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We Study Billionaires - The Investor’s Podcast Network

Wondery

We study self-made financial billionaires like Warren Buffett and Ray Dalio, and teach you what we learn and how you can apply their investing process in the stock market.

We study self-made financial billionaires like Warren Buffett and Ray Dalio, and teach you what we learn and how you can apply their investing process in the stock market.
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Location:

United States

Description:

We study self-made financial billionaires like Warren Buffett and Ray Dalio, and teach you what we learn and how you can apply their investing process in the stock market.

Language:

English

Contact:

28945804


Episodes

TIP271: An Intrinsic Value Assessment w/ Dan Ferris (Business Podcast)

11/30/2019
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In this episode, you'll learn: · Why it’s so difficult to invest in mining stocks · How to build a relationship with the management with a small-cap company, why it might not be advantageous. · How to understand the market for mining royalties · How to estimate the intrinsic value of Altius Minerals · Ask The Investor’s Podcast: Do you prefer to focus more on business or picking individual securities? BOOKS AND RESOURCES MENTIONED IN THIS EPISODE Dan Ferris’ podcast, Investor...

Duration:00:42:46

TIP270: Jesse Itzler - NBA Owner, Entrepreneur, Best Selling Author (Business Podcast)

11/23/2019
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In this episode, you'll learn: · Why Jesse Itzler is still doing hard things when he doesn’t need to? · Why you need to “Say it to grow rich” · What surprised Jesse Itzler the most from owning a professional sports team · Why Jesse has hired a personal coach to learn names BOOKS AND RESOURCES MENTIONED IN THIS EPISODE Preston and Stig’s interview with Jesse Itzler about living with a Navy Seal for 31 days Tweet directly to Jesse Itzler Jesse's book, Living w/ A SEAL Jesse's...

Duration:00:37:49

TIP269: Factor Based Investing w/ Jack Vogel (Business Podcast)

11/16/2019
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In this episode, you'll learn: · What is factor investing? · Which factors have historically performed best? · Which factors perform best in bear markets? · Should you invest in one or multiple factors at the same time? · Ask The Investors: What is the Relative Strength Indicator, and how do I use it? BOOKS AND RESOURCES MENTIONED IN THIS EPISODE Tweet directly to Jack Vogel Jack Vogel’s website, Alpha Architect Jack Vogel’s tool and articles about factor investing. Andrew Berkin’s...

Duration:00:44:45

TIP268: Small Cap Investing w/ David Flood (Business Podcast)

11/9/2019
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In this episode, you'll learn: · What is over the counter stocks and how to invest in them · What a dark stock is, and why they are mispriced · Why you should look for companies trading at a negative enterprise value · How can to build a position in companies with a market cap with less than $50M · Why David Flood is using Google Satellites photos in his stock research · Ask The Investors: Is passive investing a new bubble, and if it is how can you protect yourself? BOOKS AND...

Duration:01:00:56

TIP267: An Intrinsic Value Assessment w/ Sean Stannard-Stockton (Business Podcast)

11/2/2019
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In this episode, you'll learn: · What is the intrinsic value of First Republic Bank · Why First Republic Bank can be seen as a retail business with a superior franchise · How to value banks, and the importance of price to tangible book value · Which key ratios to use to evaluate performance and debt levels of banks · Ask The Investors: How to pick stocks when you have a full-time job BOOKS AND RESOURCES MENTIONED IN THIS EPISODE Sean Stannard-Stockton’s company, Emsemble...

Duration:00:51:51

TIP266: David Stein - Key Questions & Answers to Master Investing (Business Podcast)

10/26/2019
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In this episode, you'll learn: · How to construct the optimal portfolio · How to determine the expected return, upside, and downside of an asset class · If you should ever be 100% invested in stocks? · Why you should consider owning more than a dozen asset classes. · Ask The Investors: How should I rebalance my portfolio? BOOKS AND RESOURCES MENTIONED IN THIS EPISODE David Stein’s book, Money For the Rest of Us – Read reviews of this book David Stein’s Podcast, Money for the Rest of...

Duration:00:49:05

TIP265: Mark Yusko - The Endowment Model of Investing (Business Podcast)

10/19/2019
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In this episode, you'll learn: · How to invest link an endowment · Why innovation in an asset class. · Why portfolio construction is the most overlooked activity while security selection is the most overvalued activity · Why asset allocation drives returns more than security selection · Ask The Investors: Am I too old to start value investing? BOOKS AND RESOURCES MENTIONED IN THIS EPISODE Tweet directly to Mark Yusko Mark Yusko’s company Morgan Creek Funds Robert Kiyosaki’s book,...

Duration:00:49:38

TIP264: Mastermind Discussion 3Q 2019 (Business Podcast)

10/12/2019
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In this episode, you'll learn: · The group’s intrinsic value assessment of $T, $STMP, and $RELIANCE · Why now is the time to short Vonage Holdings Corp? · Why activist Elliot Management is taking a position in AT&T · Why Stamps.com might still be undervalued after the stock just soared 60% · If Reliance Industries Limited is the Alibaba of India · Ask The Investors: How do I read the earnings statement for Berkshire Hathaway? BOOKS AND RESOURCES MENTIONED IN THIS EPISODE Preston and...

Duration:01:00:39

TIP263: Commercial Real Estate Investing - w/ Ian Formigle (Business Podcast)

10/6/2019
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In this episode, you'll learn: · How to turn commercial real estate into passive income · Why all stock investors should consider including commercial real estate in their portfolio · What are the major risk factors of investing in commercial real estate? · What are the value drivers behind commercial real estate, and how is it different than single-family residence? · How commercial real estate investors take advantage of imperfect information? Resources Mentioned: Contact Ian...

Duration:00:43:34

TIP262: REPO Markets - What it is & What's happening (Business Podcast)

9/29/2019
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In this episode, you'll learn: · What is the REPO rate and why it’s important for you. · How the regulations from the 2008 financial crisis have changed the markets today · How to position yourself in today’s volatile financial markets · Why the stock market will soar and not the opposite if we experience more QE Resources Mentioned: Luke Gromen’s book, Mr. X interviews – Read reviews of this book Luke Gromen’s website, The Forrest for the Trees Luke's Gromen's Twitter...

Duration:00:39:46

TIP261: Investing in Gold w/ Ken Lewis CEO of APMEX (Investing Podcast)

9/21/2019
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In this episode, you'll learn: · Understanding the drivers behind gold · How to combine blockchain security and gold purchase · Why there are different types of gold and what is ideal for you · The current market conditions for the gold price Resources Mentioned: Ken Lewis’ company, APMEX Ken Lewis’ company, OneGold The free site Ken Lewis use for his gold research Goldhub.com The Investor’s Podcast’s new show Silicon Valley hosted by Shawn Flynn Download your free audio book at...

Duration:00:32:07

TIP260: Bitcoin Math & Value - w/ Plan B

9/14/2019
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In this episode, you'll learn: · How to value Bitcoin based on the stock to flow ratio · What the Bakkt exchange is and why it will change the landscape of Bitcoin · Why it’s important to understand Sharpe’s ratio when you invest in Bitcoin · How investors should think about educating themselves about Bitcoin · Ask The Investors: Should I invest in China? Resources Mentioned: Tweet directly to Plan B Plan B's white paper: Modeling Bitcoin's Value w/ Scarcity The highest ranked...

Duration:00:42:14

TIP259: What Bitcoin Solves - w/ Dr. Saifedean Ammous

9/7/2019
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In this episode, you'll learn: · Why a higher demand for Bitcoin indirectly makes the currency more secure and in turn a better store of wealth · Why the adoption of a deflationary currency like Bitcoin will encourage people to think long term and invest more · Why the clearance mechanisms of central banks will ensure the fiat currency system’s survival · Why profitable bitcoin mining in the future won’t be using fossil fuels · Why Altcoins can’t compete with Bitcoin regardless of any...

Duration:00:43:54

TIP258: Current Market Conditions and Value Investing w/ Tobias Carlisle (Business Podcast)

8/31/2019
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In this episode, you'll learn: · If now is a good time to short Netflix · How to value Netflix · Why value investing has been underperforming for a long period of time · Why the price to book is not a good indicator for outperformance Resources Mentioned: Tobias Carlisle’s, Acquirers Fund Tobias Carlisle's new podcast, The Acquirers Podcast Tobias Carlisle's book, The Acquirer's Multiple - read review of this book Tweet directly to Tobias Carlisle Visit the home page of our new...

Duration:00:51:49

TIP257: Small Cap Investing - w/ Eric Cinnamond

8/24/2019
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In this episode, you'll learn: · How to assess the intrinsic value of Natural Gas Services ($NGS) · How to assess the intrinsic value of Gencore Industries ($GENC) · How to assess the intrinsic value of Crimson Wine Group ($CWGL) · How to value a company based on high asset value · How to identify that you are at the trough of the cycle · Ask The Investors: How should I determine position sizes in my portfolio? Resources Mentioned: Eric Cinnamond’s Investment Company, Palm Valley...

Duration:00:36:46

TIP256: Raoul Pal - Global Financial Concerns (Business Podcast)

8/17/2019
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In this episode, you'll learn: · Why Quantitative Easing is very likely in the fourth quarter of 2019 · The full picture of the global debt situation · How Central Banks are all connected · The outlook for Bitcoin and Gold Resources Mentioned: https://www.realvision.com/tv/shows/skin-in-the-game/videos/financial-engineering-unfunded-pensions-and-potential-disaster Connect with Raoul Pal on Twitter Raoul Pal’s website, Real Vision TV with free videos Download your free audio book at...

Duration:00:35:45

TIP254: Value Investing w/ Bill Nygren (Business Podcast)

8/3/2019
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In this episode, you'll learn: · How to value Alphabet Inc. and why it’s undervalued · Why Mastercard and Netflix might be good investments · Why P/E is not a good indicator when comparing valuation and competitive advantage · How to identify a shareholder friendly management · Ask The Investors: What should students know about investing? Resources discussed during the show: Bill Nygren’s website Download your free audio book at Audible. Find the best job candidate at...

Duration:00:40:32

TIP253: An Intrinsic Value Assessment w/ Jesse Felder (Business Podcast)

7/27/2019
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In this episode, you'll learn: · How to asses the intrinsic value of Bed Bath & Beyond · Why Bed Bath & Beyond is shorted so heavily and why it’s an advantage for you as a long investor · How to make money in a commoditized business with no moat · Why Bed Bath & Beyond could be taken private · Ask The Investors: How do you factor in macro indicators when valuing stocks? Resources discussed during the show: Jesse Felder's popular podcast, Superinvestors Jesse Felder's Blog, The Felder...

Duration:00:41:06

TIP252: The Bitcoin Impact w/ Trace Mayer

7/21/2019
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In this episode, you'll learn: · How to value bitcoin using the Mayer Multiple · Why bitcoin is about bringing trust to a new monetary system · How bitcoin might look in 5 years from now · How to think about the energy consumption of bitcoin Resources discussed during the show: Trace's Bitcoin Podcast Trace Mayer on Twitter More information about the Mayer Multiple Follow the Mayer Multiple on Twitter Download your free audio book at Audible. Find the best job candidate at...

Duration:00:34:36

TIP251: Macro Themes - Summer 2019 w/ Luke Gromen (Business Podcast)

7/14/2019
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In this episode, you'll learn: · Why we’re not a typical credit cycle. · The bull and bear case of commodities · Why the bond market should have higher yields than it has today · Which big tech stock to invest in and why Resources discussed during the show: Luke Gromen’s website, The Forrest for the Trees Download your free audio book at Audible. Find the best job candidate at Ziprecruiter. Grow your wealth without sacrificing your values with Swell. Send money abroad the smart way...

Duration:00:44:54