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 (Sep 21 - Sep 27, 2026)
2 episodes · Sep 21 – Sep 27
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 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