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 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
Episodes
Mentioned books
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!
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.
17 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.
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.
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.
34 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.
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.
45 snips
Aug 17, 2025 • 1h 28min
TIVP033: Lululemon (LULU): Still the King of Athleisure? w/ Shawn O’Malley & Daniel Mahncke
Dive into the world of Lululemon, the athleisure giant with a cult-like following. Discover why their direct-to-consumer model sets them apart and how they maintain impressive sales without heavy discounting. Explore the challenges faced from new competitors and the impact of international markets, especially China. Uncover the cautionary tale of their failed acquisition of Mirror and the complexities of cash management amidst rising inventory levels. Is Lululemon still a worthy investment? Tune in to find out!
13 snips
Aug 10, 2025 • 1h 28min
TIVP032: Remitly (RELY): Future Multibagger or Stablecoin Casualty? w/ Daniel Mahncke & Shawn O’Malley
Explore the groundbreaking impact of Remitly in the $2 trillion remittance market. The hosts analyze its strategies against giants like Western Union, highlighting customer trust and competitive dynamics. They delve into the challenges posed by crypto disruptors like stablecoins and unpack the company’s potential for profitability. Tune in to discover how operational efficiency and innovative approaches could determine whether Remitly will rise as a multibagger or face instability in a rapidly evolving landscape.
9 snips
Aug 3, 2025 • 1h 24min
TIVP031: The Trade Desk (TTD): Heir to the Programmatic Advertising Throne? w/ Shawn O’Malley & Daniel Mahnke
Explore the transformative role of The Trade Desk in programmatic advertising, highlighting its position as a trusted platform amid industry giants. Delve into the Open Path Initiative, which seeks to connect advertisers directly with publishers for better efficiency. Discover the significance of UID2 as a replacement for third-party cookies in enhancing user privacy and ad effectiveness. Unpack the shifts in the digital advertising landscape, especially as Google faces regulatory scrutiny, presenting an opportunity for The Trade Desk to thrive.
