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

By The Investor's Podcast NetworkBusiness Education Investing

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Typical duration
76 min
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Based on Podcast App listening data

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

February 21, 2025TIP700: How to Invest during Fiscal Dominance w/ Lyn Alden
On today’s episode, Clay is joined by Lyn Alden to discuss fiscal dominance and its implications for investors. While many value investors claim that following the macro environment isn’t all that important, Lyn makes the compelling case that fiscal dominance has a considerable impact on financial markets overall.

IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
02:03 - What fiscal dominance is and why it matters.
08:39 - Why the S&P 500 is at all-time highs with the backdrop of higher interest rates.
11:36 - Whether Lyn expects US big tech to continue to outperform.
19:05 - How the US will continue to run large fiscal deficits.
28:55 - Why nothing stops the fiscal dominance train.
36:20 - Where we are at in the liquidity cycle.
41:08 - How to invest during a period of fiscal dominance.
55:19 - Lyn’s three major trends to never fade.
And so much more!

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

BOOKS AND RESOURCES
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
Lyn’s book: Broken Money.
Lyn’s blog and X account.
Email Shawn at [email protected] to attend our free events in Omaha or visit this page.
Follow Clay on Twitter.
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 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!

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58 min
February 19, 2025BTC222: Top 5 Bitcoin Clips of Q1 2025 w/ Joe Burnett (Bitcoin Podcast)
In this episode, Joe Burnett and Preston Pysh analyze five key video clips featuring insights from Michael Saylor, Trace Mayer, Nik Bhatia, Tad Smith, and Howard Lutnick.

They explore Bitcoin’s role in capital flow, how it disrupts traditional incentives, the mechanics of fiat money, the impact of monetary expansion on asset prices, and Bitcoin’s growing importance in global finance.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro
02:20 - Michael Saylor’s "Waterfall Analogy" and why capital naturally flows into Bitcoin.
15:26 - How Bitcoin changes global incentives, reducing the motivation for violence.
21:14 - The inner workings of the bond market and how fiat money expansion resembles a Ponzi scheme.
40:08 - Why asset prices are primarily driven by money supply growth.
42:56 - Howard Lutnick’s bullish stance on Bitcoin and its future role in global finance.

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

BOOKS AND RESOURCES
Waterfall Analogy by Michael Saylor.
How Bitcoin Destroys The Economics of Violence by Trace Mayer.
Newly Created Fiat Credit is Buying Bitcoin by Nik Bhatia.
Outperforming the Money Printer is Difficult Without Bitcoin by Tad Smith.
Howard Lutnick on Pomp.
Joe’s X Account.
Joe’s YouTube channel.
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:
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55 min
February 16, 2025TIP699: Unlocking High-Growth Investments w/ Jason Donville and Jesse Gamble
In today's episode, Kyle Grieve chats with Jason Donville and Jesse Gamble about their investing philosophy, their emphasis on focusing on growth and value, their evolution from using ROE-focused metrics to the rule of 40 to identify great investing opportunities, how to use the rule of 40 to add high performing businesses to a watchlist, how the market reacts to interest rates, AI impact on the business landscape, and much more!

Jason Donville is an award-winning analyst with a distinguished career in Asia and Canada. He previously served as Head of Equity Research at Credit Lyonnais Securities Asia and Research Director at Credit Suisse First Boston, working in Singapore and Jakarta before joining Sprott Securities in Toronto. His research has traditionally focused on identifying high-ROE companies. Jason holds a BA from the Royal Military College of Canada and an MBA from Ivey Business School.

Jesse Gamble has worked closely with Jason to manage the DKAM Capital Ideas Fund since 2011. Jesse received an MBA from the Ivey Business School at Western University and a B.Sc. degree from the Dyson School of Economics at Cornell University.

IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
02:42 - The hidden formula for finding cheap stocks.
07:53 - The secret to spotting a deteriorating moat.
10:45 - How elite investors stay focused in a bear market.
13:37 - The evolution of a winning investment strategy.
27:41 - The untapped goldmine in small-cap stocks.
31:39 - Why the market consistently misprices quality growth.
31:39 - The Rule of 40: your cheat code for finding long-term winners.
36:11 - A playbook for finding 10-bagger stocks.
56:47 - The AI revolution: where the real business impact is happening.
56:47 - Why there’s more cash on the sidelines than ever.
And so much more!

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

BOOKS AND RESOURCES
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
Read DKAM’s Investor Letters here.
Listen to my first interview with Jason and Jesse here.
Follow Kyle on Twitter and LinkedIn.
Email Shawn at [email protected] to attend our free events in Omaha or visit this page.
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!

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1 hr 5 min
February 14, 2025TIP698: Best Quality Stock Idea Q1 2025 w/ Clay Finck & Kyle Grieve
On today’s episode, Clay and Kyle give an overview of their best quality stock idea for Q1 2025. This quarter, they discuss AppFolio.

AppFolio is a high-growth software company revolutionizing property management. Clay and Kyle explore its impressive revenue growth, competitive advantages, and how AI-driven innovations like Realm-X are helping AppFolio capture market share. The conversation also covers key risks, the competitive landscape, and the company's valuation, providing listeners with a comprehensive analysis of whether AppFolio is a compelling investment opportunity.

IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
01:49 - A business overview of AppFolio.
13:04 - The five parties that AppFolio supports with their software services.
22:10 - How AppFolio is utilizing AI to create a moat around their business.
25:35 - Why AppFolio is a payments business disguised as a SAAS business.
30:16 - An overview of the competitive environment for AppFolio.
39:19 - Why we would consider adding back R&D expenses to determine a proper valuation for the business.
44:03 - An assessment of AppFolio’s management team, incentives, and valuation.
And so much more!

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

BOOKS AND RESOURCES
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
Research stocks and SEC filings with Fintool.
Mentioned Episode TIP465: Value Investing in the Digital Age w/ Adam Seessel.
Related Episode: TIP604: Best Quality Idea Q1 2024 w/ Clay Finck & Kyle Grieve.
Related Episode: TIP627: Best Quality Idea Q2 2024 w/ Clay Finck & Kyle Grieve.
Related Episode: TIP652: Best Quality Idea Q3 2024 w/ Clay Finck & Kyle Grieve.
Related Episode: TIP675: Best Quality Idea Q4 2024 w/ Clay Finck & Kyle Grieve.
Email Shawn at [email protected] to attend our free events in Omaha or visit this page.
Follow Kyle on Twitter.
Follow Clay on Twitter.
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!

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1 hr 5 min
February 12, 2025BTC221: Bitcoin Self-Repaying Mortgage Products w/ CJ Konstantinos (Bitcoin Podcast)
CJ Konstantinos, founder of People’s Reserve, shares his journey into Bitcoin, the philosophy behind his company, and groundbreaking products like self-paying mortgages. Discover insights on Bitcoin-backed loans, navigating regulatory challenges, and the evolution of traditional banking in a Bitcoin-driven world.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro
02:06 - CJ Konstantinos’s journey into Bitcoin and the motivation to create People’s Reserve.
13:28 - How Bitcoin-backed loans work and their potential benefits.
14:40 - The innovative concept of self-paying mortgages and how they function.
15:37 - Insights into Bitcoin bonds and their role in solving economic challenges.
18:40 - The regulatory challenges People’s Reserve faces and strategies for compliance.
23:38 - How CJ envisions Bitcoin as the reserve asset of the internet economy.
41:21 - The evolving role of traditional banks as cryptocurrency adoption grows.
44:25 - Exciting developments in the Bitcoin ecosystem that could shape the future of finance.

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

BOOKS AND RESOURCES
CJ’s X Account.
People’s Reserve Website.
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

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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! https://theinvestorspodcastnetwork.supportingcast.fm
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55 min
February 09, 2025RWH054: Billionaire Brit w/ Terry Smith
In this episode, William Green chats with British investing legend Terry Smith. Terry, a member of Bloomberg’s index of billionaires, manages the Fundsmith Equity Fund, which is the UK’s largest stock fund. Since 2010, it’s returned more than 600%, beating the MSCI World Index by over 200 percentage points. Here, Terry talks in depth about the skills, personality traits, & principles that catapulted him from poverty to the pinnacle of the investing world.

IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
04:01 - How Terry Smith was shaped by poverty & violence.
35:17 - How he achieved fame by exposing financial deception.
39:26 - What he looks for when identifying great businesses.
46:54 - Why many of his favorite companies are 100 years old.
51:56 - Which sectors he shuns & which he likes.
58:42 - How Microsoft embodies what he loves in a business.
1:00:29 - Why it’s worth paying up for the best companies.
1:20:15 - Why the US is his favorite place to invest.
1:21:44 - How being a CEO made him a better investor.
1:32:07 - What he learned from Sir John Templeton.
1:35:46 - Why he refuses to speak with brokers or read their research.
1:40:30 - Why it’s hard to be successful professionally & personally.
1:52:46 - Why he’s deeply skeptical about Tesla.

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

BOOKS AND RESOURCES
Terry Smith’s investment firm, Fundsmith.
Terry Smith’s book, Investing for Growth.
Terry Smith’s book, Accounting for Growth.
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.
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 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!
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2 hr 18 min
February 07, 2025TIP697: The Secret to Buffett’s Business Success w/ Lawrence Cunningham
On today’s episode, Clay is joined by Lawrence Cunningham to discuss the value of trust-based cultures and organizations, and the value Warren Buffett has created by implementing such an approach at Berkshire Hathaway.

Cunningham is the Director of the University of Delaware's John L. Weinberg Center for Corporate Governance. He’s the sitting director on three global public company boards — Constellation Software, Markel Group, and Kelly Partners Group.

Cunningham is a best-selling author of a number of books, including “The Essays of Warren Buffett,” “Quality Investing,” and “Quality Shareholders.”

IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
01:34 - The primary role of the board of directors for a public company.
04:52 - The value of trust-based cultures and organizations.
16:19 - The key attributes of a trust-based organization.
26:11 - How Warren Buffett identifies trustworthy people.
45:09 - The story of David Sokol breaking Warren Buffett’s trust.
55:52 - Lawrence’s thoughts on Berkshire’s $300B+ cash position.
01:00:08 - How Lawrence navigates investing in a world where a premium is placed on quality companies.
And so much more!

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

BOOKS AND RESOURCES
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
Clip of Buffett testifying on behalf of Salomon Brothers.
Weinberg Center for Corporate Governance.
The Essays Of Warren Buffett: Lessons For Corporate America here.
Buy Dear Shareholder: The best executive letters from Warren Buffett, Prem Watsa and other great CEOs here.
Cunningham’s books — Margin of Trust, The Essays of Warren Buffett, and more.
Email Shawn at [email protected] to attend our free events in Omaha or visit this page.
Connect with Lawrence on LinkedIn.
Follow Clay on Twitter.
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
February 05, 2025BTC220: US dollars on Bitcoin Lightning w/ Luke Gromen (Bitcoin Podcast)
Bitcoin’s Lightning Network is evolving into a global payments system, with over 21,000 active nodes enabling fast, low-cost transactions. Tether’s integration of USDT via the Taproot Asset Protocol could disrupt traditional finance, lowering transaction costs and increasing efficiency. This shift challenges banks and payment networks like Visa and Mastercard, pushing the financial system toward Bitcoin-backed tokenization.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro
03:04 - How the Lightning Network enhances Bitcoin’s role beyond a store of value.
18:35 - How U.S. Treasuries and Bitcoin-backed tokenization are reshaping finance.
19:38 - Why Tether’s adoption of the Taproot Asset Protocol is a game-changer for stablecoins.
20:15 - The decentralization advantages of Lightning vs. other blockchain networks.
23:10 - How Tether’s U.S. Treasury holdings impact the financial system.
24:53 - The potential disruption of traditional banking and payment networks.
31:42 - The long-term implications of Lightning’s growing adoption in payments.
35:14 -Why banks may need to integrate Bitcoin-backed assets to stay competitive.

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

BOOKS AND RESOURCES
Luke’s X Account.
Luke’s FFTT Newsletter.
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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39 min
February 02, 2025TIP696: Mastermind Discussion Q1, 2025 w/ Stig Brodersen, Tobias Carlisle, and Shawn O'Malley
In today's episode, Stig Brodersen is talking stocks with Tobias Carlisle and Shawn O’Malley. Tobias is pitching VeriSign, a business that prints money with high certainty year after year. Stig’s pick is the serial acquirer LIFCO, a wonderful company priced for perfection that he is on his watch list. Shawn’s stock of choice is the compounder, Ulta Beauty.

IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
03:19 - Why Toby is bullish on VeriSign (Ticker on NASDAQ: VRSN)
07:29 - The bear case of VeriSign, including the threat of AI
26:40 - Stig’s bull case is for Lifco (Ticker on the Swedish Stock Exchange: Lifco-B)
42:35 - The bear case for Lifco, including what it implies to be priced for perfection.
1:07:45 - Why Shawn has invested in Ulta Beauty (Ticker on NASDAQ: ULTA)
1:26:46 - The bear case for Ulta includes competitive pressure from Sephora and the CEO stepping down.

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

BOOKS AND RESOURCES
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
Stig Brodersen’s Portfolio and Track record.
Listen to Mastermind Discussion Q4 2024 or watch the video.
Listen to Mastermind Discussion Q3 2024 or watch the video.
Listen to Mastermind Discussion Q2 2024 or watch the video.
Tune in to the Mastermind Discussion Q1 2024 or watch the video.
Listen to Mastermind Discussion Q4 2023 or watch the video.
Tune in to the Mastermind Discussion Q3 2023 or watch the video.
Listen to Mastermind Discussion Q2 2023 or watch the video.
Tune in to Mastermind Discussion Q1 2023 or watch the video.
Tobias Carlisle's podcast, The Acquirers Podcast
Tobias Carlisle's ETF, ZIG.
Tobias Carlisle's ETF, Deep.
Tobias Carlisle's book, The Acquirer's Multiple – read reviews of this book.
Tobias Carlisle's Acquirer's Multiple stock screener: AcquirersMultiple.com.
Tweet directly to Tobias Carlisle.
Tweet directly to Shawn O'Malley.
Check out The Intrinsic Value Podcast on X (Twitter).
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 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!
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1 hr 53 min
January 31, 2025TIP695: The Story of Tencent: China's Tech Behemoth w/ Clay Finck
While the mainstream headlines often focus on the Magnificent Seven, we’re diving into a global powerhouse that often flies under the radar — Tencent. Based in Shenzhen, China, Tencent is a giant in gaming, social media, and cloud services. From the creation of WeChat—a super-app with over a billion monthly users—to investments in companies like Tesla, Spotify, and Snapchat, Tencent’s story is one of relentless innovation and strategic dominance.

Since its IPO in 2004, shares of Tencent have increased by nearly 500 times, producing an average annual return of 35% per year.

To help cover the story of Tencent, Clay will be sharing what he learned from the book Influence Empire by Lulu Chen.

IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
01:54 - Tencent’s journey from IPO to becoming a global tech powerhouse.
05:28 - Lessons from Pony Ma’s leadership and Tencent’s strategic vision.
18:33 - How Tencent’s investments shaped global tech innovation and growth.
31:12 - The evolution and impact of WeChat as a transformative super-app.
49:11 - Insights into Tencent’s dominance in the gaming industry.
57:15 - Challenges of navigating Chinese regulations and political risks.
01:08:47 - Tencent’s role in AI, cloud services, and strategic share buybacks.
And so much more!

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

BOOKS AND RESOURCES
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
Chen’s book: Influence Empire.
Email Shawn at [email protected] to attend our free events in Omaha or visit this page.
Related Episode: Listen to TIP661: Betting Big on China & Lessons from Bear Markets w/ Richard Lawrence.
Related Episode: Listen to TIP636: Billionaire Investing Legend Li Lu w/ Clay Finck.
Related Episode: Listen to TIP682: Buffett's Early Investments.
Follow Clay on Twitter.
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 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!

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1 hr 7 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.