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
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!
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.
32 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.
