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!

Business
Investing
Education
51
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
52
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
53
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
54
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
55
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
56
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
57
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
58
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
59
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
60
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
61
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
62
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
63
MI364: Lessons From Michael Mauboussin w/ Shawn...
Shawn O’Malley shares his favorite insights from Michael Mauboussin’s excellent book, More Than You Know.
50 min
64
MI Rewind: Bitcoin and Financial Independence w...
Jim Crider shares his thoughts about Bitcoin, the benefits of having a financial planner, what it really means to achieve financial independence, and more.
53 min
65
MI363: Valuing Universal Music Group w/ Shawn O...
Shawn breaks down Universal Music Group’s stock and what the music industry looks like from music labels’ perspective.
45 min
66
MI Rewind: The Millionaire Fastlane w/ MJ DeMarco
MJ DeMarco talks about why he chose entrepreneurship as his path to building wealth, his journey in building a successful business, how he knew it was time to sell what he built, and more.
45 min
67
Millennial Investing Podcast Trailer
2 min
68
MI362: The Story Of Spotify And Valuation w/ Sh...
Shawn O’Malley tells the story of Spotify, the music and podcast streaming app that hundreds of millions of people worldwide use. Learn about how streaming saved the recorded music industry, Spotify’s origins, the economics of music streaming, and so much more!
45 min
69
MI Rewind: Why Buy Bitcoin w/ Andy Edstrom
Clay chats with Andy Edstrom about why Bitcoin should be considered as a part of an investment portfolio, and much more!
88 min
70
MI361: Poor Charlie's Almanack w/ Shawn O'Malley
Patrick Donley sits down with Shawn O’Malley to discuss what his main takeaways were from doing a deep dive into the wit and wisdom of Charlie Munger from Poor Charlie’s Almanack.
41 min
71
MI Rewind: Naval w/ Eric Jorgenson
Robert chats with Eric Jorgenson, the creator of The Almanack of Naval Ravikant: A Guide to Wealth and Happiness.
47 min
72
MI360: The Outsiders w/ Shawn O'Malley
Patrick Donley sits down with Shawn O’Malley, Chief Editor of our newsletter, We Study Markets, to discuss what his main takeaways were from doing a deep dive into The Outsiders by William Thorndike.
38 min
73
MI Rewind: Why Deflation is Key to an Abundant ...
Jeff Booth talks about inflation and deflation, why inflation isn’t necessarily ‘good’ for a healthy and thriving economy, and more!
44 min
74
MI359: The Intelligent Investor w/ Shawn O'Malley
Patrick Donley sits down with Shawn O’Malley, Chief Editor of our newsletter, We Study Markets, to discuss what his main takeaways were from doing a deep dive into The Essays of Warren Buffett by Lawrence Cunningham.
43 min
75
MI Rewind: Masterclass on NFTs and Business w/ ...
Tom Bilyeu talks about the marketing strategies to implement first in order to grow a brand new company.
68 min