Podcast · 315 episodes
The Intrinsic Value Podcast - The Investor’s Podcast Network, page 4
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 4
TIVP029: Roku (ROKU): Forgotten Streaming Giant w/ Shawn O’Malley & Daniel MahnckeIn this episode, Shawn O'Malley and Daniel Mahncke analyze Roku, a key player in the streaming industry, focusing on its evolution, challenges, and potential as an investment.20 Jul 2025 · 1 h 30 min
TIVP028: Estée Lauder (EL): Michael Burry’s Big Bet w/ Daniel Mahncke & Shawn O’MalleyIn this episode, Mahncke and O'Malley analyze the challenges and potential turnaround strategies for Estée Lauder (EL), a leading beauty company that has faced a significant decline in stock value.13 Jul 2025 · 1 h 10 min
TIVP027: LVMH (MC): Investing in True Luxury w/ Shawn O’Malley & Daniel MahnckeTIVP027: LVMH (MC): Investing in True Luxury6 Jul 2025 · 1 h 24 min
TIVP026: The Intrinsic Value Portfolio: Mid-Year Review w/ Daniel Mahncke & Shawn O’MalleyIn this episode of *The Intrinsic Value Podcast*, hosts Daniel Mahncke and Shawn O'Malley conduct a mid-year review of their Intrinsic Value Portfolio.29 Jun 2025 · 1 h 41 min
TIVP025: Smith & Wesson (SWBI): Deep Value — Locked and Loaded w/ Daniel Mahncke & Shawn O’MalleyIn this episode of The Intrinsic Value Podcast, hosts Shawn O’Malley and Daniel Mahnke delve into Smith & Wesson, a historic firearms manufacturer, to assess its investment potential.22 Jun 2025 · 1 h 14 min
TIVP024: TSMC (TSM): The Most Important Business in the World? w/ Daniel Mahncke & Shawn O’MalleyIn this episode, hosts Daniel Mahncke and Shawn O'Malley delve into the significance of Taiwan Semiconductor Manufacturing Company (TSMC), analyzing its pivotal role in the semiconductor industry and…15 Jun 2025 · 1 h 32 min
TIVP023: Nubank (NU): Banking on Latin America w/ Shawn O’Malley & Daniel MahnckeTIVP023: Nubank (NU): Banking on Latin America w/ Shawn O’Malley & Daniel Mahncke8 Jun 2025 · 1 h 34 min
TIVP022: Amazon (AMZN): Is It Prime Time for Investors? w/ Daniel Mahncke & Shawn O’MalleyIn this episode, hosts Daniel Mahncke and Shawn O’Malley delve into Amazon (AMZN), a transformative force in global commerce and technology.1 Jun 2025 · 1 h 31 min
TIVP021: Shopify (SHOP): The Battle For The Future of E-Commerce w/ Shawn O’Malley & Daniel MahnckeThe Intrinsic Value Podcast - The Investor’s Podcast Network25 May 2025 · 1 h 25 min
TIVP020: Visa (V): Is Visa still the Card to Hold? w/ Daniel Mahncke & Shawn O’MalleyIn this episode, hosts Daniel Mahncke and Shawn O’Malley delve into Visa (ticker: V), exploring its business model, evolution, competitive landscape, and long-term growth prospects.18 May 2025 · 1 h 23 min
TIVP019: Adobe (ADBE): Designing a Creative Empire w/ Shawn O’Malley & Daniel MahnckeIn this episode of The Intrinsic Value Podcast, hosts Shawn O’Malley and Daniel Mahncke conduct a deep dive into Adobe Inc. (ticker: ADBE), a leading provider of creative software solutions.11 May 2025 · 1 h 28 min
TIVP018: Mercedes-Benz (MBG): Can Benz Reinvent the Car? w/ Daniel Mahncke & Shawn O’MalleyThe Intrinsic Value Podcast offers insights into various businesses, helping listeners understand their intrinsic value and investment potential.4 May 2025 · 1 h 17 min
TIVP017: Comfort Systems (FIX): Blue-Collar Compounder w/ Shawn O’Malley & Daniel MahnkeIn this episode, hosts Shawn O'Malley and Daniel Mahnke analyze Comfort Systems (Ticker: FIX), a specialty contracting company that provides installation and maintenance services for electrical,…27 Apr 2025 · 1 h 16 min
TIVP016: Uber (UBER): Cash Burner To Compounder? w/ Shawn O’Malley & Daniel MahnckeShawn O’Malley & Daniel Mahncke20 Apr 2025 · 1 h 24 min
TIVP015: Nike (NKE): Just Buy It? w/ Daniel Mahncke and Shawn O'MalleyIn this episode, the hosts delve into Nike (NKE), a dominant player in the sportswear industry, focusing on the challenges it currently faces.13 Apr 2025 · 1 h 7 min
TIVP014: Reddit (RDDT): Valuing the Front Page of the Internet w/ Shawn O’Malley & Daniel MahnkeIn this episode of *The Intrinsic Value Podcast*, hosts Shawn O’Malley and Daniel Mahnke analyze Reddit, a rapidly emerging social media giant, particularly focusing on its recent profitability…6 Apr 2025 · 1 h 23 min
TIVP013: Moncler (MONC): Zipped for Success w/ Daniel Mahncke & Shawn O'MalleyIn this episode of The Intrinsic Value Podcast, hosts Daniel Mahncke and Shawn O'Malley analyze Moncler (ticker: MONC), a leader in luxury outerwear.30 Mar 2025 · 1 h 27 min
TIVP012: Hershey (HSY): A Deliciously Beaten Down Stock? w/ Shawn O'Malley & Daniel MahnckeThe Intrinsic Value Podcast by The Investors Podcast Network focuses on analyzing businesses, estimating their intrinsic value, and making informed investment decisions.23 Mar 2025 · 1 h 23 min
TIVP011: Nintendo (NTDOY): “Switching” It Up w/ Daniel Mahncke and Shawn O'MalleyIn this episode of The Intrinsic Value Podcast, hosts Daniel Mahncke and Shawn O'Malley delve into Nintendo, the gaming giant known for its iconic franchises and evolving business model.16 Mar 2025 · 1 h 35 min
TIVP010: Airbnb (ABNB): A Silicon Valley Gem w/ Shawn O’MalleyThe Intrinsic Value Podcast, part of The Investor's Podcast Network, focuses on analyzing businesses and estimating their intrinsic value per share.9 Mar 2025 · 1 h 2 min
TIVP009: Blue Owl Capital (OWL): The Next Blackstone? w/ Shawn O’MalleyIn this episode, host Shawn O’Malley analyzes Blue Owl Capital (ticker: OWL), an emerging leader in alternative asset management, specifically focusing on private credit.2 Mar 2025 · 1 h 6 min
TIVP008: VeriSign (VRSN): The Internet’s Toll Road w/ Shawn O’MalleyThe Intrinsic Value Podcast, part of The Investor’s Podcast Network, focuses on analyzing businesses and estimating their intrinsic values.23 Feb 2025 · 56 min
TIVP007: AutoZone (AZO): Under The Hood w/ Shawn O’MalleyA deep dive into AutoZone (Ticker: AZO), exploring its impressive share buyback history, operational success, and competitive advantages in the automotive parts retail sector.16 Feb 2025 · 1 h 3 min
TIVP006: Vital Farms (VITL): Egg-cellent Value? w/ Shawn O'MalleyIn this episode of The Intrinsic Value Podcast, host Shawn O'Malley examines the business model and valuation of Vital Farms (Ticker: VITL), a leader in the premium egg market known for its…9 Feb 2025 · 1 h 4 min