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We Study Billionaires - The Investors Podcast Network
≈ 2–3 a week
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Interviews with billionaire investors, value-investing focus.

In the last 30 days, We Study Billionaires - The Investors Podcast Network produced 134 attributed ideas; most-discussed: MC.PA, TDG, HEI.

15
Ideas · 7d
134
Ideas · 30d
770
Ideas · all time
80
Episodes
Names this show discusses most
30D
MC.PA · 13TDG · 13HEI · 10RMS.PA · 5LULU · 1CFR.SW · 1WMT · 1
90D
MC.PA · 13TDG · 13HEI · 10RMS.PA · 5LULU · 1CFR.SW · 1WMT · 1

Theses first heard here · 5

LVMH's China slowdown weighs on luxuryFIRST HEARD 8 OCT · MC.PA
Coding as the foundational AI marketFIRST HEARD 16 AUG
Stablecoins as a B2B cross-border opportunity, not a P2M threatFIRST HEARD 10 APR · WISE.L
Alphabet's narrative shift from AI threat to leaderFIRST HEARD 26 MAR · GOOGL
AI compute cost is trivial versus human timeFIRST HEARD 4 FEB
Latest attributed ideas · most recent first
15 OCT4D AGOTIP853: Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O'Malley
Capital efficiency and reinvestment drive compounding
Open in Zortix →
15 OCT4D AGOTIP853: Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O'Malley
Comparable sales growth as the key brand health indicator
Open in Zortix →
15 OCT4D AGOTIP853: Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O'Malley
Exceptional store economics with rapid payback
Open in Zortix →
15 OCT4D AGOTIP853: Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O'Malley
Aritzia's resilient, debt-free balance sheet
Open in Zortix →
15 OCT4D AGOTIP853: Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O'Malley
Aritzia's intrinsic value estimate with a margin of safety
Open in Zortix →
15 OCT4D AGOTIP853: Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O'Malley
First-party retail model protects brand and margins
Open in Zortix →
15 OCT4D AGOTIP853: Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O'Malley
Vertical integration and design control boost margins
Open in Zortix →
15 OCT4D AGOTIP853: Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O'Malley
Prudent capital allocation skips dividends, limits buybacks
Open in Zortix →
15 OCT4D AGOTIP853: Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O'Malley
Tariff agility as a margin defense
Open in Zortix →
15 OCT4D AGOTIP853: Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O'Malley
Digital and brand awareness as secondary growth engines
Open in Zortix →
15 OCT4D AGOTIP853: Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O'Malley
The in-store experience as a key retention tool
Open in Zortix →
15 OCT4D AGOTIP853: Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O'Malley
Using consumer insights to inform investment conviction
Open in Zortix →
15 OCT4D AGOTIP853: Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O'Malley
Compensation lacks direct capital efficiency metric
Open in Zortix →
15 OCT4D AGOTIP853: Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O'Malley
Fred Siegel deal as a prime flagship location play
Open in Zortix →
15 OCT4D AGOTIP853: Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O'Malley
Lululemon's struggles as a retail cautionary tale
SHOWS SPLIT6 SHOWS · NOT ALL ON THE SAME SIDELULUOpen in Zortix →
11 OCT1W AGORWH073: Unstoppable w/ Sir Michael Moritz
Temperament to hold winners beats intellect
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11 OCT1W AGORWH073: Unstoppable w/ Sir Michael Moritz
Imperfect information as the venture capital norm
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11 OCT1W AGORWH073: Unstoppable w/ Sir Michael Moritz
Obsessive focus as a founder's defining trait
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11 OCT1W AGORWH073: Unstoppable w/ Sir Michael Moritz
Obsession as the founder's defining trait
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11 OCT1W AGORWH073: Unstoppable w/ Sir Michael Moritz
Leadership as respect, not love or fear
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11 OCT1W AGORWH073: Unstoppable w/ Sir Michael Moritz
Painting the future to attract stakeholders
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11 OCT1W AGORWH073: Unstoppable w/ Sir Michael Moritz
Young founders outmaneuver incumbents on deep knowledge
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8 OCT2W AGOTIP852: Hermès and LVMH Stock: Time to Buy Luxury? w/ Daniel Mahncke & Shawn O'Malley
Chinese property bust hits aspirational luxury
SHOWS SPLIT5 SHOWS · NOT ALL ON THE SAME SIDEMC.PAOpen in Zortix →
8 OCT2W AGOTIP852: Hermès and LVMH Stock: Time to Buy Luxury? w/ Daniel Mahncke & Shawn O'Malley
Policy and perception risk for China's ultra-rich
Open in Zortix →
8 OCT2W AGOTIP852: Hermès and LVMH Stock: Time to Buy Luxury? w/ Daniel Mahncke & Shawn O'Malley
China's luxury demand slowdown a structural headwind
SHOWS SPLIT5 SHOWS · NOT ALL ON THE SAME SIDEMC.PAOpen in Zortix →
8 OCT2W AGOTIP852: Hermès and LVMH Stock: Time to Buy Luxury? w/ Daniel Mahncke & Shawn O'Malley
LVMH's slower growth and margin pressure
SHOWS SPLIT5 SHOWS · NOT ALL ON THE SAME SIDEMC.PAOpen in Zortix →
8 OCT2W AGOTIP852: Hermès and LVMH Stock: Time to Buy Luxury? w/ Daniel Mahncke & Shawn O'Malley
LVMH's volume growth introduces cyclicality
SHOWS SPLIT5 SHOWS · NOT ALL ON THE SAME SIDEMC.PAOpen in Zortix →
8 OCT2W AGOTIP852: Hermès and LVMH Stock: Time to Buy Luxury? w/ Daniel Mahncke & Shawn O'Malley
Aspirational luxury buyer pullback hits LVMH
SHOWS SPLIT5 SHOWS · NOT ALL ON THE SAME SIDEMC.PAOpen in Zortix →
8 OCT2W AGOTIP852: Hermès and LVMH Stock: Time to Buy Luxury? w/ Daniel Mahncke & Shawn O'Malley
Hermès's scarcity model as a defensive moat
SHOWS SPLIT4 SHOWS · NOT ALL ON THE SAME SIDERMS.PAOpen in Zortix →
8 OCT2W AGOTIP852: Hermès and LVMH Stock: Time to Buy Luxury? w/ Daniel Mahncke & Shawn O'Malley
Luxury cycle late-stage, but China property overhang lingers
MC.PAOpen in Zortix →
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IDEAS & DEPTH REFLECT PODCAST DISCUSSION · NOT A RATING, FORECAST, OR RECOMMENDATION