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
TIVP015: Nike (NKE): Nike (NKE): Just Buy It? w...
Daniel Mahncke and Shawn O’Malley break down Nike (ticker: NKE), the global leader in athletic footwear and apparel.
66 min
2
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
3
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
4
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
5
TIVP011: Nintendo (NTDOY): “Switching” It Up w/...
Daniel Mahncke and Shawn O’Malley break down Nintendo (ticker: NTDOY), a global gaming powerhouse.
91 min
6
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
7
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
8
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
9
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
10
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
11
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
12
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
13
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
14
TIVP002: Coupang (CPNG): The Amazon of South Ko...
Shawn O’Malley tells the story of Coupang, the “Amazon of South Korea."
53 min
15
TIVP001: Madison Square Garden Sports (MSGS): B...
Shawn breaks down Madison Square Garden Sports Corp., ticker: MSGS, which is the holding company that owns the NBA’s New York Knicks and NHL’s New York Rangers. MSGS is one of the few publicly-traded equities that allows retail investors to directly own professional sports teams, and few franchises are of a higher profile than the Knicks and Rangers.
49 min
16
(Trailer) The Intrinsic Value Podcast
1 min
17
MI384: Skin in the Game w/ Clay Finck & Kyle Gr...
Shawn reflects with Clay and Kyle on some of their favorite moments as Millennial Investing hosts in the past, from chatting with William Green to discussing whether we are in an “Everything Bubble” and how passive investing has affected markets.
76 min
18
MI383: Zero to One: Lessons From Peter Thiel w/...
Shawn goes through the best-selling book Zero to One by the prolific investor Peter Thiel, who’s best known for co-founding PayPal and Palantir and for being the first outside investor in Facebook.
45 min
19
MI382: Cloning Mohnish Pabrai w/ Shawn O’Malley
Shawn shares his favorite lessons from the billionaire investor Mohnish Pabrai. Learn what it means to circle the wagons in investing, what Pabrai learned from having lunch with Buffett, what it means to be a Dhando Investor and much more!
45 min
20
MI381: Joel Greenblatt: Behind the Magic Formul...
Shawn takes you into the classroom of legendary investor Joel Greenblatt, sharing his biggest takeaways from watching Greenblatt’s lectures at Columbia
46 min
21
MI380: Hidden Compounders: The Best Stocks Hidi...
Shawn discusses the concept of hidden compounders, where some of the most boring businesses can make the best long-term investments.
43 min
22
MI379: Quality Investing: Learnings From John H...
Shawn explores the fundamentals of, and merits in, being a long-term, quality-focused investor, using John Huber’s success and philosophy as an example to follow.
44 min
23
MI378: The Aggressive Conservative Investor: Le...
Shawn O’Malley explores the highs and lows of famed investor Martin Whitman’s career.
47 min
24
MI377: How Aswath Damodaran Invests Across The ...
Shawn discusses the lessons he learned from Aswath Damodaran and recent research from Michael Mauboussin & Dan Callahan of Morgan Stanley.
47 min
25
MI376: Why Do Great Companies Fail? The Innovat...
Shawn discusses why great companies fail, as outlined by Clayton Christensen in his timeless book, The Innovator’s Dilemma.
42 min