Home /
Podcasts /
We Study Billionaires
We Study Billionaires
1,225 episodes · by Stig Brodersen
About We Study Billionaires
We Study Billionaires is a podcast with 1,225 episodes in the PodLexicon database, each accompanied by a full searchable transcript and AI-generated summary. We interview and study famous financial billionaires, including Warren Buffett, Ray Dalio, and Howard Marks, and teach you what we learn and how you can apply their investment strategies in the stock market. We Study Billionaires is the largest stock investing podcast show in the world with 180,000,000+ downloads and is hosted by Stig Brodersen, Preston Pysh, William Green, Clay Finck, and Kyle Grieve. This podcast also includes the Richer Wiser Happier series hosted by best-selling author Wi... PodLexicon indexes every episode of We Study Billionaires and turns each one into a searchable AI summary — find the episode that covers a topic, track how that topic evolved over time, or compare what different guests said about it.
Topics Covered on We Study Billionaires
Uber's Business Model and Operating Momentum Margin Expansion and Profitability Inflection Autonomous Vehicles as Both Threat and Opportunity Uber One, Cross-Selling, and Ecosystem Effects Strategic M&A and AV Ecosystem Positioning Growth-at-a-Reasonable-Price Framework Moat Monitoring and Sell Discipline Resilience in Bear Markets
Notable Guests on We Study Billionaires
Popular Episodes
Recent Episodes
TIP852: Hermès and LVMH Stock: Time to Buy Luxury? w/ Daniel Mahncke & Shawn O'Malley — October 08, 2026TIP851: HEICO Vs. TransDigm: Whose Aerospace Monopoly Is Better? w/ Kyle Grieve & Shawn O'Malley — October 04, 2026TIP850: Walmart (WMT): From Discount Retailer to eCommerce Powerhouse w/ Kyle Grieve & Shawn O'Malley — October 01, 2026TIP849: Average Returns Can Still Make You Wealthy w/ David Fagan — September 27, 2026TIP848: Meta (META): What the Market Misses? w/ Daniel Mahncke & Shawn O'Malley — September 24, 2026RWH072: The Making of A Money Master w/ Rob Vinall — September 20, 2026TIP847: Alphabet (GOOGL): The Megacap That Still Might Be Underrated w/ Kyle Grieve & Shawn O’Malley — September 17, 2026TIP846: Stock Picker: How to Live Off Your Portfolio w/ Ian Cassel — September 13, 2026TIP845: Copart Stock (CPRT): Is Copart Now a Buy? w/ Daniel Mahncke & Shawn O'Malley — September 10, 2026TIP844: Uber (UBER): The Autonomy Referendum — Is Mr. Market Completely Wrong? w/ Daniel Mahncke & Shawn O’Malley — September 06, 2026TIP843: AppLovin (APP): The 30-Bagger Down More Than Half w/ Kyle Grieve & Shawn O'Malley — September 03, 2026TIP842: Comfort Systems USA (FIX): The Five-Bagger We Passed On w/ Kyle Grieve & Shawn O'Malley — August 30, 2026TIP841: Palantir – Palantir is Cheaper than I Thought! w/ Daniel Mahncke & Shawn O’Malley — August 27, 2026TIP840: CATL: Powering EVs, Power Grids, and AI w/ Stig Brodersen, Manish Karira & Ralph Summerford — August 23, 2026TIP839: Domino's Pizza (DPZ): Is the Royalty Engine Still Running? w/ Kyle Grieve & Shawn O’Malley — August 20, 2026TIP838: Google, Reddit, Amazon – Are Our Biggest Winners Still a Buy? w/ Daniel Mahncke & Shawn O’Malley — August 16, 2026TIP837: Adobe, Lululemon, PayPal – Are our Biggest Losers a Buy Now? w/ Daniel Mahncke & Shawn O’Malley — August 13, 2026RWH071: Risk, Ruin, Reinvention & Resilience w/ Victor Haghani — August 09, 2026TIP836: Exor NV (EXO): The Massive Discount Continues To Widen w/ Kyle Grieve & Shawn O’Malley — August 06, 2026TIP835: Intuit (INTU): The S&P 500's Biggest Loser w/ Shawn O’Malley & Kyle Grieve — August 02, 2026TIP834: DLocal (DLO): Multibagger Potential with Decade-Long Runway w/ Daniel Mahncke & Shawn O’Malley — July 30, 2026RWH070: Hunting For Hidden Treasures w/ Christopher Begg — July 26, 2026TIP833: Perimeter Solutions (PRM): A Niche Monopoly, One Acquisition at a Time w/ Kyle Grieve & Shawn O’Malley — July 23, 2026TIP832: Fairfax Financial (FFO.TO): The Berkshire Of The North w/ Kyle Grieve & Shawn O'Malley — July 19, 2026TIP831: Pinduoduo (PDD): Is PDD the Best Buy in China? w/ Daniel Mahncke and Shawn O'Malley — July 16, 2026TIP830: SpaceX (SPCX): Is It Really Worth $2 Trillion Dollars? w/ Kyle Grieve & Shawn O'Malley — July 12, 2026TIP829: Kaspi Stock ($KSPI): The Cheapest E-Commerce Monopoly in the World w/ Daniel Mahncke and Shawn O'Malley — July 09, 2026TIP828: Restoration Hardware (RH): Building a Luxury Empire From Scratch w/ Shawn O'Malley and Daniel Mahncke — July 05, 2026TIP827: Auto1 Stock (AG1): Is This the Amazon for Cars? w/ Daniel Mahncke & Shawn O’Malley — July 02, 2026RWH069: The Psychology of Investing w/ Emily Haisley — June 28, 2026TIP826: American Tower (AMT): The Wide Moat Business Your Phone Can't Live Without w/ Kyle Grieve & Shawn O'Malley — June 25, 2026TIP825: Meta, Adobe, Booking Holdings w/ Stig Brodersen, Tobias Carlisle & Hari Ramachandra — June 21, 2026TIP824: Copa Holdings (CPA): Is Buffett Right About Airline Stocks? w/ Daniel Mahncke & Shawn O’Malley — June 18, 2026TIP823: From Railroads to AI: The Timeless Patterns Behind Market Bubbles w/ Kyle Grieve — June 14, 2026TIP822: QXO (QXO): Can One of the World's Best Consolidators Strike Lightning Again? w/ Kyle Grieve & Shawn O'Malley — June 11, 2026TIP821: Grab Holdings (GRAB): Why Uber Surrendered Southeast Asia w/ Shawn O’Malley & Daniel Mahncke — June 07, 2026TIP820: WIX: The Most Asymmetric AI Bet? w/ Daniel Mahncke & Shawn O’Malley — June 04, 2026TIP819: Lifco AB (LIFCO-B.ST): The Serial Acquirer Building an Unstoppable Compounding Engine w/ Kyle Grieve & Shawn O'Malley — May 31, 2026TIP818: NVR (NVR): What's Next for One of History's Greatest Compounders? w/ Kyle Grieve & Shawn O'Malley — May 28, 2026TIP817: Simple Investing Beats Complexity w/ David Fagan — May 24, 2026TIP816: Sea Limited (SE): Can Sea Limited 10x Again? w/ Daniel Mahncke & Shawn O’Malley — May 21, 2026TIP815: Lyn Alden on Why Fiscal Dominance Changes Everything — May 18, 2026TIP814: Formula One Group (FWONA): The Only Sports Franchise Worth Owning w/ Kyle Grieve & Shawn O'Malley — May 14, 2026Trailer: The Investor's Podcast Show (formerly We Study Billionaires) — May 13, 2026RWH068: How to Be Better in Work & Life w/ David Epstein — May 10, 2026TIP813: Microsoft (MSFT): Is Microsoft a Misunderstood AI Opportunity? w/ Daniel Mahncke & Shawn O’Malley — May 07, 2026TIP812: Mohnish Pabrai on Berkshire & Letting Winners Run — May 03, 2026TIP811: OTC Markets (OTCM): A Picks and Shovels Play in Modern Capital Markets w/ Kyle Grieve & Shawn O'Malley — April 30, 2026TIP810: Berkshire Hathaway 2026 Valuation w/ Chris Bloomstran — April 26, 2026TIP809: The Real Estate Data Empire Making a $5 Billion Bet: CoStar Group w/ Shawn O'Malley & Daniel Mahncke — April 23, 2026
Search all We Study Billionaires transcripts →