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Podcast · 315 episodes

The Intrinsic Value Podcast - The Investor’s Podcast Network, page 5

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 5

TIVP005: Alphabet (GOOGL): Searching for Quality w/ Shawn O’MalleyIn this episode of *The Intrinsic Value Podcast*, host Shawn O’Malley dives into a comprehensive analysis of Alphabet Inc., the parent company of Google.2 Feb 2025 · 1 h 8 min
TIVP004: John Deere (DE): Sowing the Seeds of Growth w/ Shawn O’MalleyIn this episode, Shawn O’Malley analyzes John Deere, a company that has been a leader in the agricultural equipment industry for nearly 200 years.26 Jan 2025 · 1 h 5 min
TIVP003: Ulta Beauty (ULTA): A Beautiful Compounder w/ Shawn O’MalleyIn this episode, host Shawn O’Malley analyzes Ulta Beauty, a leading cosmetics retailer in the U.S., discussing its business model, customer loyalty, competitive landscape, and valuation to determine…19 Jan 2025 · 1 h 5 min
TIVP002: Coupang (CPNG): The Amazon of South Korea w/ Shawn O’MalleyThe Intrinsic Value Podcast - The Investor’s Podcast Network12 Jan 2025 · 56 min
TIVP001: Madison Square Garden Sports (MSGS): Buying the Knicks & Rangers w/ Shawn O’MalleyThe podcast focuses on understanding businesses, estimating their intrinsic value, and building a long-term stock portfolio. This episode discusses Madison Square Garden Sports Corp.5 Jan 2025 · 52 min
(Trailer) The Intrinsic Value PodcastThe Investor’s Podcast Network1 Jan 2025 · 2 min
MI384: Skin in the Game w/ Clay Finck & Kyle GrieveThe episode focuses on the evolution of investing perspectives among the hosts and their reflections on past discussions in the Millennial Investing podcast.30 Dec 2024 · 1 h 19 min
MI383: Zero to One: Lessons From Peter Thiel w/ Shawn O’MalleyIn this episode of *The Intrinsic Value Podcast*, host Shawn O'Malley explores the concepts presented in Peter Thiel's best-selling book, *Zero to One*.23 Dec 2024 · 48 min
MI382: Cloning Mohnish Pabrai w/ Shawn O’MalleyIn this episode of *The Intrinsic Value Podcast*, host Shawn O’Malley dives into the investment philosophies of billionaire investor Mohnish Pabrai, often referred to as the “Indian Warren Buffett.”…16 Dec 2024 · 48 min
MI381: Joel Greenblatt: Behind the Magic Formula w/ Shawn O’MalleyIn this episode, Shawn O'Malley takes listeners into the classroom of legendary investor Joel Greenblatt, sharing insights from Greenblatt's lectures at Columbia University.9 Dec 2024 · 49 min
MI380: Hidden Compounders: The Best Stocks Hiding In Plain Sight w/ Shawn O’MalleyIn this episode of The Intrinsic Value Podcast, Shawn O'Malley discusses the concept of "hidden compounders," which refers to lesser-known companies with strong potential for long-term investments.2 Dec 2024 · 46 min
MI379: Quality Investing: Learnings From John Huber w/ Shawn O’MalleyIn this episode, Shawn O'Malley explores the principles of long-term quality investing, using John Huber's investment philosophy as a guiding example.25 Nov 2024 · 47 min
MI378: The Aggressive Conservative Investor: Lessons From Martin Whitman w/ Shawn O'MalleyMI378: The Aggressive Conservative Investor: Lessons From Martin Whitman18 Nov 2024 · 50 min
MI377: How Aswath Damodaran Invests Across The Corporate Lifecycle w/ Shawn O’MalleyMI377: How Aswath Damodaran Invests Across The Corporate Lifecycle11 Nov 2024 · 50 min
MI376: Why Do Great Companies Fail? The Innovator’s Dilemma w/ Shawn O’MalleyIn this episode, Shawn O’Malley discusses the fundamental reasons why successful companies fail, drawing insights from Clayton Christensen's seminal work, *The Innovator's Dilemma*.4 Nov 2024 · 45 min
MI375: How George Soros Beat the Markets: The Alchemy of Finance w/ Shawn O’MalleyIn this episode of The Intrinsic Value Podcast, host Shawn O'Malley dives deep into the life and investment strategies of George Soros, a legendary figure in the finance world, known for his…28 Oct 2024 · 46 min
MI374: Fortune’s Formula: The Scientific Betting System For Beating Wall Street w/ Shawn O’MalleyThe Investor's Podcast Network21 Oct 2024 · 50 min
MI373: Valuing the Best Stock of the Last Three Decades w/ Shawn O'MalleyMI373: Valuing the Best Stock of the Last Three Decades14 Oct 2024 · 41 min
MI372: Can Disney Bring The Magic Back? Valuing Disney w/ Shawn O'MalleyIn this episode, Shawn O'Malley evaluates The Walt Disney Company, exploring its business model, financial performance, and the potential for recovery after recent challenges.7 Oct 2024 · 52 min
MI371: The Case for Alibaba w/ Daniel MahnckeIn this episode of The Intrinsic Value Podcast, host Shawn O’Malley is joined by stock investor Daniel Mahncke to dissect Alibaba, the world's largest online retailer.30 Sep 2024 · 57 min
MI Rewind: A Rational Approach to Investing w/ Tobias CarlisleIn this episode, host Clay Finck interviews Tobias Carlisle, a prominent value investor and founder of The Acquirer’s Multiple and Acquirers Funds.27 Sep 2024 · 52 min
MI370: The Company Behind The S&P 500: Valuing S&P Global w/ Daniel MahnckeMI370: The Company Behind The S&P 500: Valuing S&P Global w/ Daniel Mahncke23 Sep 2024 · 49 min
MI Rewind: Alphabet Stock Deep Dive w/ Rihard JarcThe Investor’s Podcast Network20 Sep 2024 · 45 min
MI369: The Anatomy of The Bear: Digging Through Financial History w/ Shawn O'MalleyIn this episode of *The Intrinsic Value Podcast*, host Shawn O'Malley discusses significant bear market bottoms in stock market history, particularly focusing on the bear markets of 1921 and 1932 as…16 Sep 2024 · 1 h 1 min