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
The luxury fashion market is currently navigating a significant cyclical downturn, primarily caused by macro headwinds and a sharp decline in spending from "aspirational" buyers. These consumers, who previously fueled rapid growth, are increasingly priced out by aggressive price hikes and broader economic cooling. Chin...
Alphabet has evolved significantly since its initial investment thesis, shifting from a search-dominated business to a capital-intensive entity heavily invested in AI infrastructure. While concerns regarding search disruption by LLMs like ChatGPT have largely subsided, the company now faces new challenges, specifically...
AppLovin operates as a two-sided advertising technology platform, facilitating connections between mobile app publishers and advertisers through its core segments, Axon Ads Manager and Max. The business model relies on a data-driven recommendation engine that optimizes ad spend and publisher inventory, generating signi...
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