About these summaries
Octagon has summarized 36 episodes of We Study Billionaires published between Jan 2, 2026 and Nov 1, 2026. The companies discussed most often are Berkshire Hathaway, Constellation Software and Meta. Frequent guests include Kyle Grieve, David Fagan and Tobias Carlisle. Each summary lists key takeaways, short timestamped quotes and the companies and tickers mentioned, with a link to the full episode.
Most-mentioned tickers
- BRK-B 4
- BRK-A 3
- META 3
- KNSL 2
- LVMUY 2
- MELI 2
- UBER 2
Most-mentioned companies
- Berkshire Hathaway 4
- Constellation Software 3
- Meta 3
- Mercado Libre 2
- Uber 2
Frequent guests
- Kyle Grieve 9
- David Fagan 3
- Tobias Carlisle 2
Episodes
- S&P Global (SPGI), Novo Nordisk (NVO), Deckers (DECK) | Stock Analysis & Valuation (TIP857)
The conversation centered on three businesses that look cheap relative to their quality, with each speaker arguing that the market is pricing in too much bad news.
- Financial Independence Isn't Luck | w/ David Fagan and Stig Brodersen (TIP849)
David Fagan argues that financial independence is usually the result of intention, discipline, and small habits that compound, not luck.
- How to Live Off Your Portfolio | Ian Cassel, Author of Stock Picker (TIP846)
Ian Cassel argues that living off a portfolio is less about maximizing paper returns than about building a life that can survive volatility.
- CATL: The $280 Billion Company You've Never Heard Of | Bull vs. Bear w/Stig, Manish, & Ralph
CATL, the world’s largest battery maker, was presented as more than an EV supplier: the guests argued it is becoming core energy infrastructure for electric vehicles, grid…
- Meta, Adobe, & Booking Holdings | Stock Analysis & Valuation (TIP825)
The discussion centered on three companies exposed to AI in very different ways: Meta, Booking Holdings, and Adobe.
- Why Simple Investing Beats Complexity w/ David Fagan (TIP817)
David Fagan argues that simplicity is a discipline, not a lack of ambition, and that complexity often creeps in through small, repeated decisions.
- Lyn Alden on How Fiscal Dominance Reshapes Markets (TIP815)
Lyn Alden argues that macro now matters far more than it did during the long era of falling rates, because the U.S. has moved into fiscal dominance: debt and deficits are so…
- Mohnish Pabrai: Berkshire, Big Mistakes & Letting Winners Run (TIP812)
Mohnish Pabrai argues that Berkshire Hathaway’s next chapter should be judged less by mystique and more by governance, incentives, and operational discipline.
- Is Berkshire Hathaway Undervalued Right Now? (Chris Bloomstran Explains) (TIP810)
Chris Bloomstran argues Berkshire Hathaway is still worth more than the market price, but not by a huge margin.
- Current Market Opportunities | Mercado Libre, Amazon, & Constellation Software (TIP808)
The host and a guest focused on three businesses that sit at the intersection of secular growth and short-term market fear: Mercado Libre, Amazon, and Constellation Software.
- Stock Market Maestros: How Top Fund Managers Beat the Market w/ Kyle Grieve (TIP805)
Kyle Grieve argues that elite fund managers do not need to be right most of the time to beat the market.
- Kinsale Capital Stock Deep Dive w/ Clay Finck & Daniel Mahncke (TIP804)
Kinsale Capital is presented as a specialty insurer focused exclusively on the excess and surplus market, where standard carriers decline to write unusual, hard-to-place, or…
- How Art & Economics Build Wealth w/ Kyle Grieve (TIP803)
Kyle Grieve argues that scarcity, supply and demand, and incentives are the core lenses investors should use to understand businesses and markets.
- Financial Engineering & Fake Value: Lessons from the Go-Go Years (TIP802)
Kyle Grieve frames the Go-Go Years as a warning about euphoria, leverage, and financial engineering.
- Value Investing Meets Venture Capital w/ Kyle Grieve (TIP801)
Kyle Grieve argues that value investors can borrow the most useful parts of venture capital without adopting its whole playbook.
- Navigating an AI-Driven Market w/ François Rochon | Constellation Software, Kinsale Capital, & LVMH
Francois Rochon said 2025 was a difficult year for his portfolio, with Constellation Software falling 26% despite solid operating results and two long-held positions, CarMax and…
- How to Build a Multi-Generational Portfolio | The Davis Dynasty w/ Kyle Grieve (TIP799)
Kyle Grieve traces the Davis dynasty from Shelby Davis’s late start in investing to the family’s long run of compounding through insurance stocks, leverage, and patience.
- Nintendo Stock Deep Dive w/ Clay Finck (TIP798)
Nintendo is presented as an entertainment company whose durable edge comes less from hardware and more from emotionally resonant intellectual property.
- How John Malone Compounded Wealth: The Risk & Reward Playbook w/ Kyle Grieve (TIP797)
Kyle Grieve frames John Malone less as a financial engineer than as a disciplined capital allocator obsessed with downside protection.
- Die with Zero & Linde PLC Stock Analysis w/ Clay Finck (TIP796)
Clay argues that Bill Perkins’ Die with Zero challenges the default investor mindset of maximizing wealth at the expense of lived experience.
- Berkshire Hathaway, Moody's, & BellRing Brands | Stock Analysis & Valuation (TIP795)
The host opens by pitching Berkshire Hathaway as a fortress-like conglomerate whose appeal is shifting from Buffett himself to the durability of its culture, balance sheet, and…
- Keynes And The Markets (TIP794)
Kyle Grieve argues that John Maynard Keynes matters to investors not for his economics, but because he evolved from a macro-driven speculator into a disciplined owner of…
- Thinking Fast & Slow by Daniel Kahneman | Psychological Biases Explained Simply (TIP793)
Clay Finck uses Daniel Kahneman’s Thinking, Fast and Slow to explain why investing so often goes wrong even when people are intelligent and well informed.
- Stories to Make You a Smarter Investor w/ Kyle Grieve (TIP792)
Kyle Grieve argues that the best investing lessons often come from vivid stories that expose recurring psychological errors.
- Visa Stock Deep Dive | Best Quality Stock Idea Q1 2026 w/ Clay Finck (TIP791)
Clay Finck makes the case that Visa is one of the highest-quality businesses in public markets because it sits at the center of the digital payments system, takes a tiny fee on…
- Most People Win the Wrong Game w/ Thomas Mueller-Borja (TIP790)
Thomas Mueller-Borja describes a career that combines running BlackRock’s real estate platform with the daily work of raising capital, evaluating deals, and managing investment…
- The Story of Uber | Travis Kalanick & Garrett Camp's Brilliant Idea (TIP789)
Uber began as a response to a broken taxi market: Garrett Camp, fresh off selling StumbleUpon, wanted a faster, more reliable way to summon a car from a phone.
- Why Simple Investing Wins w/ David Fagan (TIP788)
David Fagan argues that indexing is the default choice for most investors because it is simple, low-cost, tax-efficient, and behaviorally durable.
- The 5 Types of Wealth (TIP787)
Kyle Grieve argues that wealth should be understood as a whole-life system, not just an accumulation of financial assets.
- Zero to One by Peter Thiel | Why Competition is for Losers (TIP786)
Clay frames Peter Thiel’s Zero to One as a guide for thinking beyond spreadsheets and toward businesses that can become truly dominant.
- What Money Taught Me About Happiness w/ Stig Brodersen (TIP785)
Stig Brodersen frames money as a force that amplifies existing character rather than transforming it.
- History's Biggest Market Bubbles w/ Clay Finck (TIP784)
Clay Finck reviews Edward Chancellor’s Devil Take the Hindmost and uses three historical case studies to show how bubbles form, spread, and eventually collapse.
- How Prem Watsa Built the "Berkshire Hathaway Of Canada" | The Fairfax Way w/ Kyle Grieve (TIP783)
Fairfax Financial is presented as a long-duration compounding machine built less on obvious operating advantages than on culture, disciplined value investing, and insurance float.
- The Search for Mispriced Stocks w/ Clay Finck (TIP782)
Clay Finck argues that the rise of passive investing has made markets less efficient by shrinking the pool of investors focused on price and value.
- Thinking in Decades w/ Clay Finck (TIP781)
Clay Finck says his core investing formula has stayed simple: deploy capital into great companies at fair prices and hold businesses that can compound free cash flow per share…
- Top Stocks for 2026 w/ Shawn O'Malley, Daniel Mahncke, & Clay Finck
The episode centers on three 2026 stock ideas: Shawn O’Malley pitches Exor N.V. ($EXO) as a way to buy Ferrari indirectly at a steep discount to net asset value, Daniel Mahncke…
We Study Billionaires, its episodes and artwork belong to The Investor's Podcast Network. Octagon is not affiliated with the show; these pages are independent summaries.
