Episode Link
https://share.snipd.com/episode/721d36d4-97fa-4d97-b029-e7c7a09b59fb
Episode publish date
January 2, 2026 1:00 AM (UTC)
Last edit date
Jan 6, 2026 6:42 PM
Last snip date
January 6, 2026 6:41 PM (UTC)
Last sync date
January 6, 2026 6:41 PM (UTC)
Show
We Study Billionaires - The Investor’s Podcast Network
Show notes link
Snips
11
Warning
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Your snips
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[02:10] Buy Ferrari At A Holding-Company Discount
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[14:24] Why Holdco Discounts Persist
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[28:22] Read Buybacks As Capital Allocation Signal
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[32:08] Value Holding Companies By NAV Scenarios
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[40:59] Flywheel From Payments Plus Logistics
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[45:20] Long Runway For Latin E‑Commerce
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[47:10] Hybrid Logistics Lowers Capex, Keeps Speed
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[53:58] Judge Competitors By Local Moats
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[58:29] Evaluate Fintechs By Data And NPLs
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[01:19:48] Buy Meta For AI And Ad Monetization Upside
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