The Intrinsic Value Podcast - The Investor’s Podcast Network
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The Intrinsic Value Podcast - 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 on...
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TIVP055: Churchill Downs, Inc. (CHDN): Investing in the Greatest Two Minutes in Sports w/ Shawn O’Malley & Daniel Mahncke
Shawn O’Malley and Daniel Mahncke break down Churchill Downs, Inc. (ticker: CHDN), a gaming company that is uniquely tied to the world of horse racing...
TIVP054: Mercado Libre: More than just "the Amazon of Latin America" w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O’Malley take a deep dive into Mercado Libre, the dominant e-commerce and fintech platform in Latin America. What started as...
TIVP053: Exor NV (EXO): Too Good To Be True? w/ Shawn O’Malley & Daniel Mahncke
Shawn O’Malley and Daniel Mahncke break down Exor NV (ticker: EXO), a unique holding company that has acted as a vehicle for the family wealth of Fiat...
TIVP052: Chapters Group: 100-Bagger in the Making? w/ Daniel Mahncke & Shawn O’Malley
Daniel and Shawn take a deep dive into Chapters Group — one of Europe’s most rapidly evolving serial acquirers of mission-critical software and servic...
TIVP051: Snap Inc. (SNAP): Why Hasn’t Snapchat Become a Social Media Titan? w/ Shawn O’Malley & Daniel Mahncke
Shawn and Daniel break down Snap Inc., a camera-based social media platform with nearly one billion monthly users.
IN THIS...
TIVP050: Portfolio Review: Performance and New Positions w/ Daniel Mahncke & Shawn O’Malley
Daniel and Shawn review the Intrinsic Value Portfolio after nearly one year of searching for the best opportunities in the market. In this episode, th...
TIVP049: DoorDash (DASH): Can It Keep Delivering Returns? w/ Shawn O’Malley & Daniel Mahncke
Shawn and Daniel break down DoorDash (ticker: DASH), America’s dominant meal-delivery company that’s rapidly expanding into all forms of local commerc...
TIVP048: S&P Global (SPGI): The Company behind the Market w/ Daniel Mahncke & Shawn O’Malley
Daniel and Shawn dive into S&P Global – the data and benchmark giant that is best-known for the S&P 500 index.
IN THIS EPISODE, YOU’LL LE...
TIVP047: Booking Holdings (BKNG): Does Booking.yeah = Value.yeah? w/ Shawn O’Malley & Daniel Mahncke
Shawn O’Malley and Daniel Mahncke break down Booking Holdings (ticker: BKNG), the world’s largest travel company.
IN THIS...
TIVP046: TransDigm (TDG): A Conglomerate of Monopolies w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O’Malley dive into TransDigm — the aerospace supplier that turned “boring parts” into a compounding machine. Built around pro...
TIVP045: Robinhood Markets Inc. (HOOD): The World’s Most Innovative Financial Company? w/ Shawn O’Malley & Daniel Mahncke
Shawn & Daniel discuss how Robinhood transformed investing with commission-free trading, overcame controversies, and now aims to become a full-service...
TIVP044: Salesforce (CRM): Agentforce or AI-Native? w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O’Malley dive into Salesforce — the company that practically invented modern enterprise software and is now trying to reinven...
TIVP043: MSCI (MSCI): The Financial Giant Enabling Passive Investing w/ Shawn O’Malley & Daniel Mahncke
Shawn O’Malley and Daniel Mahncke break down MSCI Inc. (MSCI), the global leader in financial market indexes that power the passive investing revoluti...
TIVP042: Copart (CPRT): The 100-Bagger Junk Yard w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O’Malley dive into Copart, the salvage auction company that’s quietly become one of the best-performing stocks of the last th...
TIVP041: Fair Isaac Corporation (FICO): Scoring The World’s Biggest Credit Scorer w/ Shawn O’Malley & Daniel Mahncke
Shawn O’Malley and Daniel Mahncke break down Fair Isaac Corporation (ticker: FICO), a company whose algorithms are essential to computing credit score...
TIVP040: Manchester United (MANU): Valuing a Football Empire w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O’Malley dive into Manchester United, the legendary football club that’s grown from a 19th-century railway team into one of t...
TIVP039: Universal Music Group (UMG): Owning The World’s Music Catalog w/ Shawn O’Malley & Daniel Mahncke
Shawn O’Malley and Daniel Mahncke break down Universal Music Group (ticker: UMG), a company that controls a royalty stream on roughly ⅓ of the world’s...
TIVP038: Berkshire Hathaway (BRK.B): From Buffett to Abel w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O’Malley dive into Berkshire Hathaway, the billion-dollar conglomerate built by Warren Buffett and Charlie Munger that’s grow...
TIVP037: Match Group (MTCH): Is Finding Love a Good Investment? w/ Shawn O’Malley & Daniel Mahncke
Shawn O’Malley and Daniel Mahncke break down Match Group (ticker: MTCH), a company that operates as part of a duopoly in online dating, owning a numbe...
TIVP036: Dell (DELL): Overlooked AI Growth Story? w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O’Malley dive into Dell Technologies, the legacy PC giant that’s quietly become one of the largest suppliers of AI infrastruc...
TIVP035: Ferrari (RACE): High-Speed Compounder w/ Shawn O’Malley & Daniel Mahncke
Shawn O’Malley and Daniel Mahncke break down Ferrari (ticker: RACE), a company whose stock is arguably just as impressive as its high-performance and...
TIVP034: Crocs (CROX): Fashion Icon or Value Trap? w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O’Malley dive into Crocs, the footwear company that turned a ridiculed foam clog into a global fashion phenomenon. After a po...
TIVP033: Lululemon (LULU): Still the King of Athleisure? w/ Shawn O’Malley & Daniel Mahncke
Shawn O’Malley and Daniel Mahnke break down Lululemon (ticker: LULU), an iconic brand famous for pioneering the now ubiquitous athleisure industry. Lu...
TIVP032: Remitly (RELY): Future Multibagger or Stablecoin Casualty? w/ Daniel Mahncke & Shawn O’Malley
Daniel & Shawn dive into Remitly, the digital remittance platform aiming to disrupt a $2 trillion global market. After years of prioritizing customer...
TIVP031: The Trade Desk (TTD): Heir to the Programmatic Advertising Throne? w/ Shawn O’Malley & Daniel Mahnke
Shawn and Daniel break down The Trade Desk (ticker: TTD), a pure-play bet on the future of digital advertising, focusing specifically on supporting a...
TIVP030: PayPal (PYPL): Value Trap or Multibagger? w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O’Malley dive into PayPal’s post-pandemic reset, tracing the fintech pioneer’s slide from market darling to value-story candi...
TIVP029: Roku (ROKU): Forgotten Streaming Giant w/ Shawn O’Malley & Daniel Mahncke
Shawn O’Malley and Daniel Mahnke break down Roku (ticker: ROKU), an aggregator of digital content in the world of TV streaming, with a footprint in ne...
TIVP028: Estée Lauder (EL): Michael Burry’s Big Bet w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O’Malley take a closer look at Estée Lauder’s turbulent turnaround, tracing the beauty giant’s fall from pandemic favorite to...
TIVP027: LVMH (MC): Investing in True Luxury w/ Shawn O’Malley & Daniel Mahncke
Shawn O’Malley and Daniel Mahncke break down LVMH (ticker: MC), an iconic luxury goods empire with brands ranging from Louis Vuitton to Moët, Dior, Ch...
TIVP026: The Intrinsic Value Portfolio: Mid-Year Review w/ Daniel Mahncke & Shawn O’Malley
Daniel and Shawn step back for a mid-year review of the Intrinsic Value Portfolio, revisiting each holding to test the strength of their original thes...
TIVP025: Smith & Wesson (SWBI): Deep Value — Locked and Loaded w/ Daniel Mahncke & Shawn O’Malley
Shawn O’Malley and Daniel Mahnke break down Smith & Wesson (ticker: SWBI), an iconic firearms manufacturer with 170+ years of history. Smith & Wesson...
TIVP024: TSMC (TSM): The Most Important Business in the World? w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O’Malley turn their focus to Taiwan Semiconductor Manufacturing Company (ticker: TSM) — the quiet engine powering nearly ever...
TIVP023: Nubank (NU): Banking on Latin America w/ Shawn O’Malley & Daniel Mahncke
Shawn O’Malley and Daniel Mahncke break down Nubank (ticker: NU), a leading fintech company providing credit card, banking, and insurance services to...
TIVP022: Amazon (AMZN): Is It Prime Time for Investors? w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O’Malley break down Amazon (ticker: AMZN), one of the most transformative companies of the modern era — a business that start...
TIVP021: Shopify (SHOP): The Battle For The Future of E-Commerce w/ Shawn O’Malley & Daniel Mahncke
Shawn O’Malley and Daniel Mahncke break down Shopify (ticker: SHOP), a leading e-commerce platform company enabling e-commerce merchants across the wo...
TIVP020: Visa (V): Is Visa still the Card to Hold? w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O’Malley break down Visa (ticker: V), the global payments powerhouse that acts as the invisible engine behind billions of tra...
TIVP019: Adobe (ADBE): Designing a Creative Empire w/ Shawn O’Malley & Daniel Mahncke
Shawn O’Malley and Daniel Mahncke break down Adobe (ticker: ADBE), a leading software company providing end-to-end solutions for creative professional...
TIVP018: Mercedes-Benz (MBG): Can Benz Reinvent the Car? w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O’Malley break down Mercedes-Benz (ticker: MBG), one of the world’s most iconic automakers known for luxury, engineering, and...
TIVP017: Comfort Systems (FIX): Blue-Collar Compounder w/ Shawn O’Malley & Daniel Mahnke
Shawn O’Malley and Daniel Mahnke break down Comfort Systems (ticker: FIX), a specialty contracting company providing installation and maintenance serv...
TIVP016: Uber (UBER): Cash Burner To Compounder? w/ Shawn O’Malley & Daniel Mahncke
Shawn O’Malley and Daniel Mahncke break down Uber (ticker: UBER), a ubiquitous tech giant that has changed how the world travels. Uber became profitab...