The Intrinsic Value Podcast - The Investor’s Podcast Network
by The Investor's Podcast Network · 796 episodes
BusinessInvestingEducation
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 wi...
Latest episodes
-
1 h 14
TIVP104 (Video): GE Aerospace: Chris Hohn’s Biggest Bet w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O'Malley follow up last year's TransDigm pitch with the biggest monopoly in aviation: GE Aerospace (NYSE: GE), the engine maker behind nearly three out of…
-
1 h 25
TIVP103 (Video): Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ K…
In today's episode, Kyle Grieve and Shawn O’Malley discuss Aritzia, the everyday luxury fashion brand that has become one of retail's most impressive compounders. They explore how…
-
1 h 15
TIVP102 (Video): Hermès and LVMH Stock: Time to Buy Luxury? w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O'Malley revisit the two luxury houses they passed on last time — Hermès (EPA: RMS), the 189-year-old maker of the Birkin bag, and LVMH (EPA: MC), the 75-b…
-
1 h 17
TIVP101 (Video): HEICO Vs. TransDigm: Whose Aerospace Monopoly Is Better? w/ Kyle Grieve & Shawn O’Malley
In today’s episode, Kyle Grieve and Shawn O’Malley discuss HEICO and TransDigm, two dominant players in the aerospace components industry known for their pricing power and resilien…
-
1 h 15
TIVP100 (Video): Walmart (WMT): From Discount Retailer to eCommerce Powerhouse w/ Kyle Grieve & Shawn O’Malley
In today's episode, Kyle Grieve and Shawn O’Malley discuss Walmart and how it grew from Sam Walton's small-town five-and-dime into a retail giant. Today, it also makes money from e…
-
1 h 29
TIVP099 (Video): Meta (META): What the Market Misses w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O'Malley revisit Meta Platforms (NASDAQ: META), the advertising machine behind Facebook, Instagram, and WhatsApp that reaches 3.6 billion people every day…
-
1 h 20
TIVP098 (Video): Alphabet (GOOGL): The Megacap That Still Might Be Underrated w/ Kyle Grieve & Shawn O’Malley
In today's episode, Kyle Grieve and Shawn O’Malley revisit Alphabet nearly two years after Shawn's original pitch, tracing how the company transformed from a cash-rich, buyback-dri…
-
1 h 10
TIVP097 (Video): Copart Stock (CPRT): Is Copart now a Buy? w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O'Malley revisit Copart (NASDAQ: CPRT), the online salvage auction giant that turns totaled cars into a global marketplace, connecting insurers with more t…
-
1 h 04
TIVP096 (Video): Uber (UBER): The Autonomy Referendum: Is Mr. Market Completely Wrong? w/ Shawn O’Malley and D…
Shawn O’Malley and Daniel Mahncke revisit Uber (NYSE: UBER), one of the largest holdings in The Intrinsic Value Portfolio, fifteen months after they first pitched it. In that time,…
-
1 h 33
TIVP095 (Video): Applovin (APP): The 30-Bagger Down More Than Half w/ Kyle Grieve & Shawn O'Malley
In today's episode, Kyle Grieve and Shawn O’Malley break down AppLovin, the mobile advertising platform that went from a failed app recommendation tool to one of the most profitabl…
-
1 h 16
TIVP094 (Video): Comfort Systems (FIX): The Five-Bagger We Passed OnComfort Systems w/ Kyle Grieve & Shawn O'M…
In today's episode, Kyle Grieve and Shawn O’Malley revisit Comfort Systems USA, a business Shawn originally passed on at $320 that has since appreciated fivefold due to explosive d…
-
1 h 16
TIVP093 (Video): Palantir Stock (PLTR): Palantir is Cheaper than I Thought! w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O’Malley take a deep dive into Palantir (NASDAQ: PLTR), the data and AI platform behind everything from battlefield targeting systems to Airbus’s A350 prod…
-
1 h 15
TIVP092 (Video): Domino's Pizza (DPZ): Is the Royalty Engine Still Running? w/ Kyle Grieve & Shawn O'Malley
In today's episode, Kyle Grieve and Shawn O’Malley analyze Domino's Pizza, the world’s biggest pizza franchisor built on a royalty-driven, asset-light business model. They walk thr…
-
1 h 27
TIVP091 (Video): Google, Reddit, Amazon – Are Our Biggest Winners Still a Buy? w/ Daniel Mahncke & Shawn O'Mal…
After looking at companies that tanked in recent months in the last episode, Daniel Mahncke and Shawn O’Malley now take a look at the best-performing stocks of the pitches of the l…
-
1 h 19
TIVP090 (Video): Adobe, Lululemon, PayPal – Are our Biggest Losers a Buy Now? w/ Daniel Mahncke & Shawn O’Mall…
Daniel Mahncke and Shawn O'Malley take a trip down memory lane and look back at the pitches of the last year and a half – especially the ones that didn’t work out as hoped. Many co…
-
1 h 24
TIVP089 (Video): Exor NV (EXO): The Massive Discount Continues To Widen w/ Kyle Grieve & Shawn O'Malley
In today's episode, Kyle Grieve and Shawn O’Malley analyze Exor, the Dutch holding company controlled by Italy's Agnelli family and best known for its long-standing stake in Ferrar…
-
1 h 19
TIVP088 (Video): Intuit (INTU): The S&P 500's Biggest Loser w/ Shawn O'Malley & Kyle Grieve
Shawn O'Malley and Kyle Grieve explore Intuit (ticker: INTU). In this episode, you'll learn what narratives have underpinned the company’s more than 60% selloff, as Intuit claims t…
-
1 h 22
TIVP087 (Video): DLocal (DLO): Multibagger Potential with Decade-Long Runway w/ Daniel Mahncke & Shawn O’Malle…
Daniel Mahncke and Shawn O'Malley take a deep dive into DLocal (NASDAQ: DLO), the first Uruguayan unicorn and the emerging markets payment provider for companies like Amazon, Uber,…
-
1 h 16
TIVP086 (Video): Perimeter Solutions (PRM): A Niche Monopoly, One Acquisition at a Time w/ Kyle Grieve and Sha…
In today's episode, Kyle Grieve and Shawn O’Malley analyze Perimeter Solutions, a niche industrial conglomerate built by Transdigm's legendary founder Nick Howley using the same pl…
-
1 h 07
TIVP085 (Video): Fairfax Financial (FFO.TO): The Berkshire Of The North w/ Kyle Grieve and Shawn O'Malley
In today's episode, Kyle Grieve and Shawn O’Malley analyze Fairfax Financial, the insurance conglomerate that Prem Watsa built from a near-bankrupt trucking insurer into a compound…