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
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?
5 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.
42 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.
67 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!
