{"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":"TIVP067: Portfolio Review: Thoughts on Airbnb, Reddit, Adobe, and co. w/  Daniel Mahncke, Shawn O'Malley, & Kyle Grieve","slug":"tivp067-portfolio-review-thoughts-on-airbnb-reddit-adobe-and-co-w-daniel-mahncke-shawn-o-malley-kyle-grieve","published_at":"2026-04-19T09:00:00+00:00","page_url":"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","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/PPLLC3534872894.mp3","audio_url":"https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/traffic.megaphone.fm/PPLLC3534872894.mp3","summary":"Daniel Mahncke, Shawn O'Malley, and Kyle Grieve take a closer look at the Intrinsic Value Portfolio and some of the high-priority watchlist companies. The episode covers high-conviction portfolio holdings such as Airbnb, Universal Music Group, Reddit, and Exor, as well as watchlist companies like FICO, Trade Desk, and Nintendo. They also cover companies that might need to leave the portfolio today. Candidates are TransDigm and Copart. For each, the question is the same: What are the key points of the investment thesis, has the thesis held up, and does the current valuation still make sense? IN THIS EPISODE YOU’LL LEARN: (00:00:00) Intro(00:04:38) The key thesis behind Exor(00:15:37) The key thesis behind TransDigm and our thoughts on Copart(00:29:45) The key thesis behind Reddit(00:40:28) The key thesis behind Airbnb(00:57:58) The key thesis behind Universal Music Group(01:06:04) Our thoughts on Trade Desk(01:20:04) Our thoughts on FICO(01:29:10) Our thoughts on Nintendo Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join ⁠The Intrinsic Value Conference⁠ in Omaha this May 1, 2026! Learn how to join us in Omaha for the Berkshire meeting ⁠⁠here⁠⁠. Join the exclusive ⁠⁠⁠TIP Mastermind Community⁠⁠⁠ to engage in meaningful stock investing discussions with Stig, Shawn, Kyle, Daniel, and the other community members. Podcasts: ⁠Exor⁠, ⁠TransDigm⁠, ⁠Copart⁠, ⁠Reddit⁠, ⁠Airbnb⁠, ⁠Universal Music Group⁠, ⁠Trade Desk⁠, ⁠FICO⁠. Newsletters: ⁠Exor⁠, ⁠TransDigm⁠, ⁠Copart⁠, ⁠Reddit⁠, ⁠Airbnb⁠, ⁠Universal Music Group⁠, ⁠Trade Desk⁠, ⁠FICO.⁠ Follow Daniel on ⁠X⁠ and ⁠Linkedin⁠. Follow Shawn on ⁠X⁠ and ⁠Linkedin⁠. Follow Kyle on ⁠⁠⁠⁠⁠⁠X⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠. Related ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠bo…","meta_description":"Daniel Mahncke, Shawn O'Malley, and Kyle Grieve take a closer look at the Intrinsic Value Portfolio and some of the high-priority watchlist companies. The…","key_points":[],"chapters":[],"topics":[],"duration_seconds":6416,"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/tivp067-portfolio-review-thoughts-on-airbnb-reddit-adobe-and-co-w-daniel-mahncke-shawn-o-malley-kyle-grieve/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/tivp067-portfolio-review-thoughts-on-airbnb-reddit-adobe-and-co-w-daniel-mahncke-shawn-o-malley-kyle-grieve.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}