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
TIVP106 (Video): Airbnb (ABNB): The Business Ou...
Kyle and Shawn discuss whether Airbnb’s recent slowdown was a warning sign or just building the groundwork for its next growth phase.
86 min
2
TIVP105 (Video): Shopify (SHOP): The Big Winner...
Shawn and Daniel revisit Shopify (NASDAQ: SHOP) fifteen months after Shawn pitched it.
79 min
3
TIVP104 (Video): GE Aerospace: Chris Hohn’s Big...
Daniel and Shawn analyze GE Aerospace ($GE), its engine aftermarket monopoly, pricing power, and whether its valuation justifies a spot in the portfolio.
74 min
4
TIVP103 (Video): Aritzia (ATZ.TO): The Women's ...
Kyle Grieve and Shawn O’Malley discuss Aritzia, the everyday luxury fashion brand that has become one of retail's most impressive compounders.
85 min
5
TIVP102 (Video): Hermès and LVMH Stock: Time to...
75 min
6
TIVP101 (Video): HEICO Vs. TransDigm: Whose Aer...
Kyle and Shawn discuss HEICO and TransDigm, two dominant players in the aerospace components industry known for their pricing power and resiliency.
77 min
7
TIVP100 (Video): Walmart (WMT): From Discount R...
Kyle and Shawn discuss Walmart and how it grew from Sam Walton's small-town five-and-dime into a retail giant.
75 min
8
TIVP099 (Video): Meta (META): What the Market M...
Daniel Mahncke and Shawn O’Malley revisit Meta, examining its AI investments, rising capex, falling cash flow, and valuation.
89 min
9
TIVP098 (Video): Alphabet (GOOGL): The Megacap ...
Kyle and Shawn revisit Alphabet nearly two years after Shawn's original pitch.
80 min
10
TIVP097 (Video): Copart Stock (CPRT): Is Copart...
Daniel Mahncke and Shawn O'Malley revisit Copart (NASDAQ: CPRT), the online salvage auction giant that turns totaled cars into a global marketplace, connecting insurers with more than a million buyers across 190 countries.
70 min
11
TIVP096 (Video): Uber (UBER): The Autonomy Ref...
Shawn and Daniel revisit Uber (NYSE: UBER), one of the largest holdings in The Intrinsic Value Portfolio, fifteen months after they first pitched it.
64 min
12
TIVP095 (Video): Applovin (APP): The 30-Bagger ...
Kyle and Shawn break down AppLovin, one of the most profitable businesses in ad tech.
93 min
13
TIVP094 (Video): Comfort Systems (FIX): The Fiv...
Kyle and Shawn revisit Comfort Systems USA, a business Shawn originally passed on at $320 that has since appreciated fivefold.
76 min
14
TIVP093 (Video): Palantir Stock (PLTR): Palanti...
Daniel Mahncke and Shawn O’Malley explore Palantir’s explosive AI growth, soaring margins, and eye-watering 60x sales valuation.
76 min
15
TIVP092 (Video): Domino's Pizza (DPZ): Is the R...
Kyle and Shawn analyze Domino's Pizza, the world’s biggest pizza franchisor.
75 min
16
TIVP091 (Video): Google, Reddit, Amazon – Are O...
Daniel and Shawn now take a look at the best-performing stocks of the pitches of the last two years.
87 min
17
TIVP090 (Video): Adobe, Lululemon, PayPal – Are...
Daniel and Shawn take a trip down memory lane and look back at the pitches of the last year and a half – especially the ones that didn’t work out as hoped.
79 min
18
TIVP089 (Video): Exor NV (EXO): The Massive Dis...
Kyle and Shawn analyze Exor, its major Ferrari stake, Lingotto investment arm, and what could drive its valuation discount to close or widen.
84 min
19
TIVP088 (Video): Intuit (INTU): The S&P 500's B...
Shawn and Kyle explore Intuit (ticker: INTU) and decide whether it belongs in the Intrinsic Value Portfolio.
79 min
20
TIVP087 (Video): DLocal (DLO): Multibagger Pote...
Daniel and Shawn take a deep dive into DLocal (NASDAQ: DLO), and decide whether it deserves a spot in The Intrinsic Value Portfolio.
82 min
21
TIVP086 (Video): Perimeter Solutions (PRM): A N...
Kyle and Shawn analyze Perimeter Solutions, a niche industrial conglomerate built by Transdigm's legendary founder.
76 min
22
TIVP085 (Video): Fairfax Financial (FFO.TO): T...
Kyle and Shawn analyze Fairfax Financial, the insurance conglomerate that Prem Watsa built.
67 min
23
TIVP084 (Video): Pinduoduo (PDD): Is PDD the Be...
Daniel Mahncke and Shawn O’Malley take a deep dive into Pinduoduo (NASDAQ: PDD), the Chinese retail giant that overtook Alibaba and JD.com before expanding globally with Temu.
88 min
24
TIVP083 (Video): SpaceX (SPCX): Is It Really Wo...
Kyle and Shawn analyze SpaceX's blockbuster 2026 IPO, dissecting the company's three segments: Space, Connectivity, and AI.
75 min
25
TIVP082 (Video): Kaspi Stock ($KSPI): Beating t...
Daniel and Shawn analyze Kaspi.kz’s dominant super-app model, valuation, Turkey expansion, dividend, key risks, and whether the stock belongs in the Intrinsic Value Portfolio.
89 min