729 Epizód

  1. TIVP016: Uber (UBER): Cash Burner To Compounder? w/ Shawn O’Malley & Daniel Mahncke

    Közzétéve: 2025. 04. 20.

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

    Közzétéve: 2025. 04. 13.

  3. TIVP014: Reddit (RDDT): Valuing the Front Page of the Internet w/ Shawn O’Malley & Daniel Mahnke

    Közzétéve: 2025. 04. 06.

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

    Közzétéve: 2025. 03. 30.

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

    Közzétéve: 2025. 03. 23.

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

    Közzétéve: 2025. 03. 16.

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

    Közzétéve: 2025. 03. 09.

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

    Közzétéve: 2025. 03. 02.

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

    Közzétéve: 2025. 02. 23.

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

    Közzétéve: 2025. 02. 16.

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

    Közzétéve: 2025. 02. 09.

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

    Közzétéve: 2025. 02. 02.

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

    Közzétéve: 2025. 01. 26.

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

    Közzétéve: 2025. 01. 19.

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

    Közzétéve: 2025. 01. 12.

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

    Közzétéve: 2025. 01. 05.

  17. (Trailer) The Intrinsic Value Podcast

    Közzétéve: 2025. 01. 01.

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

    Közzétéve: 2024. 12. 30.

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

    Közzétéve: 2024. 12. 23.

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

    Közzétéve: 2024. 12. 16.

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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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