{"podcast":{"title":"The Intrinsic Value Podcast - The Investor’s Podcast Network","slug":"the-intrinsic-value-podcast-the-investor-s-podcast-network-786362","podcast_index_feed_id":786362,"rss_url":"https://feeds.megaphone.fm/PPLLC9062165992","website_url":"https://www.theinvestorspodcast.com","image_url":"https://megaphone.imgix.net/podcasts/076071ee-759b-11ee-a791-d70f8c95e681/image/7d404f4d1bcf638fd482f8c84dba08cc.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress","author":"The Investor's Podcast Network","episode_count":778,"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","last_synced_at":"2026-07-22T18:18:43.322431+00:00","page_url":"https://stenobird.com/podcast/the-intrinsic-value-podcast-the-investor-s-podcast-network-786362"},"episode":{"title":"TIVP061: Lyft Inc. (LYFT):  The Key to Winning the AV Wars? w/ Shawn O’Malley & Daniel Mahncke","slug":"tivp061-lyft-inc-lyft-the-key-to-winning-the-av-wars-w-shawn-o-malley-daniel-mahncke","published_at":"2026-03-01T10:00:00+00:00","page_url":"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","show_page_url":"https://stenobird.com/podcast/the-intrinsic-value-podcast-the-investor-s-podcast-network-786362","url":"https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/traffic.megaphone.fm/PPLLC7615796002.mp3","audio_url":"https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/traffic.megaphone.fm/PPLLC7615796002.mp3","summary":"Shawn O’Malley and Daniel Mahncke break down the ride-sharing giant Lyft Inc. (ticker: LYFT) and discuss whether the company can regain ground against Uber, or whether it’s always destined to be #2. While Lyft has clawed back some market share, finally attained profitability, and is now growing internationally, Shawn finds Lyft most interesting as a potential acquisition target for a company like DoorDash, Amazon, or Alphabet. IN THIS EPISODE, YOU’LL LEARN: 00:00:00 - Intro 00:02:18 - Why Lyft could be such an interesting acquisition target 00:11:58 - How the company has actually managed to regain market share versus Uber 00:13:36 - What Lyft did to achieve operating profitability for the first time this year 00:24:24 - How Zimbabwe became the inspiration for Lyft 00:31:30 - How Lyft’s co-founders used viral marketing to gain traction 00:32:05 - Why scrappiness is in Lyft’s DNA 00:33:14 - Why Lyft made sure to IPO before Uber 01:16:05 - How to think about modeling LYFT’s intrinsic value 01:19:00 - Whether Shawn and Daniel add LYFT to their Intrinsic Value Portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sign up for the waitlist(!)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Sign up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Learn how to ⁠⁠⁠⁠⁠⁠⁠⁠⁠join us⁠⁠⁠⁠⁠⁠⁠⁠⁠ in Omaha for the 2026 Berkshire Hathaway shareholder meeting. Track ⁠⁠The Intrinsic Value Portfolio⁠⁠. Shawn & Daniel use Fiscal.ai for every company they research — use their referral link to get started with a 15% discount! Learn how to join us in O…","meta_description":"Shawn O’Malley and Daniel Mahncke break down the ride-sharing giant Lyft Inc. (ticker: LYFT) and discuss whether the company can regain ground against Ube…","key_points":[],"chapters":[],"topics":[],"duration_seconds":4971,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-intrinsic-value-podcast-the-investor-s-podcast-network-786362/episodes/tivp061-lyft-inc-lyft-the-key-to-winning-the-av-wars-w-shawn-o-malley-daniel-mahncke/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"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.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}