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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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
27
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
28
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
29
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
30
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
31
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
32
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
33
TIVP002: Coupang (CPNG): The Amazon of South Ko...
Shawn O’Malley tells the story of Coupang, the “Amazon of South Korea."
53 min
34
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
35
(Trailer) The Intrinsic Value Podcast
1 min
36
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
37
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
38
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
39
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
40
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
41
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
42
MI378: The Aggressive Conservative Investor: Le...
Shawn O’Malley explores the highs and lows of famed investor Martin Whitman’s career.
47 min
43
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
44
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
45
MI375: How George Soros Beat the Markets: The A...
Shawn discusses The Alchemy of Finance by George Soros.
43 min
46
MI374: Fortune’s Formula: The Scientific Bettin...
Shawn O’Malley discusses the formula used by some of history’s best investors to systematically beat the market averages.
47 min
47
MI373: Valuing the Best Stock of the Last Three...
Shawn breaks down the energy drink company Monster Beverage, which you may be surprised to learn has been one of the best-performing stocks of the last few decades.
38 min
48
MI372: Can Disney Bring The Magic Back? Valuing...
Shawn O’Malley will be breaking down the Magic Kingdom company: Disney.
48 min
49
MI371: The Case for Alibaba w/ Daniel Mahncke
Shawn is joined by stock investor and founder of The All-in-One Investing Platform, Daniel Mahncke, to break down the world’s largest online Retailer: Alibaba.
54 min
50
MI Rewind: A Rational Approach to Investing w/ ...
Tobias Carlisle talks about what led him to becoming a value investor, what mean reversion is and how it relates to his overall investment strategy, and more.
49 min