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Podcast · 315 episodes

The Intrinsic Value Podcast - The Investor’s Podcast Network, page 3

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 3

TIVP053: Exor NV (EXO): Too Good To Be True? w/ Shawn O’Malley & Daniel MahnckeIn this episode of *The Intrinsic Value Podcast*, hosts Shawn O'Malley and Daniel Mahncke analyze Exor NV (ticker: EXO), a holding company that manages investments linked to the Agnelli family,…4 Jan 2026 · 1 h 13 min · 34 chapters
TIVP052: Chapters Group: 100-Bagger in the Making? w/ Daniel Mahncke & Shawn O’MalleyTIVP052: Chapters Group: 100-Bagger in the Making?28 Dec 2025 · 1 h 15 min · 36 chapters
TIVP051: Snap Inc. (SNAP): Why Hasn’t Snapchat Become a Social Media Titan? w/ Shawn O’Malley & Daniel MahnckeShawn O'Malley & Daniel Mahncke21 Dec 2025 · 1 h 14 min
TIVP050: Portfolio Review: Performance and New Positions w/ Daniel Mahncke & Shawn O’MalleyIn this episode of The Intrinsic Value Podcast, hosts Daniel Mahncke and Shawn O’Malley review the performance of their Intrinsic Value Portfolio after nearly a year of building it.14 Dec 2025 · 1 h 23 min
TIVP049: DoorDash (DASH): Can It Keep Delivering Returns? w/ Shawn O’Malley & Daniel MahnckeShawn O’Malley & Daniel Mahncke7 Dec 2025 · 1 h 33 min
TIVP048: S&P Global (SPGI): The Company behind the Market w/ Daniel Mahncke & Shawn O’MalleyIn this episode, hosts Daniel Mahncke and Shawn O’Malley delve into S&P Global (SPGI), a key player in financial data and benchmarks, most notably known for the S&P 500 index.30 Nov 2025 · 1 h 27 min
TIVP047: Booking Holdings (BKNG): Does Booking.yeah = Value.yeah? w/ Shawn O’Malley & Daniel MahnckeThe Intrinsic Value Podcast by The Investor's Podcast Network focuses on dissecting businesses to estimate their intrinsic values, exploring topics from tech monopolies to sports franchises.23 Nov 2025 · 1 h 35 min
TIVP046: TransDigm (TDG): A Conglomerate of Monopolies w/ Daniel Mahncke & Shawn O’MalleyTIVP046: TransDigm (TDG): A Conglomerate of Monopolies16 Nov 2025 · 1 h 32 min
TIVP045: Robinhood Markets Inc. (HOOD): The World’s Most Innovative Financial Company? w/ Shawn O’Malley & Daniel MahnckeIn this episode of The Intrinsic Value Podcast, hosts Shawn O'Malley and Daniel Mahncke discuss Robinhood Markets Inc.9 Nov 2025 · 1 h 43 min
TIVP044: Salesforce (CRM): Agentforce or AI-Native? w/ Daniel Mahncke & Shawn O’MalleyIn this episode, hosts Daniel Mahncke and Shawn O'Malley explore Salesforce, a pioneer in the enterprise software industry now focusing on AI integration.2 Nov 2025 · 1 h 19 min
TIVP043: MSCI (MSCI): The Financial Giant Enabling Passive Investing w/ Shawn O’Malley & Daniel MahnckeShawn O'Malley & Daniel Mahncke26 Oct 2025 · 1 h 12 min
TIVP042: Copart (CPRT): The 100-Bagger Junk Yard w/ Daniel Mahncke & Shawn O’MalleyThe Investor's Podcast Network19 Oct 2025 · 1 h 17 min
TIVP041: Fair Isaac Corporation (FICO): Scoring The World’s Biggest Credit Scorer w/ Shawn O’Malley & Daniel MahnckeIn this episode of The Intrinsic Value Podcast, hosts Shawn O’Malley and Daniel Mahncke delve into Fair Isaac Corporation (FICO), a critical player in the credit scoring industry.12 Oct 2025 · 1 h 15 min
TIVP040: Manchester United (MANU): Valuing a Football Empire w/ Daniel Mahncke & Shawn O’MalleyIn this episode, the hosts Daniel Mahncke and Shawn O’Malley analyze Manchester United, exploring its evolution from a 19th-century railway football team to one of the most valuable sports franchises…5 Oct 2025 · 1 h 12 min
TIVP039: Universal Music Group (UMG): Owning The World’s Music Catalog w/ Shawn O’Malley & Daniel MahnckeUniversal Music Group (UMG): Owning The World’s Music Catalog28 Sep 2025 · 1 h 28 min
TIVP038: Berkshire Hathaway (BRK.B): From Buffett to Abel w/ Daniel Mahncke & Shawn O’MalleyIn this episode of The Intrinsic Value Podcast, hosts Daniel Mahncke and Shawn O’Malley delve into the intricacies of Berkshire Hathaway, the renowned conglomerate led by Warren Buffett and Charlie…21 Sep 2025 · 1 h 23 min
TIVP037: Match Group (MTCH): Is Finding Love a Good Investment? w/ Shawn O’Malley & Daniel MahnckeIn this episode, Shawn O'Malley and Daniel Mahncke delve into the intricacies of Match Group (MTCH), a leading player in the online dating industry, discussing its business model, challenges,…14 Sep 2025 · 1 h 18 min
TIVP036: Dell (DELL): Overlooked AI Growth Story? w/ Daniel Mahncke & Shawn O’MalleyDaniel Mahncke & Shawn O’Malley7 Sep 2025 · 1 h 22 min
TIVP035: Ferrari (RACE): High-Speed Compounder w/ Shawn O’Malley & Daniel MahnckeThe Investor’s Podcast Network31 Aug 2025 · 1 h 16 min
TIVP034: Crocs (CROX): Fashion Icon or Value Trap? w/ Daniel Mahncke & Shawn O’MalleyIn this episode, hosts Daniel Mahncke and Shawn O’Malley delve into the story of Crocs, a footwear company that has transitioned its image from a ridiculed product to a global fashion staple.24 Aug 2025 · 1 h 12 min
TIVP033: Lululemon (LULU): Still the King of Athleisure? w/ Shawn O’Malley & Daniel MahnckeThis episode dives into the current state of Lululemon Athletica Inc.17 Aug 2025 · 1 h 28 min
TIVP032: Remitly (RELY): Future Multibagger or Stablecoin Casualty? w/ Daniel Mahncke & Shawn O’MalleyIn this episode, hosts Daniel Mahncke and Shawn O'Malley dive deep into the digital remittance platform Remitly, exploring its potential as a major player in a $2 trillion global market.10 Aug 2025 · 1 h 28 min
TIVP031: The Trade Desk (TTD): Heir to the Programmatic Advertising Throne? w/ Shawn O’Malley & Daniel MahnkeIn this episode, the hosts delve into The Trade Desk (TTD), a key player in the programmatic advertising landscape.3 Aug 2025 · 1 h 24 min
TIVP030: PayPal (PYPL): Value Trap or Multibagger? w/ Daniel Mahncke & Shawn O’MalleyIn this episode of The Intrinsic Value Podcast, hosts Daniel Mahncke and Shawn O'Malley analyze the current state and future prospects of PayPal (PYPL).27 Jul 2025 · 1 h 26 min