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The Intrinsic Value Podcast - The Investor’s Podcast Network

TIVP045: Robinhood Markets Inc. (HOOD): The World’s Most Innovative Financial Company? w/ Shawn O’Malley & Daniel Mahncke

Nov 9, 2025 · 1 hr 42 min · Episode 658
0:00-1:42:45

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Shawn & Daniel discuss how Robinhood transformed investing with commission-free trading, overcame controversies, and now aims to become a full-service financial platform through Robinhood Gold.


IN THIS EPISODE, YOU’LL LEARN:

00:00:00 - Intro

00:00:40 - How Robinhood disrupted the entire brokerage industry

00:32:05 - How Robinhood can offer commission-free trading

00:05:34 - Why Robinhood Gold may be the financial services equivalent of Amazon Prime

00:46:55 - What makes Robinhood so well-positioned to capitalize on the passing down of wealth from Baby Boomers to Millennials and Gen Z

00:28:10 - How the company is revolutionizing finance again with prediction markets, fractionalized shares, 24/5 trading, stock tokens, crypto, and more

00:50:40 - What to make of Robinhood’s controversial CEO and co-founder, Vlad Tenev

01:30:03 - How to think about modeling HOOD’s intrinsic value

01:38:16 - Whether Shawn and Daniel add HOOD to their Intrinsic Value Portfolio


*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.


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