The Intrinsic Value Podcast - The Investor’s Podcast Network

The Investor's Podcast Network
undefined
39 snips
Oct 26, 2025 • 1h 12min

TIVP043: MSCI (MSCI): The Financial Giant Enabling Passive Investing w/ Shawn O’Malley & Daniel Mahncke

Shawn and Daniel explore the pivotal role of MSCI Inc. in global financial markets, highlighting how its indexes have become essential for tracking stock performance. They discuss MSCI's relationships with major asset managers and the impact of passive investing. Key concerns like fee compression and competition from direct indexing are analyzed, alongside MSCI's unique business model and profitability. The challenges and growth potential for MSCI are weighed, culminating in a cautionary perspective on its current valuation.
undefined
69 snips
Oct 19, 2025 • 1h 17min

TIVP042: Copart (CPRT): The 100-Bagger Junk Yard w/ Daniel Mahncke & Shawn O’Malley

Daniel Mahncke and Shawn O'Malley explore the rise of Copart, from a single junkyard to a global powerhouse in vehicle auctions. They discuss the unique culture fostered by its founder and highlight Copart's robust business model driven by online auctions. The duo delves into competitive advantages, including land ownership and market trust, while also addressing risks posed by autonomous vehicles and market shifts. Insights into management, profitability, and growth potential make for a fascinating deep dive into this impressive stock.
undefined
29 snips
Oct 12, 2025 • 1h 15min

TIVP041: Fair Isaac Corporation (FICO): Scoring The World’s Biggest Credit Scorer w/ Shawn O’Malley & Daniel Mahncke

Explore the fascinating world of credit scoring with insights into how Fair Isaac Corporation became the gold standard in the U.S. Shawn and Daniel discuss the democratization of credit access and dissect what makes FICO scores pivotal in lending. They delve into FICO's relationship with the three major credit bureaus and the implications of recent regulatory changes. The duo also tackles pricing strategies, profitability, and the potential challenges facing FICO as new competitors emerge. Tune in for a deep dive into one of the most crucial sectors of finance!
undefined
Oct 5, 2025 • 1h 12min

TIVP040: Manchester United (MANU): Valuing a Football Empire w/ Daniel Mahncke & Shawn O’Malley

Explore the fascinating evolution of Manchester United from a 19th-century railway team to a global sports giant. Hosts discuss the intricate role of investors in European football and contrast it with U.S. leagues. Discover how on-pitch performance influences club finances and why closed leagues provide more stability. Delve into Manchester United's diverse revenue streams and potential future catalysts for higher valuation, including stadium upgrades and ownership changes. Is this iconic club a speculative asset or a value investment? Tune in for insights!
undefined
17 snips
Sep 28, 2025 • 1h 28min

TIVP039: Universal Music Group (UMG): Owning The World’s Music Catalog w/ Shawn O’Malley & Daniel Mahncke

Discover how Universal Music Group dominates the music industry with a 30% share and high-quality earnings. Dive into the unique economics of music royalties and the impact of streaming on cash flow. The hosts discuss the partnership between labels and platforms, how labels still add value for artists, and explore threats and opportunities posed by AI. Learn about UMG's strategic acquisitions and how they navigate competition in the catalog market, all while debating the investment potential of this iconic company.
undefined
32 snips
Sep 21, 2025 • 1h 23min

TIVP038: Berkshire Hathaway (BRK.B): From Buffett to Abel w/ Daniel Mahncke & Shawn O’Malley

Explore the fascinating transformation of Berkshire Hathaway from a struggling textile mill to a colossal investment powerhouse under Warren Buffett and Charlie Munger. Discover why Buffett is drawn to insurance and energy sectors, and how his unique strategies have driven growth through acquisitions. Dive into Berkshire's decentralized culture and the implications of Buffett’s eventual retirement on the company's future. Gain insights into the current valuation and whether it continues to be an attractive investment opportunity.
undefined
34 snips
Sep 14, 2025 • 1h 18min

TIVP037: Match Group (MTCH): Is Finding Love a Good Investment? w/ Shawn O’Malley & Daniel Mahncke

Shawn O’Malley and Daniel Mahncke delve into the evolving world of online dating, focusing on Match Group's unique position in this duopoly. They explore the challenges that Tinder faces with declining user engagement and why Hinge might be the company's future. The discussion highlights the potential of the senior dating market as a growth engine and the complexities of attracting Gen Z users in the changing dating landscape. Additionally, they analyze Match’s investment potential amidst a backdrop of rigorous industry scrutiny.
undefined
66 snips
Sep 7, 2025 • 1h 22min

TIVP036: Dell (DELL): Overlooked AI Growth Story? w/ Daniel Mahncke & Shawn O’Malley

Dive into Dell's unexpected transformation from a PC giant to a key player in the AI infrastructure market. Discover how Dell's partnerships with companies like NVIDIA are reshaping its business focus. The conversation highlights the challenges of predicting growth in AI, the company’s robust capital allocation strategies, and the competitive landscape it navigates. Learn why Dell's AI servers may hold the secret to its future success, all while contrasting its high-margin tech ventures with the declining PC market.
undefined
46 snips
Aug 31, 2025 • 1h 16min

TIVP035: Ferrari (RACE): High-Speed Compounder w/ Shawn O’Malley & Daniel Mahncke

Explore the fascinating world of Ferrari's ultra-luxury vehicles and their impressive market valuation. Discover why the brand insists on limiting supply to maintain demand and how it mirrors the exclusivity of fashion house Hérmes. The hosts discuss Ferrari's strategic shift towards hybrid and electric vehicles while maintaining its high-performance legacy. Learn about the unique customer selection process, the strong ownership culture they cultivate, and how the brand leverages its IP for pricing power. Insights on the future of Ferrari amid changing automotive trends make this discussion a must-listen.
undefined
17 snips
Aug 24, 2025 • 1h 12min

TIVP034: Crocs (CROX): Fashion Icon or Value Trap? w/ Daniel Mahncke & Shawn O’Malley

Dive into the roller coaster journey of Crocs, from its near bankruptcy to becoming a fashion sensation. Discover how the brand revived its reputation through smart strategies and social media buzz. The hosts unpack the culture of customization and the role of Gen Z in Crocs' renewed popularity. They debate the impact of the HEYDUDE acquisition and explore challenges on the horizon. Is Crocs a savvy investment or just a passing trend? Tune in for insights on its growth potential in the athleisure market and Asia.

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app