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We Study Billionaires
Weekly Podcast Recap

This Week in We Study Billionaires (Jul 13 - Jul 19, 2026)

Jul 13Jul 19, 20262 episodes2h 33m of content

This week, We Study Billionaires examined two contrasting investment opportunities in different markets: a deep dive into whether Chinese e-commerce platform Pinduoduo represents genuine value or a speculative trap, and an analysis of how Fairfax Financial has built a Berkshire-like portfolio through disciplined capital allocation in Canada. The episodes highlight a broader tension in value investing between geographic and sector diversification, as analysts weigh the potential returns of emerging market disruptors against the proven track records of established holding companies.

Episodes This Week

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