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!
51
TIVP050: Portfolio Review: Performance and New ...
Daniel and Shawn review the Intrinsic Value Portfolio after nearly one year of searching for the best opportunities in the market.
82 min
52
TIVP049: DoorDash (DASH): Can It Keep Deliverin...
Shawn and Daniel break down DoorDash (ticker: DASH), America’s dominant meal-delivery company that’s rapidly expanding into all forms of local commerce.
93 min
53
TIVP048: S&P Global (SPGI): The Company behind ...
Daniel and Shawn dive into S&P Global – the data and benchmark giant that is best-known for the S&P 500 index.
87 min
54
TIVP047: Booking Holdings (BKNG): Does Booking....
Shawn and Daniel break down Booking Holdings (ticker: BKNG), the world’s largest travel company.
94 min
55
TIVP046: TransDigm (TDG): A Conglomerate of Mon...
Daniel and Shawn dive into TransDigm — the aerospace supplier that turned “boring parts” into a compounding machine.
92 min
56
TIVP045: Robinhood Markets Inc. (HOOD): The Wor...
102 min
57
TIVP044: Salesforce (CRM): Agentforce or AI-Nat...
Daniel and Shawn dive into Salesforce — the company that practically invented modern enterprise software.
78 min
58
TIVP043: MSCI (MSCI): The Financial Giant Enab...
Shawn and Daniel explore how MSCI became the global standard for market indexes, its powerful business model, and whether it remains a compelling long-term investment.
72 min
59
TIVP042: Copart (CPRT): The 100-Bagger Junk Yar...
Daniel and Shawn dive into Copart, the salvage auction company that’s quietly become one of the best-performing stocks of the last three decades.
77 min
60
TIVP041: Fair Isaac Corporation (FICO): Scoring...
Shawn and Daniel break down Fair Isaac Corporation (FICO), whose algorithms power U.S. credit scores used for loans, rentals, jobs, and more.
74 min
61
TIVP040: Manchester United (MANU): Valuing a Fo...
Daniel and Shawn dive into Manchester United, one of the most recognized sports brands on the planet.
72 min
62
TIVP039: Universal Music Group (UMG): Owning Th...
Shawn & Daniel break down Universal Music Group, which controls royalties on ⅓ of global music in an industry led by UMG, Sony, & Warner.
87 min
63
TIVP038: Berkshire Hathaway (BRK.B): From Buffe...
Daniel and Shawn dive into Berkshire Hathaway, the billion-dollar conglomerate built by Warren Buffett and Charlie Munger.
83 min
64
TIVP037: Match Group (MTCH): Is Finding Love a ...
Shawn and Daniel break down Match Group (ticker: MTCH), a company that operates as part of a duopoly in online dating.
77 min
65
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
66
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
67
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
68
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
69
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
70
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
71
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
72
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
73
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
74
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
75
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