The Investor's Podcast Network

Each day, our team of expert investors puts together a 5-minute-to-read newsletter simply explaining the three biggest stories in financial markets. Cut through the jargon and learn what really matters — get smarter: https://lnkd.in/gKD65RMX

Now, a company that is more familiar to most of us is Uber. Perhaps it’s a stretch, but I’ll make the argument that Remitly and Uber have some interesting similarities. And if you're wondering what a remittance company could possibly have in common with a ride-hailing platform, I’d advise you to stick around for this deep dive. Read the full article here! https://lnkd.in/grH2ZiCk

This week on The Intrinsic Value Podcast, Daniel Mahncke and Shawn O'Malley dive into Remitly, the digital remittance platform aiming to disrupt a $2 trillion global market. After years of prioritizing customer acquisition and corridor expansion over profits, Remitly is now approaching a critical inflection point, one where scale, margin leverage, and cash generation could unlock a new phase of investor confidence. But there are risks as well: crypto-native challengers, regulatory uncertainty, and broader concerns about the remittance industry all raise the question of whether the upside is worth the risk. Here, they unpack Remitly’s moat, including its direct payout network, risk engine, and customer trust, and assess whether these factors are enough to fend off cheaper, faster payment rails, such as stablecoins. They walk through the company’s unit economics and what the valuation model implies under both steady-state and high-growth scenarios. Watch the full episode: https://lnkd.in/gDxzGW_v Tune in to the episode: https://lnkd.in/gt-qCwPy

On today’s episode of We Study Billionaires, Kyle Grieve discusses a thought-provoking framework that redefines competitive advantage through the lens of customer loyalty. Kyle breaks down the five types of customer loyalty moats, introduces the Moat Strength Index (MSI), and explains how investors can use this approach to measure, monitor, and deepen their conviction in high-quality businesses. Watch the full episode: https://lnkd.in/gmzKAknH Tune in to the episode: https://lnkd.in/gPNiWw3R

On this week's episode of We Study Billionaires, Clay Finck shares John Bogle’s timeless philosophy of passively investing in low-cost index funds. Bogle, the founder of Vanguard, helped spark a global movement that has made investing more accessible and cost-effective. Today, Vanguard manages over $10 trillion in assets, and Bogle’s simple approach has been adopted by millions worldwide, collectively saving investors trillions of dollars in fees over the years. Highlights of the episode: • Why most active mutual fund managers underperform the S&P 500 over time. • How John Bogle’s index fund philosophy revolutionized investing. • How fees and taxes quietly erode investment returns. • Why index funds are easier to hold onto during market crashes. • How to estimate realistic future returns for the S&P 500. • Why Clay chose not to invest in index funds at this point in his investment journey. Watch the full episode: https://lnkd.in/gUVJJdDK Tune in to the episode: https://lnkd.in/g6kZShF9

Don't miss my interview on We Study Billionaires, covering $RDDT and $UBER with Clay Finck! Listen: https://t.co/1BqsGfSRhB

Back when the internet was first commercialized, there was this beautiful vision of a free and open web, where publishers could earn money from ads and advertisers could reach relevant audiences. Then came the walls. Google built its own ecosystem. So did Facebook. Apple cut off tracking, and Amazon started hoarding first-party retail data. The "open internet" started to shrink; walled gardens were winning. But The Trade Desk? It bet on something different. Explore more on this story: https://lnkd.in/grH2ZiCk

Join Shawn O'Malley and Daniel Mahncke as they break down The Trade Desk (ticker: TTD), a leading digital advertising platform helping ad buyers maximize value across the “Open Internet.” Learn about where TTD fits into the programmatic advertising ecosystem, why the company has fewer conflicts of interest than its competitors, how The Trade Desk is positioned to take advantage of antitrust regulatory enforcement against Google, plus so much more! Listen: https://buff.ly/bDom7cl Watch: https://lnkd.in/gZ5_2Jkk

Tune in to today's episode of We Study Billionaires, where Stig T. Brodersen speaks with David Fagan, CPA, CA, a successful entrepreneur and investor, about the powerful overlap between building businesses and investing in public markets. They explore why business owners often think differently about diversification, dividends, and risk, and how habits, friendships, and clarity of purpose shape long-term success in both business and life. Listen: https://buff.ly/rdOCfYp Watch: https://lnkd.in/grXqb7P3

Catch the latest episode of We Study Billionaires, where Clay Finck is joined by Shawn O'Malley to discuss his work on The Intrinsic Value Podcast and two key holdings from The Intrinsic Value Portfolio. Shawn recently launched The Intrinsic Value Podcast alongside co-host Daniel Mahncke, where they conduct weekly deep dives into companies while building their own concentrated portfolio of 20 holdings. In this conversation, they explore Reddit’s transformation from an unprofitable tech IPO to a rapidly growing, cash flow positive business, and examine Uber’s dominant market position and diversified revenue streams. Watch the full episode: https://lnkd.in/g2vpCpEE Tune in to the episode: https://lnkd.in/g86CSamb