We Study Billionaires

Stig Brodersen

Summary

We Study Billionaires is hosted by Stig Brodersen covering Value Investing, Valuation, Capital Allocation, and Warren Buffett. Notable guests include Kyle Grieve, Daniel Mahncke, Peter Thiel (Author, Entrepreneur, and Venture Capitalist), and Clay Finck. Episodes span from Jan 2026 to Jun 2026.

38episodes

1,675total claims

12topics covered

38 episodes

TIP825: Meta, Adobe, Booking Holdings w/ Stig Brodersen, Tobias Carlisle & Hari Ramachandra

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Jun 21, 2026 · WITH Stig Brodersen

The discussion analyzes three "unloved" tech stocks—Meta, Booking Holdings, and Adobe—whose valuations are being pressured by market uncertainty surrounding Artificial Intelligence. For Meta, the c...

Meta (META)Booking Holdings (BKNG)Adobe (ADBE)BellRing Brands (BRBR)+12 more

TIP824: Copa Holdings (CPA): Is Buffett Right About Airline Stocks? w/ Daniel Mahncke & Shawn O’Malley

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Jun 18, 2026 · WITH Daniel Mahncke

Copa Holdings is presented as a best-in-class, highly profitable airline in the Americas, challenging the industry's reputation as a 'death trap' for investors. The company's primary competitive ad...

Value InvestingCopa Holdings (CPA)Airline IndustryCompetitive Moats+12 more

TIP822: QXO (QXO): Can One of the World's Best Consolidators Strike Lightning Again? w/ Kyle Grieve & Shawn O'Malley

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Jun 11, 2026 · WITH Kyle Grieve

The episode analyzes QXO, the latest venture from serial acquirer Brad Jacobs, who has a track record of generating massive shareholder returns with companies like United Waste Systems (55% CAGR) a...

Capital AllocationBrad JacobsQXOM&A Strategy+11 more

TIP821: Grab Holdings (GRAB): Why Uber Surrendered Southeast Asia w/ Shawn O’Malley & Daniel Mahncke

Jun 7, 2026

TIP820: WIX: The Most Asymmetric AI Bet? w/ Daniel Mahncke & Shawn O’Malley

Jun 4, 2026

TIP818: NVR (NVR): What's Next for One of History's Greatest Compounders? w/ Kyle Grieve & Shawn O'Malley

May 28, 2026

TIP818: NVR (NVR): What's Next for One of History's Greatest Compounders? w/ Kyle Grieve & Shawn O'Malley

May 28, 2026

TIP817: Simple Investing Beats Complexity w/ David Fagan

May 24, 2026

TIP816: Sea Limited (SE): Can Sea Limited 10x Again? w/ Daniel Mahncke & Shawn O’Malley

May 21, 2026

TIP815: Lyn Alden on Why Fiscal Dominance Changes Everything

May 18, 2026

TIP814: Formula One Group (FWONA): The Only Sports Franchise Worth Owning w/ Kyle Grieve & Shawn O'Malley

May 14, 2026

TIP813: Microsoft (MSFT): Is Microsoft a Misunderstood AI Opportunity? w/ Daniel Mahncke & Shawn O’Malley

May 7, 2026

TIP812: Mohnish Pabrai on Berkshire & Letting Winners Run

May 3, 2026

TIP811: OTC Markets (OTCM): A Picks and Shovels Play in Modern Capital Markets w/ Kyle Grieve & Shawn O'Malley

Apr 30, 2026

TIP810: Berkshire Hathaway 2026 Valuation w/ Chris Bloomstran

Apr 26, 2026

TIP809: The Real Estate Data Empire Making a $5 Billion Bet: CoStar Group w/ Shawn O'Malley & Daniel Mahncke

Apr 23, 2026

TIP808: Current Market Opportunities w/ Daniel Mahncke & Clay Finck

Apr 19, 2026

TIP807: Portfolio Review: Analyzing Holdings and Watchlist Companies for 2026 w/ Daniel Mahncke, Shawn O'Malley, & Kyle Grieve

Apr 16, 2026

TIP806: Wise PLC w/ Kyle Grieve and Daniel Mahncke

Apr 10, 2026

TIP805: Stock Market Maestros w/ Kyle Grieve

Apr 5, 2026

TIP804: Kinsale Capital Stock Deep Dive w/ Clay Finck & Daniel Mahncke

Apr 3, 2026

TIP803: How Economics and Art Shape Better Investors w/ Kyle Grieve

Mar 29, 2026

TIP802: When Genius Was Just Luck: The Go-Go Years w/ Kyle Grieve

Mar 27, 2026

TIP801: Value Investing Meets Venture Capital w/ Kyle Grieve

Mar 22, 2026

TIP800: Navigating an AI-Driven Market w/ François Rochon

Mar 20, 2026

TIP799: The Davis Dynasty w/ Kyle Grieve

Mar 15, 2026

TIP798: Nintendo Stock Deep Dive w/ Clay Finck

Mar 13, 2026

TIP797: Born To Be Wired w/ Kyle Grieve

Mar 8, 2026

TIP796: Die with Zero & Linde Stock Analysis w/ Clay Finck

Mar 6, 2026

TIP795: Berkshire, Moody's, & BellRing Brands w/ Stig Brodersen, Tobias Carlisle, and Hari Ramachandra

Mar 1, 2026

TIP794: Keynes And The Markets w/ Kyle Grieve

Feb 27, 2026

TIP793: Thinking Fast & Slow by Daniel Kahneman w/ Clay Finck

Feb 20, 2026

TIP792: Vital Lessons From History’s Strangest Financial Stories w/ Kyle Grieve

Feb 15, 2026

TIP791: Best Quality Stock Idea Q1 2026 w/ Clay Finck

Feb 13, 2026

TIP790: Wealth Beyond Money w/ Thomas Mueller-Borja

Feb 8, 2026

TIP789: The Story of Uber w/ Clay Finck

Feb 6, 2026

TIP787: The 5 Types Of Wealth w/ Kyle Grieve

Jan 30, 2026

TIP786: Zero to One by Peter Thiel

Jan 23, 2026

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We Study Billionaires

Summary

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