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We Study Billionaires - The Investors Podcast
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We Study Billionaires - The Investors Podcast

Author: Preston Pysh and Stig Brodersen

Subscribed: 43,719Played: 526,775
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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. 

252 Episodes
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In this episode, you'll learn:·      The group’s intrinsic value assessment of $IGGGF, $RP, $SLACK, $AUBN, and $WORK·      If I Got Games is truly as cheap as the numbers indicate·      Whether now is the best time to short RealPage·      If Slack has a sustainable business model·      Why Auburn National Bancorporation is a good dividend stock with little risk·      Ask The Investors: Which investment mistake did you make recently and why? BOOKS AND RESOURCES MENTIONED IN THIS EPISODEPreston and Stig's free resource, The Intrinsic Value IndexSubscribe to Preston and Stig's free Intrinsic Value AssessmentsRead Tobias Carlisle's prospectus for his ETF: ZIGTobias Carlisle's new Podcast, The Acquires PodcastHari's Blog: BitsBusinessDownload your free audio book at Audible.Find the best job candidate at Ziprecruiter.Grow your wealth without sacrificing your values with Swell.Let Commonwealth Bank tell you what you need to know, when you need to know it.Get custom-tailored clothes right from your phone with ProperCloth.
On today's show we talk to legendary investor Bill Miller. Miller holds the record for 15 consecutive years beating the S&P 500 as a mutual fund manager. Since 2009, Miller has outperformed the market by achieving a 20.4% annual return.In this episode, you'll learn:·     How Bill Miller thinks about the Trade War and the implications for the stock investor·     How Bill Miller are sizing his equity positions·     Why Bill Miller is fully invested in stocks right now·     Why the traditional value investing approach has been broken since the 1990s·     Ask The Investors: How can value investors use momentum strategies? BOOKS AND RESOURCES MENTIONED IN THIS EPISODEDownload your free audio book at Audible.Find the best job candidate at Ziprecruiter.Move your business to the cloud with Netsuite.Grow your wealth without sacrificing your values with Swell.Let Commonwealth Bank tell you what you need to know, when you need to know it.Bill Miller's Investing WebsiteBill Miller's Deep Value Strategies
Once a year Billionaires Warren Buffett and Charlie Munger hold their annual shareholder meeting for Berkshire Hathaway. This episode covers four interesting questions that Buffett and Munger were asked during the meeting.In this episode, you'll learn:·     If Warren Buffett would invest in an index fund with his excess cash of more than $100B?·     How do I decide where to start when building my circle of competences?·     Why Warren Buffett has a different view on Corporate Governance than Corporate America·     How Warren Buffett thinks about AI and machine learning, and if it will change the landscape of employment·     Ask The Investors: How do I value emerging moats? BOOKS AND RESOURCES MENTIONED IN THIS EPISODEDownload your free audio book at Audible.Find the best job candidate at Ziprecruiter.Grow your wealth without sacrificing your values with Swell.
Once a year Billionaires Warren Buffett and Charlie Munger hold their annual shareholder meeting for Berkshire Hathaway. This episode covers four interesting questions that Buffett and Munger were asked during the meeting.In this episode, you'll learn:·     Why Warren Buffett bought back more shares in Q1 2019 than all of 2018.·     Why Warren Buffett thinks he overpaid for Kraft Heinz·     Warren Buffett’s advice to aspiring money managers·     What Warren Buffett thinks about his position in Apple·     Ask The Investors: What is your opinion on leveraged buybacks?BOOKS AND RESOURCES MENTIONED IN THIS EPISODEDownload your free audio book at Audible.Find the best job candidate at Ziprecruiter.Move your business to the cloud with Netsuite.Grow your wealth without sacrificing your values with Swell.
During this week’s episode, Preston and Stig talk to leading crypto-expert, Tuur Demeester. Tuur is a world-renown economist and investor that focuses on Bitcoin and other blockchain technologies. During the discussion, Tuur explains some of his opinions on why some technologies and protocols.In this episode, you'll learn:·     Why and how Mark Zuckerberg and Jack Dorsey want to utilize the technology behind cryptocurrency·     Why Bitcoin will prevail and remain the most valuable cryptocurrency·     How to understand the cycles of Bitcoin·     What the biggest risk is for Bitcoin investorsBOOKS AND RESOURCES MENTIONED IN THIS EPISODETuur Demeester’s report, Bitcoin in Heavy AccumulationTuur Demeester's TwitterDownload your free audio book at Audible.Find the best job candidate at Ziprecruiter.Start hosting with Airbnb.Achieve Optimal Sleep Fitness with Eight Sleep.
In this episode, you'll learn:·     What the value spread is and how to do identify it?·     What the difference is between a mutual fund and an ETF·     What will happen to the cheapest value stocks if the market crashed·     What you might want to be long Fiat Chrysler and short Tesla·     Ask The Investors: What the best value investing curriculum? BOOKS AND RESOURCES MENTIONED IN THIS EPISODERead the prospectus to Tobias Carlisle's ETF: ZIGTobias Carlisle's new podcast, The Acquires PodcastTobias Carlisle's book, The Acquirer's Multiple - read reviews of this bookTobias Carlisle's Acquirer's Multiple stock screener: AcquirersMultiple.comTweet directly to Tobias CarlisleGuy Spier's book, The Education of a Value Investor - read reviews of this bookPreston's free course, Warren Buffett Investing CourseLarry Cunningham's book, The Essay's of Warren Buffett - read reviews of this bookThomas Ittelson's book, Financial Statements - read reviews of this bookDownload your free audio book at Audible.Find the best job candidate at Ziprecruiter.Get custom-tailored clothes right from your phone with ProperCloth. Move your business to the cloud with Netsuite.
In this episode, you'll learn:·     How and why Twitter and Square was founded·     How Jack thinks about the future of payment processing with Square·     Why you should invest in megatrends, and which mega trend to follow if you invest in consumer internet ·     The two main lessons Jack learned from founding twitter·     Ask The Investors: Do you invest your monthly cash flow or do you invest a few times per year? BOOKS AND RESOURCES MENTIONED IN THIS EPISODEDownload your free audio book at Audible.Find the best job candidate at Ziprecruiter.Start hosting with Airbnb.Enjoy personal delivery anytime with Postmates.
IN THIS EPISODE, YOU'LL LEARN·     How Mohnish Pabrai is reading Warren Buffett’s letters to shareholders·     Who is Mohnish Pabrai cloning?·     How Mohnish Pabrai is evaluating the performance of his investments·     Why Mohnish Pabrai will never own an insurance company againAsk The Investors: How do you determine the expected future growth of a companyBOOKS AND RESOURCES MENTIONED IN THIS EPISODEDownload your free audio book at Audible.Find the best job candidate at Ziprecruiter.Move your business to the cloud with Netsuite.
In this episode, you'll learn:·     The bull and bear thesis behind investing in fine art·     The key metrics behind valuing fine art·     If fine art has a place in your portfolio·     Why art by great artists might be value traps·     How the ultra rich are moving the market BOOKS AND RESOURCES MENTIONED IN THIS EPISODELearn more about Scott’s company, MasterworksCitibank’s report about the Global Art MarketLearn more about the art market on ArtPrice.comDownload your free audio book at Audible.Find the best job candidate at Ziprecruiter.Get quality shaving at a fair price with Harry's.Solve your long list of must-reads once and for all with Blinkist.
In this episode, you'll learn:·     What an opportunity zone is and how to value them·     How to understand the importance of the interest rate in commercial real estate.·     How to diversify in commercial real estate·     How to take an index approach in real estate investingmarketImportant Links:Ian Formigle’ company, CrowdStreetCrowdStreet’s free educational materialCrowdStreet’s webinar about Opportunity ZonesTweet directly to Twitter for questions about commercial real estate: @CrowdStreetDownload your free audio book at Audible.Find the best job candidate at Ziprecruiter.Move your business to the cloud with Netsuite.Start hosting with Airbnb.Refinance your student loan with First Republic.
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Comments (40)

Darko Zoric

this guest is a little too cocky for his shoes...love the show Preston and Stig, you guys rock

May 28th
Reply

Bhargav Bhat

looking forward to this episode

May 5th
Reply

Bhargav Bhat

good insight from Prof. Bakshi. Loved the concept of looking at "stress adjusted returns"

May 5th
Reply

jason gore

Bit of a shame Richard comes on and says the same this as last time - nearly to the exact sentences. Where's the intelligent discussions we used to get ?

Apr 3rd
Reply

Gabriel Kagume

podcast not playing even after downloading it. any solutions please?

Mar 22nd
Reply

Vinayak Joshi

very nice . heard the Larry Ellison Steve Jobs story for the first time.

Mar 16th
Reply

Paul Bostock

I have been a listener for a while. This is a really good podcast. I recommend subscribing if you enjoy business/finance. 😀

Mar 15th
Reply

Wilfred Waters

the remarks about robotic investors at the end were... remarkable

Mar 12th
Reply

Richard Ottley

awesome episode, first I heard about the story of Larry Ellison, very underrated billionaire

Mar 3rd
Reply

Josh Susen

Nice job on this one guys. One of my favorites.

Jan 14th
Reply

Johan

my favorite so far

Dec 20th
Reply

Raj J Salecha

excellent.. please get more guests like this.. amazing information

Dec 3rd
Reply

Prajwal Nagabhushan

Thanks a lot guys. learnt a lot.

Nov 16th
Reply

Matt Oakley

One of the best interviews yet.

Oct 30th
Reply

vijay vinayaraj

great podcast from the first episode

Oct 21st
Reply

Sree Ganesh Balaji

Awesome episode guys! Appreciate it.

Oct 17th
Reply

K Muzaffar

hmmm

Oct 5th
Reply

Richard Ottley

awesome podcast bros

Sep 24th
Reply

Van Britt Allen

Way to learn and enjoy

Jul 29th
Reply

hari Vavilala

good show

Jul 24th
Reply
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