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The Intrinsic Value Podcast - The Investor’s Podcast Network

The Investor's Podcast Network
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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 determ... more

PublishesWeeklyEpisodes740Founded6 years ago
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BusinessEducationInvesting

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Latest Episodes

Shawn and Daniel break down DoorDash (ticker: DASH), America’s dominant meal-delivery company that’s rapidly expanding into all forms of local commerce.

IN THIS EPISODE, YOU’LL LEARN:

00:00:00 - Intro

00:00:47 - How DoorDash came out of nowhere to ... more

Daniel and Shawn dive into S&P Global – the data and benchmark giant that is best-known for the S&P 500 index.

IN THIS EPISODE, YOU’LL LEARN:

00:00:00 - Intro

00:03:02 - About S&P’s Rating Business

00:03:56 - What businesses S&P Global operates

0... more

Shawn O’Malley and Daniel Mahncke break down Booking Holdings (ticker: BKNG), the world’s largest travel company.

IN THIS EPISODE, YOU’LL LEARN:

00:00:00 - Intro

00:24:07 - What are the subtle differences between Expedia, Booking, and Airbnb

00:26:1... more

Daniel Mahncke and Shawn O’Malley dive into TransDigm — the aerospace supplier that turned “boring parts” into a compounding machine. Built around proprietary, often sole-source components installed across nearly every commercial and military aircraf... more

Key Facts

Accepts Guests
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Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Adam Seessel
Investment manager and author of the book Where the Money Is, Value Investing in the Digital Age
Episode: TIVP005: Alphabet (GOOGL): Searching for Quality w/ Shawn O’Malley
Joel Greenblatt
Legendary investor and finance professor
Columbia University
Episode: MI381: Joel Greenblatt: Behind the Magic Formula w/ Shawn O’Malley
Daniel Mahncke
Founder of the All-in-One Investing website
All-in-One Investing
Episode: MI370: The Company Behind The S&P 500: Valuing S&P Global w/ Daniel Mahncke
Rihard Jarc
Chief Investment Officer of New Era Funds and runs an investment newsletter called Uncover Alpha
New Era Funds
Episode: MI Rewind: Alphabet Stock Deep Dive w/ Rihard Jarc
Bill Ackman
American hedge fund billionaire and CEO of Pershing Square Capital Management.
Pershing Square Capital Management
Episode: MI368: Bill Ackman: The Highs and Lows w/ Shawn O'Malley
Alex Morris
Founder of The Science of Hitting newsletter, former analyst for a registered investment advisor.
The Science of Hitting
Episode: MI Rewind: The Science of Hitting w/ Alexander Morris
Bill Miller
Legendary investor and founder of Miller Value Partners
Miller Value Partners
Episode: MI366: Bill Miller: The Man Who Beat the Markets 15 Years in a Row w/ Shawn O'Malley
Grant Norwood
President of Norwood Energy Corporation, involved in oil and gas exploration
Norwood Energy Corporation
Episode: MI Rewind: Investing in the Oil and Gas Industry w/ Grant Norwood
Andy Edstrom
Wealth Manager at Wescap Group, Managing Director of Swan Advisor Services, Author of 'Why Buy Bitcoin'
Swan Advisor Services
Episode: MI Rewind: Why Buy Bitcoin w/ Andy Edstrom

Hosts

Shawn O'Malley
Co-host of the series known for engaging discussions on business valuations and investment strategies.
Daniel Mahncke
Co-host known for expertise in analyzing businesses and investment viability.

Reviews

4.7 out of 5 stars from 1.2k ratings
  • You just released a show ignoring the big elephant in the room

    So you guys just released a podcast AFTER TradeDesk stock crashed. And right before Trade Desk stock crashed you guys had a favorable show about it. So isn’t that the first thing you should talk about instead of talking about Remitly?! You literally ignored what you just had said about Trade Desk.

    Apple Podcasts
    1
    Green2000
    United States4 months ago
  • Great Show. AMD Intrinsic Value

    Been listening to this podcast for a few months now and it’s great.

    Can you guys do a deep dive on AMD, Flour and Quanta Services pls.

    Apple Podcasts
    5
    I.OZ
    Australia4 months ago
  • By far one of the greatest podcasts ever on value investing!

    Whether you’re an experienced or novice investor, we all have some value to gain from listening to this podcast (hence, the Intrinsic Value Podcast lol! 🤣). Every week I enjoy tuning into this podcast to listen to both Shawn O’Malley and Daniel Mahncke dive into another company to study the intrinsic value of. I always learn something new on investing by listening to this podcast and sometimes come up with new companies to place on my watchlist. Regardless of what type of investor you are (valu... more

    Apple Podcasts
    5
    MegaJCal1989
    United States7 months ago
  • Exceptional‼️

    I look forward in listening to the Millennial Investing‼️

    Extraordinarily insightful & intriguing ‼️

    Apple Podcasts
    5
    Emigdio5
    United Statesa year ago
  • Great Podcast

    I’ve really enjoyed this podcast. There is so much to gain; i’ve since read or listened to several books, started hobbies, and new habits based on advice from episodes. Each guest is so inspiring in their own way. Truly, great podcast.

    Apple Podcasts
    5
    Chqu33f
    United States2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Many praise the engaging and educational discussions that help demystify complex financial topics.
Listeners appreciate the depth of analysis on different companies and industries, enhancing their investment knowledge.
The podcast is considered a top choice for value investors seeking unique insights on various businesses.
There are critiques regarding the delivery style of the hosts, with some viewers finding it robotic or lacking energy.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#91
United States/Business/Investing
Apple Podcasts
#63
Canada/Business/Investing
Apple Podcasts
#71
United Kingdom/Business/Investing
Apple Podcasts
#155
Canada/Business
Apple Podcasts
#217
United Kingdom/Business
Apple Podcasts
#103
Germany/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

TIVP046: TransDigm (TDG): A Conglomerate of Monopolies w/ Daniel Mahncke & Shawn O’Malley
Q: What are the primary risks associated with investing in TransDigm?
Concerns regarding their pricing strategies and high leverage levels amidst market scrutiny.
TIVP042: Copart (CPRT): The 100-Bagger Junk Yard w/ Daniel Mahncke & Shawn O’Malley
Q: What is the significance of Copart's ownership of land in terms of competition?
Owning the land means Copart avoids rent increases and regulatory risks of losing yard operation rights, giving them an operational advantage over competitors like IAA, which rents its yards.
TIVP042: Copart (CPRT): The 100-Bagger Junk Yard w/ Daniel Mahncke & Shawn O’Malley
Q: How does Copart make money and who are its competitors?
Copart primarily makes money through transaction fees charged to both sellers and buyers, with most revenue from the buyer's side due to diversification. Its main competitor is IAA, along with smaller operators in the market.
TIVP042: Copart (CPRT): The 100-Bagger Junk Yard w/ Daniel Mahncke & Shawn O’Malley
Q: What are the main risks to Copart's business model?
The two main risks are the rise of autonomous vehicles, which could reduce the number of accidents and thus total vehicles processed, and the growth of ride-hailing services, which might decrease car ownership and accidents.
TIVP037: Match Group (MTCH): Is Finding Love a Good Investment? w/ Shawn O’Malley & Daniel Mahncke
Q: What are some of the safety features that dating apps have introduced?
Features like photo verification and AI moderation to reduce harassment and improve safety on platforms have been introduced, but their rollout has been slow.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About The Intrinsic Value Podcast

What is The Intrinsic Value Podcast about and what kind of topics does it cover?

The episodes focus on dissecting various businesses to determine their intrinsic value, emphasizing a detailed analysis of their financial structures and market positions. Topics range from financial giants such as S&P Global and Robinhood to sectors like online travel and the aerospace industry, reflecting a commitment to educating listeners about investment opportunities across diverse markets. Noteworthy is the podcast's emphasis on long-term investment strategies, often catering to the needs of both novice and seasoned investors by providing insights into business valuation and the dynamics of different industries.

Unique to this series is its systematic approach to acquiring knowledge, making each episode an educational journey that a... more

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To see how many followers or subscribers The Intrinsic Value Podcast has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to The Intrinsic Value Podcast?

These podcasts share a similar audience with The Intrinsic Value Podcast:

1. We Study Billionaires - The Investor’s Podcast Network
2. The Acquirers Podcast
3. Chit Chat Stocks
4. Value Investing with Legends
5. The Memo by Howard Marks

How many episodes of The Intrinsic Value Podcast are there?

The Intrinsic Value Podcast launched 6 years ago and published 740 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact The Intrinsic Value Podcast?

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What guests have appeared on The Intrinsic Value Podcast?

Recent guests on The Intrinsic Value Podcast include:

1. Adam Seessel
2. Joel Greenblatt
3. Daniel Mahncke
4. Rihard Jarc
5. Bill Ackman
6. Alex Morris
7. Bill Miller
8. Grant Norwood

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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