The Intrinsic Value Podcast - The Investor’s Podcast Network

Explore the fascinating evolution of John Deere from a classic tractor maker to a tech innovator with autonomous machinery. Discover the deep loyalty farmers have for the brand and how digital advancements are optimizing agriculture. Learn about Deere's strategic shifts toward subscription models and the cyclical nature of their business. Dive into their financial landscape, including valuation, debt management, and the integration of cutting-edge technologies transforming farming practices.

Dive into the world of Ulta Beauty, a rising star in the cosmetics industry. Discover how it transformed into an e-commerce powerhouse and built an impressive loyalty program with 44 million members. Explore the in-store experiences that keep customers coming back and how Ulta’s returns on capital stack up against competitors like Sephora. Uncover the secrets behind Ulta's financial resilience and see whether it's a smart addition to any investment portfolio!

Discover the captivating rise of Coupang, known as the 'Amazon of South Korea.' Learn about its remarkable growth, with nearly half the population as active users. The discussion highlights Bom Kim's visionary leadership and innovative logistics, including lightning-fast deliveries. Dive into the company’s luxury e-commerce shift and challenges in Taiwan and Japan. Explore how its cash flow supports valuation and the competition from players like Temu and Alibaba. Will this transformative platform make it to an investment portfolio?

Shawn O’Malley delves into the investment landscape of Madison Square Garden Sports Corp., spotlighting its ownership of the iconic Knicks and Rangers. He explains why these franchises are considered trophy assets for billionaires and how their value has skyrocketed recently. Unpacking the concept of discounted ownership, he estimates the intrinsic value of MSGS shares. The conversation also highlights the costs tied to sports franchises and the impact of league structures, while touching on the potential investment pitfalls.

Discover the art of stock valuation as the host explores different businesses each week. Understand how companies generate revenue, identify their competitive edges, and assess growth potential. Learn the critical concept of intrinsic value and how it influences smart investing. Enjoy insights drawn from interviews with top investors that will elevate your financial acumen.

Clay Finck and Kyle Grieve, co-hosts of the We Study Billionaires podcast, dive into their evolution as investors. Clay shares insights on navigating market bubbles and the shift from passive to active investing. Kyle discusses the intricacies of building a public stock portfolio, emphasizing the importance of careful due diligence. They reflect on lessons learned from renowned investors and weigh the benefits of concentrated stock holdings versus broad market exposure. The conversation highlights their commitment to transparency and aligning investments with personal values.

Dive into the mind of Peter Thiel as Shawn O'Malley unpacks his thought-provoking book, Zero to One. Discover Thiel's favorite interview question and the crucial difference between horizontal and vertical progress. Explore why he believes that technological advancement has stagnated and how he leveraged the Dot-Com Bubble to scale PayPal. Learn why monopolies can be beneficial, how competition can destroy profits, and the significance of the Pareto Principle in venture capital. Get ready for a fresh perspective on entrepreneurship and innovation!

Mohnish Pabrai, celebrated as the 'Indian Warren Buffett,' shares invaluable investment insights with Shawn O'Malley. They discuss the art of circling the wagons in investing and the significance of a few pivotal decisions in an investor’s journey. Pabrai recounts lessons learned from lunch with Buffett and shares how GEICO reshaped Benjamin Graham's views. The duo explores the concept of a 'Dhando Investor' and emphasizes the power of long-term strategies, revealing why great companies aren't always great investments.

Dive into the world of legendary investor Joel Greenblatt and uncover his unique Magic Formula for stock investing. Learn about the allure of undervalued stocks emerging from bankruptcy and the essential role of management decisions in maximizing shareholder value. Discover why even seasoned investors find potential in microcap stocks and special situations. Explore the power of independent thinking in investing, breaking free from the constraints of groupthink. Each topic reveals valuable insights for thriving in today’s stock market.

Discover the intriguing world of hidden compounders, where unglamorous businesses deliver robust returns. Learn what sets these lesser-known companies apart and why they often boast invisible moats. Shawn O'Malley reveals how Peter Lynch champions boring firms and why intangible assets can be more valuable than physical ones. Delve into strategies for identifying these gems and explore the Lindy effect through the lens of long-term investing, all while uncovering the impressive success stories of companies like Old Dominion and Technion.