The Intrinsic Value Podcast - The Investor’s Podcast Network
A podcast by The Investor's Podcast Network - Duminică
729 Episoade
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TIVP016: Uber (UBER): Cash Burner To Compounder? w/ Shawn O’Malley & Daniel Mahncke
Publicat: 20.04.2025 -
TIVP015: Nike (NKE): Just Buy It? w/ Daniel Mahncke and Shawn O'Malley
Publicat: 13.04.2025 -
TIVP014: Reddit (RDDT): Valuing the Front Page of the Internet w/ Shawn O’Malley & Daniel Mahnke
Publicat: 06.04.2025 -
TIVP013: Moncler (MONC): Zipped for Success w/ Daniel Mahncke & Shawn O'Malley
Publicat: 30.03.2025 -
TIVP012: Hershey (HSY): A Deliciously Beaten Down Stock? w/ Shawn O'Malley & Daniel Mahncke
Publicat: 23.03.2025 -
TIVP011: Nintendo (NTDOY): “Switching” It Up w/ Daniel Mahncke and Shawn O'Malley
Publicat: 16.03.2025 -
TIVP010: Airbnb (ABNB): A Silicon Valley Gem w/ Shawn O’Malley
Publicat: 09.03.2025 -
TIVP009: Blue Owl Capital (OWL): The Next Blackstone? w/ Shawn O’Malley
Publicat: 02.03.2025 -
TIVP008: VeriSign (VRSN): The Internet’s Toll Road w/ Shawn O’Malley
Publicat: 23.02.2025 -
TIVP007: AutoZone (AZO): Under The Hood w/ Shawn O’Malley
Publicat: 16.02.2025 -
TIVP006: Vital Farms (VITL): Egg-cellent Value? w/ Shawn O'Malley
Publicat: 09.02.2025 -
TIVP005: Alphabet (GOOGL): Searching for Quality w/ Shawn O’Malley
Publicat: 02.02.2025 -
TIVP004: John Deere (DE): Sowing the Seeds of Growth w/ Shawn O’Malley
Publicat: 26.01.2025 -
TIVP003: Ulta Beauty (ULTA): A Beautiful Compounder w/ Shawn O’Malley
Publicat: 19.01.2025 -
TIVP002: Coupang (CPNG): The Amazon of South Korea w/ Shawn O’Malley
Publicat: 12.01.2025 -
TIVP001: Madison Square Garden Sports (MSGS): Buying the Knicks & Rangers w/ Shawn O’Malley
Publicat: 05.01.2025 -
(Trailer) The Intrinsic Value Podcast
Publicat: 01.01.2025 -
MI384: Skin in the Game w/ Clay Finck & Kyle Grieve
Publicat: 30.12.2024 -
MI383: Zero to One: Lessons From Peter Thiel w/ Shawn O’Malley
Publicat: 23.12.2024 -
MI382: Cloning Mohnish Pabrai w/ Shawn O’Malley
Publicat: 16.12.2024
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