Podcast

The Intrinsic Value Podcast - The Investor’s Podcast Network

Author: The Investor's Podcast Network
Feed episode count: 778
Official site: https://www.theinvestorspodcast.com
RSS: https://feeds.megaphone.fm/PPLLC9062165992
JSON: /v1/public/podcasts/the-intrinsic-value-podcast-the-investor-s-podcast-network-786362
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Summary

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

Jul 22, 2026 · not_requested

TIVP085 (Video): Fairfax Financial (FFO.TO): The Berkshire Of The North w/ Kyle Grieve and Shawn O'Malley

Duration seconds: 4051
Source: https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/traffic.megaphone.fm/PPLLC3927423896.mp3

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Jul 19, 2026 · not_requested

TIVP084 (Video): Pinduoduo (PDD): Is PDD the Best Buy in China? w/ Daniel Mahncke & Shawn O'Malley

Duration seconds: 5323
Source: https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/traffic.megaphone.fm/PPLLC1349628206.mp3

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Jul 15, 2026 · not_requested

TIVP083 (Video): SpaceX (SPCX): Is It Really Worth $2 Trillion Dollars? w/ Kyle Grieve and Shawn O'Malley

Duration seconds: 4552
Source: https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/traffic.megaphone.fm/PPLLC8211134051.mp3

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Jul 12, 2026 · not_requested

TIVP082 (Video): Kaspi Stock ($KSPI): Beating the Market with an E-Commerce Monopoly? w/ Daniel Mahncke & Shawn O'Malley

Duration seconds: 5377
Source: https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/traffic.megaphone.fm/PPLLC7890838555.mp3

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Jul 8, 2026 · not_requested

TIVP081 (Video): Restoration Hardware (RH): Building a Luxury Empire From Scratch w/ Shawn O'Malley and Daniel Mahncke

Duration seconds: 4058
Source: https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/traffic.megaphone.fm/PPLLC6218938444.mp3

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Jul 5, 2026 · not_requested

TIVP080 (Video): Auto1 Stock (AG1): Is this the Amazon for Cars? w/ Daniel Mahncke & Shawn O’Malley

Duration seconds: 3866
Source: https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/traffic.megaphone.fm/PPLLC4593684806.mp3

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Jun 28, 2026 · not_requested

TIVP079 (Video): American Tower (AMT): The Wide Moat Business Your Phone Can't Live Without w/ Kyle Grieve & Shawn O'Malley

Duration seconds: 4494
Source: https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/traffic.megaphone.fm/PPLLC7930967375.mp3

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Jun 21, 2026 · not_requested

TIVP078 (Video): Copa Holdings (CPA): Is Buffett right about Airline Stocks? w/ Daniel Mahncke & Shawn O’Malley

Duration seconds: 5334
Source: https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/traffic.megaphone.fm/PPLLC6640147632.mp3

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Jun 14, 2026 · not_requested

TIVP077 (Video): QXO (QXO): Can One of the World's Best Consolidators Strike Lightning Again? w/ Kyle Grieve & Shawn O'Malley

Duration seconds: 4889
Source: https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/traffic.megaphone.fm/PPLLC3736128234.mp3

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Jun 10, 2026 · not_requested

TIVP076 (Video): Grab Holdings (GRAB): Why Uber Surrendered Southeast Asia w/ Daniel Mahncke & Shawn O’Malley

Duration seconds: 4844
Source: https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/traffic.megaphone.fm/PPLLC9283386279.mp3

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Jun 7, 2026 · not_requested

TIVP075 (Video): WIX: The Most Asymmetric AI Bet? w/ Daniel Mahncke & Shawn O’Malley

Duration seconds: 4553
Source: https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/traffic.megaphone.fm/PPLLC3013892223.mp3

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Jun 3, 2026 · not_requested

TIVP074 (Video): Lifco AB (LIFCO-B.ST): The Serial Acquirer Building an Unstoppable Compounding Engine w/ Kyle Grieve & Shawn O'Malley

Duration seconds: 5032
Source: https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/traffic.megaphone.fm/PPLLC9603053267.mp3

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May 31, 2026 · not_requested

TIVP073 (Video): NVR (NVR): What's Next for One of History's Greatest Compounders? w/ Kyle Grieve & Shawn O'Malley

Duration seconds: 5336
Source: https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/traffic.megaphone.fm/PPLLC6938114765.mp3

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May 24, 2026 · not_requested

TIVP072 (Video): Sea Limited (SE): Can Sea Limited 10x Again? w/ Daniel Mahncke & Shawn O’Malley

Duration seconds: 5947
Source: https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/traffic.megaphone.fm/PPLLC7476401806.mp3

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May 17, 2026 · not_requested

TIVP071 (Video): Formula One Group (FWONA): The Only Sports Franchise Worth Owning w/ Kyle Grieve & Shawn O'Malley

Duration seconds: 4697
Source: https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/traffic.megaphone.fm/PPLLC7728349528.mp3

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May 10, 2026 · not_requested

TIVP070 (Video): Microsoft (MSFT): Is Microsoft a Misunderstood AI Opportunity? w/ Shawn O'Malley & Daniel Mahncke

Duration seconds: 5579
Source: https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/traffic.megaphone.fm/PPLLC8807591924.mp3

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May 3, 2026 · not_requested

TIVP069 (Video): OTC Markets (OTCM): A Picks and Shovels Play in Modern Capital Markets w/ Kyle Grieve & Shawn O'Malley

Duration seconds: 4935
Source: https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/traffic.megaphone.fm/PPLLC9708050685.mp3

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Apr 25, 2026 · not_requested

TIVP68 (Video): CoStar Group (CSGP): The Real Estate Empire Making a $5 Billion Bet w/ Shawn O'Malley & Daniel Mahncke

Duration seconds: 5809
Source: https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/traffic.megaphone.fm/PPLLC8037868725.mp3

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Apr 19, 2026 · not_requested

TIVP067: Portfolio Review: Thoughts on Airbnb, Reddit, Adobe, and co. w/ Daniel Mahncke, Shawn O'Malley, & Kyle Grieve

Duration seconds: 6416
Source: https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/traffic.megaphone.fm/PPLLC3534872894.mp3

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Apr 12, 2026 · not_requested

Special Announcement: The Intrinsic Value Podcast Update

Duration seconds: 152
Source: https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/traffic.megaphone.fm/PPLLC6488818037.mp3

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Apr 5, 2026 · not_requested

TIVP066: Valuing Constellation Software's Spinoffs: Topicus, Lumine and co. w/ Daniel Mahncke & Shawn O’Malley

Duration seconds: 4852
Source: https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/traffic.megaphone.fm/PPLLC9491786684.mp3

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Mar 29, 2026 · not_requested

TIVP065: Spotify (SPOT): Investing in Music in the Age of AI w/ Shawn O’Malley & Daniel Mahncke

Duration seconds: 5768
Source: https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/traffic.megaphone.fm/PPLLC6486960342.mp3

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Mar 22, 2026 · not_requested

TIVP064: Kelly Partners Group: The Constellation Software of Accounting? w/ Daniel Mahncke & Shawn O’Malley

Duration seconds: 4625
Source: https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/traffic.megaphone.fm/PPLLC8030899002.mp3

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Mar 15, 2026 · not_requested

TIVP063: Figma Inc. (FIG): Recovering From An 80% Post-IPO Decline w/ Shawn O’Malley & Daniel Mahncke

Duration seconds: 4330
Source: https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/traffic.megaphone.fm/PPLLC5193313936.mp3

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Mar 8, 2026 · not_requested

TIVP062: Duolingo (DUOL): Generational Opportunity or fad? w/ Daniel Mahncke & Shawn O’Malley

Duration seconds: 5024
Source: https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/traffic.megaphone.fm/PPLLC7593589789.mp3

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Mar 1, 2026 · not_requested

TIVP061: Lyft Inc. (LYFT): The Key to Winning the AV Wars? w/ Shawn O’Malley & Daniel Mahncke

Duration seconds: 4971
Source: https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/traffic.megaphone.fm/PPLLC7615796002.mp3

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Feb 22, 2026 · not_requested

TIVP060: Constellation Software (CSU): Historic Drawdown, Historic Buying Opportunity w/ Daniel Mahncke & Shawn O’Malley

Duration seconds: 5231
Source: https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/traffic.megaphone.fm/PPLLC4597262789.mp3?updated=1771637431

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Feb 15, 2026 · not_requested

TIVP059: Netflix (NFLX): The King of Streaming w/ Shawn O’Malley & Daniel Mahncke

Duration seconds: 5138
Source: https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/traffic.megaphone.fm/PPLLC2439244964.mp3

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Feb 11, 2026 · not_requested

TIVP058.5 The Intrinsic Value Community (Mini Episode): The Power of a Trusted Peer Group w/ Daniel Mahncke & Shawn O’Malley

Duration seconds: 462
Source: https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/traffic.megaphone.fm/PPLLC1029851087.mp3

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