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
Dec 7, 2025 • 1h 33min
TIVP049: DoorDash (DASH): Can It Keep Delivering Returns? w/ Shawn O’Malley & Daniel Mahncke
This discussion dives into the remarkable rise of DoorDash, transforming from a college project to leading meal delivery. The founders' strategic moves during the pandemic and suburban focus are explored. There's a deep analysis of DoorDash’s approach to unit economics and customer service, revealing how a tipping scandal shaped the brand’s policies. The hosts also touch on the company's potential for international growth and innovative strategies like DashPass and ghost kitchens, culminating in an investment verdict that pauses for now.
9 snips
Nov 30, 2025 • 1h 27min
TIVP048: S&P Global (SPGI): The Company behind the Market w/ Daniel Mahncke & Shawn O’Malley
Dive into S&P Global, the powerhouse behind the S&P 500, and explore its diverse range of businesses from ratings to market intelligence. The hosts discuss the company's rich history, including the impactful IHS Markit acquisition, and analyze the deep moat created by its ratings business. Discover insights into subscription models, AI disruption risks, and the economic landscape of index licensing. They also evaluate S&P's capital allocation strategy, high margins, and financial performance while deliberating on its investment potential.
13 snips
Nov 23, 2025 • 1h 35min
TIVP047: Booking Holdings (BKNG): Does Booking.yeah = Value.yeah? w/ Shawn O’Malley & Daniel Mahncke
Exploring the vast landscape of Booking Holdings, the hosts delve into its strategic foothold in Europe amidst Expedia's North American dominance. They dissect the differences between Booking, Expedia, and Airbnb, highlighting unique business models and market strengths. Insights into AI's potential disruption and the company's reliance on Google draw attention to future risks. Coupled with discussions on executive compensation and intrinsic value modeling, they ponder whether now is the right time to invest in Booking.
51 snips
Nov 16, 2025 • 1h 32min
TIVP046: TransDigm (TDG): A Conglomerate of Monopolies w/ Daniel Mahncke & Shawn O’Malley
Discover how TransDigm transforms ordinary aerospace components into a powerhouse of profitability with its unique pricing strategy. Learn about its monopoly-like control in the market and the philosophy of its founders, who prioritize high margins and innovative acquisitions. The hosts delve into the company's impressive M&A playbook, its resilience during economic downturns, and the significant growth potential in the aviation sector. Plus, they discuss the delicate balance of leveraging debt to enhance returns while navigating regulatory scrutiny.
57 snips
Nov 9, 2025 • 1h 43min
TIVP045: Robinhood Markets Inc. (HOOD): The World’s Most Innovative Financial Company? w/ Shawn O’Malley & Daniel Mahncke
Explore how Robinhood upended the brokerage industry with commission-free trading and a mobile-first approach. Discover its ambitious aspirations to become the Amazon Prime of finance with Robinhood Gold, packed with perks. The hosts delve into the ethical debates surrounding gamification, the impact of wealth transfer from Baby Boomers to younger generations, and the innovative products like fractional shares and crypto offerings. They also discuss valuation challenges, regulatory risks, and the company's unique position in a rapidly evolving financial landscape.
25 snips
Nov 2, 2025 • 1h 19min
TIVP044: Salesforce (CRM): Agentforce or AI-Native? w/ Daniel Mahncke & Shawn O’Malley
Explore the evolution of Salesforce, from its origins as a CRM pioneer to its current AI ambitions. Discover how the company leverages its extensive product ecosystem and data for an edge in AI integration. Learn about Marc Benioff’s leadership style and the intricate compensation structures of its executives. Delve into the sustainability of Salesforce's competitive moat and the financial metrics guiding its valuation. The hosts also discuss the implications of AgentForce on future growth and whether it’s a worthy addition to an investor's portfolio.
63 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.
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.
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!
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!
