We Study Billionaires - The Investors Podcast Network: the ideas, ticker by ticker · Zortix

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Everything the podcasts said · one show

We Study Billionaires - The Investors Podcast Network

≈ 2–3 a week

Interviews with billionaire investors, value-investing focus.

In the last 30 days, We Study Billionaires - The Investors Podcast Network produced 127 attributed ideas; most-discussed: GE, SHOP, AMZN.

45

Ideas · 7d

127

Ideas · 30d

747

Ideas · all time

82

Episodes

Latest attributed ideas · most recent first

25 OCT2D AGOTIP855: Shopify (SHOP): The Big Winner of Agentic Commerce? w/ Shawn O'Malley & Daniel Mahncke

Valuation obscene at 112 times operating profits

SHOWS SPLIT7 SHOWS · NOT ALL ON THE SAME SIDESHOP Open in Zortix →

25 OCT2D AGOTIP855: Shopify (SHOP): The Big Winner of Agentic Commerce? w/ Shawn O'Malley & Daniel Mahncke

Shopify's Catalog as AI's clean product data source

SHOWS SPLIT7 SHOWS · NOT ALL ON THE SAME SIDESHOP Open in Zortix →

25 OCT2D AGOTIP855: Shopify (SHOP): The Big Winner of Agentic Commerce? w/ Shawn O'Malley & Daniel Mahncke

Original Shopify pass was a process win

SHOP Open in Zortix →

25 OCT2D AGOTIP855: Shopify (SHOP): The Big Winner of Agentic Commerce? w/ Shawn O'Malley & Daniel Mahncke

Shopify Catalog arms the rebels against Amazon

SHOWS SPLIT7 SHOWS · NOT ALL ON THE SAME SIDESHOP Open in Zortix →

25 OCT2D AGOTIP855: Shopify (SHOP): The Big Winner of Agentic Commerce? w/ Shawn O'Malley & Daniel Mahncke

Agentic commerce favors high-consideration products

Open in Zortix →

25 OCT2D AGOTIP855: Shopify (SHOP): The Big Winner of Agentic Commerce? w/ Shawn O'Malley & Daniel Mahncke

Universal Commerce Protocol protects merchant relationships

SHOWS SPLIT7 SHOWS · NOT ALL ON THE SAME SIDESHOP Open in Zortix →

25 OCT2D AGOTIP855: Shopify (SHOP): The Big Winner of Agentic Commerce? w/ Shawn O'Malley & Daniel Mahncke

AI driving operating leverage and margin expansion

SHOWS SPLIT7 SHOWS · NOT ALL ON THE SAME SIDESHOP Open in Zortix →

25 OCT2D AGOTIP855: Shopify (SHOP): The Big Winner of Agentic Commerce? w/ Shawn O'Malley & Daniel Mahncke

Shopify's flywheel accelerating with enterprise wins

SHOWS SPLIT7 SHOWS · NOT ALL ON THE SAME SIDESHOP Open in Zortix →

25 OCT2D AGOTIP855: Shopify (SHOP): The Big Winner of Agentic Commerce? w/ Shawn O'Malley & Daniel Mahncke

Intrinsic value up, but stock still overvalued

SHOWS SPLIT7 SHOWS · NOT ALL ON THE SAME SIDESHOP Open in Zortix →

25 OCT2D AGOTIP855: Shopify (SHOP): The Big Winner of Agentic Commerce? w/ Shawn O'Malley & Daniel Mahncke

AI agents as a referral channel, not distributor

Open in Zortix →

25 OCT2D AGOTIP855: Shopify (SHOP): The Big Winner of Agentic Commerce? w/ Shawn O'Malley & Daniel Mahncke

Sidekick's rapid adoption as AI productivity proof

SHOWS SPLIT7 SHOWS · NOT ALL ON THE SAME SIDESHOP Open in Zortix →

25 OCT2D AGOTIP855: Shopify (SHOP): The Big Winner of Agentic Commerce? w/ Shawn O'Malley & Daniel Mahncke

Take rate expansion as a key revenue lever

SHOWS SPLIT7 SHOWS · NOT ALL ON THE SAME SIDESHOP Open in Zortix →

25 OCT2D AGOTIP855: Shopify (SHOP): The Big Winner of Agentic Commerce? w/ Shawn O'Malley & Daniel Mahncke

Muse partnership contrasts with Amazon blockade

SHOWS SPLIT7 SHOWS · NOT ALL ON THE SAME SIDESHOP Open in Zortix →

25 OCT2D AGOTIP855: Shopify (SHOP): The Big Winner of Agentic Commerce? w/ Shawn O'Malley & Daniel Mahncke

Market knows great companies, leaves no error margin

Open in Zortix →

25 OCT2D AGOTIP855: Shopify (SHOP): The Big Winner of Agentic Commerce? w/ Shawn O'Malley & Daniel Mahncke

Vibe-coding risk overblown for Shopify

SHOWS SPLIT7 SHOWS · NOT ALL ON THE SAME SIDESHOP Open in Zortix →

25 OCT2D AGOTIP855: Shopify (SHOP): The Big Winner of Agentic Commerce? w/ Shawn O'Malley & Daniel Mahncke

Amazon's ad business threatened by agentic commerce

SHOWS SPLIT20 SHOWS · NOT ALL ON THE SAME SIDEAMZN Open in Zortix →

25 OCT2D AGOTIP855: Shopify (SHOP): The Big Winner of Agentic Commerce? w/ Shawn O'Malley & Daniel Mahncke

Amazon's agent blockade may not be sustainable

SHOWS SPLIT20 SHOWS · NOT ALL ON THE SAME SIDEAMZN Open in Zortix →

25 OCT2D AGOTIP855: Shopify (SHOP): The Big Winner of Agentic Commerce? w/ Shawn O'Malley & Daniel Mahncke

Pure discovery middlemen like Etsy get squeezed

ORIGINAL IDEAFIRST ON ETSY IN 30 DAYSETSY Open in Zortix →

25 OCT2D AGOTIP855: Shopify (SHOP): The Big Winner of Agentic Commerce? w/ Shawn O'Malley & Daniel Mahncke

Shopify capturing half of US e-commerce growth

SHOWS SPLIT7 SHOWS · NOT ALL ON THE SAME SIDESHOP Open in Zortix →

25 OCT2D AGOTIP855: Shopify (SHOP): The Big Winner of Agentic Commerce? w/ Shawn O'Malley & Daniel Mahncke

Reflecting on mistakes of omission vs commission

Open in Zortix →

25 OCT2D AGOTIP855: Shopify (SHOP): The Big Winner of Agentic Commerce? w/ Shawn O'Malley & Daniel Mahncke

B2B segment growing at explosive 76% rate

SHOWS SPLIT7 SHOWS · NOT ALL ON THE SAME SIDESHOP Open in Zortix →

25 OCT2D AGOTIP855: Shopify (SHOP): The Big Winner of Agentic Commerce? w/ Shawn O'Malley & Daniel Mahncke

Valuation remains the central question

SHOP Open in Zortix →

22 OCT5D AGOTIP854: GE Aerospace: Chris Hohn’s Biggest Bet w/ Daniel Mahncke & Shawn O'Malley

GE Aerospace's aftermarket as the profit engine

SHOWS SPLIT2 SHOWS · NOT ALL ON THE SAME SIDEGE Open in Zortix →

22 OCT5D AGOTIP854: GE Aerospace: Chris Hohn’s Biggest Bet w/ Daniel Mahncke & Shawn O'Malley

Valuation hinges on a premium exit multiple

GE Open in Zortix →

22 OCT5D AGOTIP854: GE Aerospace: Chris Hohn’s Biggest Bet w/ Daniel Mahncke & Shawn O'Malley

GE Aerospace as the pinnacle of aviation quality

SHOWS SPLIT2 SHOWS · NOT ALL ON THE SAME SIDEGE Open in Zortix →

22 OCT5D AGOTIP854: GE Aerospace: Chris Hohn’s Biggest Bet w/ Daniel Mahncke & Shawn O'Malley

Barriers to entry protect the engine oligopoly

Open in Zortix →

22 OCT5D AGOTIP854: GE Aerospace: Chris Hohn’s Biggest Bet w/ Daniel Mahncke & Shawn O'Malley

Larry Culp's turnaround as a value creation masterclass

SHOWS SPLIT2 SHOWS · NOT ALL ON THE SAME SIDEGE Open in Zortix →

22 OCT5D AGOTIP854: GE Aerospace: Chris Hohn’s Biggest Bet w/ Daniel Mahncke & Shawn O'Malley

Flight-hour contracts shift maintenance risk to GE

GE Open in Zortix →

22 OCT5D AGOTIP854: GE Aerospace: Chris Hohn’s Biggest Bet w/ Daniel Mahncke & Shawn O'Malley

Current price is fair, not a bargain

GE Open in Zortix →

22 OCT5D AGOTIP854: GE Aerospace: Chris Hohn’s Biggest Bet w/ Daniel Mahncke & Shawn O'Malley

Massive service backlog underpins GE's revenue

SHOWS SPLIT2 SHOWS · NOT ALL ON THE SAME SIDEGE Open in Zortix →

IDEAS & DEPTH REFLECT PODCAST DISCUSSION · NOT A RATING, FORECAST, OR RECOMMENDATION