The Intrinsic Value Podcast - The Inv...
Presented by The Investors Podcast Network with over 10 million downloads — home to the popular We Study Billionaires podcast, The Intrinsic Value Podcast is a new show focused on breaking down businesses, estimating their intrinsic value per share, and deciding whether they should be added to an ongoing portfolio of stocks built out each week. From assessing the monopoly power of Google to determining the fair value of publicly-traded sports franchises, no topics is off limits in the pursuit of understanding as many different businesses as possible and putting together the ultimate long-term stock portfolio.
Every week, The Intrinsic Value Podcast will you help get smarter about business, valuation, and investing — don’t miss out on the journey!
1
TIVP027: LVMH (MC): Investing in True Luxury w/...
Shawn O’Malley and Daniel Mahncke break down LVMH (ticker: MC), an iconic luxury goods empire.
83 min
2
TIVP026: The Intrinsic Value Portfolio: Mid-Yea...
Daniel and Shawn step back for a mid-year review of the Intrinsic Value Portfolio, revisiting each holding to test the strength of their original theses and weigh what’s changed.
100 min
3
TIVP025: Smith & Wesson (SWBI): Deep Value — Lo...
Shawn O’Malley and Daniel Mahnke break down Smith & Wesson (ticker: SWBI), an iconic firearms manufacturer with 170+ years of history.
74 min
4
TIVP024: TSMC (TSM): The Most Important Busines...
Daniel and Shawn turn their focus to Taiwan Semiconductor Manufacturing Company (ticker: TSM), the quiet engine powering nearly every device we touch, and the global AI boom.
91 min
5
TIVP023: Nubank (NU): Banking on Latin America ...
Shawn O’Malley and Daniel Mahnke break down Nubank, a leading fintech company providing credit card, banking, and insurance services.
94 min
6
TIVP022: Amazon (AMZN): Is It Prime Time for In...
Daniel Mahncke and Shawn O’Malley break down Amazon (ticker: AMZN), one of the most transformative companies of the modern era.
91 min
7
TIVP021: Shopify (SHOP): The Battle For The Fut...
Shawn and Daniel break down Shopify, a leading e-commerce platform company enabling e-commerce merchants across the world to seamlessly manage nearly every part of their business in one place.
84 min
8
TIVP020: Visa (V): Is Visa still the Card to Ho...
Daniel Mahncke and Shawn O’Malley break down Visa (ticker: V), the global payments powerhouse that acts as the invisible engine behind billions of transactions every day.
83 min
9
TIVP019: Adobe (ADBE): Designing a Creative Emp...
Shawn and Daniel break down Adobe, a leading software company providing end-to-end solutions for creative professionals.
87 min
10
TIVP018: Mercedes-Benz (MBG): Can Benz Reinvent...
Daniel Mahncke and Shawn O’Malley break down Mercedes-Benz (ticker: MBG), one of the world’s most iconic automakers known for luxury, engineering, and performance.
77 min
11
TIVP017: Comfort Systems (FIX): Blue-Collar Com...
Shawn O’Malley and Daniel Mahnke break down Comfort Systems (ticker: FIX).
75 min
12
TIVP016: Uber (UBER): Cash Burner To Compounder...
Shawn O’Malley and Daniel Mahnke break down Uber (ticker: UBER), a ubiquitous tech giant that has changed how the world travels.
84 min
13
TIVP015: Nike (NKE): Just Buy It? w/ Daniel Mah...
Daniel Mahncke and Shawn O’Malley break down Nike (ticker: NKE), the global leader in athletic footwear and apparel.
66 min
14
TIVP014: Reddit (RDDT): Valuing the Front Page ...
Shawn O’Malley and Daniel Mahnke break down Reddit (ticker: RDDT), an emerging social media giant.
82 min
15
TIVP013: Moncler (MONC): Zipped for Success w/ ...
Daniel Mahncke and Shawn O’Malley break down Moncler (ticker: MONC), an emerging leader in luxury outerwear.
84 min
16
TIVP012: Hershey (HSY): A Deliciously Beaten Do...
Shawn O’Malley and Daniel Mahnke break down Hershey (ticker: HSY), a company about so much more than chocolate.
80 min
17
TIVP011: Nintendo (NTDOY): “Switching” It Up w/...
Daniel Mahncke and Shawn O’Malley break down Nintendo (ticker: NTDOY), a global gaming powerhouse.
91 min
18
TIVP010: Airbnb (ABNB): A Silicon Valley Gem w/...
Shawn O’Malley breaks down Airbnb (ticker: ABNB), a dominant and disruptive business in the hospitality industry.
59 min
19
TIVP009: Blue Owl Capital (OWL): The Next Black...
Shawn O'Malley breaks down Blue Owl Capital, an emerging giant in the world of alternative asset management that specializes in private credit.
63 min
20
TIVP008: VeriSign (VRSN): The Internet’s Toll R...
Shawn O’Malley breaks down VeriSign, a company that underpins the functioning of the internet.
53 min
21
TIVP007: AutoZone (AZO): Under The Hood w/ Shaw...
Shawn O’Malley breaks down AutoZone, ticker: AZO, a 100-bagger stock that continues to wow investors with its massive share repurchases after already buying back more than 90% of its total shares outstanding in the past two decades.
60 min
22
TIVP006: Vital Farms (VITL): Egg-cellent Value?...
Shawn breaks down Vital Farms, a company that sells pasture-raised eggs with a cult-like following.
61 min
23
TIVP005: Alphabet (GOOGL): Searching for Qualit...
Shawn breaks down Alphabet — the parent company of Google, which is one of the most valuable companies in the world and probably an important part of your everyday life.
65 min
24
TIVP004: John Deere (DE): Sowing the Seeds of G...
Shawn O'Malley breaks down a fascinating business that has survived for nearly two hundred years and remained an industry leader, John Deere.
62 min
25
TIVP003: Ulta Beauty (ULTA): A Beautiful Compou...
Shawn O’Malley dives deep into Ulta Beauty, one of America’s largest retailers for cosmetics, skincare, and hair care products.
62 min