The Intrinsic Value Podcast - The Investor’s Podcast Network
A podcast by The Investor's Podcast Network - Sundays

705 Episodes
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TIVP012: Hershey (HSY): A Deliciously Beaten Down Stock? w/ Shawn O'Malley & Daniel Mahncke
Published: 3/23/2025 -
TIVP011: Nintendo (NTDOY): “Switching” It Up w/ Daniel Mahncke and Shawn O'Malley
Published: 3/16/2025 -
TIVP010: Airbnb (ABNB): A Silicon Valley Gem w/ Shawn O’Malley
Published: 3/9/2025 -
TIVP009: Blue Owl Capital (OWL): The Next Blackstone? w/ Shawn O’Malley
Published: 3/2/2025 -
TIVP008: VeriSign (VRSN): The Internet’s Toll Road w/ Shawn O’Malley
Published: 2/23/2025 -
TIVP007: AutoZone (AZO): Under The Hood w/ Shawn O’Malley
Published: 2/16/2025 -
TIVP006: Vital Farms (VITL): Egg-cellent Value? w/ Shawn O'Malley
Published: 2/9/2025 -
TIVP005: Alphabet (GOOGL): Searching for Quality w/ Shawn O’Malley
Published: 2/2/2025 -
TIVP004: John Deere (DE): Sowing the Seeds of Growth w/ Shawn O’Malley
Published: 1/26/2025 -
TIVP003: Ulta Beauty (ULTA): A Beautiful Compounder w/ Shawn O’Malley
Published: 1/19/2025 -
TIVP002: Coupang (CPNG): The Amazon of South Korea w/ Shawn O’Malley
Published: 1/12/2025 -
TIVP001: Madison Square Garden Sports (MSGS): Buying the Knicks & Rangers w/ Shawn O’Malley
Published: 1/5/2025 -
(Trailer) The Intrinsic Value Podcast
Published: 1/1/2025 -
MI384: Skin in the Game w/ Clay Finck & Kyle Grieve
Published: 12/30/2024 -
MI383: Zero to One: Lessons From Peter Thiel w/ Shawn O’Malley
Published: 12/23/2024 -
MI382: Cloning Mohnish Pabrai w/ Shawn O’Malley
Published: 12/16/2024 -
MI381: Joel Greenblatt: Behind the Magic Formula w/ Shawn O’Malley
Published: 12/9/2024 -
MI380: Hidden Compounders: The Best Stocks Hiding In Plain Sight w/ Shawn O’Malley
Published: 12/2/2024 -
MI379: Quality Investing: Learnings From John Huber w/ Shawn O’Malley
Published: 11/25/2024 -
MI378: The Aggressive Conservative Investor: Lessons From Martin Whitman w/ Shawn O'Malley
Published: 11/18/2024
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