The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
The Investor's Podcast Network
1206 - TIP818: NVR (NVR): What's Next for One of History's Greatest Compounders? w/ Kyle Grieve & Shawn O'Malley
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
1206 - TIP818: NVR (NVR): What's Next for One of History's Greatest Compounders? w/ Kyle Grieve & Shawn O'Malley
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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
Episodes
1206-
TIP818: NVR (NVR): What's Next for One of History's Greatest Compounders? w/ Kyle Grieve & Shawn O'Malley
Listened
Thu, 28 May 2026
1205-
TIP817: Simple Investing Beats Complexity
Listened
Sun, 24 May 2026
1204-
TIP816: Sea Limited (SE): Can Sea Limited 10x Again? w/ Daniel Mahncke & Shawn O’Malley
Listened
Thu, 21 May 2026
1203-
TIP815: Lyn Alden on Why Fiscal Dominance Changes Everything
Listened
Mon, 18 May 2026
1202-
TIP814: Formula One Group (FWONA): The Only Sports Franchise Worth Owning w/ Kyle Grieve & Shawn O'Malley
Listened
Thu, 14 May 2026
1201-
Trailer: The Investor's Podcast Show (formerly We Study Billionaires)
Listened
Wed, 13 May 2026
1200-
RWH068: How to Be Better in Work & Life w/ David Epstein
Listened
Sun, 10 May 2026
1199-
TIP813: Microsoft (MSFT): Is Microsoft a Misunderstood AI Opportunity? w/ Daniel Mahncke & Shawn O’Malley
Listened
Thu, 07 May 2026
1198-
TIP812: Mohnish Pabrai on Berkshire & Letting Winners Run
Listened
Sun, 03 May 2026
1197-
TIP811: OTC Markets (OTCM): A Picks and Shovels Play in Modern Capital Markets w/ Kyle Grieve & Shawn O'Malley
Listened
Thu, 30 Apr 2026
1196-
TIP810: Berkshire Hathaway 2026 Valuation w/ Chris Bloomstran
Listened
Sun, 26 Apr 2026
1195-
TIP809: The Real Estate Data Empire Making a $5 Billion Bet: CoStar Group w/ Shawn O'Malley & Daniel Mahncke
Listened
Thu, 23 Apr 2026
1194-
TIP808: Current Market Opportunities w/ Daniel Mahncke & Clay Finck
Listened
Sun, 19 Apr 2026
1193-
TIP807: Portfolio Review: Analyzing Holdings and Watchlist Companies for 2026 w/ Daniel Mahncke, Shawn O'Malley, & Kyle Grieve
Listened
Thu, 16 Apr 2026
1192-
RWH067: Prudent Investing In Perilous Times w/ Matthew McLennan
Listened
Sun, 12 Apr 2026
1191-
TIP806: Wise PLC w/ Kyle Grieve and Daniel Mahncke
Listened
Fri, 10 Apr 2026
1190-
TIP805: Stock Market Maestros w/ Kyle Grieve
Listened
Sun, 05 Apr 2026
1189-
TIP804: Kinsale Capital Stock Deep Dive w/ Clay Finck & Daniel Mahncke
Listened
Fri, 03 Apr 2026
1188-
TIP803: How Economics and Art Shape Better Investors w/ Kyle Grieve
Listened
Sun, 29 Mar 2026
1187-
TIP802: When Genius Was Just Luck: The Go-Go Years w/ Kyle Grieve
Listened
Fri, 27 Mar 2026
1186-
TIP801: Value Investing Meets Venture Capital w/ Kyle Grieve
Listened
Sun, 22 Mar 2026
1185-
TIP800: Navigating an AI-Driven Market w/ François Rochon
Listened
Fri, 20 Mar 2026
1184-
TIP799: The Davis Dynasty w/ Kyle Grieve
Listened
Sun, 15 Mar 2026
1183-
TIP798: Nintendo Stock Deep Dive w/ Clay Finck
Listened
Fri, 13 Mar 2026
1182-
TIP797: Born To Be Wired w/ Kyle Grieve
Listened
Sun, 08 Mar 2026
1181-
TIP796: Die with Zero & Linde Stock Analysis w/ Clay Finck
Listened
Fri, 06 Mar 2026
1180-
TIP795: Berkshire, Moody's, & BellRing Brands w/ Stig Brodersen, Tobias Carlisle, and Hari Ramachandra
Listened
Sun, 01 Mar 2026
1179-
TIP794: Keynes And The Markets w/ Kyle Grieve
Listened
Fri, 27 Feb 2026
1178-
Programming Update Regarding Bitcoin Fundamentals and Infinite Tech
Listened
Wed, 25 Feb 2026
1177-
RWH066: Essential Truths w/ Howard Marks, Nima Shayegh & William Green
Listened
Sun, 22 Feb 2026
1176-
TIP793: Thinking Fast & Slow by Daniel Kahneman w/ Clay Finck
Listened
Fri, 20 Feb 2026
1175-
TECH015: OpenClaw and Self-Sovereign AI w/ Alex Gladstein and Justin Moon (Tech Podcast)