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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

77:20

TIVP018: Mercedes-Benz (MBG): Can Benz Reinvent the...

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

2025/05/04

Daniel Mahncke and Shawn O’Malley break down Mercedes-Benz (ticker: MBG), one of the world’s most iconic automakers known for luxury, engineering, and performance. From the invention of the automobile to perfecting the engineering craft, Mercedes has shaped the way the world moves — and it wants to continue to do so, now with a stronger focus on EVs and in-car technology.In this episode, you’ll learn how Mercedes grew out of the industrial revolution and invented the modern car, how its legacy

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75:36

TIVP017: Comfort Systems (FIX): Blue-Collar...

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

2025/04/27

Shawn O’Malley and Daniel Mahnke break down Comfort Systems (ticker: FIX), a specialty contracting company providing installation and maintenance services for the electrical, HVAC, and plumbing needs of schools, hospitals, apartment buildings, restaurants, data centers, manufacturing facilities, and a range of other customers. Comfort Systems is something of a serial acquirer, snapping up regional contracting companies at attractive prices and plugging them into a broader holding company structure,

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84:25

TIVP016: Uber (UBER): Cash Burner To Compounder? w/...

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

2025/04/20

Shawn O’Malley and Daniel Mahncke break down Uber (ticker: UBER), a ubiquitous tech giant that has changed how the world travels. Uber became profitable annually for the first time in 2023, and as its user growth accelerates, the company appears to be achieving modest economies of scale, making it an increasingly attractive business.In this episode, you’ll learn how Uber has scaled across the world and invested in competitors in areas it couldn’t win, why Uber isn’t as negatively exposed to

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66:57

TIVP015: Nike (NKE): Nike (NKE): Just Buy It? w/...

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

2025/04/13

Daniel Mahncke and Shawn O’Malley break down Nike (ticker: NKE), the global leader in athletic footwear and apparel. With a legacy built on innovation, iconic athlete endorsements, and a brand that resonates across generations, Nike has long been a dominant force in the sportswear industry. But after years of consistent success, the company is now navigating through one of its toughest stretches in decades, facing slowing sales, margin pressure, and growing competition from younger, more trendy

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84:05

TIVP014: Reddit (RDDT): Valuing the Front Page of the...

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

2025/04/06

In today’s episode, Shawn O’Malley and Daniel Mahnke break down Reddit (ticker: RDDT), an emerging social media giant. Reddit became profitable for the first time in 2024, and as its user growth accelerates, the company appears to be achieving economies of scale, making it a very promising business.In this episode, you’ll learn why Reddit is such a unique social media platform, how it cultivates community and authenticity, why the company is surprisingly tied to the hype around AI, what Reddit can

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95:20

TIVP013: Moncler (MONC): Zipped for Success w/ Daniel...

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

2025/03/30

In today’s episode, Daniel Mahncke and Shawn O’Malley break down Moncler (ticker: MONC), an emerging leader in luxury outerwear. Known for its iconic down jackets, high-profile collaborations, and strategic expansion into new markets, Moncler has established itself as a powerhouse in the luxury fashion industry. As the company focuses on strengthening its direct-to-consumer model and expanding the luxury streetwear brand Stone Island, it’s positioning itself for more stable and profitable growth

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90:45

TIVP012: Hershey (HSY): A Deliciously Beaten Down...

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

2025/03/23

In today’s episode, Shawn O’Malley and Daniel Mahnke break down Hershey (ticker: HSY), a company about so much more than chocolate. From Hershey’s Kisses to Reese’s, Skinny Pop, and Dot’s Pretzels, Hershey’s is home to a number of iconic brands and is turning into an increasingly diversified snacking company.In this episode, you’ll learn how Hershey’s was founded, why chocolate brands are hard to scale internationally, why Hershey’s is diversifying into salty snacks, what Hershey’s is doing about

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102:39

TIVP011: Nintendo (NTDOY): “Switching” It Up w/...

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

2025/03/16

In today’s episode, Daniel Mahncke and Shawn O’Malley break down Nintendo (ticker: NTDOY), a global gaming powerhouse. With its legendary franchises, expanding digital services, and a growing presence beyond gaming, Nintendo is evolving into a broader entertainment empire. As the company focuses on building an everlasting ecosystem and shifting toward recurring revenue streams, it appears to be achieving greater financial stability while maintaining its reputation for innovation. In this episode,

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70:04

TIVP010: Airbnb (ABNB): A Silicon Valley Gem w/ Shawn...

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

2025/03/09

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down Airbnb (ticker: ABNB), a dominant and disruptive business in the hospitality industry. Airbnb has changed how the world travels, convincing millions to spend a night in a stranger’s home, similar to how Uber convinced the world to ride in strangers’ vehicles. Shawn explores how Airbnb got its start, the business’s economics, and whether the company is an attractive investment at current prices.In this episode, you’ll learn the secret

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73:51

TIVP009: Blue Owl Capital (OWL): The Next Blackstone?...

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

2025/03/02

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down Blue Owl Capital (ticker: OWL), an emerging giant in the world of alternative asset management that specializes in private credit. Blue Owl has quickly grown its assets under management to over $230 billion and is one of the few SPACs from 2020 to work out, yet Shawn explores whether the company is a good investment at current prices.In today’s episode, you’ll learn how Blue Owl was born out of several mergers, how the private credit

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64:07

TIVP008: VeriSign (VRSN): The Internet’s Toll Road w/...

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

2025/02/23

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down VeriSign, a company that underpins the functioning of the internet. VeriSign acts like a toll road, collecting fees from anyone using website domains ending in .com or .net, in exchange for managing the global domain registry system and making these domains accessible. VeriSign is a fascinating company with the fifth-highest profit margins in the S&P 500, and its shares have been increasingly snapped up by Berkshire Hathaway of late,

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70:57

TIVP007: AutoZone (AZO): Under The Hood w/ Shawn...

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

2025/02/16

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down AutoZone, ticker: AZO, a 100-bagger stock that continues to wow investors with its massive share repurchases after already buying back more than 90% of its total shares outstanding in the past two decades. AutoZone is a seemingly mundane auto parts retailer, a common store you’ve probably driven past or visited dozens of times, but its returns on capital are anything but average. Shawn goes through the company’s surprising origin

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72:05

TIVP006: Vital Farms (VITL): Egg-cellent Value? w/...

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

2025/02/09

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down Vital Farms, a company that sells pasture-raised eggs with a cult-like following. Vital Farms missed the memo that eggs are supposed to be a commodity and instead has brought the “premium egg” market mainstream.Shawn goes through how the company has scaled its business sustainably and ethically through a network of family farms, why the brand has such incredible customer loyalty, how they can continue growing, and why the stock may

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76:13

TIVP005: Alphabet (GOOGL): Searching for Quality w/...

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

2025/02/02

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down Alphabet — the parent company of Google, which is one of the most valuable companies in the world and probably an important part of your everyday life. Shawn explores how Google got its start, how Alphabet makes money from seemingly-free services like Gmail, Google Maps, and Google Earth, and what to make of how AI and regulatory threats could reshape Alphabet’s business model.Shawn paints a high-level picture of the most important

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72:53

TIVP004: John Deere (DE): Sowing the Seeds of Growth...

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

2025/01/26

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down John Deere, a company as American as Levi’s blue jeans and apple pie. John Deere is a fascinating business because it has survived for nearly two hundred years and remained an industry leader for much of that time, continually building their world-famous green-and-yellow tractors.Deere is about much more than tractors, though, and you might be surprised to learn that its story is really about cutting-edge technology. Deere’s

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73:02

TIVP003: Ulta Beauty (ULTA): A Beautiful Compounder...

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

2025/01/19

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down what you might call a beautiful compounder. That is, Ulta Beauty, one of America’s largest retailers for cosmetics, skincare, and hair care products, with an impressive track record of generating returns on capital while benefiting from industry trends where beauty enthusiasts increasingly see beauty products as being key to their wellness and self-care routines. Shawn outlines what has worked well for Ulta, why its customers are so

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63:45

TIVP002: Coupang (CPNG): The Amazon of South Korea w/...

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

2025/01/12

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) tells the story of Coupang, the “Amazon of South Korea.” Coupang’s Bom Kim is an impressive founder & CEO who has led the company to incredible growth, with almost half of South Korea’s population becoming active customers of Coupang. And Coupang’s overnight delivery actually puts Amazon to shame, while few companies create as much value for customers as Coupang does with its RocketWOW memberships, which are similar to Amazon’s Prime

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59:57

TIVP001: Madison Square Garden Sports (MSGS): Buying...

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

2025/01/05

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down Madison Square Garden Sports Corp., ticker: MSGS, which is the holding company that owns the NBA’s New York Knicks and NHL’s New York Rangers. MSGS is one of the few publicly-traded equities that allows retail investors to directly own professional sports teams, and few franchises are of a higher profile than the Knicks and Rangers.Shawn covers the business model of professional sports teams, why sports franchises are trophy assets

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1:46

(Trailer) The Intrinsic Value Podcast

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

2025/01/01

The Intrinsic Value Podcast by The Investor’s Podcast Network is hosted by Shawn O’Malley. This podcast is inspired by 10 years of interviews with the world’s best investors here at The Investor’s Podcast Network. Shawn applies those lessons while breaking down and valuing a different business every week. From outlining how companies make money to understanding their competitive advantages, competitors, growth opportunities, and, of course, estimating their intrinsic value, this podcast will help

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87:14

MI384: Skin in the Game w/ Clay Finck & Kyle Grieve

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

2024/12/30

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) chats with Clay Finck and Kyle Grieve of our We Study Billionaires podcast. Shawn reflects with Clay and Kyle on some of their favorite moments as Millennial Investing hosts in the past, from chatting with William Green to discussing whether we are in an “Everything Bubble” and how passive investing has affected markets. You’ll learn how Clay has evolved as an investor since joining The Investor's Podcast Network, how Kyle built out his stock

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749 results

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