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Podcast · 315 episodes

The Intrinsic Value Podcast - The Investor’s Podcast Network, page 2

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

All episodes, page 2

TIVP075 (Video): WIX: The Most Asymmetric AI Bet? w/ Daniel Mahncke & Shawn O’MalleyIntrinsic Value Podcast episode analyzing Wix (WIX) after a ~30% stock drop on recent earnings, arguing Wix could be an “asymmetric” value opportunity if its customer retention and ecosystem…7 Jun 2026 · 1 h 16 min · 36 chapters
TIVP074 (Video): Lifco AB (LIFCO-B.ST): The Serial Acquirer Building an Unstoppable Compounding Engine w/ Kyle Grieve & Shawn O'MalleyLifco AB is profiled as a “serial acquirer” with 275+ acquisitions, operating in niche industrial markets (not vertical software).3 Jun 2026 · 1 h 24 min · 40 chapters
TIVP073 (Video): NVR (NVR): What's Next for One of History's Greatest Compounders? w/ Kyle Grieve & Shawn O'MalleyNVR (homebuilder/ mortgage origination) as a “compounder” driven by capital-light land optionality (lot purchase agreements), disciplined capital allocation (large discretionary buybacks), and strong…31 May 2026 · 1 h 29 min · 32 chapters
TIVP072 (Video): Sea Limited (SE): Can Sea Limited 10x Again? w/ Daniel Mahncke & Shawn O’MalleySea Limited (NYSE: SE) and whether it can grow 10x again, framed as a “flywheel” company built from mobile gaming profits (Garena/Free Fire) funding Southeast Asia e-commerce (Shopee) and fintech…24 May 2026 · 1 h 39 min · 41 chapters
TIVP071 (Video): Formula One Group (FWONA): The Only Sports Franchise Worth Owning w/ Kyle Grieve & Shawn O'MalleyThe episode is about Formula One Group (FWONA), arguing it’s a uniquely durable sports media franchise because Liberty Media controls the exclusive commercial rights to the FIA/F1 Championship…17 May 2026 · 1 h 18 min · 34 chapters
TIVP070 (Video): Microsoft (MSFT): Is Microsoft a Misunderstood AI Opportunity? w/ Shawn O'Malley & Daniel MahnckeMicrosoft’s stock selloff and whether the market is misunderstanding a long-term AI opportunity.10 May 2026 · 1 h 33 min · 36 chapters
TIVP069 (Video): OTC Markets (OTCM): A Picks and Shovels Play in Modern Capital Markets w/ Kyle Grieve & Shawn O'MalleyOTC Markets Group (OTCM) as “picks and shovels” infrastructure for trading, listing, and data for US over-the-counter securities.3 May 2026 · 1 h 22 min · 33 chapters
TIVP68 (Video): CoStar Group (CSGP): The Real Estate Empire Making a $5 Billion Bet w/ Shawn O'Malley & Daniel MahnckeCoStar Group’s “real estate data empire” and whether its core commercial real estate data business is truly defensible, versus the risk of its $5B residential push (Homes.com).25 Apr 2026 · 1 h 37 min · 48 chapters
TIVP067: Portfolio Review: Thoughts on Airbnb, Reddit, Adobe, and co. w/ Daniel Mahncke, Shawn O'Malley, & Kyle GrievePortfolio review and watchlist updates. Hosts discuss position sizing (15–20 names; ~5–6% each), which holdings to trim/sell, and which to upgrade.19 Apr 2026 · 1 h 47 min · 44 chapters
Special Announcement: The Intrinsic Value Podcast UpdateAnnouncement updating the Intrinsic Value Podcast. Starting this month, it merges into the Investors Podcast feed (formerly We Study Billionaires), a long-running investing show with 200M+ downloads.12 Apr 2026 · 3 min · 2 chapters
TIVP066: Valuing Constellation Software's Spinoffs: Topicus, Lumine and co. w/ Daniel Mahncke & Shawn O’MalleyThe episode evaluates whether Constellation Software’s “vertical market software” (VMS) compounding playbook can be replicated by smaller “copycat” spinoffs/acquirers.5 Apr 2026 · 1 h 21 min · 28 chapters
TIVP065: Spotify (SPOT): Investing in Music in the Age of AI w/ Shawn O’Malley & Daniel MahnckeSpotify’s business model and investment thesis—how it “saved” recorded music via legal streaming, why margins are inflecting, and what must be true for Spotify stock to be attractively valued in the…29 Mar 2026 · 1 h 36 min · 42 chapters
TIVP064: Kelly Partners Group: The Constellation Software of Accounting? w/ Daniel Mahncke & Shawn O’MalleyThe Investor’s Podcast Network22 Mar 2026 · 1 h 17 min · 34 chapters
TIVP063: Figma Inc. (FIG): Recovering From An 80% Post-IPO Decline w/ Shawn O’Malley & Daniel MahnckeIn this episode, hosts Shawn O’Malley and Daniel Mahncke analyze Figma, a collaborative design software company, focusing on its substantial decline in stock value post-IPO and its competitive…15 Mar 2026 · 1 h 12 min · 32 chapters
TIVP062: Duolingo (DUOL): Generational Opportunity or fad? w/ Daniel Mahncke & Shawn O’MalleyTIVP062: Duolingo (DUOL): Generational Opportunity or Fad?8 Mar 2026 · 1 h 24 min · 41 chapters
TIVP061: Lyft Inc. (LYFT): The Key to Winning the AV Wars? w/ Shawn O’Malley & Daniel MahnckeIn this episode, Shawn O’Malley and Daniel Mahncke analyze Lyft Inc.1 Mar 2026 · 1 h 23 min · 30 chapters
TIVP060: Constellation Software (CSU): Historic Drawdown, Historic Buying Opportunity w/ Daniel Mahncke & Shawn O’MalleyDaniel Mahncke & Shawn O’Malley22 Feb 2026 · 1 h 27 min · 37 chapters
TIVP059: Netflix (NFLX): The King of Streaming w/ Shawn O’Malley & Daniel MahnckeShawn O’Malley & Daniel Mahncke15 Feb 2026 · 1 h 26 min · 38 chapters
TIVP058.5 The Intrinsic Value Community (Mini Episode): The Power of a Trusted Peer Group w/ Daniel Mahncke & Shawn O’MalleyThe Investor’s Podcast Network11 Feb 2026 · 8 min · 4 chapters
TIVP058: Hermes: The Most Prestigious Luxury Brand in the World w/ Daniel Mahncke & Shawn O’MalleyIn this episode, the hosts delve into Hermès, a family-controlled luxury brand renowned for its craftsmanship and perceived scarcity.8 Feb 2026 · 1 h 27 min · 39 chapters
TIVP057: Doximity (DOCS): A Profitable Social Media Platform For Doctors w/ Shawn O’Malley & Daniel MahnckeIn this episode of The Intrinsic Value Podcast, hosts Shawn O'Malley and Daniel Mahncke analyze Doximity (ticker: DOCS), a platform often dubbed "the LinkedIn for doctors." The discussion delves into…1 Feb 2026 · 1 h 10 min · 24 chapters
TIVP056: Meta (META): Is Meta Undervalued Again? w/ Daniel Mahncke & Shawn O’MalleyIn this episode of *The Intrinsic Value Podcast*, hosts Daniel Mahncke and Shawn O'Malley conduct a comprehensive analysis of Meta Platforms, Inc.25 Jan 2026 · 1 h 21 min · 38 chapters
TIVP055: Churchill Downs, Inc. (CHDN): Investing in the Greatest Two Minutes in Sports w/ Shawn O’Malley & Daniel MahnckeChurchill Downs, Inc. (CHDN): Investing in the Greatest Two Minutes in Sports18 Jan 2026 · 1 h 13 min · 34 chapters
TIVP054: Mercado Libre: More than just "the Amazon of Latin America" w/ Daniel Mahncke & Shawn O’MalleyIn this episode, Daniel Mahncke and Shawn O'Malley delve into Mercado Libre, the leading e-commerce and fintech platform in Latin America.11 Jan 2026 · 1 h 32 min · 38 chapters