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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

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 -

en

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

en

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

en

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

en

82:44

TIVP050: Portfolio Review: Performance and New...

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

2025/12/14

Daniel and Shawn review the Intrinsic Value Portfolio after nearly one year of searching for the best opportunities in the market. In this episode, they break down the portfolio’s current performance, share updates on existing holdings, and revisit watchlist companies that may now deserve a spot — either because they’ve become cheaper or their outlook has changed.IN THIS EPISODE, YOU’LL LEARN: 00:00:00 - Intro 00:01:15 - How the Intrinsic Value Portfolio performed 00:05:03 - How we think about

en

93:02

TIVP049: DoorDash (DASH): Can It Keep Delivering...

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

2025/12/07

Shawn and Daniel break down DoorDash (ticker: DASH), America’s dominant meal-delivery company that’s rapidly expanding into all forms of local commerce.IN THIS EPISODE, YOU’LL LEARN: 00:00:00 - Intro 00:00:47 - How DoorDash came out of nowhere to become America’s leading meal-delivery service, usurping Uber Eats and Grubhub 00:07:57 - What opportunity DoorDash’s founders saw and the story of its origins as Palo Alto Delivery 00:10:26 - What DoorDash has done to finally crack the code of

en

87:13

TIVP048: S&P Global (SPGI): The Company behind the...

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

2025/11/30

Daniel and Shawn dive into S&P Global – the data and benchmark giant that is best-known for the S&P 500 index. IN THIS EPISODE, YOU’LL LEARN: 00:00:00 - Intro 00:03:02 - About S&P’s Rating Business 00:03:56 - What businesses S&P Global operates 00:04:32 - About S&P’s Market Intelligence Business 00:07:54 - About S&P Global’s founding story 00:38:52 - About S&P’s Index Business 00:48:45 - About S&P’s Commodity Insight Business 00:58:10 - About S&P’s Mobility Business 01:03:45 - How S&P

en

94:35

TIVP047: Booking Holdings (BKNG): Does Booking.yeah =...

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

2025/11/23

Shawn O’Malley and Daniel Mahncke break down Booking Holdings (ticker: BKNG), the world’s largest travel company. IN THIS EPISODE, YOU’LL LEARN: 00:00:00 - Intro 00:24:07 - What are the subtle differences between Expedia, Booking, and Airbnb 00:26:18 - How Booking.com established a foothold in Europe despite Expedia’s dominance in North America 00:55:59 - What Alphabet could do to seriously disrupt Booking 01:01:14 - How Booking uses price parity to protect its value-add to customers 01:03:56 -

en

92:18

TIVP046: TransDigm (TDG): A Conglomerate of...

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

2025/11/16

Daniel Mahncke and Shawn O’Malley dive into TransDigm — the aerospace supplier that turned “boring parts” into a compounding machine. Built around proprietary, often sole-source components installed across nearly every commercial and military aircraft in service, TransDigm monetizes decades of aftermarket demand through premium pricing and enviable margins. IN THIS EPISODE, YOU’LL LEARN: 00:00:00 - Intro 00:01:19 - What TransDigm does, and how was it founded 00:14:45 - What makes TransDigm’s

en

102:45

TIVP045: Robinhood Markets Inc. (HOOD): The World’s...

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

2025/11/09

Shawn & Daniel discuss how Robinhood transformed investing with commission-free trading, overcame controversies, and now aims to become a full-service financial platform through Robinhood Gold. IN THIS EPISODE, YOU’LL LEARN: 00:00:00 - Intro 00:00:40 - How Robinhood disrupted the entire brokerage industry 00:32:05 - How Robinhood can offer commission-free trading 00:05:34 - Why Robinhood Gold may be the financial services equivalent of Amazon Prime 00:46:55 - What makes Robinhood so

en

78:43

TIVP044: Salesforce (CRM): Agentforce or AI-Native?...

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

2025/11/02

Daniel Mahncke and Shawn O’Malley dive into Salesforce — the company that practically invented modern enterprise software and is now trying to reinvent it again through AI. From its origins as the pioneer of the Software-as-a-Service model in the late 1990s, Salesforce has grown into the world’s #1 CRM provider, powering customer relationships for over 90% of the Fortune 500.IN THIS EPISODE, YOU’LL LEARN: 00:00:00 - Intro 00:02:43 - What exactly Salesforce does? 00:03:49 - How Salesforce

en

72:12

TIVP043: MSCI (MSCI): The Financial Giant Enabling...

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

2025/10/26

Shawn O’Malley and Daniel Mahncke break down MSCI Inc. (MSCI), the global leader in financial market indexes that power the passive investing revolution. They explore how MSCI built its dominant, utility-like business model, its compounding potential, and whether the stock remains attractively priced.IN THIS EPISODE, YOU’LL LEARN: 00:00:00 Intro 00:03:08 How indexes produced by MSCI help to organize, simplify, and provide context for different aspects of financial markets 00:06:01 What makes

en

77:02

TIVP042: Copart (CPRT): The 100-Bagger Junk Yard w/...

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

2025/10/19

Daniel Mahncke and Shawn O’Malley dive into Copart, the salvage auction company that’s quietly become one of the best-performing stocks of the last three decades. From a single junkyard in California in the 1980s, Copart has grown into a global online marketplace that sells more than three million vehicles a year. With sellers ranging from major insurers and rental fleets to car dealers and finance companies, and buyers spanning over 190 countries, Copart has built a platform that turns totaled cars

en

74:38

TIVP041: Fair Isaac Corporation (FICO): Scoring The...

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

2025/10/12

Shawn O’Malley and Daniel Mahncke break down Fair Isaac Corporation (ticker: FICO), a company whose algorithms are essential to computing credit scores, which are used in everything in the U.S., from applying for a mortgage, credit cards, apartments, to even job applications and more. FICO has incredible market penetration and earnings leverage, as almost all of its price increases trickle down to the bottom line, even though the cost of credit checks is typically a very small portion of the

en

72:02

TIVP040: Manchester United (MANU): Valuing a Football...

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

2025/10/05

Daniel Mahncke and Shawn O’Malley dive into Manchester United, the legendary football club that’s grown from a 19th-century railway team into one of the most recognized sports brands on the planet. With revenue pillars in commercial sponsorships, broadcasting rights, and matchday income, plus a fanbase that spans every continent, United is often described as one of the biggest franchises in global sports. To frame the economics of the club, Daniel and Shawn also unpack the key differences between

en

87:49

TIVP039: Universal Music Group (UMG): Owning The...

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

2025/09/28

Shawn O’Malley and Daniel Mahncke break down Universal Music Group (ticker: UMG), a company that controls a royalty stream on roughly ⅓ of the world’s music in an oligopolistic industry also dominated by Sony and Warner Music Group. Universal has incredibly high-quality earnings, with a very stable business and excess returns on capital — a recipe that is very appealing to investors at the right price.In this episode, you’ll learn about the economics of the music industry, how Universal creates

en

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

en

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

en

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