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PODCAST

The Intrinsic Value Podcast - The Investor’s Podcast Network

The Investor"s Podcast Network

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

business investing

All Episodes

83:16

TIVP038: Berkshire Hathaway (BRK.B): From Buffett to...

The Intrinsic Value Podcast - The Investor’s Podcast... ·

2025/09/21

Daniel Mahncke and Shawn O’Malley dive into Berkshire Hathaway, the billion-dollar conglomerate built by Warren Buffett and Charlie Munger that’s grown from a struggling textile mill into one of the most valuable companies in the world. With core pillars in insurance, railroads, and energy, plus a $250 billion equity portfolio anchored by Apple, Berkshire is often seen as the ultimate compounding machine. Its decentralized structure, conservative balance sheet, and reputation for permanence make it

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77:40

TIVP037: Match Group (MTCH): Is Finding Love a Good...

The Intrinsic Value Podcast - The Investor’s Podcast... ·

2025/09/14

Shawn O’Malley and Daniel Mahncke break down Match Group (ticker: MTCH), a company that operates as part of a duopoly in online dating, owning a number of dating platforms, including Tinder, Match.com, Hinge, OkCupid, and more, with specialized platforms appealing to certain demographics and dating niches. During the Pandemic, the company was a popular growth stock, but as the number of paying users at Tinder has declined, the business has stagnated, and the market has punished it severely. Yet, the

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81:41

TIVP036: Dell (DELL): Overlooked AI Growth Story? w/...

The Intrinsic Value Podcast - The Investor’s Podcast... ·

2025/09/07

Daniel Mahncke and Shawn O’Malley dive into Dell Technologies, the legacy PC giant that’s quietly become one of the largest suppliers of AI infrastructure in the world. Once seen as a low-growth hardware player, Dell now sits at the heart of the data center buildout — shipping billions of dollars worth of GPU-powered servers to customers like xAI, Meta, and Microsoft. With a growing AI backlog, enterprise trust, and deep global reach, Dell might be one of the most overlooked players in today’s AI

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75:30

TIVP035: Ferrari (RACE): High-Speed Compounder w/...

The Intrinsic Value Podcast - The Investor’s Podcast... ·

2025/08/31

Shawn O’Malley and Daniel Mahncke break down Ferrari (ticker: RACE), a company whose stock is arguably just as impressive as its high-performance and ultra-luxury vehicles. By global automotive standards, Ferrari hardly has any sales volumes, selling about 14,000 cars a year, yet these vehicles come with such premium price tags that the company can reasonably command a $90 billion market valuation still.IN THIS EPISODE, YOU’LL LEARN 00:00 – Intro 09:27 - Why Ferrari obsesses over keeping supply

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72:23

TIVP034: Crocs (CROX): Fashion Icon or Value Trap? w/...

The Intrinsic Value Podcast - The Investor’s Podcast... ·

2025/08/24

Daniel Mahncke and Shawn O’Malley dive into Crocs, the footwear company that turned a ridiculed foam clog into a global fashion phenomenon. After a post-IPO collapse and years of overextension, Crocs has staged one of the most impressive brand comebacks in recent retail history — now fueled by strong margins, loyal customers, and bold international expansion. But there are still some challenges and risks. The HEYDUDE acquisition wasn’t successful yet, and the turnaround will still take time, and

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87:38

TIVP033: Lululemon (LULU): Still the King of...

The Intrinsic Value Podcast - The Investor’s Podcast... ·

2025/08/17

Shawn O’Malley and Daniel Mahnke break down Lululemon (ticker: LULU), an iconic brand famous for pioneering the now ubiquitous athleisure industry. Lululemon has a fiercely loyal customer base, with industry-leading rates of repeat customers, sales per square foot of retail space, and very little need for discounting, if any.In this episode, you’ll learn about why the market has soured on this powerful brand, despite incredible success growing internationally, leaving its P/E ratio at a relatively

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88:15

TIVP032: Remitly (RELY): Future Multibagger or...

The Intrinsic Value Podcast - The Investor’s Podcast... ·

2025/08/10

Daniel & Shawn dive into Remitly, the digital remittance platform aiming to disrupt a $2 trillion global market. After years of prioritizing customer acquisition and corridor expansion over profits, Remitly is now approaching a critical inflection point, one where scale, margin leverage, and cash generation could unlock a new phase of investor confidence. But there are risks as well: crypto-native challengers, regulatory uncertainty, and broader concerns about the remittance industry all raise the

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83:48

TIVP031: The Trade Desk (TTD): Heir to the...

The Intrinsic Value Podcast - The Investor’s Podcast... ·

2025/08/03

Shawn and Daniel break down The Trade Desk (ticker: TTD), a pure-play bet on the future of digital advertising, focusing specifically on supporting ad buyers who want to get the most value per impression across the so-called “Open Internet.” The Trade Desk has compounded its stock at 43% a year since its IPO almost a decade ago, and in that same period, it has grown revenues at an incredible rate of 50% a year. Learn about where TTD fits into the programmatic advertising ecosystem, why the company

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86:17

TIVP030: PayPal (PYPL): Value Trap or Multibagger? w/...

The Intrinsic Value Podcast - The Investor’s Podcast... ·

2025/07/27

Daniel Mahncke and Shawn O’Malley dive into PayPal’s post-pandemic reset, tracing the fintech pioneer’s slide from market darling to value-story candidate. Once lifted by lockdown spending and eBay tailwinds, PayPal has seen its growth stall, its take-rate decline, and investors seem to have given up on it. In this episode, Shawn and Daniel unpack whether new CEO Alex Chriss’s “profitable growth” playbook, Fastlane one-click checkout, a margin-focused Braintree overhaul, and fresh bets on Ads and

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90:07

TIVP029: Roku (ROKU): Forgotten Streaming Giant w/...

The Intrinsic Value Podcast - The Investor’s Podcast... ·

2025/07/20

Shawn O’Malley and Daniel Mahnke break down Roku (ticker: ROKU), an aggregator of digital content in the world of TV streaming, with a footprint in nearly 90 million households. Roku is the gateway to streaming, and its devices have famously turned any TV into a Smart TV, but now Roku does much more than that.In this episode, you’ll learn why the market has soured on Roku, how much its honeypot of first-party data could be worth, how Roku makes money for driving subscriptions to services like

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69:44

TIVP028: Estée Lauder (EL): Michael Burry’s Big Bet...

The Intrinsic Value Podcast - The Investor’s Podcast... ·

2025/07/13

Daniel Mahncke and Shawn O’Malley take a closer look at Estée Lauder’s turbulent turnaround, tracing the beauty giant’s fall from pandemic favorite to contrarian play. After years of strong growth, the company was hit by an inventory pileup, the collapse of China’s daigou shopping channel, and a broader slowdown in its most important market. In this episode, they explore whether the “Beauty Reimagined” strategy and the arrival of new CEO Stéphane de La Faverie can reignite growth through cost

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83:47

TIVP027: LVMH (MC): Investing in True Luxury w/ Shawn...

The Intrinsic Value Podcast - The Investor’s Podcast... ·

2025/07/06

Shawn O’Malley and Daniel Mahncke break down LVMH (ticker: MC), an iconic luxury goods empire with brands ranging from Louis Vuitton to Moët, Dior, Chandon, Hennessy, Tiffany, Bulgari, and Tag Heur, among others. It’s a powerful conglomerate built by one of the world’s richest men, Bernard Arnault, known as the “wolf in cashmere” for his ruthless consolidation of power in the luxury industry.In this episode, you’ll learn how Arnault built the LVMH empire, what makes “true luxury” so special and

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100:41

TIVP026: The Intrinsic Value Portfolio: Mid-Year...

The Intrinsic Value Podcast - The Investor’s Podcast... ·

2025/06/29

Daniel and Shawn step back for a mid-year review of the Intrinsic Value Portfolio, revisiting each holding to test the strength of their original theses and weigh what’s changed. From ride-hailing to beauty retail, this episode covers the full lineup: why Uber’s cross-sell flywheel and Waymo partnership reinforce its moat; how Alphabet’s latest earnings measure up against the growing threat of AI-native search; and why Reddit may succeed where Snapchat struggled, turning engagement into

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74:18

TIVP025: Smith & Wesson (SWBI): Deep Value — Locked...

The Intrinsic Value Podcast - The Investor’s Podcast... ·

2025/06/22

Shawn O’Malley and Daniel Mahnke break down Smith & Wesson (ticker: SWBI), an iconic firearms manufacturer with 170+ years of history. Smith & Wesson is no compounder, though. It’s an okay business, at best, but Shawn and Daniel want to determine whether this often-overlooked stock is cheaply priced.In this episode, you’ll learn how Smith & Wesson has navigated the volatile sales cycle in firearms, what factors can drive the biggest swings in firearms sales, whether Smith & Wesson’s juicy dividend

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91:59

TIVP024: TSMC (TSM): The Most Important Business in...

The Intrinsic Value Podcast - The Investor’s Podcast... ·

2025/06/15

Daniel Mahncke and Shawn O’Malley turn their focus to Taiwan Semiconductor Manufacturing Company (ticker: TSM) — the quiet engine powering nearly every device we touch and the global AI boom. Pioneering the pure-play foundry model, TSMC went from a government-backed experiment in the late 1980s to controlling more than 90 % of the world’s leading-edge chip production, fabricating Apple’s A- and M-series processors, Nvidia’s AI GPUs, and virtually every 3nm part on the planet.In this episode,

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94:19

TIVP023: Nubank (NU): Banking on Latin America w/...

The Intrinsic Value Podcast - The Investor’s Podcast... ·

2025/06/08

Shawn O’Malley and Daniel Mahncke break down Nubank (ticker: NU), a leading fintech company providing credit card, banking, and insurance services to millions across Latin America, with nearly 60% of Brazil’s adult population using one of the company’s products. Nubank’s success is a true David vs.Goliath story, overcoming a powerful banking oligopoly in Brazil to provide more accessible and lower-fee digital banking services to the masses, who had long been neglected by traditional banks.In this

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91:14

TIVP022: Amazon (AMZN): Is It Prime Time for...

The Intrinsic Value Podcast - The Investor’s Podcast... ·

2025/06/01

Daniel Mahncke and Shawn O’Malley break down Amazon (ticker: AMZN), one of the most transformative companies of the modern era — a business that started as an online bookstore and ended up reshaping global commerce, cloud computing, and digital infrastructure. From innovating retail logistics to building the backbone of the internet through AWS, Amazon has changed the way the world shops and interacts with technology — and it’s not slowing down. In this episode, you’ll learn how Amazon evolved

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84:38

TIVP21: Shopify (SHOP): The Battle For The Future of...

The Intrinsic Value Podcast - The Investor’s Podcast... ·

2025/05/25

Shawn O’Malley and Daniel Mahncke break down Shopify (ticker: SHOP), a leading e-commerce platform company enabling e-commerce merchants across the world to seamlessly manage nearly every part of their business in one place. Shopify has been locked in a power struggle with Amazon, as the two present distinct visions for the future of e-commerce: Amazon tries to pull merchants to its marketplace and to conform with its standardized shopping experience, while Shopify empowers merchants to manage their

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83:14

TIVP020: Visa (V): Is Visa still the Card to Hold? w/...

The Intrinsic Value Podcast - The Investor’s Podcast... ·

2025/05/18

Daniel Mahncke and Shawn O’Malley break down Visa (ticker: V), the global payments powerhouse that acts as the invisible engine behind billions of transactions every day. Visa doesn’t issue cards, lend money, or handle customer accounts — instead, it operates the network that connects banks, merchants, and consumers in over 200 countries.Whether you’re tapping your card for a coffee, shopping online, or sending money abroad, there’s a good chance Visa is taking a small slice behind the scenes

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87:50

TIVP019: Adobe (ADBE): Designing a Creative Empire w/...

The Intrinsic Value Podcast - The Investor’s Podcast... ·

2025/05/11

Shawn O’Malley and Daniel Mahncke break down Adobe (ticker: ADBE), a leading software company providing end-to-end solutions for creative professionals, from design and creation to marketing and performance measurement. Through apps like Photoshop and After Effects, Adobe offers an industry-leading suite of productivity tools for creatives, including freelancers designers, Hollywood design studios, and everyone inbetween. Excel is to the financial world as Adobe is to the creative world, you might

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