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We Study Billionaires

Daniel Mahncke and Shawn O'Malley

Summary

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

43episodes
2,164total claims
12topics covered
43 episodes
TIP831: Pinduoduo (PDD): Is PDD the Best Buy in China? w/ Daniel Mahncke and Shawn O'Malley
Jul 16, 2026 · WITH Daniel Mahncke

Pinduoduo (PDD) disrupted China's e-commerce market by targeting lower-tier cities with an innovative mobile-first, social, and gamified model centered on "team buying" and low prices. The company ...

Pinduoduo (PDD)TemuAlibabaJD.com+16 more
TIP830: SpaceX (SPCX): Is It Really Worth $2 Trillion Dollars? w/ Kyle Grieve & Shawn O'Malley
Jul 12, 2026 · WITH Kyle Grieve

SpaceX has gone public in a record-breaking IPO, raising over $85 billion, but its valuation is extremely high at 100 times sales, raising significant concerns for value-oriented investors. The com...

ValuationSpaceXElon MuskIPO (Initial Public Offering)+14 more
TIP829: Kaspi Stock ($KSPI): The Cheapest E-Commerce Monopoly in the World w/ Daniel Mahncke and Shawn O'Malley
Jul 9, 2026 · WITH Daniel Mahncke

Kaspi is a dominant 'super app' in Kazakhstan, integrating payments, e-commerce, and fintech services, with over 70% of the population as active users, creating a powerful, self-reinforcing ecosyst...

KaspiKazakhstanSuper AppFintech+11 more
TIP828: Restoration Hardware (RH): Building a Luxury Empire From Scratch w/ Shawn O'Malley and Daniel Mahncke
Jul 5, 2026
TIP827: Auto1 Stock (AG1): Is This the Amazon for Cars? w/ Daniel Mahncke & Shawn O’Malley
Jul 2, 2026
TIP826: American Tower (AMT): The Wide Moat Business Your Phone Can't Live Without w/ Kyle Grieve & Shawn O'Malley
Jun 25, 2026
TIP825: Meta, Adobe, Booking Holdings w/ Stig Brodersen, Tobias Carlisle & Hari Ramachandra
Jun 21, 2026
TIP824: Copa Holdings (CPA): Is Buffett Right About Airline Stocks? w/ Daniel Mahncke & Shawn O’Malley
Jun 18, 2026
TIP823: From Railroads to AI: The Timeless Patterns Behind Market Bubbles w/ Kyle Grieve
Jun 14, 2026
TIP822: QXO (QXO): Can One of the World's Best Consolidators Strike Lightning Again? w/ Kyle Grieve & Shawn O'Malley
Jun 11, 2026
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
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
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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