The Intrinsic Value Podcast - The Investor’s Podcast Network

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 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! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Episodes

TIVP023: Nubank (NU): Banking on Latin America w/ Shawn O’Malley & Daniel Mahncke

June 8, 2025 • 94 mins
Shawn O’Malley and Daniel Mahncke break down Nubank (ticker: NU), a leading fintech company providing credit card, banking, and insurance services to millions across Latin America, with nearly 60% of Brazil’s adult population using one of the company’s products. Nubank’s success is a true David vs.Goliath story, overcoming a powerful banking oligopoly in Brazil to provide more accessible and lower-fee digital banking services to th...
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TIVP022: Amazon (AMZN): Is It Prime Time for Investors? w/ Daniel Mahncke & Shawn O’Malley

June 1, 2025 • 91 mins
Daniel Mahncke and Shawn O’Malley break down Amazon (ticker: AMZN), one of the most transformative companies of the modern era — a business that started as an online bookstore and ended up reshaping global commerce, cloud computing, and digital infrastructure. From innovating retail logistics to building the backbone of the internet through AWS, Amazon has changed the way the world shops and interacts with technology — and it’s not...
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TIVP021: Shopify (SHOP): The Battle For The Future of E-Commerce w/ Shawn O’Malley & Daniel Mahncke

May 25, 2025 • 84 mins
Shawn O’Malley and Daniel Mahncke break down Shopify (ticker: SHOP), a leading e-commerce platform company enabling e-commerce merchants across the world to seamlessly manage nearly every part of their business in one place. Shopify has been locked in a power struggle with Amazon, as the two present distinct visions for the future of e-commerce: Amazon tries to pull merchants to its marketplace and to conform with its standardized ...
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TIVP020: Visa (V): Is Visa still the Card to Hold? w/ Daniel Mahncke & Shawn O’Malley

May 18, 2025 • 83 mins
Daniel Mahncke and Shawn O’Malley break down Visa (ticker: V), the global payments powerhouse that acts as the invisible engine behind billions of transactions every day. Visa doesn’t issue cards, lend money, or handle customer accounts — instead, it operates the network that connects banks, merchants, and consumers in over 200 countries. Whether you’re tapping your card for a coffee, shopping online, or sending money abroad, ther...
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TIVP019: Adobe (ADBE): Designing a Creative Empire w/ Shawn O’Malley & Daniel Mahncke

May 11, 2025 • 87 mins
Shawn O’Malley and Daniel Mahncke break down Adobe (ticker: ADBE), a leading software company providing end-to-end solutions for creative professionals, from design and creation to marketing and performance measurement. Through apps like Photoshop and After Effects, Adobe offers an industry-leading suite of productivity tools for creatives, including freelancers designers, Hollywood design studios, and everyone inbetween. Excel is ...
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TIVP018: Mercedes-Benz (MBG): Can Benz Reinvent the Car? w/ Daniel Mahncke & Shawn O’Malley

May 4, 2025 • 77 mins
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 performance. From the invention of the automobile to perfecting the engineering craft, Mercedes has shaped the way the world moves — and it wants to continue to do so, now with a stronger focus on EVs and in-car technology. In this episode, you’ll learn how Mercedes grew out of th...
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TIVP017: Comfort Systems (FIX): Blue-Collar Compounder w/ Shawn O’Malley & Daniel Mahnke

April 27, 2025 • 75 mins
Shawn O’Malley and Daniel Mahnke break down Comfort Systems (ticker: FIX), a specialty contracting company providing installation and maintenance services for the electrical, HVAC, and plumbing needs of schools, hospitals, apartment buildings, restaurants, data centers, manufacturing facilities, and a range of other customers. Comfort Systems is something of a serial acquirer, snapping up regional contracting companies at attractiv...
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TIVP016: Uber (UBER): Cash Burner To Compounder? w/ Shawn O’Malley & Daniel Mahncke

April 20, 2025 • 84 mins
Shawn O’Malley and Daniel Mahncke break down Uber (ticker: UBER), a ubiquitous tech giant that has changed how the world travels. Uber became profitable annually for the first time in 2023, and as its user growth accelerates, the company appears to be achieving modest economies of scale, making it an increasingly attractive business. In this episode, you’ll learn how Uber has scaled across the world and invested in competitors in ...
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TIVP015: Nike (NKE): Just Buy It? w/ Daniel Mahncke and Shawn O'Malley

April 12, 2025 • 66 mins
Daniel Mahncke and Shawn O’Malley break down Nike (ticker: NKE), the global leader in athletic footwear and apparel. With a legacy built on innovation, iconic athlete endorsements, and a brand that resonates across generations, Nike has long been a dominant force in the sportswear industry. But after years of consistent success, the company is now navigating through one of its toughest stretches in decades, facing slowing sales, ma...
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TIVP014: Reddit (RDDT): Valuing the Front Page of the Internet w/ Shawn O’Malley & Daniel Mahnke

April 6, 2025 • 82 mins
In today’s episode, Shawn O’Malley and Daniel Mahnke break down Reddit (ticker: RDDT), an emerging social media giant. Reddit became profitable for the first time in 2024, and as its user growth accelerates, the company appears to be achieving economies of scale, making it a very promising business. In this episode, you’ll learn why Reddit is such a unique social media platform, how it cultivates community and authenticity, why the...
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TIVP013: Moncler (MONC): Zipped for Success w/ Daniel Mahncke & Shawn O'Malley

March 30, 2025 • 95 mins
In today’s episode, Daniel Mahncke and Shawn O’Malley break down Moncler (ticker: MONC), an emerging leader in luxury outerwear. Known for its iconic down jackets, high-profile collaborations, and strategic expansion into new markets, Moncler has established itself as a powerhouse in the luxury fashion industry. As the company focuses on strengthening its direct-to-consumer model and expanding the luxury streetwear brand Stone Isla...
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TIVP012: Hershey (HSY): A Deliciously Beaten Down Stock? w/ Shawn O'Malley & Daniel Mahncke

March 23, 2025 • 90 mins
In today’s episode, Shawn O’Malley and Daniel Mahnke break down Hershey (ticker: HSY), a company about so much more than chocolate. From Hershey’s Kisses to Reese’s, Skinny Pop, and Dot’s Pretzels, Hershey’s is home to a number of iconic brands and is turning into an increasingly diversified snacking company. In this episode, you’ll learn how Hershey’s was founded, why chocolate brands are hard to scale internationally, why Hershe...
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TIVP011: Nintendo (NTDOY): “Switching” It Up w/ Daniel Mahncke and Shawn O'Malley

March 16, 2025 • 102 mins
In today’s episode, Daniel Mahncke and Shawn O’Malley break down Nintendo (ticker: NTDOY), a global gaming powerhouse. With its legendary franchises, expanding digital services, and a growing presence beyond gaming, Nintendo is evolving into a broader entertainment empire. As the company focuses on building an everlasting ecosystem and shifting toward recurring revenue streams, it appears to be achieving greater financial stability...
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TIVP010: Airbnb (ABNB): A Silicon Valley Gem w/ Shawn O’Malley

March 9, 2025 • 70 mins
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down Airbnb (ticker: ABNB), a dominant and disruptive business in the hospitality industry. Airbnb has changed how the world travels, convincing millions to spend a night in a stranger’s home, similar to how Uber convinced the world to ride in strangers’ vehicles. Shawn explores how Airbnb got its start, the business’s economics, and whether the company is an attractive in...
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TIVP009: Blue Owl Capital (OWL): The Next Blackstone? w/ Shawn O’Malley

March 2, 2025 • 73 mins
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down Blue Owl Capital (ticker: OWL), an emerging giant in the world of alternative asset management that specializes in private credit. Blue Owl has quickly grown its assets under management to over $230 billion and is one of the few SPACs from 2020 to work out, yet Shawn explores whether the company is a good investment at current prices. In today’s episode, you’ll learn...
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TIVP008: VeriSign (VRSN): The Internet’s Toll Road w/ Shawn O’Malley

February 23, 2025 • 64 mins
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down VeriSign, a company that underpins the functioning of the internet. VeriSign acts like a toll road, collecting fees from anyone using website domains ending in .com or .net, in exchange for managing the global domain registry system and making these domains accessible. VeriSign is a fascinating company with the fifth-highest profit margins in the S&P 500, and its sha...
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TIVP007: AutoZone (AZO): Under The Hood w/ Shawn O’Malley

February 16, 2025 • 70 mins
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down AutoZone, ticker: AZO, a 100-bagger stock that continues to wow investors with its massive share repurchases after already buying back more than 90% of its total shares outstanding in the past two decades. AutoZone is a seemingly mundane auto parts retailer, a common store you’ve probably driven past or visited dozens of times, but its returns on capital are anything ...
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TIVP006: Vital Farms (VITL): Egg-cellent Value? w/ Shawn O'Malley

February 9, 2025 • 72 mins
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down Vital Farms, a company that sells pasture-raised eggs with a cult-like following. Vital Farms missed the memo that eggs are supposed to be a commodity and instead has brought the “premium egg” market mainstream. Shawn goes through how the company has scaled its business sustainably and ethically through a network of family farms, why the brand has such incredible cus...
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TIVP005: Alphabet (GOOGL): Searching for Quality w/ Shawn O’Malley

February 2, 2025 • 76 mins
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down Alphabet — the parent company of Google, which is one of the most valuable companies in the world and probably an important part of your everyday life. Shawn explores how Google got its start, how Alphabet makes money from seemingly-free services like Gmail, Google Maps, and Google Earth, and what to make of how AI and regulatory threats could reshape Alphabet’s busin...
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TIVP004: John Deere (DE): Sowing the Seeds of Growth w/ Shawn O’Malley

January 26, 2025 • 72 mins
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down John Deere, a company as American as Levi’s blue jeans and apple pie. John Deere is a fascinating business because it has survived for nearly two hundred years and remained an industry leader for much of that time, continually building their world-famous green-and-yellow tractors. Deere is about much more than tractors, though, and you might be surprised to learn tha...
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