This week, We Study Billionaires examined two companies that challenge initial investment impressions: a reassessment of Palantir's valuation and a retrospective on Comfort Systems USA, a compounder the team had previously overlooked. The episodes highlight a recurring investor tension—distinguishing between companies that are genuinely undervalued and those that deserve their premium, and recognizing missed opportunities in overlooked quality businesses.
Episodes This Week
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Other Weeks
This Week in We Study Billionaires (Oct 5 - Oct 11, 2026)
2 episodes · Oct 5 – Oct 11
This Week in We Study Billionaires (Sep 28 - Oct 4, 2026)
2 episodes · Sep 28 – Oct 4
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 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 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