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 (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
This Week in We Study Billionaires (Jun 22 - Jun 28, 2026)
2 episodes · Jun 22 – Jun 28
This Week in We Study Billionaires (Jun 15 - Jun 21, 2026)
2 episodes · Jun 15 – Jun 21
This Week in We Study Billionaires (Jun 8 - Jun 14, 2026)
2 episodes · Jun 8 – Jun 14
This Week in We Study Billionaires (Jun 1 - Jun 7, 2026)
2 episodes · Jun 1 – Jun 7
This Week in We Study Billionaires (May 25 - May 31, 2026)
2 episodes · May 25 – May 31
This Week in We Study Billionaires (May 18 - May 24, 2026)
2 episodes · May 18 – May 24