705 Épisodes

  1. TIVP012: Hershey (HSY): A Deliciously Beaten Down Stock? w/ Shawn O'Malley & Daniel Mahncke

    Publié: 23/03/2025

  2. TIVP011: Nintendo (NTDOY): “Switching” It Up w/ Daniel Mahncke and Shawn O'Malley

    Publié: 16/03/2025

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

    Publié: 09/03/2025

  4. TIVP009: Blue Owl Capital (OWL): The Next Blackstone? w/ Shawn O’Malley

    Publié: 02/03/2025

  5. TIVP008: VeriSign (VRSN): The Internet’s Toll Road w/ Shawn O’Malley

    Publié: 23/02/2025

  6. TIVP007: AutoZone (AZO): Under The Hood w/ Shawn O’Malley

    Publié: 16/02/2025

  7. TIVP006: Vital Farms (VITL): Egg-cellent Value? w/ Shawn O'Malley

    Publié: 09/02/2025

  8. TIVP005: Alphabet (GOOGL): Searching for Quality w/ Shawn O’Malley

    Publié: 02/02/2025

  9. TIVP004: John Deere (DE): Sowing the Seeds of Growth w/ Shawn O’Malley

    Publié: 26/01/2025

  10. TIVP003: Ulta Beauty (ULTA): A Beautiful Compounder w/ Shawn O’Malley

    Publié: 19/01/2025

  11. TIVP002: Coupang (CPNG): The Amazon of South Korea w/ Shawn O’Malley

    Publié: 12/01/2025

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

    Publié: 05/01/2025

  13. (Trailer) The Intrinsic Value Podcast

    Publié: 01/01/2025

  14. MI384: Skin in the Game w/ Clay Finck & Kyle Grieve

    Publié: 30/12/2024

  15. MI383: Zero to One: Lessons From Peter Thiel w/ Shawn O’Malley

    Publié: 23/12/2024

  16. MI382: Cloning Mohnish Pabrai w/ Shawn O’Malley

    Publié: 16/12/2024

  17. MI381: Joel Greenblatt: Behind the Magic Formula w/ Shawn O’Malley

    Publié: 09/12/2024

  18. MI380: Hidden Compounders: The Best Stocks Hiding In Plain Sight w/ Shawn O’Malley

    Publié: 02/12/2024

  19. MI379: Quality Investing: Learnings From John Huber w/ Shawn O’Malley

    Publié: 25/11/2024

  20. MI378: The Aggressive Conservative Investor: Lessons From Martin Whitman w/ Shawn O'Malley

    Publié: 18/11/2024

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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 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

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