The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network 中文播客解读

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播客简介

价值投资、宏观与商业分析

单集列表

TIP855：Shopify (SHOP)：代理商务的最大赢家？与 Shawn O'Malley 和 Daniel Mahncke

TIP855: Shopify (SHOP): The Big Winner of Agentic Commerce? w/ Shawn O'Malley & Daniel Mahncke

RWH073：与迈克尔·莫里茨爵士一起，势不可挡

RWH073: Unstoppable w/ Sir Michael Moritz

TIP851：HEICO与TransDigm之争：哪家航空垄断企业更胜一筹？嘉宾Kyle Grieve与Shawn O'Malley

TIP851: HEICO Vs. TransDigm: Whose Aerospace Monopoly Is Better? w/ Kyle Grieve & Shawn O'Malley

TIP850：沃尔玛（WMT）：从折扣零售商到电商巨头的蜕变，对话 Kyle Grieve 与 Shawn O'Malley

TIP850: Walmart (WMT): From Discount Retailer to eCommerce Powerhouse w/ Kyle Grieve & Shawn O'Malley

TIP849：平均回报仍能让你致富，与David Fagan

TIP849: Average Returns Can Still Make You Wealthy w/ David Fagan

TIP847：Alphabet（GOOGL）——仍可能被低估的巨无霸，嘉宾 Kyle Grieve 与 Shawn O’Malley

TIP847: Alphabet (GOOGL): The Megacap That Still Might Be Underrated w/ Kyle Grieve & Shawn O’Malley

TIP846：选股者：如何靠投资组合生活，嘉宾 Ian Cassel

TIP846: Stock Picker: How to Live Off Your Portfolio w/ Ian Cassel

TIP845：Copart股票（CPRT）：现在买入Copart吗？与Daniel Mahncke和Shawn O'Malley

TIP845: Copart Stock (CPRT): Is Copart Now a Buy? w/ Daniel Mahncke & Shawn O'Malley

TIP842：Comfort Systems USA (FIX)：我们错过的五倍股，与 Kyle Grieve 和 Shawn O'Malley

TIP842: Comfort Systems USA (FIX): The Five-Bagger We Passed On w/ Kyle Grieve & Shawn O'Malley

TIP837：Adobe、Lululemon、PayPal——我们最大的输家现在是买入时机吗？与 Daniel Mahncke 和 Shawn O’Malley

TIP837: Adobe, Lululemon, PayPal – Are our Biggest Losers a Buy Now? w/ Daniel Mahncke & Shawn O’Malley

提示834：DLocal（DLO）：与Daniel Mahncke和Shawn O’Malley探讨长达十年的多倍增长潜力

TIP834: DLocal (DLO): Multibagger Potential with Decade-Long Runway w/ Daniel Mahncke & Shawn O’Malley

提示833： perimeter solutions（prm）：一次收购一个，打造细分市场垄断 | 凯尔·格里夫与肖恩·奥马利

TIP833: Perimeter Solutions (PRM): A Niche Monopoly, One Acquisition at a Time w/ Kyle Grieve & Shawn O’Malley

TIP827：Auto1 股票（AG1）：这是汽车界的亚马逊吗？与 Daniel Mahncke 和 Shawn O'Malley 对谈

TIP827: Auto1 Stock (AG1): Is This the Amazon for Cars? w/ Daniel Mahncke & Shawn O’Malley

TIP825：Meta、Adobe、Booking Holdings，嘉宾为 Stig Brodersen、Tobias Carlisle 和 Hari Ramachandra

TIP825: Meta, Adobe, Booking Holdings w/ Stig Brodersen, Tobias Carlisle & Hari Ramachandra

TIP824：Copa Holdings (CPA)：巴菲特关于航空股的观点正确吗？对话嘉宾：Daniel Mahncke 与 Shawn O'Malley

TIP824: Copa Holdings (CPA): Is Buffett Right About Airline Stocks? w/ Daniel Mahncke & Shawn O’Malley

TIP823：从铁路到人工智能：市场泡沫背后的永恒模式，嘉宾凯尔·格里夫

TIP823: From Railroads to AI: The Timeless Patterns Behind Market Bubbles w/ Kyle Grieve

TIP820：WIX：最具不对称性的AI押注？与Daniel Mahncke和Shawn O’Malley对话

TIP820: WIX: The Most Asymmetric AI Bet? w/ Daniel Mahncke & Shawn O’Malley

BTC243：吉姆·查诺斯与皮埃尔·罗夏德关于MSTR mNAV的辩论（比特币播客）

BTC243: Jim Chanos Vs Pierre Rochard MSTR mNAV debate (Bitcoin Podcast)

TIP600：与汉密尔顿·赫尔默一起掌握商业持久性与战略大师课

TIP600: Business Durability and Strategy Masterclass with Hamilton Helmer

TIP598：向查理·芒格致敬

TIP598: A Tribute to Charlie Munger

BTC146: Broken Money 2/2 w/ Lyn Alden (Bitcoin Podcast)

TIP492: The Best Investor You've Never Heard of

TIP232：亿万富翁斯坦利·德鲁肯米勒的启示（商业播客）

TIP232: Billionaire Stanley Druckenmiller Lessons (Business Podcast)

TIP 002 : Warren Buffett Investing Basics part 2 (Investing Podcast)

The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

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