April 19 · 1 hr 46 min
Business
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!
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- 780 episodes
- Updated Yesterday
Episodes780
April 12 · 2 minSpecial Announcement: The Intrinsic Value Podcast Update
April 5 · 1 hr 20 minTIVP066: Valuing Constellation Software's Spinoffs: Topicus, Lumine and co. w/ Daniel Mahncke & Shawn O’Malley
March 29 · 1 hr 36 minTIVP065: Spotify (SPOT): Investing in Music in the Age of AI w/ Shawn O’Malley & Daniel Mahncke
March 22 · 1 hr 17 minTIVP064: Kelly Partners Group: The Constellation Software of Accounting? w/ Daniel Mahncke & Shawn O’Malley
March 15 · 1 hr 12 minTIVP063: Figma Inc. (FIG): Recovering From An 80% Post-IPO Decline w/ Shawn O’Malley & Daniel Mahncke
March 8 · 1 hr 23 minTIVP062: Duolingo (DUOL): Generational Opportunity or fad? w/ Daniel Mahncke & Shawn O’Malley
March 1 · 1 hr 22 minTIVP061: Lyft Inc. (LYFT): The Key to Winning the AV Wars? w/ Shawn O’Malley & Daniel Mahncke
February 22 · 1 hr 27 minTIVP060: Constellation Software (CSU): Historic Drawdown, Historic Buying Opportunity w/ Daniel Mahncke & Shawn O’Malley
February 15 · 1 hr 25 minTIVP059: Netflix (NFLX): The King of Streaming w/ Shawn O’Malley & Daniel Mahncke
February 11 · 7 minTIVP058.5 The Intrinsic Value Community (Mini Episode): The Power of a Trusted Peer Group w/ Daniel Mahncke & Shawn O’Malley
February 8 · 1 hr 26 minTIVP058: Hermes: The Most Prestigious Luxury Brand in the World w/ Daniel Mahncke & Shawn O’Malley
February 1 · 1 hr 10 minTIVP057: Doximity (DOCS): A Profitable Social Media Platform For Doctors w/ Shawn O’Malley & Daniel Mahncke
January 25 · 1 hr 20 minTIVP056: Meta (META): Is Meta Undervalued Again? w/ Daniel Mahncke & Shawn O’Malley
January 18 · 1 hr 12 minTIVP055: Churchill Downs, Inc. (CHDN): Investing in the Greatest Two Minutes in Sports w/ Shawn O’Malley & Daniel Mahncke
January 12 · 1 hr 32 minTIVP054: Mercado Libre: More than just "the Amazon of Latin America" w/ Daniel Mahncke & Shawn O’Malley
January 4 · 1 hr 12 minTIVP053: Exor NV (EXO): Too Good To Be True? w/ Shawn O’Malley & Daniel Mahncke
Dec 28, 2025 · 1 hr 14 minTIVP052: Chapters Group: 100-Bagger in the Making? w/ Daniel Mahncke & Shawn O’Malley
Dec 21, 2025 · 1 hr 13 minTIVP051: Snap Inc. (SNAP): Why Hasn’t Snapchat Become a Social Media Titan? w/ Shawn O’Malley & Daniel Mahncke
Dec 14, 2025 · 1 hr 22 minTIVP050: Portfolio Review: Performance and New Positions w/ Daniel Mahncke & Shawn O’Malley