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
TIVP076 (Video): Grab Holdings (GRAB): Why Uber...
Shawn and Daniel explore Grab Holdings (ticker: GRAB).
80 min
2
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
3
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
4
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
5
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
6
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
7
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
8
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
9
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
10
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
11
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
12
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
13
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
14
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
15
TIVP063: Figma Inc. (FIG): Recovering From An 8...
Shawn and Daniel break down the emerging design giant Figma Inc. (ticker: FIG).
72 min
16
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
17
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
18
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
19
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
20
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
21
TIVP058: Hermes: The Most Prestigious Luxury Br...
Daniel and Shawn take a deep dive into Hermès — the family-controlled luxury house.
86 min
22
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
23
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
24
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
25
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