Podcast · 315 episodes
The Intrinsic Value Podcast - The Investor’s Podcast Network
by The Investor's Podcast Network · English
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! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Latest episodes
TIVP099 (Video): Meta (META): What the Market Misses w/ Daniel Mahncke & Shawn O’MalleyMeta’s stock opportunity vs. risks, focusing on (1) major child-safety lawsuits and resulting product changes/settlements, (2) whether Meta’s huge AI/cloud capex is justified, and (3) how ad “twin…27 Sep 2026 · 1 h 30 min
TIVP098 (Video): Alphabet (GOOGL): The Megacap That Still Might Be Underrated w/ Kyle Grieve & Shawn O’MalleyAlphabet (Google) re-evaluation after ~18 months: stock doubled, “death of Search” didn’t happen, but Alphabet’s balance sheet and capital allocation changed—especially massive AI/data-center…20 Sep 2026 · 1 h 21 min
TIVP097 (Video): Copart Stock (CPRT): Is Copart now a Buy? w/ Daniel Mahncke & Shawn O’MalleyCopart (CPRT) stock outlook—whether the business is still a “quality compounder” despite slowing U.S. top-line growth, and what’s driving market-share and volume changes versus IAA.13 Sep 2026 · 1 h 11 min
All episodes
TIVP099 (Video): Meta (META): What the Market Misses w/ Daniel Mahncke & Shawn O’MalleyMeta’s stock opportunity vs. risks, focusing on (1) major child-safety lawsuits and resulting product changes/settlements, (2) whether Meta’s huge AI/cloud capex is justified, and (3) how ad “twin…27 Sep 2026 · 1 h 30 min · 35 chapters
TIVP098 (Video): Alphabet (GOOGL): The Megacap That Still Might Be Underrated w/ Kyle Grieve & Shawn O’MalleyAlphabet (Google) re-evaluation after ~18 months: stock doubled, “death of Search” didn’t happen, but Alphabet’s balance sheet and capital allocation changed—especially massive AI/data-center…20 Sep 2026 · 1 h 21 min · 36 chapters
TIVP097 (Video): Copart Stock (CPRT): Is Copart now a Buy? w/ Daniel Mahncke & Shawn O’MalleyCopart (CPRT) stock outlook—whether the business is still a “quality compounder” despite slowing U.S. top-line growth, and what’s driving market-share and volume changes versus IAA.13 Sep 2026 · 1 h 11 min · 20 chapters
TIVP096 (Video): Uber (UBER): The Autonomy Referendum: Is Mr. Market Completely Wrong? w/ Shawn O’Malley and Daniel MahnckeUber’s intrinsic value vs the market’s fear that autonomous vehicles (especially Waymo) will replace Uber’s ride-hailing marketplace.9 Sep 2026 · 1 h 5 min · 26 chapters
TIVP095 (Video): Applovin (APP): The 30-Bagger Down More Than Half w/ Kyle Grieve & Shawn O'MalleyAppLovin (APP) as a “30-bagger down” stock: the episode argues the business is still growing and compounding (revenue up 50%+ YoY; free cash flow compounding) while the stock has fallen toward/near…6 Sep 2026 · 1 h 33 min · 39 chapters
TIVP094 (Video): Comfort Systems (FIX): The Five-Bagger We Passed OnComfort Systems w/ Kyle Grieve & Shawn O'MalleyThe hosts revisit their earlier “miss” on Comfort Systems USA (mechanical, electrical, and plumbing contractor/service provider based in Houston) after the stock became a “five-bagger.” They analyze…2 Sep 2026 · 1 h 17 min · 31 chapters
TIVP093 (Video): Palantir Stock (PLTR): Palantir is Cheaper than I Thought! w/ Daniel Mahncke & Shawn O’MalleyPalantir (PLTR) stock valuation and business model, arguing Palantir is “cheaper than expected” after a shift in growth/multiples; explains how Palantir’s ontology/digital-twin software works, why…30 Aug 2026 · 1 h 16 min · 29 chapters
TIVP092 (Video): Domino's Pizza (DPZ): Is the Royalty Engine Still Running? w/ Kyle Grieve & Shawn O'MalleyDomino’s Pizza as a “royalty engine” (franchise model) and whether its earnings compounding and capital allocation still work despite intense competition and low customer switching costs.23 Aug 2026 · 1 h 16 min · 36 chapters
TIVP091 (Video): Google, Reddit, Amazon – Are Our Biggest Winners Still a Buy? w/ Daniel Mahncke & Shawn O'MalleyThe hosts discuss their biggest winners—Alphabet (Google), Amazon, and Reddit—and whether they’re still attractive buys at current prices.19 Aug 2026 · 1 h 28 min · 32 chapters
TIVP090 (Video): Adobe, Lululemon, PayPal – Are our Biggest Losers a Buy Now? w/ Daniel Mahncke & Shawn O’MalleyThe hosts review “biggest losers” from their intrinsic value portfolio—Lululemon, PayPal, and then discuss Adobe as a contrasting case—arguing about whether cheaper prices later would have made them…16 Aug 2026 · 1 h 19 min · 30 chapters
TIVP089 (Video): Exor NV (EXO): The Massive Discount Continues To Widen w/ Kyle Grieve & Shawn O'MalleyUpdate on Exor NV (EXO) thesis—whether the widening discount to net asset value (NAV) is a problem—using Ferrari’s performance and valuation as the main driver.9 Aug 2026 · 1 h 25 min · 28 chapters
TIVP088 (Video): Intuit (INTU): The S&P 500's Biggest Loser w/ Shawn O'Malley & Kyle GrieveWhy Intuit (INTU) is down ~60%+ from its peak and is the S&P 500’s worst performer this year, despite strong fundamentals; debate on whether AI will hollow out incumbents vs create “generational…5 Aug 2026 · 1 h 20 min · 29 chapters
TIVP087 (Video): DLocal (DLO): Multibagger Potential with Decade-Long Runway w/ Daniel Mahncke & Shawn O’MalleyThe episode pitches DLocal (DLO), arguing it can be a “multibagger” because it sits at the intersection of two megatrends: digitalization of emerging markets and expansion of global tech leaders…2 Aug 2026 · 1 h 23 min · 39 chapters
TIVP086 (Video): Perimeter Solutions (PRM): A Niche Monopoly, One Acquisition at a Time w/ Kyle Grieve and Shawn O'MalleyPerimeter Solutions (PRM) is framed as a “niche monopoly” serial-acquisition holding company, modeled after Nicholas Howley’s TransDig/TransTime approach.26 Jul 2026 · 1 h 16 min · 39 chapters
TIVP085 (Video): Fairfax Financial (FFO.TO): The Berkshire Of The North w/ Kyle Grieve and Shawn O'MalleyFairfax Financial as an insurance-based holding company likened to “Berkshire of the North,” focusing on Prem Watsa’s capital allocation, float economics, underwriting discipline, and whether capital…22 Jul 2026 · 1 h 8 min · 32 chapters
TIVP084 (Video): Pinduoduo (PDD): Is PDD the Best Buy in China? w/ Daniel Mahncke & Shawn O'MalleyPinduoduo (PDD) as China’s “best buy” retailer—how its mobile-first, gamified shopping and “team buying”/group buying models drive scale economics, high cash generation, and unusually low valuation…19 Jul 2026 · 1 h 29 min · 38 chapters
TIVP083 (Video): SpaceX (SPCX): Is It Really Worth $2 Trillion Dollars? w/ Kyle Grieve and Shawn O'MalleyIntrinsic Value Podcast episode analyzing SpaceX’s June 12, 2026 IPO (priced at $135/share; market value surpassing most countries’ stock markets) and whether its implied $2T+ valuation is justified…15 Jul 2026 · 1 h 16 min · 31 chapters
TIVP082 (Video): Kaspi Stock ($KSPI): Beating the Market with an E-Commerce Monopoly? w/ Daniel Mahncke & Shawn O'MalleyCaspi (NASDAQ: $KSPI) as a “super app” and e-commerce/fintech monopoly in Kazakhstan—how it evolved from a tier-2 retail bank into a vertically integrated ecosystem spanning payments, marketplace,…12 Jul 2026 · 1 h 30 min · 39 chapters
TIVP081 (Video): Restoration Hardware (RH): Building a Luxury Empire From Scratch w/ Shawn O'Malley and Daniel MahnckeRH (Restoration Hardware) builds a luxury “ecosystem” (galleries, source books, hospitality, yachts/jets/guest houses/residences) and uses “creative destruction” to expand market share during a…8 Jul 2026 · 1 h 8 min · 27 chapters
TIVP080 (Video): Auto1 Stock (AG1): Is this the Amazon for Cars? w/ Daniel Mahncke & Shawn O’MalleyAuto1’s vertically integrated “Amazon for cars” model—buying used cars from consumers (C2B), selling to dealers via wholesale (Auto1.com), and selling refurbished cars to consumers via retail…5 Jul 2026 · 1 h 4 min · 37 chapters
TIVP079 (Video): American Tower (AMT): The Wide Moat Business Your Phone Can't Live Without w/ Kyle Grieve & Shawn O'MalleyAmerican Tower (AMT) as a “wide moat” business owning ~150,000 telecom tower sites globally, leasing space to carriers and broadcasters under long-term contracts; why the moat (land access,…28 Jun 2026 · 1 h 15 min · 28 chapters
TIVP078 (Video): Copa Holdings (CPA): Is Buffett right about Airline Stocks? w/ Daniel Mahncke & Shawn O’MalleyThe hosts debate whether Warren Buffett is right that airlines are a “bottomless pit,” then argue Copa Holdings (CPA) is a rare airline outlier.21 Jun 2026 · 1 h 29 min · 37 chapters
TIVP077 (Video): QXO (QXO): Can One of the World's Best Consolidators Strike Lightning Again? w/ Kyle Grieve & Shawn O'MalleyIntrinsic Value Podcast episode on QXO, a new consolidator targeting North American roofing, waterproofing, and adjacent building-product distributors, and whether Brad Jacobs can repeat his prior…14 Jun 2026 · 1 h 21 min · 30 chapters
TIVP076 (Video): Grab Holdings (GRAB): Why Uber Surrendered Southeast Asia w/ Daniel Mahncke & Shawn O’MalleyGrab’s rise in Southeast Asia versus Uber, and how Grab built a “super app” flywheel using localized operations, proprietary mapping, and fintech (GrabPay, lending, and digital banks).10 Jun 2026 · 1 h 21 min · 35 chapters