This week, We Study Billionaires explored two contrasting investment narratives: a small-cap payments company with significant long-term growth potential and a mega-cap software giant grappling with recent underperformance. The episodes highlight a recurring tension in investing between identifying overlooked opportunities in less-followed corners of the market and reassessing positions in well-known businesses when fundamentals shift.
Episodes This Week
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Other Weeks
This Week in We Study Billionaires (Sep 14 - Sep 20, 2026)
2 episodes · Sep 14 – Sep 20
This Week in We Study Billionaires (Sep 7 - Sep 13, 2026)
2 episodes · Sep 7 – Sep 13
This Week in We Study Billionaires (Aug 31 - Sep 6, 2026)
2 episodes · Aug 31 – Sep 6
This Week in We Study Billionaires (Aug 24 - Aug 30, 2026)
2 episodes · Aug 24 – Aug 30
This Week in We Study Billionaires (Aug 17 - Aug 23, 2026)
2 episodes · Aug 17 – Aug 23
This Week in We Study Billionaires (Aug 10 - Aug 16, 2026)
2 episodes · Aug 10 – Aug 16
This Week in We Study Billionaires (Aug 3 - Aug 9, 2026)
2 episodes · Aug 3 – Aug 9
This Week in We Study Billionaires (Jul 20 - Jul 26, 2026)
2 episodes · Jul 20 – Jul 26
This Week in We Study Billionaires (Jul 13 - Jul 19, 2026)
2 episodes · Jul 13 – Jul 19
This Week in We Study Billionaires (Jul 6 - Jul 12, 2026)
2 episodes · Jul 6 – Jul 12
This Week in We Study Billionaires (Jun 29 - Jul 5, 2026)
2 episodes · Jun 29 – Jul 5