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
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
2
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
3
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
4
TIVP098 (Video): Alphabet (GOOGL): The Megacap ...
Kyle and Shawn revisit Alphabet nearly two years after Shawn's original pitch.
80 min
5
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
6
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
7
TIVP095 (Video): Applovin (APP): The 30-Bagger ...
Kyle and Shawn break down AppLovin, one of the most profitable businesses in ad tech.
93 min
8
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
9
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
10
TIVP092 (Video): Domino's Pizza (DPZ): Is the R...
Kyle and Shawn analyze Domino's Pizza, the world’s biggest pizza franchisor.
75 min
11
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
12
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
13
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
14
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
15
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
16
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
17
TIVP085 (Video): Fairfax Financial (FFO.TO): T...
Kyle and Shawn analyze Fairfax Financial, the insurance conglomerate that Prem Watsa built.
67 min
18
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
19
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
20
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
21
TIVP081 (Video): Restoration Hardware (RH): Bui...
Shawn and Daniel explore Restoration Hardware (ticker: RH).
67 min
22
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
23
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
24
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
25
TIVP077 (Video): QXO (QXO): Can One of the Worl...
Kyle and Shawn analyze QXO, the ambitious building-products distribution company.
81 min