We Study Billionaires Transcripts
Free transcripts for 108 episodes of We Study Billionaires. Open any episode to read the transcript excerpt — the complete transcript and AI summary are free by email.
TIP835: Intuit (INTU): The S&P 500's Biggest Loser w/ Shawn O’Malley & Kyle Grieve
Aug 2, 202678 min15,251 wordsTIP834: DLocal (DLO): Multibagger Potential with Decade-Long Runway w/ Daniel Mahncke & Shawn O’Malley
Jul 30, 202682 min16,607 wordsRWH070: Hunting For Hidden Treasures w/ Christopher Begg
Jul 26, 2026121 min21,139 wordsTIP833: Perimeter Solutions (PRM): A Niche Monopoly, One Acquisition at a Time w/ Kyle Grieve & Shawn O’Malley
Jul 23, 202675 min14,774 wordsTIP832: Fairfax Financial (FFO.TO): The Berkshire Of The North w/ Kyle Grieve & Shawn O'Malley
Jul 19, 202666 min13,403 wordsTIP831: Pinduoduo (PDD): Is PDD the Best Buy in China? w/ Daniel Mahncke and Shawn O'Malley
Jul 16, 202687 min17,997 wordsTIP830: SpaceX (SPCX): Is It Really Worth $2 Trillion Dollars? w/ Kyle Grieve & Shawn O'Malley
Jul 12, 202673 min14,620 wordsTIP829: Kaspi Stock ($KSPI): The Cheapest E-Commerce Monopoly in the World w/ Daniel Mahncke and Shawn O'Malley
Jul 9, 202688 min18,099 wordsTIP828: Restoration Hardware (RH): Building a Luxury Empire From Scratch w/ Shawn O'Malley and Daniel Mahncke
Jul 5, 202668 min13,112 wordsTIP827: Auto1 Stock (AG1): Is This the Amazon for Cars? w/ Daniel Mahncke & Shawn O’Malley
Jul 2, 202666 min13,635 wordsRWH069: The Psychology of Investing w/ Emily Haisley
Jun 28, 2026116 min20,247 wordsTIP826: American Tower (AMT): The Wide Moat Business Your Phone Can't Live Without w/ Kyle Grieve & Shawn O'Malley
Jun 25, 202672 min15,097 wordsTIP825: Meta, Adobe, Booking Holdings w/ Stig Brodersen, Tobias Carlisle & Hari Ramachandra
Jun 21, 202660 min11,517 wordsTIP824: Copa Holdings (CPA): Is Buffett Right About Airline Stocks? w/ Daniel Mahncke & Shawn O’Malley
Jun 18, 202686 min17,352 wordsTIP823: From Railroads to AI: The Timeless Patterns Behind Market Bubbles w/ Kyle Grieve
Jun 14, 202666 min13,468 wordsTIP822: QXO (QXO): Can One of the World's Best Consolidators Strike Lightning Again? w/ Kyle Grieve & Shawn O'Malley
Jun 11, 202680 min16,468 wordsTIP821: Grab Holdings (GRAB): Why Uber Surrendered Southeast Asia w/ Shawn O’Malley & Daniel Mahncke
Jun 7, 202680 min15,911 wordsTIP820: WIX: The Most Asymmetric AI Bet? w/ Daniel Mahncke & Shawn O’Malley
Jun 4, 202673 min15,458 wordsTIP819: Lifco AB (LIFCO-B.ST): The Serial Acquirer Building an Unstoppable Compounding Engine w/ Kyle Grieve & Shawn O'Malley
May 31, 202682 min16,724 wordsTIP818: NVR (NVR): What's Next for One of History's Greatest Compounders? w/ Kyle Grieve & Shawn O'Malley
May 28, 202686 min18,314 wordsTIP817: Simple Investing Beats Complexity
May 24, 202668 min12,543 wordsTIP816: Sea Limited (SE): Can Sea Limited 10x Again? w/ Daniel Mahncke & Shawn O’Malley
May 21, 202697 min19,233 wordsTIP815: Lyn Alden on Why Fiscal Dominance Changes Everything
May 17, 202675 min15,205 wordsTIP814: Formula One Group (FWONA): The Only Sports Franchise Worth Owning w/ Kyle Grieve & Shawn O'Malley
May 14, 202678 min16,457 wordsRWH068: How to Be Better in Work & Life w/ David Epstein
May 10, 202693 min20,543 wordsTIP813: Microsoft (MSFT): Is Microsoft a Misunderstood AI Opportunity? w/ Daniel Mahncke & Shawn O’Malley
May 7, 202693 min18,119 wordsTIP812: Mohnish Pabrai: Berkshire & Letting Winners Run w/ Mohnish Pabrai
May 3, 202668 min11,900 wordsTIP811: OTC Markets (OTCM): A Picks and Shovels Play in Modern Capital Markets w/ Kyle Grieve & Shawn O'Malley
Apr 30, 202681 min16,638 wordsTIP810: Berkshire Hathaway 2026 Valuation w/ Chris Bloomstran
Apr 26, 202698 min18,582 wordsTIP809: The Real Estate Data Empire Making a $5 Billion Bet: CoStar Group w/ Shawn O'Malley & Daniel Mahncke
Apr 23, 202697 min18,872 wordsTIP808: Current Market Opportunities w/ Daniel Mahncke & Clay Finck
Apr 19, 202685 min16,955 wordsTIP807: Portfolio Review: Analyzing Holdings and Watchlist Companies for 2026 w/ Daniel Mahncke, Shawn O'Malley, & Kyle Grieve
Apr 16, 2026108 min21,872 wordsRWH067: Prudent Investing In Perilous Times w/ Matthew Mclennan
Apr 12, 202697 min18,404 wordsTIP806: Wise PLC w/ Kyle Grieve and Daniel Mahncke
Apr 10, 202692 min20,219 wordsTIP805: Stock Market Maestros w/ Kyle Grieve
Apr 5, 202664 min13,670 wordsTIP804: Kinsale Capital Stock Deep Dive w/ Clay Finck & Daniel Mahncke
Apr 3, 202674 min14,268 wordsTIP803: How Economics and Art Shape Better Investors w/ Kyle Grieve
Mar 29, 202665 min13,404 wordsTIP802: When Genius Was Just Luck: The Go-Go Years w/ Kyle Grieve
Mar 27, 202664 min13,376 wordsTIP801: Value Investing Meets Venture Capital w/ Kyle Grieve
Mar 22, 202664 min13,810 wordsTIP800: Navigating an AI-Driven Market w/ François Rochon
Mar 20, 202674 min13,266 wordsTIP799: The Davis Dynasty w/ Kyle Grieve
Mar 15, 202665 min13,443 wordsTIP798: Nintendo Stock Deep Dive w/ Clay Finck
Mar 13, 202661 min10,763 wordsTIP797: Born To Be Wired w/ Kyle Grieve
Mar 8, 202664 min13,785 wordsTIP796: Die with Zero & Linde Stock Analysis w/ Clay Finck
Mar 6, 202655 min10,374 wordsTIP795: Mastermind Q1, 2026: Berkshire, Moody's, & BellRing Brands w/ Stig Brodersen, Tobias Carlisle, and Hari Ramachandra
Mar 1, 202680 min15,021 wordsTIP794: Keynes And The Markets w/ Kyle Grieve
Feb 27, 202661 min12,811 wordsRWH066: Essential Truths w/ Howard Marks, Nima Shayegh & William Green
Feb 22, 202690 min15,976 wordsTIP793: Thinking Fast & Slow by Daniel Kahneman w/ Clay Finck
Feb 20, 202660 min10,890 wordsTECH015: OpenClaw and Self Sovereign AI w/ Alex Gladstein and Justin Moon (Tech Podcast)
Feb 18, 202664 min14,737 wordsTIP792: Vital Lessons From History’s Strangest Financial Stories w/ Kyle Grieve
Feb 15, 202668 min13,566 wordsTIP791: Best Quality Stock Idea Q1 2026 w/ Clay Finck
Feb 13, 202660 min10,378 wordsBTC259: Bitcoin & Theoretical Physics w/ Jeff Booth, Jack & Nick (Bitcoin Podcast)
Feb 11, 202676 min13,744 wordsTIP790: Wealth Beyond Money w/ Thomas Mueller-Borja
Feb 8, 202679 min14,765 wordsTIP789: The Story of Uber w/ Clay Finck
Feb 6, 202676 min13,440 wordsTECH014: Is AGI Here? Clawdbot, Local AI Agent Swarms w/ Pablo Fernandez & Trey Sellers (Tech Podcast)
Feb 4, 202670 min13,546 wordsTIP788: Simple Investing w/ David Fagan
Feb 1, 202666 min12,441 wordsTIP787: The 5 Types Of Wealth w/ Kyle Grieve
Jan 30, 202667 min15,448 wordsTECH013: Monthly Tech Round-up - Davos WEF, Claude Cowork, Macrohard, w/ Seb Bunney (Tech Podcast)
Jan 28, 202668 min13,180 wordsRWH065: Joyful Excellence w/ Brad Stulberg
Jan 25, 202698 min20,899 wordsTIP786: Zero to One by Peter Thiel
Jan 23, 202657 min10,603 wordsBTC258: Clarity Act, Bitcoin AI Education, and Payments w/ Parker Lewis (Bitcoin Podcast)
Jan 21, 202660 min11,668 wordsTIP785: My Reflections on Money, Life, and Happiness w/ Stig Brodersen
Jan 18, 202659 min11,479 wordsTIP784: History's Biggest Market Bubbles w/ Clay Finck
Jan 16, 202662 min10,647 wordsBTC257: Bitcoin Mastermind Q1 2026 w/ Jeff Ross, Joe Carlasare, and American HODL (Bitcoin Podcast)
Jan 14, 202680 min17,506 wordsTIP783: What the Market Missed: Prem Watsa and One of the Greatest Records in Business w/ Kyle Grieve
Jan 11, 202668 min13,626 wordsTIP782: The Search for Mispriced Stocks w/ Clay Finck
Jan 9, 202661 min10,888 wordsTECH012: Monthly Tech Roundup – Data Centers in Space, AI5 Chip, Tesla vs. Waymo w/ Seb Bunney (Tech Podcast)
Jan 7, 202670 min14,496 wordsTIP781: My Portfolio & Current Market Conditions w/ Clay Finck & Stig Brodersen
Jan 4, 202687 min15,892 wordsTIP780: Top Stocks for 2026 w/ Shawn O'Malley, Daniel Mahncke, & Clay Finck
Jan 2, 202692 min17,320 wordsTIP779: Richer, Wiser, Happier Q4 2025 w/ Stig Brodersen & William Green
Dec 28, 2025134 min25,199 wordsTIP778: How My Thinking About Investing Evolved in 2025 w/ Kyle Grieve
Dec 26, 202563 min13,199 wordsTIP773: How Systems and Simple Math Shape Better Investing w/ Kyle Grieve
Nov 30, 202564 min13,632 wordsTIP772: How Great Compounders Turn Time Into a Superpower w/ Kyle Grieve
Nov 28, 202564 min12,287 wordsBTC255: Bitcoin Is For Everyone w/ Natalie Brunell (Bitcoin Podcast)
Nov 26, 202560 min12,479 wordsTIP771: Money Masters Of Our Time w/ Kyle Grieve
Nov 23, 202570 min14,017 wordsTIP770: Mastering the Markets w/ Andrew Brenton
Nov 21, 202556 min10,296 wordsBTC254: Bitcoin & Macro Overview w/ Luke Gromen Q4 2025 (Bitcoin Podcast)
Nov 19, 202562 min12,929 wordsTIP769: How Home Depot’s Founders Built a $300 Billion Company from the Ground Up w/ Kyle Grieve
Nov 16, 202569 min14,155 wordsTIP768: Best Quality Stock Idea Q4 2025 w/ Clay Finck
Nov 14, 202566 min12,323 wordsBTC253: Quantum Computing and Bitcoin w/ Charles Edwards (Bitcoin Podcast)
Nov 12, 202554 min11,268 wordsTIP767: Mastermind Discussion Q4 2025: Sanofi, Remitly & Crocs w/ Stig Brodersen, Tobias Carlisle, and Hari Ramachandra
Nov 9, 202586 min16,109 wordsTIP766: Intelligent Fanatics: How Great Business Leaders Win w/ Clay Finck
Nov 7, 202561 min11,190 wordsTECH007: Longevity Roadmap w/ Seb Bunney (Tech Podcast)
Nov 5, 202570 min14,140 wordsTIP765: What the World’s Great Philosophers Can Still Teach Us About Wealth and Wisdom w/ Kyle Grieve
Nov 2, 202567 min13,231 wordsTIP764: The Art of Buffett w/ Tobias Carlisle
Oct 31, 202590 min18,110 wordsTECH006: Open-Source AI That Protects Your Privacy w/ Mark Suman (Tech Podcast)
Oct 29, 202554 min12,053 wordsRWH062: Bubble Warning w/ Jim Grant
Oct 26, 2025127 min20,098 wordsTIP763: Investing Lessons for My 18-Year-Old Self w/ Clay Finck
Oct 24, 202562 min11,403 wordsTIP762: 10 Lessons From Investing Legends w/ Kyle Grieve
Oct 19, 202561 min12,450 wordsTIP761: Tesla Stock Deep Dive w/ Clay Finck
Oct 17, 202563 min11,395 wordsTIP760: Dollar Dominance Decline w/ Lyn Alden
Oct 12, 202578 min16,036 wordsTIP759: The Art of Spending Money w/ Morgan Housel
Oct 10, 202568 min15,255 wordsRWH061: How To Thrive No Matter What w/ Arnold Van Den Berg
Oct 5, 2025140 min24,301 wordsTIP756: The Rise and Fall of Julian Robertson’s Tiger Fund w/ Kyle Grieve
Sep 26, 202562 min12,676 wordsTECH002: Jensen Huang & NVIDIA w/ Seb Bunney - Review of The Thinking Machine by Stephen Witt
Sep 24, 202567 min14,000 wordsTIP755: My Process for Finding Great Investments w/ Kyle Grieve
Sep 21, 202564 min13,760 wordsTECH001: AI for Activists w/ Justin Moon and Shroominic (Tech Podcast)
Sep 17, 202549 min11,552 wordsTIP752: Financial Statements Explained Simply w/ Brian Feroldi
Sep 12, 202561 min12,133 wordsBTC251 : Tech Abundance w/ Jeff Booth
Sep 10, 202547 min9,118 wordsTIP751: Mastermind Q3, 2025: Uber, Merck, and Bath & Body Works
Sep 7, 202594 min16,767 wordsTIP750: Generating Alpha, Digital Payments, & AI w/ Deiya Pernas
Sep 5, 202555 min11,303 wordsBTC250: Is This Bitcoin Bull Market Over w/ Tuur Demeester (Bitcoin Podcast)
Sep 3, 202552 min10,536 wordsTIP749: Unlocking Hidden Investing Secrets From Basic Science w/ Kyle Grieve
Aug 31, 202563 min12,716 wordsTIP748: The Netflix Playbook: Fewer Rules, Greater Results w/ Kyle Grieve
Aug 29, 202562 min12,931 wordsBTC249: The Convergence of Bitcoin, AI, and Energy w/ Rod Roudi (Bitcoin Podcast)
Aug 27, 202554 min10,990 wordsTIP747: John Neff: The Value Investor Who Quietly CRUSHED the S&P 500 w/ Kyle Grieve
Aug 24, 202563 min12,403 wordsTIP746: ASML: Europe's Tech Monopoly
Aug 22, 202571 min11,722 wordsBTC248: Bitcoin’s Institutional Wave w/ Willy Woo, Max Kei, Efrat Fenigson, and Preston Pysh at Baltic Honeybadger (Bitcoin Podcast)
Aug 20, 202541 min8,325 words
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