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The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
The Investor's Podcast Network
Senaste avsnittet
1223 avsnitt
TIP850: Walmart (WMT): From Discount Retailer to eCommerce Powerhouse w/ Kyle Grieve & Shawn O'Malley
2026-10-01 | 1 h 16 min.In today’s episode, Kyle Grieve and Shawn O’Malley discuss Walmart and how it grew from Sam Walton’s small-town five-and-dime into a retail giant. Today, it also makes money from e-commerce, a marketplace, advertising and memberships. They cover the scale advantages behind Walmart’s everyday low prices, how its suppliers end up financing its inventory, and why its power over those suppliers continues to draw antitrust scrutiny. They also look at Walmart’s capital allocation, management, growth levers and the biggest risks facing the business.
IN THIS EPISODE YOU’LL LEARN:
(00:00:00) Intro
(00:02:12) How Sam Walton’s early franchise lessons shaped Walmart’s strategy
(00:11:10) Why trading margin for volume remains core to Walmart
(00:15:21) How Walmart makes money beyond traditional brick-and-mortar retail
(00:28:56) Why everyday low prices built lasting customer trust
(00:34:48) How negative working capital supports Walmart’s free cash flow
(00:38:01) What the PepsiCo case reveals about Walmart’s supplier power
(00:41:19) How Walmart splits capital between buybacks, dividends and reinvestment
(00:53:25) Why the Jet.com acquisition was a good acquisition despite the write-down
(01:05:52) Where Walmart’s future growth may come from
(01:10:14) How agentic AI shopping could threaten Walmart’s customer relationships
(01:15:27) Valuation discussion of Walmart
(01:16:58) Walmart's intrinsic value
(01:19:43) Whether Kyle & Shawn will add Walmart to the Intrinsic Value Portfolio
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
Join the exclusive The Intrinsic Value Mastermind Community.
Track The Intrinsic Value Portfolio.
Portfolio Review Submit Tool.
Buy your copy of Sam Walton’s autobiography Made In America.
Check out our previous Intrinsic Value breakdowns: Lululemon, Nike, Ulta, Our Biggest Losers.
Follow Kyle on X and LinkedIn.
Follow Shawn on X and LinkedIn.
Related books mentioned in the podcast.
Ad-free episodes on our Premium Feed.
NEW TO THE SHOW?
Get smarter about valuing businesses through The Intrinsic Value Newsletter.
Check out The Investor’s Podcast Starter Packs.
Follow our official social media accounts: X | LinkedIn | Facebook.
Try our tool for picking stock winners and managing our portfolios: TIP Finance.
Enjoy exclusive perks from our favorite Apps and Services.
Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
Monarch
Plus500
Netsuite
References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor’s Podcast Network is not responsible for any claims made by them.
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmTIP849: Average Returns Can Still Make You Wealthy w/ David Fagan
2026-09-27 | 1 h 11 min.In this episode, Stig Brodersen speaks with David Fagan about Total Wealth Performance and why someone with average investment returns can still build a meaningful net worth. They discuss why saving is the first step in wealth creation, why financial independence is a matter of intention rather than luck, and how idle cash quietly becomes one of the most expensive decisions investors ever make.
IN THIS EPISODE YOU’LL LEARN:
(00:00:00) Intro
(00:04:20) Why David has been a saver ever since he blew his entire net worth on a Hot Wheels racetrack at age eight
(00:12:34) Why money decisions that look odd are often rational given someone's lived experiences
(00:13:56) Why financial independence is not luck but small habits that compound
(00:17:47) What Total Wealth Performance is, and why the return on your broker statement is not your real return
(00:22:29) How Stig thinks about financial independence
(00:29:34) The ABCs of front-end performance: availability, behavior, and configuration
(00:37:55) Why idle cash is one of the most expensive decisions an investor can make
(00:45:00) Why net worth beats portfolio returns as a scorecard during the accumulation phase
(00:54:13) How and why tax is a real expense
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
Join the exclusive The Intrinsic Value Mastermind Community.
Check out Stig and David's free educational resource, Compounding Simplicity.
Watch David Fagan's free educational videos.
Read Charles Schwab's study, Does Market Timing Work?
Listen to our interview with David Fagan about Why Simplicity Beats Complexity.
Listen to our interview with David Fagan about Simple Investing.
Listen to our interview with David Fagan about investing like a business owner.
Listen to our interview with David Fagan about Buffett's favorite business book.
Connect with David on LinkedIn or through mbf Chartered Professional Accountants.
Stig's blog post on his portfolio and track record since 2014.
Related books mentioned in the podcast.
Ad-free episodes on our Premium Feed.
NEW TO THE SHOW?
Get smarter about valuing businesses through The Intrinsic Value Newsletter.
Check out The Investor’s Podcast Starter Packs.
Follow our official social media accounts: X | LinkedIn | Facebook.
Try our tool for picking stock winners and managing our portfolios: TIP Finance.
Enjoy exclusive perks from our favorite Apps and Services.
Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
Monarch
Plus500
Netsuite
Plaud
References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor’s Podcast Network is not responsible for any claims made by them.
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmTIP848: Meta (META): What the Market Misses? w/ Daniel Mahncke & Shawn O'Malley
2026-09-24 | 1 h 26 min.Daniel Mahncke and Shawn O’Malley revisit Meta Platforms (NASDAQ: META), the advertising machine behind Facebook, Instagram, and WhatsApp that reaches 3.6 billion people every day — over 40% of the world’s population — and just grew ad revenue 27% to a nearly $240 billion annual run rate. Yet the stock trades more than 20% below its highs, because the money is going out even faster than it’s coming in: operating margins fell from 43% to 31% in a single year, quarterly free cash flow collapsed from $8.5 billion to $784 million, and capex guidance now sits at $130–145 billion this year — with analysts penciling in $200 billion for next.
Daniel and Shawn dig into what all that spending actually buys. Is this Mark Zuckerberg’s third failed attempt to turn Meta into a platform — after the FarmVille-era Facebook apps and a $100 billion metaverse — or does AI finally make the vision real, whether through AI glasses, a personal agent, a budding cloud business, or an ad engine where every pixel becomes sellable inventory? They also cover Meta’s $17 billion settlement with 47 states over teen safety, the special purpose vehicles keeping tens of billions of data-center debt off Meta’s balance sheet, why Apple is quietly taking the opposite side of Meta’s bet, and why Wall Street rewards Google for the same capex it punishes Meta for. In the end, Daniel rebuilds his valuation model from scratch and decides whether Meta finally earns a spot in The Intrinsic Value Portfolio.
IN THIS EPISODE YOU’LL LEARN:
(00:00:00) Intro
(00:01:54) About Zuckerberg’s Platform Dream
(00:11:52) Why Meta was sued and how it settled
(00:25:18) What the regulatory risk means for Meta’s future
(00:30:56) What Meta’s AI vision looks like
(00:39:00) How AI could revolutionize Meta’s Ads Business
(00:42:02) About the optionality of WhatsApp
(00:53:21) Why AI could make Meta glasses a success
(01:06:58) How Meta is planning to build a Cloud Business
(01:22:46) Meta's valuation discussion
(01:26:29) How much Meta's stock is actually worth
(01:26:51) Whether META will be added to The Intrinsic Value Portfolio
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
Join the exclusive The Intrinsic Value Mastermind Community.
Track The Intrinsic Value Portfolio.
Portfolio Review Submit Tool.
Our original deep-dive on Meta.
Zuckerberg’s WSJ Article – The AI Future is for Everyone.
Ben Thompson’s Research at Stratechery.
Check out our previous Intrinsic Value breakdowns: Alphabet, Microsoft, SpaceX.
Related books mentioned in the podcast.
Ad-free episodes on our Premium Feed.
NEW TO THE SHOW?
Get smarter about valuing businesses through The Intrinsic Value Newsletter.
Check out The Investor’s Podcast Starter Packs.
Follow our official social media accounts: X | LinkedIn | Facebook.
Try our tool for picking stock winners and managing our portfolios: TIP Finance.
Enjoy exclusive perks from our favorite Apps and Services.
Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
Monarch
Plus500
Netsuite
Plaud
References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor’s Podcast Network is not responsible for any claims made by them.
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmRWH072: The Making of A Money Master w/ Rob Vinall
2026-09-20 | 1 h 48 min.In this episode, William Green speaks with Rob Vinall, an English hedge fund manager with a terrific track record. Since launching his Business Owner Fund in 2008, he’s racked up stellar annualized returns of 15.5%. Rob almost never gives interviews but speaks in depth here about the principles & practices that have driven his success in the 20 years since he founded his firm, RV Capital—not least, his habit of betting on CEOs who view their business as their life’s work.
IN THIS EPISODE YOU’LL LEARN:
(00:00:00) Intro
(00:03:54) How Rob Vinall vaulted himself out of humble circumstances
(00:14:26) Why he disliked working at Goldman Sachs
(00:17:12) How he taught himself to invest during the dotcom crash
(00:24:20) How Berkshire Hathaway’s annual meeting changed his life
(00:27:39) How he launched a fund with no staff, no office & no track record
(00:41:22) What he learned from Warren Buffett’s relationship with Ajit Jain
(00:50:19) What qualities Rob looks for in outlier CEOs
(01:01:03) Why he admires Mark Zuckerberg & disagrees with Meta’s critics
(01:03:21) How Rob’s thinking about business moats has evolved
(01:04:47) Why he’s betting a third of his assets on out-of-favor Chinese stocks
(01:20:41) Why today’s momentum-driven market is ideal for long-term investors
(01:32:12) How he survived the most traumatic year of his life
(01:42:07) What drives him after 20 years of investment success
(01:48:54) How to handle being rich without wrecking your kids
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
Inquire about William Green’s Richer, Wiser, Happier Masterclass.
Benjamin Graham’s book, The Intelligent Investor.
Alice Schroeder’s book, The Snowball.
William Green’s podcast episode with Chris Begg.
William Green’s podcast episode with Terry Smith.
William Green’s book, “Richer, Wiser, Happier” – read the reviews of this book.
Follow William Green on X.
Related books mentioned in the podcast.
Ad-free episodes on our Premium Feed.
NEW TO THE SHOW?
Get smarter about valuing businesses through The Intrinsic Value Newsletter.
Follow our official social media accounts: X | LinkedIn | Facebook.
Try our tool for picking stock winners and managing our portfolios: TIP Finance.
Enjoy exclusive perks from our favorite Apps and Services.
SPONSORS
Support our free podcast by supporting our sponsors:
Monarch
Plus500
Netsuite
Plaud
References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor’s Podcast Network is not responsible for any claims made by them.
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmTIP847: Alphabet (GOOGL): The Megacap That Still Might Be Underrated w/ Kyle Grieve & Shawn O’Malley
2026-09-17 | 1 h 19 min.In today’s episode, Kyle Grieve and Shawn O’Malley revisit Alphabet nearly two years after Shawn’s original pitch, tracing how the company transformed from a cash-rich, buyback-driven business into an aggressive spender on AI infrastructure. They walk through what changed across Search, YouTube, Cloud, and Waymo, and unpack why the market’s fears around AI disrupting Google were largely unfounded. Along the way, they dig into how Alphabet is funding its buildout, what that means for shareholders, and which questions will determine whether this evolved version of the business is actually better.
IN THIS EPISODE YOU’LL LEARN:
(00:00:00) Intro
(00:02:03) Why Shawn’s original Alphabet thesis needed a revisit
(00:05:55) How the AI-kills-search narrative played out in reality
(00:32:00) Why Google Cloud’s margins surprised skeptical investors
(00:45:27) How Waymo went from afterthought to major asset
(00:51:27) How Alphabet’s AI spending flows through its earnings
(01:09:06) What Berkshire Hathaway’s growing stake signals about the company
(01:09:42) Why Alphabet paused buybacks and started raising equity
(01:13:11) Which unresolved questions will define Alphabet’s next few years
(01:19:06) Whether Kyle & Shawn will add to their Alphabet position in the Intrinsic Value Portfolio
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
Join the exclusive The Intrinsic Value Mastermind Community.
Track The Intrinsic Value Portfolio.
Learn more about how to join us in NYC for our Intrinsic Value Conference.
Portfolio Review Submit Tool.
Our original podcast deep-dive on Alphabet.
Check out our previous Intrinsic Value breakdowns: SpaceX, Microsoft, Meta.
Follow Kyle on X and LinkedIn.
Follow Shawn on X and LinkedIn.
Related books mentioned in the podcast.
Ad-free episodes on our Premium Feed.
NEW TO THE SHOW?
Get smarter about valuing businesses through The Intrinsic Value Newsletter.
Check out The Investor’s Podcast Starter Packs.
Follow our official social media accounts: X | LinkedIn | Facebook.
Try our tool for picking stock winners and managing our portfolios: TIP Finance.
Enjoy exclusive perks from our favorite Apps and Services.
Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
Monarch
Plus500
Scribe
Plaud
Netsuite
References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor’s Podcast Network is not responsible for any claims made by them.
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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Om The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Hosted by Stig Brodersen, William Green, Shawn O'Malley, Daniel Mahncke, and Kyle Grieve, The Investor’s Podcast has proudly reached nearly 200 million downloads, as the world's largest stock-investing focused podcast.
On the show, we study a range of businesses and their investment prospects, from Spotify to Amazon, serial acquirers like Constellation Software, deep value plays, and more, using lessons from some of the world's most famous investors, like Warren Buffett, Charlie Munger, and Howard Marks.
Leverage the lessons we learned from studying, and talking to, the world's best investors, and apply them in your own investing journey, while following along with our company case studies. For more insights on how to value companies and build a stock portfolio, you can also sign up for our free weekly newsletter.
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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