights the era's extreme valuations, exemplified by the Nifty Fifty stocks trading at unsustainable multiples. The episode explores the story of Ross Pe...
Venture capital offers valuable lessons for long-term investors, particularly regarding power laws where a small number of investments drive the majority of returns. This concept is demonstrated by Horsley Bridge, where 5% of investments generated 60% of the returns. Investors should focus on businesses that scale effe...
François Rochon discusses key lessons from 2025, particularly regarding artificial intelligence and its impact on the market. He views AI as a revolution comparable to the early internet, cautioning against over-optimistic valuations due to circular investment dynamics involving companies like Nvidia, OpenAI, and Oracl...
The podcast explores the investing strategies of the Davis family dynasty, focusing on three generations. It begins with Shelby Davis, who turned a $50,000 investment into $900 million by investing in insurance companies and holding them for the long term. The discussion highlights Davis's frugality and contrarian mind...
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