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The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
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The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network episodes
- TIP822: QXO (QXO): Can One of the World's Best Consolidators Strike Lightning Again? w/ Kyle Grieve & Shawn O'Malley
Kyle Grieve and Shawn O’Malley analyze QXO, the ambitious building-products distribution company led by serial industry consolidator Brad Jacobs, a man who has turned multiple boring industries into extraordinary wealth-creation machines throughout his career. Tune in as they debate whether Brad Jacobs' unparalleled track record as a capital allocator is enough to justify investing in a business that is still very much a work in progress.
IN THIS EPISODE YOU’LL LEARN:
(00:00:00) Intro(00:02:03) How Brad Jacobs built multiple billion-dollar companies from scratch(00:05:49) The structure QXO used to go public fast(00:07:05) How Beacon Roofing was acquired despite a poison pill defence(00:11:26) What Kodiak added to QXO's geography and product mix(00:14:43) Why the TopBuild deal is a game-changer for margins(00:23:54) How QXO plans to unlock synergies across its portfolio(00:43:27) Why Jacobs' approach to dilution mirrors Henry Singleton's playbook(00:59:00) The thickness of QXO's competitive moat(01:08:51) The three biggest risks that could derail QXO's vision(01:11:57) What bull, base, and bear cases reveal about fair value(01:19:33) Intrinsic value of QXO(01:20:13) Portfolio decisionDisclaimer: 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.
- Brad Jacob’s first book, How to Make A Few Billion Dollars.
- Brad Jacob’s follow-up book, How to Make A Few More Billion Dollars.
- Listen to Brad Jacob’s interview with David Senra.
- Follow Kyle on X and Linkedin.
- Follow Shawn on X and Linkedin.
- 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:- Plus500
- Netsuite
- Shopify
- Vanta
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
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
1 hr 21 min - TIP821: Grab Holdings (GRAB): Why Uber Surrendered Southeast Asia w/ Shawn O’Malley & Daniel Mahncke
Shawn O'Malley and Daniel Mahncke explore Grab Holdings (ticker: GRAB).
In this episode, you'll learn how Grab was able to quickly grow across eight countries in Southeast Asia, and what local adaptations they made to outmaneuver Uber, which eventually ceded its entire market share to Grab.
Despite Grab’s astronomical successes, the company’s stock is down 70% since IPO, and investors are wondering if perhaps now is finally a good entry point after the company reached its first full year of profitability. Shawn and Daniel discuss and estimate Grab’s intrinsic value, plus so much more!
IN THIS EPISODE YOU’LL LEARN:
(00:00:00) Intro(00:04:45) How Grab was able to outcompete Uber
(00:11:46) What unique advantages Grab has been able to take advantage of in Southeast Asia
(00:13:42) Why Grab’s lending business fits so naturally into its flywheel
(00:57:26) What are the biggest risks facing the company
(00:41:21) Why Grab’s profit margins are inflecting so dramatically, and where they could land
(01:02:55) What makes Southeast Asia such an appealing market to invest in long-term
(01:11:03) How to think about Grab’s intrinsic value and attractiveness as an investment
(01:14:26) Whether Shawn and Daniel decide to add Grab 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
- Compound with Rene’s deep dive into Grab.
- Listen to Shawn & Daniel’s podcast on Uber.
- Read Shawn’s newsletter on Uber.
- Check out our previous Intrinsic Value breakdowns: Transdigm, Salesforce, Berkshire Hathaway, FICO, PayPal, Uber, Nike, Amazon, Airbnb, Alphabet.
- Follow Shawn on X and Linkedin.
- Follow Daniel 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:- Plus500
- Netsuite
- Shopify
- Vanta
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
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
1 hr 21 min - TIP820: WIX: The Most Asymmetric AI Bet? w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O'Malley take a deep dive into Wix.com — the Israeli website-building platform whose investment case now turns on two of the most debated questions in the stock today: whether the generative-AI wave that lets anyone spin up a site from a text prompt is the end of Wix or whether Wix is too sticky, and whether the Base 44 acquisition — Wix's bet on AI-powered app generation — is the next leg of the story or a distraction from the SMB infrastructure business the company already dominates.
IN THIS EPISODE YOU’LL LEARN:
(00:00:00) Intro(00:01:32) How Wix was founded(00:21:35) Why clients keep using Wix(00:28:05) How much of WIX is actually vulnerable to AI(00:37:07) Why Wix is more sticky than it seems(00:38:24) Whether vibecoding is likely to disrupt drag-and-drop website building(00:46:54) Why Base44 could change the entire investment case(01:06:24) How Wix could survive and turn into a multibagger(01:09:21) Valuation discussion of Wix(01:13:26) Whether Shawn and Daniel add Wix to the Intrinsic Value PortfolioDisclaimer: 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.
- Value Investor Club Article.
- Chit Chat Stocks w/ Manuel Cunha.
- Future Investing Interview w/ Manuel Cunha.
- Rene Sellman Substack Article.
- Manuel Cunha Substack Article.
- Previous Intrinsic Value breakdowns: Figma, Microsoft, Salesforce, Adobe.
- Follow Shawn on X and Linkedin.
- Follow Daniel 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:- Plus500
- Netsuite
- Shopify
- Vanta
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
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
1 hr 14 min - TIP819: Lifco AB (LIFCO-B.ST): The Serial Acquirer Building an Unstoppable Compounding Engine w/ Kyle Grieve & Shawn O'Malley
Kyle Grieve and Shawn O’Malley analyze LIFCO, one of the world's leading industrial serial acquirers operating through three distinct divisions spanning dental supplies, demolition equipment, and niche systems solutions across Europe.
IN THIS EPISODE YOU’LL LEARN:
(00:00:00) Intro(00:01:39) The fascinating history of LIFCO(00:07:31) How Carl Bennett built the DNA that still guides LIFCO's acquisition strategy today(00:09:24) Fredrik Karlsson's legendary track record and why he bought more stock after being removed(00:11:16) The three distinct business segments and how they drive growth independently(00:17:29) LIFCO's rigorous eight-step acquisition process(00:31:52) How LIFCO uses put/call options to align management incentives(00:40:46) Why niche industrial markets create natural competitive advantages that larger competitors simply ignore(00:45:23) The capital efficiency metrics that prove LIFCO's returns are sustainable and real(01:09:26) What risks could derail the business(01:14:36) Multiple valuation scenarios showing potential returns under bull, base, and bear cases(01:16:53) Intrinsic value of Lifco(01:23:16) Portfolio decisionDisclaimer: 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.
- Read more on Lifco and other serial acquirer outperformers in The Compounders.
- Listen to Kyle's episode on The Compounders.
- Learn more about process power in Kyle's interview with Hamilton Helmer.
- 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:- Plus500
- Netsuite
- Shopify
- Vanta
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
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
1 hr 23 min - TIP818: NVR (NVR): What's Next for One of History's Greatest Compounders? w/ Kyle Grieve & Shawn O'Malley
In today's episode, Kyle Grieve and Shawn O’Malley analyze NVR, Inc., a homebuilder that has achieved incredible returns through disciplined capital allocation and aggressive share buybacks. They’ll explore NVR's differentiated business model, which helps minimize capital intensity and risk, and examine how this strategy has enabled superior returns on capital. They’ll navigate how to think of NVR through cycles and whether it’s a business that is simple to understand.
IN THIS EPISODE YOU’LL LEARN:
(00:00:00) Intro(00:01:30) How NVR became a legendary share cannibal in homebuilding(00:05:05) The LPA model and how NVR de-risks traditional homebuilding(00:10:16) Why homebuilders love leverage while NVR maintains a fortress balance sheet(00:15:34) How the mortgage banking segment generates high margins(00:21:41) The history of its margin rise and stabilization(00:27:49) How counter-positioning creates competitive advantages(00:52:58) How management is aligned through ROIC incentives and deep insider ownership(01:06:15) About the cyclicality trap, homebuilders must deal with(01:18:45) The three distinct valuation scenarios and what they reveal(01:14:06) Intrinsic value of NVR(01:26:15) Whether Kyle and Shawn will add NVR to the Intrinsic Value PortfolioDisclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community.
- Track The Intrinsic Value Portfolio.
- Read Norbert Lou’s initial NVR writeup from 100.
- Joel Greenblatt’s NVR case study.
- 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:- Plus500
- Netsuite
- Shopify
- Vanta
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
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
1 hr 27 min - TIP817: Simple Investing Beats Complexity w/ David Fagan
In this episode, Stig Brodersen speaks with David Fagan about why simplicity often beats complexity in investing and life. They discuss why many investors overcomplicate wealth creation, how simple systems can lead to better long-term outcomes, and why clarity, focus, and consistency are often underrated advantages.
IN THIS EPISODE YOU’LL LEARN:
(00:00:00) Intro
(00:02:13) Why you should choose simplicity over complexity in investing and life
(00:14:13) Why complexity is hardwired into us
(00:18:26) The simple truth about becoming financially independent
(00:34:17) Why simplicity gives clarity and peace of mind
(00:35:45) How we’re all driven by incentives, whether they are financial or not(00:37:15) Why you should know about irreducibility and Occam’s Razor
(00:39:04) Why everything in financial planning starts with savings
(00:42:33) Why you should not have a budget but a personal spending planDisclaimer: 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.
- Check out Stig and David’s new free educational resource, Compounding Simplicity.
- Watch David Fagan’s videos about Compounding Simplicity.
- 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.
- 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:- Plus500
- Netsuite
- Shopify
- Vanta
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
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
1 hr 9 min - TIP816: Sea Limited (SE): Can Sea Limited 10x Again? w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O'Malley take a deep dive into Sea Limited — the largest Southeast Asian marketplace whose investment case now turns on two of the most debated questions in the stock today: whether Shopee's dominance across Southeast Asia can hold up against TikTok Shop without margins being structurally capped near current levels, and whether Sea's expansion into Brazil, head-to-head with Mercado Libre, is the next leg of the story or a costly distraction from the markets where the company already wins.
IN THIS EPISODE YOU’LL LEARN:
(00:00:00) Intro(00:02:36) How Sea Limited was founded(00:06:39) Which business units belong to Sea Limited(00:11:48) How a gaming business is funding Shopee and Monee(00:16:54) How Monee compares to Mercado Libre's Mercado Pago(00:42:32) Why Shopee has become the largest e-commerce company in SEA(01:19:22) How Sea Limited’s moat looks like(01:28:17) Why Sea Limited is so strong in Brazil(01:34:22) Valuation discussion of SE(01:35:51) Intrinsic value of SE(01:36:39) Whether Shawn and Daniel add SE to the Intrinsic Value PortfolioBOOKS AND RESOURCES
- Join the exclusive The Intrinsic Value Mastermind Community.
- Track The Intrinsic Value Portfolio.
- Norges Bank Interview with SE CEO.
- Jimmy’s Journal's Article on SEA.
- RS Capital Deep Dive on SEA.
- Hayden Capital Interview with Drew Cohen.
- Hayden Capital Shareholder Letter.
- Previous Intrinsic Value breakdowns: Mercado Libre, Coupang, Amazon.
- Follow Shawn on X and Linkedin.
- Follow Daniel 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:- Plus500
- Netsuite
- Shopify
- Vanta
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
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
1 hr 38 min - TIP815: Lyn Alden on Why Fiscal Dominance Changes Everything
Stig Brodersen welcomes back renowned macroeconomist and bestselling author Lyn Alden. They explore fiscal dominance, gold, energy markets, and the shifting role of the U.S. dollar in a more fragmented global economy. Lyn also explains why higher interest rates may no longer slow inflation the way they once did, and what this changing macro regime means for investors.
IN THIS EPISODE YOU’LL LEARN:
(00:00:00) Intro
(00:02:24) Why you can’t ignore macro in the era of fiscal dominance
(00:13:00) How to think about treasuries and gold with respect to their dilution rates
(00:18:08) Who benefits and who loses from a strong dollar domestically and internationally
(00:24:31) Who are the winners and losers from higher oil prices across countries and sectors
(00:32:02) Whether you are benefiting from fiscal deficits as an investor and consumer
(00:34:25) Why price controls won’t solve the problem
(00:52:24) Why the biggest companies essentially short the US dollarDisclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community.
- Track The Intrinsic Value Portfolio.
- Lyn Alden’s book, Broken Money.
- Lyn Alden's free website.
- Our interview with Lyn Alden about Dollar Dominance Decline.
- Our interview with Lyn Alden about Investing during Fiscal Dominance.
- Our interview with Lyn Alden about Gold.
- Our interview with Lyn Alden about Currencies and Debt.
- Our interview with Lyn Alden about her book, Broken Money.
- Barry Eichengreen’s book, Money without Borders.
- 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:- Plus500
- Netsuite
- Shopify
- Vanta
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
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
1 hr 9 min - TIP814: Formula One Group (FWONA): The Only Sports Franchise Worth Owning w/ Kyle Grieve & Shawn O'Malley
Kyle Grieve and Shawn O’Malley analyze Formula One Group, a business that commands nearly a billion global fans, generates billions in revenue from only 24 live events, and boasts free cash flow margins nearly any business would envy.
IN THIS EPISODE YOU’LL LEARN:
(00:00:00) Intro(00:01:55) How F1 generates billions of dollars from 24 live events(00:03:22) Why most sports franchises fail to produce cash flow(00:05:16) How Liberty got away from the tracking stock structure to simplify things(00:16:19) How the Concorde agreements pose risk(00:21:10) The debt structure Liberty built to help build sustainable cash flow(00:38:04) Details of F1 Group’s other surprising racing league(00:45:34) How Netflix’s streaming coverage of F1 helped grow the sport(01:02:02) Why the business remains capital light(01:10:19) Valuation discussion of FWONA(01:11:30) How cross-promotions and synergies create exciting new growth levers(01:16:20) Intrinsic value(01:18:38) Portfolio decisionDisclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community.
- Track The Intrinsic Value Portfolio.
- Watch the video about the dealmakers behind F1’s success.
- Watch how F1 impacts local communities with its events.
- Read the book on Formula One’s history.
- 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:- Plus500
- Netsuite
- Shopify
- Vanta
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
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
1 hr 19 min - Trailer: The Investor's Podcast Show (formerly We Study Billionaires)
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
1 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.
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.
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