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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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
52
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
53
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
54
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
55
MI378: The Aggressive Conservative Investor: Le...
Shawn O’Malley explores the highs and lows of famed investor Martin Whitman’s career.
47 min
56
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
57
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
58
MI375: How George Soros Beat the Markets: The A...
Shawn discusses The Alchemy of Finance by George Soros.
43 min
59
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
60
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
61
MI372: Can Disney Bring The Magic Back? Valuing...
Shawn O’Malley will be breaking down the Magic Kingdom company: Disney.
48 min
62
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
63
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
64
MI370: The Company Behind The S&P 500: Valuing ...
Shawn is joined by stock investor and founder of The All-in-One Investing Platform, Daniel Mahncke, to break down the company behind the S&P 500 index: S&P Global.
46 min
65
MI Rewind: Alphabet Stock Deep Dive w/ Rihard Jarc
Rihard Jarc does a deep dive on Alphabet’s stock, better known as Google.
42 min
66
MI369: The Anatomy of The Bear: Digging Through...
Shawn breaks down two of the greatest bear market bottoms in stock market history which left stocks incredibly undervalued, as outlined by Russell Napier’s book The Anatomy of the Bear.
57 min
67
MI Rewind: Studying Billionaires & Portfolio Al...
Trey Lockerbie talks about how his investment strategy has changed with the everchanging macro landscape, and much more.
51 min
68
MI368: Bill Ackman: The Highs and Lows w/ Shawn...
Shawn breaks down the rollercoaster ride of Bill Ackman’s career, who is one of the most famous investors alive.
46 min
69
MI Rewind: The Science of Hitting w/ Alexander ...
Clay Finck chats with Alexander Morris about the initial things Alex looks at when analyzing a company, and much more.
55 min
70
MI367: How to Invest in the Best of the Best: Q...
Shawn O’Malley breaks down different investors’ approaches to finding the best of the best companies to own.
44 min
71
MI Rewind: Is FAANG the New Value? w/ John Huber
Clay Finck chats with John Huber about the edge retail investors can have to beat the market, and more.
57 min
72
MI366: Bill Miller: The Man Who Beat the Market...
Shawn O’Malley breaks down the life and career of the great Bill Miller, the only investor to ever beat the market for 15 consecutive years.
38 min
73
MI Rewind: Investing in the Oil and Gas Industr...
Grant Norwood talks about the oil and gas industry, and why investors should consider this potentially lucrative space.
32 min
74
MI365: The Memos of Howard Marks w/ Shawn O'Malley
Shawn breaks down 30 years’ worth of memos from one of Wall Street’s most storied investors: Howard Marks.
43 min
75
MI Rewind: Do Stocks Only Go Up? w/ Brian Feroldi
Brian Feroldi talks about why personal finance isn’t widely spread in the US education system today, and much more.
62 min