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
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
2
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
3
TIVP081 (Video): Restoration Hardware (RH): Bui...
Shawn and Daniel explore Restoration Hardware (ticker: RH).
67 min
4
TIVP080 (Video): Auto1 Stock (AG1): Is this the...
Daniel and Shawn break down Auto1's hybrid business model, financing advantage, and the economics driving its growth.
64 min
5
TIVP079 (Video): American Tower (AMT): The Wide...
Kyle and Shawn analyze American Tower, the global cell tower business that powers the wireless networks we rely on every day.
74 min
6
TIVP078 (Video): Copa Holdings (CPA): Is Buffet...
Daniel and Shawn explore whether Copa Holdings is a rare airline winner worth adding to the Intrinsic Value Portfolio.
88 min
7
TIVP077 (Video): QXO (QXO): Can One of the Worl...
Kyle and Shawn analyze QXO, the ambitious building-products distribution company.
81 min
8
TIVP076 (Video): Grab Holdings (GRAB): Why Uber...
Shawn and Daniel explore Grab Holdings (ticker: GRAB).
80 min
9
TIVP075 (Video): WIX: The Most Asymmetric AI Be...
Daniel Mahncke and Shawn O’Malley break down Wix, its AI opportunity, platform stickiness, and the potential impact of Base44.
75 min
10
TIVP074 (Video): Lifco AB (LIFCO-B.ST): The Ser...
Kyle and Shawn assess whether LIFCO, one of the world's leading industrial serial acquirers belong to The Intrinsic Value Portfolio.
83 min
11
TIVP073 (Video): NVR (NVR): What's Next for One...
Kyle Grieve and Shawn O’Malley analyze NVR through cycles and assess whether it’s a business that is simple to understand.
88 min
12
TIVP072 (Video): Sea Limited (SE): Can Sea Limi...
Daniel Mahncke and Shawn O'Malley take a deep dive into Sea Limited — the largest Southeast Asian marketplace.
99 min
13
TIVP071 (Video): Formula One Group (FWONA): Th...
Kyle Grieve and Shawn O’Malley break down Formula One Group, its global fanbase, event-driven revenue, and enviable cash flow.
78 min
14
TIVP070 (Video): Microsoft (MSFT): Is Microsoft...
Join Daniel and Shawn as they work through whether Microsoft's software moats can survive the very technology Microsoft is helping to build.
92 min
15
TIVP069 (Video): OTC Markets (OTCM): A Picks an...
Kyle and Shawn analyze OTC Markets Group, a hidden infrastructure company that collects tolls on over 12,000 securities.
82 min
16
TIVP68 (Video): CoStar Group (CSGP): The Real E...
Shawn and Daniel explore CoStar Group, the dominant provider of commercial real estate data and analytics.
96 min
17
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
18
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
19
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
20
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
21
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
22
TIVP063: Figma Inc. (FIG): Recovering From An 8...
Shawn and Daniel break down the emerging design giant Figma Inc. (ticker: FIG).
72 min
23
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
24
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
25
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