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!
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TIVP036: Dell (DELL): Overlooked AI Growth Stor...
Daniel and Shawn dive into Dell Technologies, the legacy PC giant that might be one of the most overlooked players in today’s AI cycle.
81 min
27
TIVP035: Ferrari (RACE): High-Speed Compounder ...
Shawn and Daniel break down Ferrari (ticker: RACE), a company whose stock is arguably just as impressive as its high-performance and ultra-luxury vehicles.
75 min
28
TIVP034: Crocs (CROX): Fashion Icon or Value Tr...
Daniel and Shawn dive into Crocs, the footwear company that turned a ridiculed foam clog into a global fashion phenomenon.
72 min
29
TIVP033: Lululemon (LULU): Still the King of At...
Shawn and Daniel break down Lululemon, an iconic brand famous for pioneering the now ubiquitous athleisure industry.
87 min
30
TIVP032: Remitly (RELY): Future Multibagger or ...
Daniel and Shawn dive into Remitly, the digital remittance platform aiming to disrupt a $2 trillion global market.
88 min
31
TIVP031: The Trade Desk (TTD): Heir to the Prog...
Shawn and Daniel explore The Trade Desk (TTD), a leading digital advertising platform helping ad buyers maximize value across the “Open Internet.”
83 min
32
TIVP030: PayPal (PYPL): Value Trap or Multibagg...
Daniel and Shawn dive into PayPal’s post-pandemic reset, tracing the fintech pioneer’s slide from market darling to value-story candidate.
86 min
33
TIVP029: Roku (ROKU): Forgotten Streaming Giant...
Shawn and Daniel break down Roku (ticker: ROKU), an aggregator of digital content in the world of TV streaming.
90 min
34
TIVP028: Estée Lauder (EL): Michael Burry’s Big...
Daniel Mahncke and Shawn O’Malley take a closer look at Estée Lauder’s turbulent turnaround, from pandemic favorite to contrarian play.
69 min
35
TIVP027: LVMH (MC): Investing in True Luxury w/...
Shawn O’Malley and Daniel Mahncke break down LVMH (ticker: MC), an iconic luxury goods empire.
83 min
36
TIVP026: The Intrinsic Value Portfolio: Mid-Yea...
Daniel and Shawn step back for a mid-year review of the Intrinsic Value Portfolio, revisiting each holding to test the strength of their original theses and weigh what’s changed.
100 min
37
TIVP025: Smith & Wesson (SWBI): Deep Value — Lo...
Shawn O’Malley and Daniel Mahnke break down Smith & Wesson (ticker: SWBI), an iconic firearms manufacturer with 170+ years of history.
74 min
38
TIVP024: TSMC (TSM): The Most Important Busines...
Daniel and Shawn turn their focus to Taiwan Semiconductor Manufacturing Company (ticker: TSM), the quiet engine powering nearly every device we touch, and the global AI boom.
91 min
39
TIVP023: Nubank (NU): Banking on Latin America ...
Shawn O’Malley and Daniel Mahnke break down Nubank, a leading fintech company providing credit card, banking, and insurance services.
94 min
40
TIVP022: Amazon (AMZN): Is It Prime Time for In...
Daniel Mahncke and Shawn O’Malley break down Amazon (ticker: AMZN), one of the most transformative companies of the modern era.
91 min
41
TIVP021: Shopify (SHOP): The Battle For The Fut...
Shawn and Daniel break down Shopify, a leading e-commerce platform company enabling e-commerce merchants across the world to seamlessly manage nearly every part of their business in one place.
84 min
42
TIVP020: Visa (V): Is Visa still the Card to Ho...
Daniel Mahncke and Shawn O’Malley break down Visa (ticker: V), the global payments powerhouse that acts as the invisible engine behind billions of transactions every day.
83 min
43
TIVP019: Adobe (ADBE): Designing a Creative Emp...
Shawn and Daniel break down Adobe, a leading software company providing end-to-end solutions for creative professionals.
87 min
44
TIVP018: Mercedes-Benz (MBG): Can Benz Reinvent...
Daniel Mahncke and Shawn O’Malley break down Mercedes-Benz (ticker: MBG), one of the world’s most iconic automakers known for luxury, engineering, and performance.
77 min
45
TIVP017: Comfort Systems (FIX): Blue-Collar Com...
Shawn O’Malley and Daniel Mahnke break down Comfort Systems (ticker: FIX).
75 min
46
TIVP016: Uber (UBER): Cash Burner To Compounder...
Shawn O’Malley and Daniel Mahnke break down Uber (ticker: UBER), a ubiquitous tech giant that has changed how the world travels.
84 min
47
TIVP015: Nike (NKE): Just Buy It? w/ Daniel Mah...
Daniel Mahncke and Shawn O’Malley break down Nike (ticker: NKE), the global leader in athletic footwear and apparel.
66 min
48
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
49
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
50
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