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
20 snips
Dec 21, 2025 • 1h 14min
TIVP051: Snap Inc. (SNAP): Why Hasn’t Snapchat Become a Social Media Titan? w/ Shawn O’Malley & Daniel Mahncke
Shawn and Daniel dissect Snap Inc.'s struggle to thrive despite a massive user base. They discuss the pitfalls of its founder-led model and management issues. The hosts explore how international growth is worsening Snap's unit economics and the challenges in monetizing its innovative features. They examine Snap's attempts at AI and subscriptions, noting their limited impact on profits. Ultimately, they conclude that Snap lacks a solid investment case, grappling with competition and an absent durable moat.
67 snips
Dec 14, 2025 • 1h 23min
TIVP050: Portfolio Review: Performance and New Positions w/ Daniel Mahncke & Shawn O’Malley
Discover insights from a year-long portfolio review, examining standout performers and potential new additions. The discussion delves into Reddit's rapid price increase and contrasts long-term holding strategies. Explore intriguing investment opportunities in Crocs and Uber, with debates on each company's future. The hosts also analyze the merits of Salesforce versus Adobe, revealing insights on AI risks and valuation. Tune in for a lively exploration of trends and strategies shaping their investment approach!
25 snips
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.
