The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

By The Investor's Podcast NetworkBusiness Education Investing

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The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network episodes

May 25, 2025TIP724: Key Insights From Coca-Cola's Golden Era
On today’s episode, Kyle Grieve chats about one of the most iconic businesses in history—Coca-Cola—and explores its enduring competitive advantages, its remarkable turnaround under CEO Roberto Goizueta, and what Warren Buffett saw that made it one of Berkshire Hathaway’s most legendary investments. Kyle unpacks why Coke’s brand power, global distribution, and intelligent capital allocation have helped it dominate for over a century and why understanding this story can help you spot other life-changing investments.

IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
02:03 - What gives Coca-Cola four enduring edges over competitors worldwide.
08:04 - A brief overview of Coca-Cola’s two primary business segments.
09:38 - Why Goizueta’s personality reshaped Coca-Cola’s future in unexpected ways.
11:14 - What makes Coca-Cola’s brand unforgettable across cultures and decades.
25:16 - The unique metric Goizueta used to unlock hidden value.
27:12 - What Warren Buffett saw before betting big on Coca-Cola.
39:40 - A mental model experiment Munger used to gauge Coke’s potential.
48:48 - How inversion revealed Coca-Cola’s moat through Charlie Munger’s lens.
50:03 - The real story behind Coca-Cola’s infamous recipe change.
55:43 - Why Coke’s scale and network keep competition permanently outmatched.
And so much more!

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES
Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more ⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠.

Join the exclusive ⁠⁠⁠⁠⁠TIP Mastermind Community⁠⁠⁠⁠⁠ to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.

Buy I'd Like the World to Buy a Coke here.

Buy The Warren Buffett Way here.

Read Charlie Munger’s $2 trillion Coke hypothesis here

Follow Kyle on ⁠⁠⁠X⁠⁠⁠ and ⁠⁠⁠LinkedIn⁠⁠⁠.

Check out all the books mentioned and discussed in our podcast episodes ⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠.

Enjoy ad-free episodes when you subscribe to our ⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠.

NEW TO THE SHOW?
Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠.

Check out our ⁠⁠⁠⁠⁠We Study Billionaires Starter Packs⁠⁠⁠⁠⁠.

Follow our official social media accounts: ⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠.

Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠.

Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠TIP Finance Tool⁠⁠⁠⁠⁠.

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:
Plus500

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HELP US OUT!
Help us reach new listeners by leaving us a ⁠⁠⁠⁠⁠rating and review⁠⁠⁠⁠⁠ on ⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Support our show by becoming a premium member!
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1 hr 1 min
May 23, 2025TIP723: The Art of Buying Growth Companies for Value Prices w/ Jim Zimmerman and Abigail Zimmerman
On today’s episode, Kyle Grieve chats with James and Abigail Zimmerman about the strength of growing and sustainable cash flowing businesses; the importance of strong balance sheets; how they navigate their circle of competence, and the steps they take to expand it; why simplicity is so important in an age of complexity, how they use cash as a boost, and not a drag on returns, and much more.

IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
02:28 - How communities—public and private—can spark better investment ideas.
07:06 - Why free cash flow yield is their north star metric.
10:09 - How to tell if value drivers are simple or deceptively complex.
14:00 - Why staying inside your circle of competence protects your downside.
19:22 - How “Fort Knox” balance sheets help survive any market storm.
28:23 - Key signals that suggest a business can sustain high ROIC.
32:56 - What truly shows management is aligned, not just insider ownership.
43:25 - The hidden risks that make many retailers dangerous investments.
53:07 - How an equity-bond lens helps compare all asset classes.
01:06:39 - When to double down on winners.
And so much more!

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES
Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more ⁠⁠⁠⁠here⁠⁠⁠⁠.

Join the exclusive ⁠⁠⁠⁠TIP Mastermind Community⁠⁠⁠⁠ to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.

Read about The Magic Formula here.

Check out Value Investors Club here.

Check out SumZero here.

Check out MOI Global here.

Follow Kyle on ⁠⁠X⁠⁠ and ⁠⁠LinkedIn⁠⁠.

Check out all the books mentioned and discussed in our podcast episodes ⁠⁠⁠⁠here⁠⁠⁠⁠.

Enjoy ad-free episodes when you subscribe to our ⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠.

NEW TO THE SHOW?
Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠.

Check out our ⁠⁠⁠⁠We Study Billionaires Starter Packs⁠⁠⁠⁠.

Follow our official social media accounts: ⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠ | ⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠ | ⁠⁠⁠⁠Instagram⁠⁠⁠⁠ | ⁠⁠⁠⁠Facebook⁠⁠⁠⁠ | ⁠⁠⁠⁠TikTok⁠⁠⁠⁠.

Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠here⁠⁠⁠⁠.

Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠TIP Finance Tool⁠⁠⁠⁠.

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:
Plus500

Netsuite

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HELP US OUT!
Help us reach new listeners by leaving us a ⁠⁠⁠⁠rating and review⁠⁠⁠⁠ on ⁠⁠⁠⁠Spotify⁠⁠⁠⁠! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Support our show by becoming a premium member!
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1 hr 10 min
May 21, 2025BTC235: Jack Mallers on XXI (21) and Strike Borrowing and Lending (Bitcoin Podcast)
Explore the launch of Twenty One Capital, its strategic ties with Tether, SoftBank, and Cantor Fitzgerald, and how it compares to MicroStrategy or ETFs. Plus, Strike’s bold leap into secure Bitcoin lending.

IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
15:29 - How Twenty One Capital was formed and why now is the right time for a Bitcoin-native public company
17:16 - What SoftBank contributes beyond funding, including possible global Bitcoin adoption strategies
19:05 - How Twenty One differentiates itself from MicroStrategy and ETFs as a Bitcoin investment vehicle
19:55 - Why “Bitcoin Per Share” is used to track performance instead of traditional fiat metrics
27:31 - The ownership structure and governance dynamics between Tether, SoftBank, and other stakeholders
28:45 - Whether and how Strike and Twenty One will collaborate, and how CEO responsibilities are managed
31:26 - How the company navigates U.S. regulatory challenges, especially with Tether’s involvement
33:07 - The roadmap for Twenty One’s operational revenue beyond holding BTC
35:02 - The thinking behind Strike’s conservative Bitcoin-backed loans and their structure
35:40 - Lessons from the collapse of other crypto lenders and how Strike avoids similar risks
42:06 - The future of interest rates, accessibility, and transparency in Strike’s lending products
49:28 - Strike’s evolving role as a Bitcoin-native financial services platform – or neobank
51:54 - How both companies aim to promote financial sovereignty while balancing ease of use
57:05 - The biggest challenges on the horizon, from regulation to competition, and how they’ll be tackled

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES
Jack’s X Account.

Learn more about Jack’s company: Strike.

Check out all the books mentioned and discussed in our podcast episodes ⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠.

Enjoy ad-free episodes when you subscribe to our ⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠.
NEW TO THE SHOW?
Join the exclusive ⁠⁠⁠⁠TIP Mastermind Community⁠⁠⁠⁠ to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.

Follow our official social media accounts: ⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠ | ⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠ | | ⁠⁠⁠⁠Instagram⁠⁠⁠⁠ | ⁠⁠⁠⁠Facebook⁠⁠⁠⁠ | ⁠⁠⁠⁠TikTok⁠⁠⁠⁠.

Check out our ⁠⁠⁠⁠Bitcoin Fundamentals Starter Packs⁠⁠⁠⁠.

Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠here⁠⁠⁠⁠.

Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠TIP Finance Tool⁠⁠⁠⁠.

Enjoy exclusive perks from our ⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠.

Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠.

Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠.

SPONSORS
Support our free podcast by supporting our ⁠⁠⁠⁠sponsors⁠⁠⁠⁠:
Plus500

Netsuite

Shopify

Vanta

HELP US OUT!
Help us reach new listeners by leaving us a ⁠⁠⁠⁠rating and review⁠⁠⁠⁠ on ⁠⁠⁠⁠Spotify⁠⁠⁠⁠! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Support our show by becoming a premium member!
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1 hr 3 min
May 18, 2025RWH057: Celebrating Warren Buffett w/ Joel Greenblatt, Nick Sleep, Tom Russo, Christopher Bloomstran & Chris Davis
In this special celebratory episode, William Green spotlights some of the most important lessons from the greatest investor of all time: Warren Buffett. In honor of Buffett’s historic decision to retire after 60 years as Berkshire Hathaway’s CEO, William offers his thoughts on Buffett’s legacy & Berkshire’s future; he also shares powerful highlights from his conversations about Buffett with Joel Greenblatt, Nick Sleep, Thomas Russo, Chris Davis, Chuck Akre & Christopher Bloomstran.

IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
04:20 - What makes Berkshire Hathaway’s annual meeting a joyous experience.
06:13 - How Warren Buffett’s virtues & values shone through at this year’s AGM.
14:51 - How he & Charlie Munger made most of their money off 8 or 9 big bets.
22:41 - What Buffett taught Joel Greenblatt about buying great businesses.
27:24 - What stunned Greenblatt when he finally met Buffett.
33:45 - Why Chuck Akre attributes his enormous success to Buffett’s teachings.
38:18 - What Thomas Russo learned from Buffett about reducing “agency risk.”
46:17 - How Buffett inspired Nick Sleep to do what he already knew was right.
52:34 - Why Christopher Bloomstran thinks all CEOs should study Berkshire.
1:19:54 - Why Buffett focuses relentlessly on resilience in the face of extreme risks.
1:22:48 - What principles guide Greg Abel’s philosophy of asset allocation.
1:26:00 - Why Berkshire directors like Chris Davis vow to protect its unique culture.
1:33:39 - How he achieved staggering success without making enemies.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES
Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more ⁠here⁠.

Join the exclusive ⁠TIP Mastermind Community⁠ to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.

Berkshire Hathaway’s annual reports since 1995.

Robert Hagstrom’s book The Warren Buffett Way.

Dale Carnegie’s book How to Win Friends & Influence People.

William Green’s podcast episode with Joel Greenblatt.

William Green’s podcast episode with Thomas Russo.

William Green’s podcast episode with Christopher Bloomstran.

William Green’s podcast episode with Chris Davis.

William Green’s book, “Richer, Wiser, Happier” – ⁠read the reviews of this book⁠.

Follow William Green on ⁠X⁠.

Check out all the books mentioned and discussed in our podcast episodes ⁠here⁠.

Enjoy ad-free episodes when you subscribe to our ⁠Premium Feed⁠.

NEW TO THE SHOW?
Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠The Intrinsic Value Newsletter⁠.

Check out our ⁠We Study Billionaires Starter Packs⁠.

Follow our official social media accounts: ⁠X (Twitter)⁠ | ⁠LinkedIn⁠ | ⁠Instagram⁠ | ⁠Facebook⁠ | ⁠TikTok⁠.

Browse through all our episodes (complete with transcripts) ⁠here⁠.

Try our tool for picking stock winners and managing our portfolios: ⁠TIP Finance Tool⁠.

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:
Plus500

Netsuite

Shopify

Vanta

HELP US OUT!
Help us reach new listeners by leaving us a ⁠rating and review⁠ on ⁠Spotify⁠! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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1 hr 45 min
May 16, 2025TIP722: Best Quality Stock Idea Q2 2025 w/ Clay Finck & Kyle Grieve
On today’s episode, Clay and Kyle give an overview of their best quality stock idea for Q2 2025. This quarter, they discuss Booking Holdings.
To our surprise, Booking Holdings is the world’s largest travel company. We explore how the company built a dominant position in Europe through its network effect, asset-light business model, and sound capital allocation decisions. We also cover Booking’s competitive advantages, financial performance, and key risks facing the business.
Clay finds Bookings Holdings to be a compelling long-term compounder, which led him to initiate a position in the company earlier this year.

IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
06:42 - How Booking built its dominant position in Europe and other markets globally.
11:47 - Why Booking Holdings is one of the most dominant and profitable online travel agencies in the world.
16:59 - An overview of the competitive landscape for online travel agencies.
38:21 - Booking Holdings’ competitive advantages.
40:46 - An overview of Bookings’ management team and incentive structure.
01:00:59 - How we view Bookings’ valuation today.
And so much more!

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES
Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more ⁠⁠⁠here⁠⁠⁠.

Join the exclusive ⁠⁠⁠TIP Mastermind Community⁠⁠⁠ to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.

Related Episode TIP698: Best Quality Idea Q1 2025 w/ Clay Finck & Kyle Grieve.

Related Episode TIP675: Best Quality Idea Q4 2024 w/ Clay Finck & Kyle Grieve.

Related Episode TIP652: Best Quality Idea Q3 2024 w/ Clay Finck & Kyle Grieve.

Related Episode TIP627: Best Quality Idea Q2 2024 w/ Clay Finck & Kyle Grieve.

Related Episode TIP604: Best Quality Idea Q1 2024 w/ Clay Finck & Kyle Grieve.

Follow Kyle on ⁠X⁠ and ⁠LinkedIn⁠.

Follow Clay on ⁠X⁠ and ⁠LinkedIn⁠.

Check out all the books mentioned and discussed in our podcast episodes ⁠⁠⁠here⁠⁠⁠.

Enjoy ad-free episodes when you subscribe to our ⁠⁠⁠Premium Feed⁠⁠⁠.

NEW TO THE SHOW?
Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠.

Check out our ⁠⁠⁠We Study Billionaires Starter Packs⁠⁠⁠.

Follow our official social media accounts: ⁠⁠⁠X (Twitter)⁠⁠⁠ | ⁠⁠⁠LinkedIn⁠⁠⁠ | ⁠⁠⁠Instagram⁠⁠⁠ | ⁠⁠⁠Facebook⁠⁠⁠ | ⁠⁠⁠TikTok⁠⁠⁠.

Browse through all our episodes (complete with transcripts) ⁠⁠⁠here⁠⁠⁠.

Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠TIP Finance Tool⁠⁠⁠.

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:
Plus500

Netsuite

Shopify

Vanta

HELP US OUT!
Help us reach new listeners by leaving us a ⁠⁠⁠rating and review⁠⁠⁠ on ⁠⁠⁠Spotify⁠⁠⁠! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Support our show by becoming a premium member!
https://premium.theinvestorspodcast.com/
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1 hr 9 min
May 14, 2025BTC234: Bitcoin Torque, Saylor's Playbook w/ Andy Edstrom (Bitcoin Podcast)
Andy Edstrom unpacks whether Bitcoin is truly the last asymmetric bet for companies, diving into MicroStrategy's model, capital structure risks, and Bitcoin's rising institutional role.

IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
03:40 - Why Michael Saylor calls Bitcoin a lifeline for “zombie companies”
05:20 - How Bitcoin’s returns compare to traditional assets over the last decade
07:10 - The strategic and accounting evolution enabling Bitcoin treasury allocations
12:00 - MicroStrategy’s premium-to-NAV strategy and its replicability
15:40 - Risks and rewards of BTC-backed leverage and convertible notes
18:05 - The logic behind “torque” metrics in Bitcoin-financed capital structures
21:10 - If preferred shares like STRK and STRF are innovative or dangerous
23:05 - Wall Street’s changing views on Bitcoin-leveraged equity plays
27:20 - Legal and governance hurdles in corporate Bitcoin adoption
29:10 - What a BTC-heavy balance sheet should do during a major drawdown
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES
Andy’s X Account.

Microstrategy Shareholders’ Meeting: Q1 2025 Earnings Call.

Michael Saylor’s speech at Strategy World: Bitcoin for Corporations 2025 Keynote Speech.

Check out all the books mentioned and discussed in our podcast episodes ⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠.

Enjoy ad-free episodes when you subscribe to our ⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠.

NEW TO THE SHOW?
Join the exclusive ⁠⁠⁠TIP Mastermind Community⁠⁠⁠ to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.

Follow our official social media accounts: ⁠⁠⁠X (Twitter)⁠⁠⁠ | ⁠⁠⁠LinkedIn⁠⁠⁠ | | ⁠⁠⁠Instagram⁠⁠⁠ | ⁠⁠⁠Facebook⁠⁠⁠ | ⁠⁠⁠TikTok⁠⁠⁠.

Check out our ⁠⁠⁠Bitcoin Fundamentals Starter Packs⁠⁠⁠.

Browse through all our episodes (complete with transcripts) ⁠⁠⁠here⁠⁠⁠.

Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠TIP Finance Tool⁠⁠⁠.

Enjoy exclusive perks from our ⁠⁠⁠favorite Apps and Services⁠⁠⁠.

Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠.

Learn how to better start, manage, and grow your business with the ⁠⁠⁠best business podcasts⁠⁠⁠.

SPONSORS
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59 min
May 11, 2025TIP721: Berkshire Hathaway Annual Shareholders Meeting 2025 w/ Clay Finck & Kyle Grieve
In this episode, Clay and Kyle reflect on their weekend at the Berkshire Hathaway annual shareholders meeting in Omaha and play a few of their favorite clips from the Q&A session with Warren Buffett, Greg Abel, and Ajit Jain.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
01:16 - Our thoughts on Buffett’s announced retirement of CEO at Berkshire Hathaway.
07:07 - How Warren Buffett and Greg Abel’s management style might differ as CEO.
20:03 - Why Buffett seeks to surround himself with wonderful people.
35:03 - How Buffett and Abel balance patience with acting quickly and opportunitistically.
49:31 - How Buffett and Abel view Berkshire’s investments in Japan.
01:06:05 - The most important factor to consider when investing in emerging markets.
01:10:44 - Berkshire’s recent investment activity and Buffett’s thoughts on today’s market.
And so much more!

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES
Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more ⁠⁠here⁠⁠.

Join the exclusive ⁠⁠TIP Mastermind Community⁠⁠ to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.

Watch the full shareholders meeting here.

Related Episode: TIP629: Berkshire Hathaway Annual Shareholders Meeting 2024 w/ Clay Finck & Kyle Grieve.

Related Episode: TIP551: Berkshire Hathaway Annual Shareholders Meeting 2023 w/ Clay Finck.

Related Episode: TIP446: Berkshire Hathaway Annual Shareholders Meeting 2022 w/ Stig Brodersen & Trey Lockerbie.

Follow Kyle on X and LinkedIn.

Follow Clay on X and LinkedIn.

Check out all the books mentioned and discussed in our podcast episodes ⁠⁠here⁠⁠.

Enjoy ad-free episodes when you subscribe to our ⁠⁠Premium Feed⁠⁠.

NEW TO THE SHOW?
Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠The Intrinsic Value Newsletter⁠⁠.

Check out our ⁠⁠We Study Billionaires Starter Packs⁠⁠.

Follow our official social media accounts: ⁠⁠X (Twitter)⁠⁠ | ⁠⁠LinkedIn⁠⁠ | ⁠⁠Instagram⁠⁠ | ⁠⁠Facebook⁠⁠ | ⁠⁠TikTok⁠⁠.

Browse through all our episodes (complete with transcripts) ⁠⁠here⁠⁠.

Try our tool for picking stock winners and managing our portfolios: ⁠⁠TIP Finance Tool⁠⁠.

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
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1 hr 19 min
May 09, 2025TIP720: Investing Against The Tide
On today’s episode, Kyle Grieve breaks down the contrarian investing philosophy of Anthony Bolton, revealing how he consistently outperformed the market by combining sentiment analysis, in-depth fundamental research, and a flexible yet disciplined portfolio strategy.

IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
03:27 - The traits Bolton observed in the best fund managers.
04:55 - Why incomplete knowledge can be a strength.
06:56 - A simple method for conviction-based portfolio reviews.
11:48 - What to do when your investments aren't working.
16:05 - The role of sentiment in Bolton’s investing edge.
22:40 - How to spot and avoid artificial conviction.
29:14 - Using bond prices to assess business risk.
31:18 - Why controlling your destiny matters in business.
35:45 - Insights Bolton gained from meeting company management.
01:00:45 - Three big mistakes—and what they taught him.
And so much more!

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES
Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more ⁠here⁠.

Join the exclusive ⁠TIP Mastermind Community⁠ to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.

Read Investing Against The Tide here.

Follow Kyle on ⁠X⁠ and ⁠LinkedIn⁠.

Check out all the books mentioned and discussed in our podcast episodes ⁠here⁠.

Enjoy ad-free episodes when you subscribe to our ⁠Premium Feed⁠.

NEW TO THE SHOW?
Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠The Intrinsic Value Newsletter⁠.

Check out our ⁠We Study Billionaires Starter Packs⁠.

Follow our official social media accounts: ⁠X (Twitter)⁠ | ⁠LinkedIn⁠ | ⁠Instagram⁠ | ⁠Facebook⁠ | ⁠TikTok⁠.

Browse through all our episodes (complete with transcripts) ⁠here⁠.

Try our tool for picking stock winners and managing our portfolios: ⁠TIP Finance Tool⁠.

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:
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HELP US OUT!
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1 hr 1 min
May 07, 2025BTC233: Bitcoin & Texas A Roadmap for the Global Financial Shift w/ Parker Lewis (Bitcoin Podcast)
This episode explores Bitcoin’s emerging role as a global economic force, from its convergence as money to grid integration, payment tech, and strategic policy shifts.
Preston and Parker also spotlight Zaprite's innovations for Bitcoin payments and the broader implications of CBDCs and regulatory changes.

IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
01:12 - Key developments in Texas: grid reliability, strategic reserves, and Bitcoin Park
07:12 - How Bitcoin mining can support energy grid reliability and cost efficiency
09:47 - Economic pros and cons of a U.S. Strategic Bitcoin Reserve.
12:57 - Navigating regulatory pressures while fostering innovation in the Bitcoin space
14:08 - How Zaprite helps businesses integrate Bitcoin payments with ease
15:50 - The impact of Zaprite’s new Payments API on the merchant landscape
21:26 - Why Bitcoin, not crypto, is positioned as the singular monetary convergence point
27:51 - The rationale behind global convergence toward Bitcoin as a monetary standard
28:41 - The role and future of stablecoins in a Bitcoin-dominant ecosystem
34:35 - The feasibility of Bitcoin becoming a global reserve currency
41:00 - Bitcoin as a hedge against inflation and the response to CBDCs

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES
Parker’s book, Gradually, Then Suddenly.

Start accepting Bitcoin payments through ⁠Zaprite⁠.

Parker’s⁠ X Acount⁠.

Related Video: ⁠Bitcoin, Not Crypto⁠.

Check out all the books mentioned and discussed in our podcast episodes ⁠⁠⁠⁠here⁠⁠⁠⁠.

Enjoy ad-free episodes when you subscribe to our ⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠.

NEW TO THE SHOW?
Join the exclusive ⁠⁠TIP Mastermind Community⁠⁠ to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.

Follow our official social media accounts: ⁠⁠X (Twitter)⁠⁠ | ⁠⁠LinkedIn⁠⁠ | | ⁠⁠Instagram⁠⁠ | ⁠⁠Facebook⁠⁠ | ⁠⁠TikTok⁠⁠.

Check out our ⁠⁠Bitcoin Fundamentals Starter Packs⁠⁠.

Browse through all our episodes (complete with transcripts) ⁠⁠here⁠⁠.

Try our tool for picking stock winners and managing our portfolios: ⁠⁠TIP Finance Tool⁠⁠.

Enjoy exclusive perks from our ⁠⁠favorite Apps and Services⁠⁠.

Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠The Intrinsic Value Newsletter⁠⁠.

Learn how to better start, manage, and grow your business with the ⁠⁠best business podcasts⁠⁠.

SPONSORS
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56 min
May 04, 2025TIP719: Investing and Life Lessons w/ Mohnish Pabrai
On today’s show, Stig Brodersen talks with legend value investor Mohnish Pabrai. Since its inception in 1999, one dollar invested in the flagship fund would have turned into $13.63 vs. $6.19 for the S&P 500. In the special interview, you can join Mohnish and Stig’s metaphorical restaurant and together taste new wonderful dishes in investing and life.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
01:36 - How stock investors can truly think like the owners of the business
10:09 - Which advice would Mohnish give to himself at ages 40 and 50
20:48 - Why you should learn from your mistakes, but not too much
33:07 - Why Mohnish looks at philanthropy as part two of the ultimate game
35:41 - Why you need to work with the fewest possible variables in philanthropy
51:30 - How to look at an “execution moat”
1:00:59 - Why Stig thinks that Mohnish is over diversified

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES
Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more ⁠⁠here⁠⁠.

Join the exclusive ⁠⁠TIP Mastermind Community⁠⁠ to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.

Mohnish Pabrai’s website.

Learn more about Mohnish Pabrai’s Dakshana Foundation.

Our interviews with Mohnish Pabrai about The Inner Scorecard.

Our interviews with Mohnish Pabrai about Masterclass Investing.

Our interviews with Mohnish Pabrai about investing in stocks.

Our interviews with Mohnish Pabrai about value investing and philanthropy.

Check out all the books mentioned and discussed in our podcast episodes ⁠⁠here⁠⁠.

Enjoy ad-free episodes when you subscribe to our ⁠⁠Premium Feed⁠⁠.

NEW TO THE SHOW?
Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠The Intrinsic Value Newsletter⁠⁠.

Check out our ⁠⁠We Study Billionaires Starter Packs⁠⁠.

Follow our official social media accounts: ⁠⁠X (Twitter)⁠⁠ | ⁠⁠LinkedIn⁠⁠ | ⁠⁠Instagram⁠⁠ | ⁠⁠Facebook⁠⁠ | ⁠⁠TikTok⁠⁠.

Browse through all our episodes (complete with transcripts) ⁠⁠here⁠⁠.

Try our tool for picking stock winners and managing our portfolios: ⁠⁠TIP Finance Tool⁠⁠.

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:
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1 hr 11 min

About The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

From the publisher's feed

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.