The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Episodes
TIP848: Meta (META): What the Market Misses? w/ Daniel Mahncke & Shawn O'Malley
Sean and Daniel revisit Meta, analyzing its massive AI infrastructure buildout and the strategic push to become a platform beyond advertising.
RWH072: The Making of A Money Master w/ Rob Vinall
William Green interviews Rob Vanal, founder of RV Capital, on his journey from a modest British background to becoming a top-tier value investor.
TIP847: Alphabet (GOOGL): The Megacap That Still Might Be Underrated w/ Kyle Grieve & Shawn O’Malley
TIP846: Stock Picker: How to Live Off Your Portfolio w/ Ian Cassel
In this episode, Stig Brodersen interviews Ian Cassell, author of "Stockpicker," about his journey from a $20,000 inheritance to becoming a full-time private microcap investor.
TIP845: Copart Stock (CPRT): Is Copart Now a Buy? w/ Daniel Mahncke & Shawn O'Malley
This episode analyzes Copart, a major salvage car auction marketplace, focusing on its recent revenue slowdown and competitive threats from rival IAA.