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
TIVP68: CoStar Group (CSGP): The Real Estate Em...
Shawn and Daniel explore CoStar Group, the dominant provider of commercial real estate data and analytics.
96 min
2
TIVP067: Portfolio Review: Thoughts on Airbnb, ...
Daniel, Shawn, and Kyle take a closer look at the Intrinsic Value Portfolio and some of the high-priority watchlist companies.
106 min
3
Special Announcement: The Intrinsic Value Podca...
Shawn and Daniel won't be releasing an episode as usual, but they will be back next Sunday with a new co-host joining them to help break down companies for The Intrinsic Value Portfolio.
2 min
4
TIVP066: Valuing Constellation Software's Spino...
Daniel Mahncke and Shawn O'Malley take a deep dive into Topicus, Lumine, Sygnity, and Asseco Poland.
80 min
5
TIVP065: Spotify (SPOT): Investing in Music in...
Shawn and Daniel explore Spotify (SPOT), its growth, margins, and competition with YouTube, Apple, and Amazon.
96 min
6
TIVP064: Kelly Partners Group: The Constellatio...
Daniel and Shawn take a deep dive into Kelly Partners — a fast-growing Australian chartered accounting network.
77 min
7
TIVP063: Figma Inc. (FIG): Recovering From An 8...
Shawn and Daniel break down the emerging design giant Figma Inc. (ticker: FIG).
72 min
8
TIVP062: Duolingo (DUOL): Generational Opportun...
Daniel and Shawn dive into Duolingo, the leading language learning app with 50M+ daily users and the chaotic green owl as a mascot.
83 min
9
TIVP061: Lyft Inc. (LYFT): The Key to Winning ...
Shawn O’Malley and Daniel Mahncke break down the ride-sharing giant Lyft Inc. (ticker: LYFT) and discuss whether the company can regain ground against Uber, or whether it’s always destined to be #2.
82 min
10
TIVP060: Constellation Software (CSU): Historic...
Daniel and Shawn take a deep dive into Constellation Software and assess whether it deserves a spot in the portfolio.
87 min
11
TIVP059: Netflix (NFLX): The King of Streaming ...
Shawn and Daniel break down Netflix (ticker: NFLX) and discuss whether the company has finally won the streaming wars.
85 min
12
TIVP058.5 The Intrinsic Value Community (Mini E...
Find out more about The Intrinsic Value Community. Daniel and Shawn answer some of the most common questions about the community.
7 min
13
TIVP058: Hermes: The Most Prestigious Luxury Br...
Daniel and Shawn take a deep dive into Hermès — the family-controlled luxury house.
86 min
14
TIVP057: Doximity (DOCS): A Profitable Social M...
Shawn and Daniel break down Doximity (DOCS), the “LinkedIn for doctors,” and its high-margin advertising engine.
70 min
15
TIVP056: Meta (META): Is Meta Undervalued Again...
Daniel and Shawn take a deep dive into Meta — the world’s most powerful attention engine.
80 min
16
TIVP055: Churchill Downs, Inc. (CHDN): Investin...
Shawn and Daniel break down Churchill Downs, Inc. (ticker: CHDN), a gaming company that is uniquely tied to the world of horse racing.
72 min
17
TIVP054: Mercado Libre: More than just "the Ama...
Daniel and Shawn take a deep dive into Mercado Libre, the dominant e-commerce and fintech platform in Latin America.
92 min
18
TIVP053: Exor NV (EXO): Too Good To Be True? w/...
Shawn & Daniel break down Exor NV (EXO), a family-controlled holding company trading at nearly a 60% discount to NAV.
72 min
19
TIVP052: Chapters Group: 100-Bagger in the Maki...
Daniel and Shawn take a deep dive into Chapters Group.
74 min
20
TIVP051: Snap Inc. (SNAP): Why Hasn’t Snapchat ...
Shawn and Daniel break down Snap Inc., a camera-based social media platform with nearly one billion monthly users.
73 min
21
TIVP050: Portfolio Review: Performance and New ...
Daniel and Shawn review the Intrinsic Value Portfolio after nearly one year of searching for the best opportunities in the market.
82 min
22
TIVP049: DoorDash (DASH): Can It Keep Deliverin...
Shawn and Daniel break down DoorDash (ticker: DASH), America’s dominant meal-delivery company that’s rapidly expanding into all forms of local commerce.
93 min
23
TIVP048: S&P Global (SPGI): The Company behind ...
Daniel and Shawn dive into S&P Global – the data and benchmark giant that is best-known for the S&P 500 index.
87 min
24
TIVP047: Booking Holdings (BKNG): Does Booking....
Shawn and Daniel break down Booking Holdings (ticker: BKNG), the world’s largest travel company.
94 min
25
TIVP046: TransDigm (TDG): A Conglomerate of Mon...
Daniel and Shawn dive into TransDigm — the aerospace supplier that turned “boring parts” into a compounding machine.
92 min