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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.

Catch the latest episode of The Intrinsic Value Podcast, where Shawn O’Malley and Daniel Mahncke break down Roku (ticker...
20/07/2025

Catch the latest episode of The Intrinsic Value Podcast, where Shawn O’Malley and Daniel Mahncke break down Roku (ticker: ROKU), an aggregator of digital content in the world of TV streaming, with a footprint in nearly 90 million households. Roku is the gateway to streaming, and its devices have famously turned any TV into a Smart TV, but now Roku does much more than that.

In this episode, you’ll learn why the market has soured on Roku, how much its honeypot of first-party data could be worth, how Roku makes money for driving subscriptions to services like Disney+, how Roku is monetizing its uniquely positioned business, what has powered The Roku Channel’s surge toward ad-supported streaming dominance, plus so much more!

In this unusually personal and candid episode of Richer, Wiser, Happier, William Green answers a wide range of probing q...
20/07/2025

In this unusually personal and candid episode of Richer, Wiser, Happier, William Green answers a wide range of probing questions posed by listeners to his podcast and readers of his book, “Richer, Wiser, Happier: How the World’s Greatest Investors Win in Markets & Life.”

Here, William discusses the key qualities, principles, and practices he’s observed in the best investors; how they handle adversity; what he’s learned from his own setbacks, failures, and mistakes; and how he’d invest if he were starting over.

On today's episode of We Study Billionaires, Clay Finck dives deep into the remarkable story of Heico — a quiet compound...
18/07/2025

On today's episode of We Study Billionaires, Clay Finck dives deep into the remarkable story of Heico — a quiet compounder that’s delivered over 22% annual returns for more than three decades. While aerospace may seem like a commoditized or slow-moving industry, Heico flips that assumption on its head.

Clay breaks down how the Mendelson family transformed a struggling parts supplier into a $38 billion industry leader through exceptional capital allocation, a culture of ownership, and a nearly unbreakable moat built on regulatory mastery and being a partner that customers can trust. Whether you’re an investor, entrepreneur, or business strategist, this episode offers timeless lessons on how to build and sustain a truly durable business.

After diving into Ulta Beauty a few months back, we’re now turning our attention to another giant in the space: Estée La...
14/07/2025

After diving into Ulta Beauty a few months back, we’re now turning our attention to another giant in the space: Estée Lauder.

Let’s be honest: when the guy from The Big Short goes all in on a lipstick empire, you have to wonder: is he onto something, or just trying to make a value play look pretty? Either way, we decided to put on our investor goggles and dig in.

Join Daniel Mahncke and Shawn O’Malley on today's episode, where they take a closer look at Estée Lauder’s turbulent tur...
13/07/2025

Join Daniel Mahncke and Shawn O’Malley on today's episode, where they take a closer look at Estée Lauder’s turbulent turnaround, tracing the beauty giant’s fall from pandemic favorite to contrarian play.

Here, they explore whether the “Beauty Reimagined” strategy and the arrival of new CEO Stéphane de La Faverie can reignite growth through cost savings, better channel mix, and stronger appeal to younger consumers.

Explore today’s episode with Kyle Grieve as he dives into value investing through Seth Klarman’s Margin of Safety. Here,...
13/07/2025

Explore today’s episode with Kyle Grieve as he dives into value investing through Seth Klarman’s Margin of Safety.

Here, he discusses the principles of value investing, including how to distinguish between speculation and true investing, the dangers of Wall Street’s incentive structures, the importance of prioritizing downside protection over upside potential, and much more!

In this episode of We Study Billionaires, Clay Finck reviews Lee Freeman-Shor’s book — The Art of Ex*****on. Freeman-Sho...
11/07/2025

In this episode of We Study Billionaires, Clay Finck reviews Lee Freeman-Shor’s book — The Art of Ex*****on. Freeman-Shor studied 45 of the world’s top investors over seven years, revealing why investment success depends far more on ex*****on than stock picking. Through analysis of nearly 1,000 investments, he discovered that even the best investors are wrong half the time, but their success comes from how they handle both winners and losers.

This episode provides essential lessons on the ex*****on strategies that determine long-term investment success.

They say fashion trends come and go, but true luxury never goes out of style. In a world where technology dominates head...
07/07/2025

They say fashion trends come and go, but true luxury never goes out of style. In a world where technology dominates headlines and consumer fads flare up and fizzle out, LVMH (Moët Hennessy Louis Vuitton) stands as a testament to the enduring appeal of high-end goods and experiences.

Catch the latest episode of The Intrinsic Value Podcast, where Shawn O’Malley and Daniel Mahncke break down LVMH (ticker...
06/07/2025

Catch the latest episode of The Intrinsic Value Podcast, where Shawn O’Malley and Daniel Mahncke break down LVMH (ticker: MC), an iconic luxury goods empire with brands ranging from Louis Vuitton to Moët, Dior, Chandon, Hennessy, Tiffany, Bulgari, and Tag Heur, among others.

It’s a powerful conglomerate built by one of the world’s richest men, Bernard Arnault, known as the “wolf in cashmere” for his ruthless consolidation of power in the luxury industry.

In this episode, you’ll learn how Arnault built the LVMH empire, what makes “true luxury” so special and different from other types of businesses, the parallels between LVMH and Berkshire Hathaway, what the backbone of this conglomerate is, whether there’s actually a backdoor way to buy LVMH shares at a 20% discount, whether the stock is currently fairly valued, plus so much more!

Tune in to this episode of We Study Billionaires, where Stig Brodersen speaks with Guy Spier who has outperformed the S&...
06/07/2025

Tune in to this episode of We Study Billionaires, where Stig Brodersen speaks with Guy Spier who has outperformed the S&P 500 since 1997, with a 9.6% vs. 8.8% CAGR.

They explore why Guy invested in The Economist, and how friendships, service, and living by an inner scorecard guide his life and investment philosophy.

Catch the latest episode of We Study Billionaires, where Clay Finck shares the key principles behind his personal invest...
04/07/2025

Catch the latest episode of We Study Billionaires, where Clay Finck shares the key principles behind his personal investment approach.

His approach has been shaped by over a decade of experience and lessons from great investors like Charlie Munger, Nick Sleep, and Chris Mayer. He explains how he builds a portfolio focused on high-quality businesses and long-term compounding. It’s a candid look at how he filters out the noise and plays the game on his own terms.

It’s hard to believe it’s already been half a year since we started our search for exceptional businesses & investment o...
30/06/2025

It’s hard to believe it’s already been half a year since we started our search for exceptional businesses & investment opportunities for The Intrinsic Value Portfolio. Over the past months, we’ve analyzed 25 companies, breaking them down weekly in the newsletter & on the podcast.

Time flies — and over these past months, we’ve analyzed 25 companies, breaking them down week by week in the newsletter and on the podcast. We’ve come across plenty of impressive businesses, but only eight have made it into our portfolio so far.

Today, we’re revisiting our current holdings, briefly walking through the theses and updating you on what’s changed since we first made the investment.

Read the full article:
https://intrinsicvalue.beehiiv.com/p/portfolio-review

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