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The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
The Investor's Podcast Network
Nieuwste aflevering
1212 afleveringen
TIP840: CATL: Powering EVs, Power Grids, and AI w/ Stig Brodersen, Manish Karira & Ralph Summerford
23-08-2026 | 1 u. 19 Min.In today’s episode, Stig Brodersen is joined by Manish Karira and Ralph Summerford for a bull and bear debate on CATL, the world’s largest battery maker. Manish presents the bull case, arguing that a company most listeners have never heard of is becoming the backbone of the global energy infrastructure, powering EVs, stabilizing power grids, and feeding AI data centers. Ralph, a forensic accountant, presents the bear case, digging into price deflation, geopolitical risk, and whether CATL’s US licensing model is capital-light growth or a defensive retreat.
IN THIS EPISODE YOU’LL LEARN:
(00:00:00) Intro
(00:02:58) Why Manish is bullish on CATL, the world’s largest battery maker with 40% global market share and a founder-led culture of relentless R&D.
(00:14:43) Why energy storage for AI data centers and the LRS licensing model in the US are two growth engines the market may not have fully priced in.
(00:30:59) The bear case for CATL, including price deflation, a temporary margin windfall, the unwinding of its interest-free supplier float, and key-man risk.
(00:58:28) How battery swapping and leasing could transform CATL from selling a battery once to owning the asset for its entire lifetime.
(01:03:09) How to think about CATL’s valuation at 18 times operating profit, its 150+ strategic stakes including DeepSeek, and why the Hong Kong shares trade at a premium to the mainland listing.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
Join the exclusive The Intrinsic Value Mastermind Community.
Stig Brodersen’s Portfolio and Track Record.
Meet Ralph at our Intrinsic Value Conference in NYC on September 19.
Connect with Ralph on LinkedIn or send him an email at ralph.summerford@gmail.com.
Contact Manish Karira on LinkedIn.
Related books mentioned in the podcast.
Ad-free episodes on our Premium Feed.
NEW TO THE SHOW?
Get smarter about valuing businesses through The Intrinsic Value Newsletter.
Check out The Investor’s Podcast Starter Packs.
Follow our official social media accounts: X | LinkedIn | Facebook.
Try our tool for picking stock winners and managing our portfolios: TIP Finance.
Enjoy exclusive perks from our favorite Apps and Services.
Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
Plaud
Plus500
Netsuite
Scribe
References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor’s Podcast Network is not responsible for any claims made by them.
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmTIP839: Domino's Pizza (DPZ): Is the Royalty Engine Still Running? w/ Kyle Grieve & Shawn O’Malley
20-08-2026 | 1 u. 15 Min.In today's episode, Kyle Grieve and Shawn O’Malley analyze Domino's Pizza, the world’s biggest pizza franchisor built on a royalty-driven, asset-light business model. They walk through Domino's shift toward franchising and away from Company-owned stores, and what that means for the company's future revenue mix and cash generation. Along the way, they dig into whether Domino's royalty engine can keep running at the pace investors have come to expect.
IN THIS EPISODE YOU’LL LEARN:
(00:00:00) Intro
(00:02:55) Reviewing the Domino's royalty engine thesis
(00:15:26) Why Domino's has moved away from Company-owned stores
(00:29:19) The role of royalties versus supply chain revenue in Domino's earnings
(00:36:21) How Domino's utilizes a fortressing strategy and its effect on store growth
(00:44:18) The competitive landscape in delivery, carryout, and aggregator platforms
(00:46:29) How the franchise model keeps Domino's asset-light and cash-generative
(00:55:47) Domino's capital allocation and approach to share buybacks
(01:03:44) International franchising and Domino's global store growth
(01:05:25) Risks facing Domino's from labor costs, competition, and changing consumer habits
(01:13:19) Valuation discussion of Domino's
(01:14:31) Intrinsic value of Domino's
(01:15:52) Whether Kyle & Shawn will add Domino's to the Intrinsic Value Portfolio
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
Join the exclusive The Intrinsic Value Mastermind Community.
Track The Intrinsic Value Portfolio.
Learn more about how to join us in NYC for our Intrinsic Value Conference.
Portfolio Review Submit Tool.
Check out our previous Intrinsic Value breakdowns: Uber, Grab, Coupang.
Buy yourself a copy of The Domino’s Story.
Follow Kyle on X and LinkedIn.
Related books mentioned in the podcast.
Ad-free episodes on our Premium Feed.
NEW TO THE SHOW?
Get smarter about valuing businesses through The Intrinsic Value Newsletter.
Check out The Investor’s Podcast Starter Packs.
Follow our official social media accounts: X | LinkedIn | Facebook.
Try our tool for picking stock winners and managing our portfolios: TIP Finance.
Enjoy exclusive perks from our favorite Apps and Services.
Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
Plaud
Plus500
Netsuite
Scribe
References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor’s Podcast Network is not responsible for any claims made by them.
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmTIP838: Google, Reddit, Amazon – Are Our Biggest Winners Still a Buy? w/ Daniel Mahncke & Shawn O’Malley
16-08-2026 | 1 u. 27 Min.After looking at companies that tanked in recent months in the last episode, Daniel Mahncke and Shawn O’Malley now take a look at the best-performing stocks of the pitches of the last two years. Google, Amazon, and Reddit are companies that generated great returns for the Intrinsic Value Portfolio, but there were also companies on the watchlist that turned into multibaggers in the past year.
Daniel and Shawn discuss the patterns of the stocks that gained most in value, what one can learn from that, and how they think about selling and holding positions that went up past their fair value estimate.
IN THIS EPISODE YOU’LL LEARN:
(00:00:00) Intro
(00:03:51) About Google’s stock rise and valuation
(00:15:32) How the massive capex changes the Mag7
(00:29:08) Why Amazon might be more attractive than Google
(00:40:48) Why Daniel and Shawn decided to sell some Reddit
(01:03:07) Why Remitly wasn’t added to the Portfolio
(01:11:57) How TSMC, Dell, and Comfort Systems became multibaggers
(01:24:09) What the future holds for the AI trade
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
Join the exclusive The Intrinsic Value Mastermind Community.
Track The Intrinsic Value Portfolio.
Learn more about how to join us in NYC for our Intrinsic Value Conference.
Portfolio Review Submit Tool.
Pitch on Google.
Pitch on Reddit.
Pitch on Crocs.
Pitch on Amazon.
Pitch on Remitly.
Pitch on TSMC.
Pitch on Dell.
Pitch on Comfort Systems.
Related books mentioned in the podcast.
Ad-free episodes on our Premium Feed.
NEW TO THE SHOW?
Get smarter about valuing businesses through The Intrinsic Value Newsletter.
Check out The Investor’s Podcast Starter Packs.
Follow our official social media accounts: X | LinkedIn | Facebook.
Try our tool for picking stock winners and managing our portfolios: TIP Finance.
Enjoy exclusive perks from our favorite Apps and Services.
Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
Plaud
Plus500
Netsuite
Scribe
References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor’s Podcast Network is not responsible for any claims made by them.
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmTIP837: Adobe, Lululemon, PayPal – Are our Biggest Losers a Buy Now? w/ Daniel Mahncke & Shawn O’Malley
13-08-2026 | 1 u. 18 Min.Daniel Mahncke and Shawn O’Malley take a trip down memory lane and look back at the pitches of the last year and a half – especially the ones that didn’t work out as hoped. Many companies that were seen as best-in-class businesses not too long ago experienced massive drawdowns in the last year. Some of them were covered on this show, and others even made it into the portfolio.
Daniel and Shawn discuss the patterns of the stocks that lost most in value, what one can learn from that, and how the market shift towards AI changed how they invest. The companies discussed today are Adobe, Lululemon, PayPal, Trade Desk, and CoStar.
IN THIS EPISODE YOU’LL LEARN:
(00:00:00) Intro
(00:04:33) Why Lululemon had to leave the portfolio
(00:20:11) What made us sell PayPal
(00:36:08) About Adobe’s downfall and future outlook
(00:58:40) Why Trade Desk never made it into the portfolio
(01:06:53) Whether Daniel’s and Shawn’s conviction in CoStar is broken
(01:16:37) What Daniel and Shawn learned from the companies above
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
Join the exclusive The Intrinsic Value Mastermind Community.
Track The Intrinsic Value Portfolio.
Learn more about how to join us in NYC for our Intrinsic Value Conference.
Portfolio Review Submit Tool.
Pitch on Adobe.
Pitch on Lululemon.
Pitch on Paypal.
Pitch on Trade Desk.
Pitch on CoStar Group.
Related books mentioned in the podcast.
Ad-free episodes on our Premium Feed.
NEW TO THE SHOW?
Get smarter about valuing businesses through The Intrinsic Value Newsletter.
Check out The Investor’s Podcast Starter Packs.
Follow our official social media accounts: X | LinkedIn | Facebook.
Try our tool for picking stock winners and managing our portfolios: TIP Finance.
Enjoy exclusive perks from our favorite Apps and Services.
Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
Plaud
Plus500
Netsuite
Scribe
References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor’s Podcast Network is not responsible for any claims made by them.
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmRWH071: Risk, Ruin, Reinvention & Resilience w/ Victor Haghani
09-08-2026 | 1 u. 59 Min.In this episode, William Green speaks with Victor Haghani, founder & CIO of Elm Wealth & author of The Missing Billionaires: A Guide to Making Better Financial Decisions. Victor’s journey is among the most remarkable & instructive in modern investment history. As one of the founders of Long-Term Capital Management, he experienced dazzling success & devastating failure. Today, he oversees billions of dollars using a low-cost, diversified, index-driven strategy that reflects hard-won lessons about resilience, humility, simplicity & risk management.
IN THIS EPISODE YOU’LL LEARN:
(00:00:00) Intro(00:04:17) How Victor Haghani’s tumultuous family history shaped him.(00:14:02) What he learned as a star trader on Salomon’s famed arbitrage desk.(00:22:56) How he honed his skills by playing high-stakes games of Liar’s Poker.(00:30:35) How Long-Term Capital Management hit the jackpot—for a while.(00:46:04) How Russia’s default in 1998 sparked a cascading disaster.(00:49:18) Why he defends the fund’s enormous appetite for leverage & risk.(00:52:20) What he views as the real lessons of the fund’s collapse.(00:58:21) How the concept of expected utility can improve our financial decisions.(01:11:09) Why he fell out of love with exotica like private equity & hedge funds.(01:13:22) What troubles him about the traditional, static approach to indexing.(01:18:52) Why he favors a “dynamic asset allocation” based on risks & rewards.(01:27:21) How his firm’s current allocations reflect a wary view of US equities.(01:40:45) What he’s learned about overcoming adversity & finding happiness.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
Inquire about William Green’s Richer, Wiser, Happier Masterclass.
Victor Haghani’s investment firm, Elm Wealth.
Victor Haghani & James White’s book “The Missing Billionaires.”
Michael Lewis’ book, “Liar’s Poker.”
Roger Lowenstein’s book, “When Genius Failed.”
Daniel Gilbert’s book, “Stumbling on Happiness.”
Viktor Frankl’s book, “Man’s Search for Meaning.”
William Green’s book, “Richer, Wiser, Happier” – read the reviews of this book.
Follow William Green on X.
Related books mentioned in the podcast.
Ad-free episodes on our Premium Feed.
NEW TO THE SHOW?
Get smarter about valuing businesses through The Intrinsic Value Newsletter.
Follow our official social media accounts: X | LinkedIn | Facebook.
Try our tool for picking stock winners and managing our portfolios: TIP Finance.
Enjoy exclusive perks from our favorite Apps and Services.
SPONSORS
Support our free podcast by supporting our sponsors:
Plaud
Plus500
Netsuite
Scribe
References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor’s Podcast Network is not responsible for any claims made by them.
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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Over The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
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
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