The Intrinsic Value Podcast - The Investor’s Podcast Network

728 Episodes

1. TIVP015: Nike (NKE): Just Buy It? w/ Daniel Mahncke and Shawn O'Malley

   Published: 4/13/2025
2. TIVP014: Reddit (RDDT): Valuing the Front Page of the Internet w/ Shawn O’Malley & Daniel Mahnke

   Published: 4/6/2025
3. TIVP013: Moncler (MONC): Zipped for Success w/ Daniel Mahncke & Shawn O'Malley

   Published: 3/30/2025
4. TIVP012: Hershey (HSY): A Deliciously Beaten Down Stock? w/ Shawn O'Malley & Daniel Mahncke

   Published: 3/23/2025
5. TIVP011: Nintendo (NTDOY): “Switching” It Up w/ Daniel Mahncke and Shawn O'Malley

   Published: 3/16/2025
6. TIVP010: Airbnb (ABNB): A Silicon Valley Gem w/ Shawn O’Malley

   Published: 3/9/2025
7. TIVP009: Blue Owl Capital (OWL): The Next Blackstone? w/ Shawn O’Malley

   Published: 3/2/2025
8. TIVP008: VeriSign (VRSN): The Internet’s Toll Road w/ Shawn O’Malley

   Published: 2/23/2025
9. TIVP007: AutoZone (AZO): Under The Hood w/ Shawn O’Malley

   Published: 2/16/2025
10. TIVP006: Vital Farms (VITL): Egg-cellent Value? w/ Shawn O'Malley

    Published: 2/9/2025
11. TIVP005: Alphabet (GOOGL): Searching for Quality w/ Shawn O’Malley

    Published: 2/2/2025
12. TIVP004: John Deere (DE): Sowing the Seeds of Growth w/ Shawn O’Malley

    Published: 1/26/2025
13. TIVP003: Ulta Beauty (ULTA): A Beautiful Compounder w/ Shawn O’Malley

    Published: 1/19/2025
14. TIVP002: Coupang (CPNG): The Amazon of South Korea w/ Shawn O’Malley

    Published: 1/12/2025
15. TIVP001: Madison Square Garden Sports (MSGS): Buying the Knicks & Rangers w/ Shawn O’Malley

    Published: 1/5/2025
16. (Trailer) The Intrinsic Value Podcast

    Published: 1/1/2025
17. MI384: Skin in the Game w/ Clay Finck & Kyle Grieve

    Published: 12/30/2024
18. MI383: Zero to One: Lessons From Peter Thiel w/ Shawn O’Malley

    Published: 12/23/2024
19. MI382: Cloning Mohnish Pabrai w/ Shawn O’Malley

    Published: 12/16/2024
20. MI381: Joel Greenblatt: Behind the Magic Formula w/ Shawn O’Malley

    Published: 12/9/2024