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We Study Billionaires
The episodes Chorus has covered, newest first: what was said, by whom, with verified quotes.
TIP856: Airbnb (ABNB): The Business Outgrew Its Peak, The Stock Hasn't w/ Kyle Grieve & Shawn O'Malley
Hosts Kyle Grieve and Shawn O'Malley revisit their original Airbnb (ABNB) thesis, asking whether the business has outgrown its peak while the stock has not.
TIP855: Shopify (SHOP): The Big Winner of Agentic Commerce? w/ Shawn O'Malley & Daniel Mahncke
Shawn O'Malley and Daniel Mahncke examine Shopify's growth and valuation, arguing that the business has outperformed expectations, with 2025 GMV of $378B (up 29%), revenue of $11.5B (up 30%), a…
TIP854: GE Aerospace: Chris Hohn’s Biggest Bet w/ Daniel Mahncke & Shawn O'Malley
Hosts Daniel Mahncke and Shawn O'Malley examine GE Aerospace, the engine maker that Chris Hohn's TCI has bet on heavily, arguing its moat comes from certified jet engines locked in for decades and a…