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The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
The Investor's Podcast Network
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1228 episodi
RWH074: True Wealth w/ Matt Ludmer
18/10/2026 | 2 h 33 minIn this episode, William Green speaks with Matt Ludmer, the founder & CEO of Aligned Wealth Management. Matt is a financial adviser to wealthy individuals & families, including clients who have entrusted him with tens or even hundreds of millions of dollars. After decades working on Wall Street, he came to realize he’d misunderstood the meaning of wealth. That revelation led him to write a new book, “The Right Mountain: Practical Wisdom for Achieving True Wealth.” Here, he explores how to build a fulfilling life that includes—& transcends—financial success.
IN THIS EPISODE YOU’LL LEARN:
(00:00:00) Intro
(00:06:33) How Matt started out shining shoes & selling frozen food.
(00:18:56) Why Matt Ludmer reveres his father as his greatest teacher.
(00:23:50) How he scored an investment adviser job at Morgan Stanley.
(00:32:54) What happens when our hunger for success goes too far.
(00:54:46) How to diagnose where your life is out of balance.
(01:01:48) How loneliness led Matt to create a “heartfelt community.”
(01:36:44) Why many top investors view meditation as a smart investment.
(01:40:35) How to build rich relationships by meeting people where they are.
(01:55:06) How his confidence in stocks is built on a century of data.
(02:09:22) Why it’s psychologically shrewd to divide your assets into three pots.
(02:15:09) Why Matt prefers low-cost ETFs to actively managed funds.
(02:17:13) How to find a career—& design a life—that lights you up.
(02:30:48) Why the ultimate prize is unconditional contentment.
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.
Matt Ludmer’s book, “The Right Mountain.”
Napoleon Hill’s book, “Think and Grow Rich!”
Krishnamurti’s book, “Commentaries on Living.”
Lee Eisenberg’s book, “The Number.”
Daniel Goleman & Tsoknyi Rinpoche’s book, “Why We Meditate.”
Tara Bennett-Goleman’s book, “Emotional Alchemy.”
William Green’s podcast with Tsoknyi Rinpoche & Daniel Goleman.
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:
Monarch
Plus500
Netsuite
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.fmTIP853: Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O'Malley
15/10/2026 | 1 h 23 minIn today's episode, Kyle Grieve and Shawn O’Malley discuss Aritzia, the everyday luxury fashion brand that has become one of retail's most impressive compounders. They explore how a small boutique in the corner of a department store grew into a brand with exceptional store-based economics, a spotless balance sheet, and a huge untapped opportunity across America. With the stock falling even as the business posts some of its best growth ever, they debate whether this is a rare chance to own a durable compounder or a hot brand nearing its peak.
IN THIS EPISODE YOU’LL LEARN:
(00:00:00) Intro
(00:03:04) What Lululemon's struggles reveal about investing in retail brands
(00:10:59) Why Aritzia's stores outsell most of their mall neighbours
(00:15:37) How Aritzia turned a tariff headache into rising margins
(00:25:32) Why some fashion brands fade while others keep compounding
(00:27:57) The one competitive advantage behind Aritzia's decades of growth
(00:53:48) Why management turned down cheap money when everyone else borrowed
(01:03:33) The biggest risk that could end Aritzia's run
(01:20:05) Valuation discussion on Aritzia
(01:24:16) Intrinsic value of Aritzia
(01:25:12) Whether Kyle & Shawn will add Aritzia to the Intrinsic Value Portfolio
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
If you are interested in a Community for investors to learn, share ideas, network, and join calls with experts: Apply for The Intrinsic Value Mastermind.
If you are interested in more personal meet-ups, meeting superinvestors, and discussing investing and things that go beyond: Apply for The Mastermind: Inner Circle.
Track The Intrinsic Value Portfolio.
Portfolio Review Submit Tool.
Check out our previous Intrinsic Value breakdowns: Lululemon, Nike, Hermes, LVMH.
Follow Kyle on X and LinkedIn.
Follow Shawn 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:
Monarch
Plus500
Netsuite
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.fmRWH073: Unstoppable w/ Sir Michael Moritz
11/10/2026 | 1 h 28 minIn this episode, William Green speaks with multibillionaire Sir Michael Moritz, arguably the most successful venture capitalist ever. He spent nearly four decades at Sequoia Capital, which invested in early-stage companies like Nvidia, Google, YouTube, PayPal, Airbnb, LinkedIn & Stripe. Here, he talks about his unconventional path to success, the role of temperament in investing, & what he learned from observing Steve Jobs, Bill Gates, Jensen Huang & Elon Musk.
IN THIS EPISODE YOU’LL LEARN:
(00:00:00) Intro
(00:04:50) Why Michael Moritz has always felt like an outsider.
(00:14:05) How his family’s survival was built on the kindness of others.
(00:26:16) How his relentlessness became the key to his success.
(00:29:26) How Oxford & Time magazine prepared him for investing.
(00:38:27) How the novelist Philip Roth changed his life.
(00:44:06) What Michael learned from observing Bill Gates up close.
(00:57:28) What made Steve Jobs special.
(01:02:46) Why it’s so hard to predict which founders will succeed or fail.
(01:06:36) Why investors must be open enough to learn from younger people.
(01:09:20) What Charlie Munger identified as Michael’s investing edge.
(01:14:02) What soccer legend Sir Alex Ferguson taught Michael about leadership.
(01:18:05) Why he views Elon Musk as the greatest industrialist in US history.
(01:21:32) What Michael learned from his wife & children.
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.
Michael Moritz’s book, “Auslander.”
Michael Moritz’s book “Return to the Little Kingdom.”
Alex Ferguson & Michael Moritz’s book, “Leading.”
Alex Ferguson & Michael Moritz’s book, “The Games of My Life.”
Philip Roth’s book “Sabbath’s Theater.”
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:
Monarch
Plus500
Netsuite
Plaud
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.fmTIP852: Hermès and LVMH Stock: Time to Buy Luxury? w/ Daniel Mahncke & Shawn O'Malley
08/10/2026 | 1 h 15 minDaniel Mahncke and Shawn O’Malley revisit the two luxury houses they passed on last time — Hermès (EPA: RMS), the 189-year-old maker of the Birkin bag, and LVMH (EPA: MC), the 75-brand conglomerate behind Louis Vuitton, Dior, Tiffany, and Hennessy. Both stocks now sit near their lows: Hermès is down more than 50% from its February 2025 peak and trades at 32 times earnings for the first time in a decade, while LVMH has fallen to a five-year low after two straight years of declining sales — something that didn’t even happen in 2009. The luxury industry has lost roughly 70 million customers since 2022, the Chinese market that tripled between 2017 and 2021 has been shrinking ever since, and a war in the Gulf emptied the stores on the Champs-Élysées of their best-spending tourists.
But some brands are growing. Daniel and Shawn work out why Richemont can grow 20% in the same quarter LVMH grows 3%, why Hermès still earns a 41% margin while LVMH’s fashion and leather division has given back seven points of margin in five years, and why the top 0.1% of luxury clients keep spending while the aspirational buyer walks away. They also cover the Chinese property bust and its five-to-six-year playbook, and how prior luxury downturns in 2009, 2016, and 2020 ended. In the end, Daniel updates both valuation models and decides whether either Hermès or LVMH finally earns a spot in The Intrinsic Value Portfolio.
IN THIS EPISODE YOU’LL LEARN:
(00:00:00) Intro
(00:02:35) About the state of the luxury market
(00:15:58) How Hermès’ business has done since our first pitch
(00:20:22) What makes LVMH and Hermès special
(00:31:30) How LVMH’s business has done since our first pitch
(00:33:23) How China is impacting the luxury market
(00:39:12) How long past luxury downturns were
(01:02:33) Why Hermès has an even better chance of recovering quickly
(01:09:10) Valuation discussion
(01:10:43) Intrinsic value of RMS
(01:12:26) Intrinsic value of LVMH
(01:12:51) Whether LVMH or RMS will be added to The Intrinsic Value Portfolio
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
If you are interested in a Community for investors to learn, share ideas, network, and join calls with experts: Apply for The Intrinsic Value Mastermind.
If you are interested in more personal meet-ups, meeting superinvestors, and discussing investing and things that go beyond: Apply for The Mastermind: Inner Circle.
Track The Intrinsic Value Portfolio.
Portfolio Review Submit Tool.
Original Episode on Hermès.
Original Episode on LVMH.
BCG Sector Analysis.
Check out our previous Intrinsic Value breakdowns: Restoration Hardware, Formula One Group, Hermès, LVMH.
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:
Monarch
Plus500
Netsuite
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.fmTIP851: HEICO Vs. TransDigm: Whose Aerospace Monopoly Is Better? w/ Kyle Grieve & Shawn O'Malley
04/10/2026 | 1 h 17 minIn today’s episode, Kyle Grieve and Shawn O’Malley discuss HEICO and TransDigm, two dominant players in the aerospace components industry known for their pricing power and resiliency. They’ll compare how each company grows through acquisitions and organic expansion, how they approach debt and capital allocation, and what gives each business its durable competitive advantages. The discussion also covers the risks facing both companies, including regulatory scrutiny and reliance on continued aerospace demand, as well as potential sources of future growth.
IN THIS EPISODE YOU’LL LEARN:
(00:00:00) Intro
(00:06:41) How TransDigm built its sole-source pricing power model
(00:10:12) How HEICO competes by underpricing original equipment manufacturers
(00:16:14) Why the aerospace industry has such high barriers to entry
(00:19:35) Why both companies rely heavily on acquisitions to grow
(00:29:33) How each company’s approach to debt differs sharply
(00:33:26) Why regulators have started scrutinizing TransDigm’s acquisition strategy
(00:46:20) What gives HEICO and TransDigm such durable competitive advantages
(00:54:08) How ownership and incentive structures shape each management team
(01:07:30) What risks could disrupt either company’s long runway of growth
(01:11:33) Where future growth could come from for both businesses
(01:16:44) Valuation discussion
(01:19:19) Intrinsic value of HEICO
(01:20:07) Whether Kyle & Shawn will add HEICO or TransDigm 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.
Portfolio Review Submit Tool.
Listen to the TransDigm episode with Daniel and Shawn.
Listen to our HEICO episode with Clay Finck.
Listen to the TransDigm Foundations with Nicholas Howley.
Listen to TransDigm episode with Nicholas Howley.
Read The Compounders book.
Check out our previous Intrinsic Value breakdowns: Copart, Comfort Systems, SpaceX, Copa Holdings.
Follow Kyle on X and LinkedIn.
Follow Shawn 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:
Monarch
Plus500
Netsuite
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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Su 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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