# The Intrinsic Value Podcast - The Investor’s Podcast Network

Page: https://stenobird.com/podcast/the-intrinsic-value-podcast-the-investor-s-podcast-network-786362
Text version: https://stenobird.com/podcast/the-intrinsic-value-podcast-the-investor-s-podcast-network-786362.md
RSS feed: https://feeds.megaphone.fm/PPLLC9062165992
Official site: https://www.theinvestorspodcast.com
Author: The Investor's Podcast Network
Episodes: 778

## Resource

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

## Machine-readable

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Markdown: https://stenobird.com/podcast/the-intrinsic-value-podcast-the-investor-s-podcast-network-786362.md

## Episodes
- [TIVP085 (Video):  Fairfax Financial (FFO.TO): The Berkshire Of The North w/ Kyle Grieve and Shawn O'Malley](https://stenobird.com/podcast/the-intrinsic-value-podcast-the-investor-s-podcast-network-786362/tivp085-video-fairfax-financial-ffo-to-the-berkshire-of-the-north-w-kyle-grieve-and-shawn-o-malley) — 2026-07-22T09:00:00+00:00
- [TIVP084 (Video): Pinduoduo (PDD): Is PDD the Best Buy in China? w/ Daniel Mahncke & Shawn O'Malley](https://stenobird.com/podcast/the-intrinsic-value-podcast-the-investor-s-podcast-network-786362/tivp084-video-pinduoduo-pdd-is-pdd-the-best-buy-in-china-w-daniel-mahncke-shawn-o-malley) — 2026-07-19T09:00:00+00:00
- [TIVP083 (Video): SpaceX (SPCX): Is It Really Worth $2 Trillion Dollars? w/ Kyle Grieve and Shawn O'Malley](https://stenobird.com/podcast/the-intrinsic-value-podcast-the-investor-s-podcast-network-786362/tivp083-video-spacex-spcx-is-it-really-worth-2-trillion-dollars-w-kyle-grieve-and-shawn-o-malley) — 2026-07-15T09:00:00+00:00
- [TIVP082 (Video): Kaspi Stock ($KSPI): Beating the Market with an E-Commerce Monopoly? w/ Daniel Mahncke & Shawn O'Malley](https://stenobird.com/podcast/the-intrinsic-value-podcast-the-investor-s-podcast-network-786362/tivp082-video-kaspi-stock-kspi-beating-the-market-with-an-e-commerce-monopoly-w-daniel-mahncke-shawn-o-malley) — 2026-07-12T09:00:00+00:00
- [TIVP081 (Video): Restoration Hardware (RH): Building a Luxury Empire From Scratch w/ Shawn O'Malley and Daniel Mahncke](https://stenobird.com/podcast/the-intrinsic-value-podcast-the-investor-s-podcast-network-786362/tivp081-video-restoration-hardware-rh-building-a-luxury-empire-from-scratch-w-shawn-o-malley-and-daniel-mahncke) — 2026-07-08T09:00:00+00:00
- [TIVP080 (Video): Auto1 Stock (AG1): Is this the Amazon for Cars? w/ Daniel Mahncke & Shawn O’Malley](https://stenobird.com/podcast/the-intrinsic-value-podcast-the-investor-s-podcast-network-786362/tivp080-video-auto1-stock-ag1-is-this-the-amazon-for-cars-w-daniel-mahncke-shawn-o-malley) — 2026-07-05T09:00:00+00:00
- [TIVP079 (Video): American Tower (AMT): The Wide Moat Business Your Phone Can't Live Without w/ Kyle Grieve & Shawn O'Malley](https://stenobird.com/podcast/the-intrinsic-value-podcast-the-investor-s-podcast-network-786362/tivp079-video-american-tower-amt-the-wide-moat-business-your-phone-can-t-live-without-w-kyle-grieve-shawn-o-malley) — 2026-06-28T09:00:00+00:00
- [TIVP078 (Video): Copa Holdings (CPA): Is Buffett right about Airline Stocks? w/ Daniel Mahncke & Shawn O’Malley](https://stenobird.com/podcast/the-intrinsic-value-podcast-the-investor-s-podcast-network-786362/tivp078-video-copa-holdings-cpa-is-buffett-right-about-airline-stocks-w-daniel-mahncke-shawn-o-malley) — 2026-06-21T09:00:00+00:00
- [TIVP077 (Video): QXO (QXO): Can One of the World's Best Consolidators Strike Lightning Again? w/ Kyle Grieve & Shawn O'Malley](https://stenobird.com/podcast/the-intrinsic-value-podcast-the-investor-s-podcast-network-786362/tivp077-video-qxo-qxo-can-one-of-the-world-s-best-consolidators-strike-lightning-again-w-kyle-grieve-shawn-o-malley) — 2026-06-14T09:00:00+00:00
- [TIVP076 (Video): Grab Holdings (GRAB): Why Uber Surrendered Southeast Asia w/ Daniel Mahncke & Shawn O’Malley](https://stenobird.com/podcast/the-intrinsic-value-podcast-the-investor-s-podcast-network-786362/tivp076-video-grab-holdings-grab-why-uber-surrendered-southeast-asia-w-daniel-mahncke-shawn-o-malley) — 2026-06-10T09:00:00+00:00
- [TIVP075 (Video): WIX: The Most Asymmetric AI Bet? w/ Daniel Mahncke & Shawn O’Malley](https://stenobird.com/podcast/the-intrinsic-value-podcast-the-investor-s-podcast-network-786362/tivp075-video-wix-the-most-asymmetric-ai-bet-w-daniel-mahncke-shawn-o-malley) — 2026-06-07T09:00:00+00:00
- [TIVP074 (Video): Lifco AB (LIFCO-B.ST): The Serial Acquirer Building an Unstoppable Compounding Engine w/ Kyle Grieve & Shawn O'Malley](https://stenobird.com/podcast/the-intrinsic-value-podcast-the-investor-s-podcast-network-786362/tivp074-video-lifco-ab-lifco-b-st-the-serial-acquirer-building-an-unstoppable-compounding-engine-w-kyle-grieve-shawn-o-malley) — 2026-06-03T15:52:00+00:00
- [TIVP073 (Video): NVR (NVR): What's Next for One of History's Greatest Compounders? w/ Kyle Grieve & Shawn O'Malley](https://stenobird.com/podcast/the-intrinsic-value-podcast-the-investor-s-podcast-network-786362/tivp073-video-nvr-nvr-what-s-next-for-one-of-history-s-greatest-compounders-w-kyle-grieve-shawn-o-malley) — 2026-05-31T09:00:00+00:00
- [TIVP072 (Video): Sea Limited (SE): Can Sea Limited 10x Again? w/ Daniel Mahncke & Shawn O’Malley](https://stenobird.com/podcast/the-intrinsic-value-podcast-the-investor-s-podcast-network-786362/tivp072-video-sea-limited-se-can-sea-limited-10x-again-w-daniel-mahncke-shawn-o-malley) — 2026-05-24T09:00:00+00:00
- [TIVP071 (Video):  Formula One Group (FWONA): The Only Sports Franchise Worth Owning w/ Kyle Grieve & Shawn O'Malley](https://stenobird.com/podcast/the-intrinsic-value-podcast-the-investor-s-podcast-network-786362/tivp071-video-formula-one-group-fwona-the-only-sports-franchise-worth-owning-w-kyle-grieve-shawn-o-malley) — 2026-05-17T09:00:00+00:00
- [TIVP070 (Video): Microsoft (MSFT): Is Microsoft a Misunderstood AI Opportunity? w/ Shawn O'Malley & Daniel Mahncke](https://stenobird.com/podcast/the-intrinsic-value-podcast-the-investor-s-podcast-network-786362/tivp070-video-microsoft-msft-is-microsoft-a-misunderstood-ai-opportunity-w-shawn-o-malley-daniel-mahncke) — 2026-05-10T09:00:00+00:00
- [TIVP069 (Video): OTC Markets (OTCM): A Picks and Shovels Play in Modern Capital Markets w/ Kyle Grieve & Shawn O'Malley](https://stenobird.com/podcast/the-intrinsic-value-podcast-the-investor-s-podcast-network-786362/tivp069-video-otc-markets-otcm-a-picks-and-shovels-play-in-modern-capital-markets-w-kyle-grieve-shawn-o-malley) — 2026-05-03T09:00:00+00:00
- [TIVP68 (Video): CoStar Group (CSGP): The Real Estate Empire Making a $5 Billion Bet w/ Shawn O'Malley & Daniel Mahncke](https://stenobird.com/podcast/the-intrinsic-value-podcast-the-investor-s-podcast-network-786362/tivp68-video-costar-group-csgp-the-real-estate-empire-making-a-5-billion-bet-w-shawn-o-malley-daniel-mahncke) — 2026-04-25T21:00:00+00:00
- [TIVP067: Portfolio Review: Thoughts on Airbnb, Reddit, Adobe, and co. w/  Daniel Mahncke, Shawn O'Malley, & Kyle Grieve](https://stenobird.com/podcast/the-intrinsic-value-podcast-the-investor-s-podcast-network-786362/tivp067-portfolio-review-thoughts-on-airbnb-reddit-adobe-and-co-w-daniel-mahncke-shawn-o-malley-kyle-grieve) — 2026-04-19T09:00:00+00:00
- [Special Announcement: The Intrinsic Value Podcast Update](https://stenobird.com/podcast/the-intrinsic-value-podcast-the-investor-s-podcast-network-786362/special-announcement-the-intrinsic-value-podcast-update) — 2026-04-12T09:00:00+00:00
- [TIVP066: Valuing Constellation Software's Spinoffs: Topicus, Lumine and co. w/ Daniel Mahncke & Shawn O’Malley](https://stenobird.com/podcast/the-intrinsic-value-podcast-the-investor-s-podcast-network-786362/tivp066-valuing-constellation-software-s-spinoffs-topicus-lumine-and-co-w-daniel-mahncke-shawn-o-malley) — 2026-04-05T09:00:00+00:00
- [TIVP065: Spotify (SPOT):  Investing in Music in the Age of AI w/ Shawn O’Malley & Daniel Mahncke](https://stenobird.com/podcast/the-intrinsic-value-podcast-the-investor-s-podcast-network-786362/tivp065-spotify-spot-investing-in-music-in-the-age-of-ai-w-shawn-o-malley-daniel-mahncke) — 2026-03-29T09:00:00+00:00
- [TIVP064: Kelly Partners Group: The Constellation Software of Accounting? w/ Daniel Mahncke & Shawn O’Malley](https://stenobird.com/podcast/the-intrinsic-value-podcast-the-investor-s-podcast-network-786362/tivp064-kelly-partners-group-the-constellation-software-of-accounting-w-daniel-mahncke-shawn-o-malley) — 2026-03-22T09:00:00+00:00
- [TIVP063: Figma Inc. (FIG): Recovering From An 80% Post-IPO Decline w/ Shawn O’Malley & Daniel Mahncke](https://stenobird.com/podcast/the-intrinsic-value-podcast-the-investor-s-podcast-network-786362/tivp063-figma-inc-fig-recovering-from-an-80-post-ipo-decline-w-shawn-o-malley-daniel-mahncke) — 2026-03-15T09:00:00+00:00
- [TIVP062: Duolingo (DUOL): Generational Opportunity or fad? w/ Daniel Mahncke & Shawn O’Malley](https://stenobird.com/podcast/the-intrinsic-value-podcast-the-investor-s-podcast-network-786362/tivp062-duolingo-duol-generational-opportunity-or-fad-w-daniel-mahncke-shawn-o-malley) — 2026-03-08T09:00:00+00:00
- [TIVP061: Lyft Inc. (LYFT):  The Key to Winning the AV Wars? w/ Shawn O’Malley & Daniel Mahncke](https://stenobird.com/podcast/the-intrinsic-value-podcast-the-investor-s-podcast-network-786362/tivp061-lyft-inc-lyft-the-key-to-winning-the-av-wars-w-shawn-o-malley-daniel-mahncke) — 2026-03-01T10:00:00+00:00
- [TIVP060: Constellation Software (CSU): Historic Drawdown, Historic Buying Opportunity w/ Daniel Mahncke & Shawn O’Malley](https://stenobird.com/podcast/the-intrinsic-value-podcast-the-investor-s-podcast-network-786362/tivp060-constellation-software-csu-historic-drawdown-historic-buying-opportunity-w-daniel-mahncke-shawn-o-malley) — 2026-02-22T10:00:00+00:00
- [TIVP059: Netflix (NFLX): The King of Streaming w/ Shawn O’Malley & Daniel Mahncke](https://stenobird.com/podcast/the-intrinsic-value-podcast-the-investor-s-podcast-network-786362/tivp059-netflix-nflx-the-king-of-streaming-w-shawn-o-malley-daniel-mahncke) — 2026-02-15T10:00:00+00:00
- [TIVP058.5 The Intrinsic Value Community (Mini Episode): The Power of a Trusted Peer Group w/ Daniel Mahncke & Shawn O’Malley](https://stenobird.com/podcast/the-intrinsic-value-podcast-the-investor-s-podcast-network-786362/tivp058-5-the-intrinsic-value-community-mini-episode-the-power-of-a-trusted-peer-group-w-daniel-mahncke-shawn-o-malley) — 2026-02-11T10:00:00+00:00

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