
The Intrinsic Value Podcast - 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 understanding as many different businesses as possible and putting together the ultimate long-term stock portfolio.Every week, The Intrinsic Value Podcast will you help get smarter about business, valuation, and investing — don’t miss out on the journey!Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Latest episodes

Jun 22, 2025 • 1h 14min
TIVP025: Smith & Wesson (SWBI): Deep Value — Locked and Loaded w/ Daniel Mahncke & Shawn O’Malley
Discover the intriguing history of Smith & Wesson, a firearms giant with over 170 years of legacy. Dive into the cyclical nature of gun sales and learn how external factors shape market volatility. Explore the sustainability of their dividend amidst legal and regulatory challenges. Unearth investment risks and potential rewards tied to this often-overlooked stock. Shawn and Daniel also discuss strategies for investors considering this unique sector and whether Smith & Wesson's valuation might present a hidden opportunity.

26 snips
Jun 15, 2025 • 1h 32min
TIVP024: TSMC (TSM): The Most Important Business in the World? w/ Daniel Mahncke & Shawn O’Malley
Dive into the fascinating world of TSMC, the engine behind modern technology and AI. Discover how it transformed from a government project into a semiconductor giant, gripping over 90% of advanced chip production. Explore TSMC's competitive edge rooted in extreme scale and innovation, and how geopolitical tensions shape its strategy. The discussion also touches on the tech industry's future and investment strategies amid uncertainty. This engaging conversation highlights why TSMC might be the most crucial company in the world today.

Jun 8, 2025 • 1h 34min
TIVP023: Nubank (NU): Banking on Latin America w/ Shawn O’Malley & Daniel Mahncke
Explore the fascinating rise of Nubank, a fintech disrupting Brazil's banking landscape with fee-free credit cards and a user-friendly digital platform. Learn how this innovative company has attracted over 100 million users in just over a decade, and hear about the unique challenges posed by traditional banks. Insights into Nubank's effective operational efficiency, customer loyalty strategies, and the importance of brand reputation are discussed, alongside financial risks and the potential for further expansion in Latin America.

51 snips
Jun 1, 2025 • 1h 31min
TIVP022: Amazon (AMZN): Is It Prime Time for Investors? w/ Daniel Mahncke & Shawn O’Malley
Discover how Amazon transformed from an online bookstore into a powerhouse in retail, cloud computing, and advertising. Hear about its innovative logistics and how AWS became a critical profit driver. Explore Amazon's foray into AI and satellite internet with Project Kuiper. The discussion dives into the competitive landscape, the evolution of consumer habits, and the growing dominance of its advertising business. Will Amazon's current valuation reflect its promising future growth? Tune in for insights that every investor should consider!

62 snips
May 25, 2025 • 1h 25min
TIVP021: Shopify (SHOP): The Battle For The Future of E-Commerce w/ Shawn O’Malley & Daniel Mahncke
Discover how Shopify evolved from a humble snowboard website into a powerhouse of e-commerce. Shawn O’Malley and Daniel Mahnke dissect the ongoing competition with Amazon, highlighting Shopify's commitment to merchant independence. The episode explores unique business strategies, such as lending to merchants and navigating logistical challenges. They also discuss the implications of Shopify's stock split and ownership changes, all while evaluating future growth prospects amidst market skepticism.

20 snips
May 18, 2025 • 1h 23min
TIVP020: Visa (V): Is Visa still the Card to Hold? w/ Daniel Mahncke & Shawn O’Malley
Discover how Visa operates as the invisible backbone of global payments, linking consumers, banks, and merchants in a vast network. Learn about its evolution from a bank consortium to a market leader and explore strategies for future growth in emerging markets. The discussion also dives into Visa's unique value-added services and examines its strong competitive moat against rivals like MasterCard, alongside the impact of fintech innovations on its dominance.

6 snips
May 11, 2025 • 1h 28min
TIVP019: Adobe (ADBE): Designing a Creative Empire w/ Shawn O’Malley & Daniel Mahncke
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.

May 4, 2025 • 1h 17min
TIVP018: Mercedes-Benz (MBG): Can Benz Reinvent the Car? w/ Daniel Mahncke & Shawn O’Malley
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.

Apr 27, 2025 • 1h 16min
TIVP017: Comfort Systems (FIX): Blue-Collar Compounder w/ Shawn O’Malley & Daniel Mahnke
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.

Apr 20, 2025 • 1h 24min
TIVP016: Uber (UBER): Cash Burner To Compounder? w/ Shawn O’Malley & Daniel Mahncke
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.