We Study Billionaires - The Investor’s Podcast Network

On today’s episode, Clay is joined by Soo Chuen Tan who is the founder and president of Discerene Group to discuss global & contrarian value investing.

Soo Chuen started his firm in 2010 with less than $100 million in AUM and has grown it to over $2 billion. Utilizing their strict value investing approach, Discerene has had an impressive investment track record since its founding in June 2010.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

02:30 - What led Soo Chuen to start Discerene Group shortly after the collapse of Lehman Brothers.

In this episode, Mark Goodwin, author of "The Chain of Custody: The Mafia Holding the Elite’s Bitcoin," explores the article's central themes, the concept of 'covert dollarization,' and Bitcoin's impact on venture capital and US intelligence. We also cover privacy and security concerns, and the future of Bitcoin in emerging markets.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

02:07 - The central message of "The Chain of Custody: The Mafia Holding the Elite’s Bitcoin."

02:49 - Insights from Mark Goodwin's book, "The Bitcoin Dollar."

05:25 - Expl...

On today’s episode, Kyle Grieve discusses a book that is near and dear to Warren Buffett’s heart, Common Stocks and Uncommon Profits by Philip Fisher. He’ll discuss why the book was so influential on Warren’s transition towards quality businesses, why going deep into a business is vital to successful long-term investing, specific ways to learn more about a business, it’s management, and its products, how to create your own business grapevine to monitor your investments, details on how Philip Fisher’s investing philosophy and how it developed, and a whole lot more!

IN...

On today’s episode, Clay is joined by Christian Billinger to discuss Bernard Arnault, LVMH, and the broader luxury industry. 

Christian is chairman of Billinger Förvaltnings AB, which invests in publicly listed equities. The firm seeks to generate attractive long-term total returns in real terms without employing financial leverage. Christian previously covered European equities for Cheyne Capital, Gartmore, and GAM in London.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

02:08 - What makes Bernard Arnault a unique business leader?

10:44 - What attracted Christian to make his in...

In this episode of the Bitcoin Fundamentals Podcast, we interview Ryan MacLeod, a Chemical Technologist from Canada. Ryan provides a brief history of nuclear energy, discusses recent technological advancements, and explains why nuclear energy is crucial for the future. We delve into the economic model of nuclear energy, the interplay between nuclear energy and Bitcoin, and how Bitcoin mining can serve as an immediate buyer of nuclear energy. Ryan also shares insights into energy market dynamics, the role of government policies, and exciting future scenarios involving Bitcoin and nuclear energy.

IN THIS EPISODE, YOU’LL...

On today’s show, Stig Brodersen talks with co-host William Green, the author of “Richer, Wiser, Happier.” With a strong focus on building meaningful relationships and serving others, they discuss what has made them Richer, Wiser, or Happier in the past quarter.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

01:24 - How to deal with your ego

05:52 - Stig and William’s journey to serve others

27:58 - Why Stig has invested with Mohnish Pabrai

34:13 - Why one should not judge others for flawed values 

40:41...

On today’s episode, Clay is joined by Christian Billinger to discuss The Luxury Strategy by Kapferer and Bastien. Over the past 20 years, some of the best performing companies in the stock market have come from the luxury sector. For example Hermes and LVMH, which are both companies based out of France, have compounded at 21% and 16% respectively.

Christian is chairman of Billinger Förvaltnings AB, which invests in publicly listed equities. The firm seeks to generate attractive long-term total returns in real terms without employing financial leverage. Christian previously covered European equities for Cheyne Capital, Gartmore, and GAM...

In this episode of the Bitcoin Fundamentals Podcast, we interview the versatile Kenny Florian, a former UFC fighter known for his impressive career across multiple weight classes. We explore Kenny's journey in MMA, highlighting his work ethic, resilience, and the concept of "proof of work." Kenny shares personal stories, including his near-death experience in Brazil and his background in Brazilian Jiu-Jitsu and Muay Thai. We also discuss how his discipline and hard work led him to discover Bitcoin, and why Bitcoin resonates so strongly with athletes. Tune in for an engaging discussion that bridges the worlds of MMA and...

In this episode, William Green chats with Bruce Usher, author of a book titled “Investing in the Era of Climate Change.” Bruce, a successful entrepreneur, investor, & Columbia Business School professor, discusses the “once-in-a-lifetime” investment opportunity created by the transition of the global economy to a low-carbon future. He explains how to protect yourself financially as environmental risks intensify, & how to profit as trillions of dollars flow into innovative climate change solutions that will change the world—from electric vehicles to solar energy.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

05:37 - Why Bruce...

On today’s episode, Clay discusses the early days of Starbucks and Howard Schultz’s book — Pour Your Heart Into It. 

Starbucks has been one of the market's best-performing stocks over the past three decades. Since the IPO in 1992, Starbucks stock has had an average annual return of 18.6% relative to the S&P 500 returning 10.4% over that same period (with dividends reinvested). Clay unveils the fascinating story of how Howard fended off endless competition to build an iconic brand that’s built to last.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro