This week, We Study Billionaires examined a fundamental tension in portfolio management: whether to chase momentum or catch falling knives. With Adobe, Lululemon, and PayPal stumbling while Google, Reddit, and Amazon surged, hosts Daniel Mahncke and Shawn O'Malley worked through the framework for deciding when beaten-down stocks offer genuine value versus when market leaders deserve continued conviction. The episodes highlight how the same analytical rigor applies in opposite directions.
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 27 - Aug 2, 2026)
2 episodes · Jul 27 – Aug 2
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