The Intrinsic Value Podcast - The Investor’s Podcast Network

Shawn O’Malley and Daniel Mahncke dive into the fascinating world of Adobe, the creative software giant that started in a garage. They discuss how Adobe evolved its business model to focus on subscriptions while tackling the challenges from emerging competitors like Canva and Figma. The conversation highlights Adobe's strategic implementation of AI and its commitment to attracting new talent in design. With insights into Adobe's financial performance, Mahncke also shares thoughts on the company's long-term growth potential amidst market skepticism.

Dive into the fascinating history of Mercedes-Benz, from Carl Benz's invention of the first gasoline car to its rise as a luxury automotive giant. Explore how the brand is adapting to the electric vehicle revolution and facing rising competition from Chinese manufacturers. Discover insights into their unique operating system, MBOS, and plans for future innovations. The discussion also covers the financial landscape and whether Mercedes is currently undervalued in the market, revealing some hidden investment gems.

Shawn O’Malley and Daniel Mahnke dive into the mechanics behind Comfort Systems, a specialty contractor flourishing amid a U.S. manufacturing boom. They discuss how the company boosts its intrinsic value through strategic acquisitions of regional firms. Listeners learn about Comfort Systems' ties to the AI industry and how its decentralized management benefits employee stability. The conversation highlights competitive strategies in a fragmented market, emphasizing the importance of efficient resource allocation and long-term growth amidst economic fluctuations.

Shawn O’Malley and Daniel Mahnke dive into Uber's transformation from a cash-burning giant to a profitable powerhouse in 2023. They explore its global growth strategies, revealing why international markets outpace U.S. profitability. The duo discusses Uber's competitive tactics against Lyft and the implications of investing in rivals. Listeners will learn how autonomous vehicles may actually benefit Uber and why notable investors like Bill Ackman have placed big bets on the company. The analysis also touches on regulatory challenges and Uber's innovative ventures like Uber Eats.

Dive into the evolution of Nike, from its humble origins to its current struggles with sales and innovation. Discover how the brand's shift to direct-to-consumer strategies has affected its relationships with wholesalers and affected its market standing. Explore the competitive dynamics against emerging brands and the leadership transition to Elliot Hill. Learn about their recent financial challenges and the potential for a comeback as they aim to regain their edge in the athletic wear market.

Shawn O’Malley and Daniel Mahnke dive into Reddit's unique community-driven approach and its recent profitability. They discuss the platform's innovative monetization strategies, including licensing AI data, while navigating the balance between user engagement and corporate interests. The hosts explore Reddit's relationship with Google for traffic and its potential for international growth. Additionally, they highlight the challenges posed by recent API changes and the vital role of moderators in maintaining community integrity.

Dive into the world of Moncler, an icon of luxury outerwear known for its stylish puffer jackets and strategic market expansions. Discover how its direct-to-consumer approach is crucial for profitability and brand image. The hosts explore the brand's impressive transformation from a niche skiwear company to a global fashion powerhouse, detailing the importance of collaborations and exclusivity. Learn about its innovative projects, competitive positioning against rivals, and future growth opportunities in the ever-evolving luxury landscape.

Shawn O'Malley and Daniel Mahnke dive into Hershey, revealing its rich history and the iconic brands that go beyond just chocolate. They discuss the company's strategic shift towards salty snacks and how it navigates the global cocoa shortage. Insights into Hershey's unique ownership and challenges in international markets offer a deeper understanding of its business landscape. The hosts also evaluate Hershey's investment potential, underscoring the psychological factors behind brand loyalty and the importance of aligning values with investment choices.

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, you’ll learn why Nintendo is such a unique gaming and entertainment company, how it has built one of the most loyal fan bases in the industry, why its business model is evolving beyond traditional console cycles, what Nintendo can do to strengthen its long-term profitability, plus so much more!Prefer to watch? Click here to watch this episode on YouTube.IN THIS EPISODE, YOU’LL LEARN00:00 - Intro03:57 - How Nintendo evolved from a small playing card company into a global gaming powerhouse.07:48 - Why Nintendo's consoles and games are unique in the industry.10:03 - Why Nintendo differs from competitors like PlayStation and Xbox.21:20 - How the introduction of online services has changed the gaming industry forever.26:57 - How Nintendo survived the Wii U failure and stepped up its game.35:29 - How Nintendo is turning its consoles into an everlasting gaming ecosystem.47:04 - How Nintendo is leveraging its IP to expand beyond gaming.01:27:14 - What is Nintendo’s intrinsic value per share?01:31:51 - Whether Shawn & Daniel add NTDOY to The Intrinsic Value Portfolio.And much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Crossroad's 2021 Annual Letter: Nintendo Breakdown. Nintendo's Investor Relations Information. Daniel Mahncke’s appearance on the Millennial Investing podcast to discuss Alibaba. Shawn and Daniel’s 2024 podcast on Disney The Original 1972 Magnavox Odyssey Commercial. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORSSupport our free podcast by supporting our sponsors: Netsuite Shopify CFI Education TurboTax Airbnb Connect with Shawn: Twitter | LinkedIn | EmailConnect with Daniel: Twitter | LinkedIn | EmailHELP US OUT!Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!  Learn more about your ad choices. Visit megaphone.fm/adchoicesSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Explore the fascinating evolution of Airbnb, from its humble beginnings to a major disruptor in hospitality. Hear about its innovative strategies, leadership under Brian Chesky, and how the pandemic surprisingly strengthened the business. Discover the competitive landscape, regulatory challenges, and growth plans that shape its future. Uncover the secrets to valuing its shares and why it could be a promising investment. Get insights into Airbnb’s unique advantages over traditional hotels and the exciting developments in co-hosting!