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
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.
16 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!
26 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.
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.
9 snips
Jul 27, 2025 • 1h 26min
TIVP030: PayPal (PYPL): Value Trap or Multibagger? w/ Daniel Mahncke & Shawn O’Malley
Dive into PayPal's transformation as it shifts from a post-pandemic slump to a potential revival under new leadership. The hosts explore innovative strategies, including one-click checkout and leaner operations, aiming to regain investor confidence. They tackle PayPal's competitive landscape against giants like Apple Pay, and dissect how new management incentives could benefit shareholders. Plus, there’s a debate on the speculative nature of stablecoins and their impact on PayPal's future growth. Will these moves make PayPal a smart investment again?
Jul 20, 2025 • 1h 30min
TIVP029: Roku (ROKU): Forgotten Streaming Giant w/ Shawn O’Malley & Daniel Mahncke
Shawn O’Malley and Daniel Mahnke delve into Roku's unique position as a digital content aggregator, navigating its dual role as a streaming service and device manufacturer. They explore how Roku is leveraging its massive user base and first-party data for monetization. Despite facing significant market challenges and financial concerns, they discuss the potential 'gold mine' value of Roku’s advertising space and the competitive threats from industry giants. Insights into Roku’s evolution, strategic partnerships, and future prospects make for an engaging analysis!
Jul 13, 2025 • 1h 10min
TIVP028: Estée Lauder (EL): Michael Burry’s Big Bet w/ Daniel Mahncke & Shawn O’Malley
Dive into Estée Lauder's rollercoaster journey, from pandemic darling to facing dire market challenges. The discussion highlights the impact of China's shifting beauty landscape, including the daigou crackdown. With a new CEO at the helm, can the brand reignite growth through innovative strategies? Explore the internal dynamics within the Lauder family and the struggle to adapt in a competitive market fueled by social media and evolving consumer preferences. Is a comeback possible, or will it remain a cautionary tale?
17 snips
Jul 6, 2025 • 1h 24min
TIVP027: LVMH (MC): Investing in True Luxury w/ Shawn O’Malley & Daniel Mahncke
Discover the fascinating journey of LVMH, the luxury empire that boasts brands like Louis Vuitton and Tiffany. Explore how Bernard Arnault built his conglomerate with a ruthless vision of true luxury, emphasizing the importance of heritage and craftsmanship. Delve into the strategic comparisons with Berkshire Hathaway and learn about the complex dynamics of the luxury market. Plus, uncover insights into potential discounts on LVMH shares and whether the stock is fairly valued in today's market. A must-listen for aspiring investors!
20 snips
Jun 29, 2025 • 1h 41min
TIVP026: The Intrinsic Value Portfolio: Mid-Year Review w/ Daniel Mahncke & Shawn O’Malley
Join the dive into a mid-year portfolio review, where Uber's potential shines through its partnerships, particularly with Waymo. Explore how Alphabet faces AI competition while Airbnb innovates by expanding into services. Ulta Beauty's lasting brand loyalty stands out, even amidst e-commerce challenges. Discover the unique dynamics at play for Reddit in monetizing engagement, and hear insights into fresh investments like Nubank. A thought-provoking discussion on sizing, patience, and risk-reward strategies keeps it all grounded.
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.
