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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

96:49

TIVP068: CoStar Group (CSGP): The Real Estate Data...

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

2026/04/25

Shawn O'Malley and Daniel Mahncke explore CoStar Group (ticker: CSGP), the dominant provider of commercial real estate data and analytics, and assess whether the company's massive $5 billion bet on Homes.com can successfully crack the residential real estate market dominated by Zillow, or whether this ambitious expansion will destroy shareholder value.IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:01:42 - Why the company has delivered nearly 60 consecutive quarters of double-digit revenue

en

106:56

TIVP067: Portfolio Review: Thoughts on Airbnb,...

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

2026/04/19

Daniel Mahncke, Shawn O'Malley, and Kyle Grieve take a closer look at the Intrinsic Value Portfolio and some of the high-priority watchlist companies. The episode covers high-conviction portfolio holdings such as Airbnb, Universal Music Group, Reddit, and Exor, as well as watchlist companies like FICO, Trade Desk, and Nintendo. They also cover companies that might need to leave the portfolio today. Candidates are TransDigm and Copart. For each, the question is the same: What are the key points of

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2:32

Special Announcement: The Intrinsic Value Podcast Update

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

2026/04/12

This week, Shawn and Daniel won't be releasing an episode as usual, but they will be back next Sunday with a new co-host joining them to help break down companies for The Intrinsic Value Portfolio. Plus, Shawn & Daniel are moving over to the main podcast feed for The Investor's Podcast. You can still find all of their weekly stock breakdowns here on Sundays, but if you head over to The Investor's Podcast, you'll be able to access their episodes four days sooner! The link to the new podcast feed,

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80:52

TIVP066: Valuing Constellation Software's Spinoffs:...

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

2026/04/05

Daniel Mahncke and Shawn O'Malley take a deep dive into four companies operating in the shadow of one of the greatest compounders of the last two decades — Constellation Software. Some investors believe that Topicus, Lumine, Sygnity, and Asseco Poland represent the best way to own the CSI model today, while others argue that the spinoffs lack the institutional depth and deal flow of the mother ship. Join Daniel and Shawn as they assess which of these mini-Constellations has the most compelling

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96:08

TIVP065: Spotify (SPOT): Investing in Music in the...

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

2026/03/29

Shawn O'Malley and Daniel Mahncke explore Spotify Inc. (ticker: SPOT), the world's largest audio streaming platform, and assess whether the company can sustain its growth and improve margins against fierce competition from YouTube, Apple, and Amazon, or whether it will remain trapped as a low-margin intermediary in the music industry. Spotify saved the recorded music industry from piracy and built a platform that over 750 million people use monthly.IN THIS EPISODE, YOU’LL LEARN: 00:00:00 -

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77:05

TIVP064: Kelly Partners Group: The Constellation...

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

2026/03/22

Daniel Mahncke and Shawn O'Malley take a deep dive into Kelly Partners — a fast-growing Australian chartered accounting network with over 25,000 SME clients and founder Brett Kelly's relentless ambition to build Australia's first global accounting firm.Join Daniel and Shawn as they assess whether Kelly Partners has a sustainable moat, an attractive valuation, and whether it deserves a spot in portfolio. IN THIS EPISODE, YOU’LL LEARN: 00:00:00 - Intro 00:02:56 - Who the CEO and founder, Brett

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72:10

TIVP063: Figma Inc. (FIG): Recovering From An 80%...

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

2026/03/15

Shawn O’Malley and Daniel Mahncke break down the emerging design giant Figma Inc. (ticker: FIG) and discuss whether the company can expand further into other enterprise design software verticals against Adobe.In this episode, you’ll learn how Figma burst onto the scene after three long years of toiling in the background, why Figma’s stock has crash 80% since IPO, and whether Figma’s stock is attractively priced at current levels. IN THIS EPISODE, YOU’LL LEARN: 00:00:00 - Intro 00:09:01 - Why

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83:44

TIVP062: Duolingo (DUOL): Generational Opportunity or...

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

2026/03/08

Daniel Mahncke and Shawn O’Malley take a deep dive into Duolingo — the leading language learning app with over 50 million daily active users and the chaotic green owl as a mascot. Since its IPO in 2021, Duolingo has expanded beyond language instruction to include math, music, and chess. The vision is to create the world's largest learning platform. Some people believe Duolingo will succeed and become a company worth hundreds of billions of dollars, dominating one of the largest and most profitable

en

82:51

TIVP061: Lyft Inc. (LYFT): The Key to Winning the AV...

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

2026/03/01

Shawn O’Malley and Daniel Mahncke break down the ride-sharing giant Lyft Inc. (ticker: LYFT) and discuss whether the company can regain ground against Uber, or whether it’s always destined to be #2. While Lyft has clawed back some market share, finally attained profitability, and is now growing internationally, Shawn finds Lyft most interesting as a potential acquisition target for a company like DoorDash, Amazon, or Alphabet. IN THIS EPISODE, YOU’LL LEARN: 00:00:00 - Intro 00:02:18 - Why Lyft

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87:11

TIVP060: Constellation Software (CSU): Historic...

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

2026/02/22

Daniel Mahncke and Shawn O’Malley take a deep dive into Constellation Software — the popular Canadian compounder that has turned buying “boring” vertical market software into one of the most effective capital-allocation machines in public markets.IN THIS EPISODE, YOU’LL LEARN: 00:00:00 - Intro 00:03:33 - How Mark Leonard founded Constellation 00:08:43 - What principles drive Mark Leonard 00:15:23 - What Constellation looks for in acquisition targets 00:19:20 - About the metrics that matter to

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85:38

TIVP059: Netflix (NFLX): The King of Streaming w/...

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

2026/02/15

Shawn O’Malley and Daniel Mahncke break down Netflix (ticker: NFLX) and discuss whether the company has finally won the streaming wars. While growth looked challenged back in 2022, Netflix has proven resilient in the face of competition and economic slowdowns by leaning into advertising and password crackdowns, with much room left to run internationally.IN THIS EPISODE, YOU’LL LEARN: 00:00:00 - Intro 00:13:36 - How Netflix pivoted from mailing DVDs to streaming 00:14:48 - How Netflix killed

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7:42

TIVP058.5 The Intrinsic Value Community (Mini...

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

2026/02/11

Daniel Mahncke and Shawn O’Malley answer some of the most common questions about The Intrinsic Value Community. What exactly is it, who is it for, and how does it differ from simply listening to the podcast or reading the free newsletter? In this short episode, they explain why the Community was built, who the members are, and how it helps investors improve idea generation, decision-making, and long-term learning through thoughtful discussion and collaboration. IN THIS EPISODE, YOU’LL

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86:48

TIVP058: Hermes: The Most Prestigious Luxury Brand in...

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

2026/02/08

Daniel Mahncke and Shawn O’Malley take a deep dive into Hermès — the family-controlled luxury house that has turned craftsmanship and scarcity into a compounding machine. Join Daniel Mahncke and Shawn O’Malley as they assess whether Hermès can remain the pinnacle of luxury and whether it deserves a spot in The Intrinsic Value Portfolio. IN THIS EPISODE, YOU’LL LEARN: 00:00:00 - Intro 00:01:10 - What makes a brand true luxury 00:10:35 - Why no one can copy Hermès 00:18:57 - How important local

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70:13

TIVP057: Doximity (DOCS): A Profitable Social Media...

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

2026/02/01

Shawn O’Malley and Daniel Mahncke break down Doximity (ticker: DOCS), known as “the LinkedIn for doctors,” with a suite of productivity apps supporting physicians’ workflows, too. Incredibly, 80% of physicians in the U.S. are on Doximity, giving them fertile real estate to monetize those eyeballs with high-margin advertising opportunities for pharma companies. IN THIS EPISODE, YOU’LL LEARN: 00:00:00 - Intro 00:00:22 - Why Doximity is so uniquely positioned to capitalize on pharmaceutical

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80:45

TIVP056: Meta (META): Is Meta Undervalued Again? w/...

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

2026/01/25

Daniel Mahncke and Shawn O’Malley take a deep dive into Meta — the world’s most powerful attention engine, spanning Facebook, Instagram, WhatsApp, and Messenger, and still driven primarily by advertising. They break down how Meta’s “Family of Apps” keeps compounding through better AI-driven content discovery and ad targeting, while new surfaces like Reels, Threads, and WhatsApp monetization expand inventory and improve the long-term revenue mix. IN THIS EPISODE, YOU’LL LEARN: 00:00:00 -

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72:38

TIVP055: Churchill Downs, Inc. (CHDN): Investing in...

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

2026/01/18

Shawn O’Malley and Daniel Mahncke break down Churchill Downs, Inc. (ticker: CHDN), a gaming company that is uniquely tied to the world of horse racing. IN THIS EPISODE, YOU’LL LEARN: 00:00:00 - Intro 00:02:48 - What makes the Kentucky Derby such a cherished event and a masterclass on luxury hospitality 00:05:30 - Why Churchill Downs is so much more than just a gambling company 00:07:54 - What to make of the surge in historical racing machines that are powering the company’s growth 00:17:22 - Why

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92:12

TIVP054: Mercado Libre: More than just "the Amazon of...

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

2026/01/12

Daniel Mahncke and Shawn O’Malley take a deep dive into Mercado Libre, the dominant e-commerce and fintech platform in Latin America. What started as an eBay-like marketplace has evolved into a fully integrated ecosystem spanning online retail, logistics, digital payments, lending, and advertising, with leading positions across Brazil, Mexico, and Argentina.IN THIS EPISODE, YOU’LL LEARN: 00:00:00 - Intro 00:10:28 - About Mercado Libre’s founding story 00:12:05 - How it won the e-commerce

en

72:36

TIVP053: Exor NV (EXO): Too Good To Be True? w/ Shawn...

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

2026/01/04

Shawn O’Malley and Daniel Mahncke break down Exor NV (ticker: EXO), a unique holding company that has acted as a vehicle for the family wealth of Fiat’s founder, but now poses a compelling arbitrage opportunity, with Exor’s stock trading at nearly a 60% discount to its net asset value.IN THIS EPISODE, YOU’LL LEARN: 00:00:00 – Intro 00:04:55 – How Ferrari became Exor’s largest investment 00:06:16 – Whether Exor actually offers discounted exposure to companies like Ferrari, Stellantis, and

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74:38

TIVP052: Chapters Group: 100-Bagger in the Making? w/...

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

2025/12/28

Daniel and Shawn take a deep dive into Chapters Group — one of Europe’s most rapidly evolving serial acquirers of mission-critical software and services. They explore where the group’s growth is coming from, how the company allocates capital, and whether Chapters Group’s valuation is justifiable.IN THIS EPISODE, YOU’LL LEARN: 00:00:00 – Intro 00:06:56 – How Chapters Group was founded 00:09:20 – Why elite investors invest in it 00:14:09 – How their playbook for M&A works 00:20:55 – About the

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73:58

TIVP051: Snap Inc. (SNAP): Why Hasn’t Snapchat Become...

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

2025/12/21

Shawn and Daniel break down Snap Inc., a camera-based social media platform with nearly one billion monthly users.IN THIS EPISODE, YOU’LL LEARN: 00:00:00 – Intro 00:08:25 – Why Snapchat, being a founder-led company, is less than ideal in this case 00:09:15 – Why Snapchat is unlikely to be acquired any time soon 00:17:49 – How Snapchat almost didn’t become a hit, and what made it suddenly so popular 00:39:24 – Why growth internationally is actually worsening Snapchat’s unit

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