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
Kaspi functions as a dominant super-app in Kazakhstan, integrating payments, e-commerce, lending, and government services into a single, deeply entrenched ecosystem. The business model thrives on a powerful data flywheel, where high transaction frequency enables precise credit scoring and maintains non-performing loans...
Sea Limited operates as a unique conglomerate spanning mobile gaming, e-commerce, and fintech, primarily serving Southeast Asian and Brazilian markets. Its gaming arm, Garena, functions as a high-margin cash engine, funding the expansion of the Shopee e-commerce platform and the Money fintech service. Shopee’s market l...
Microsoft faces a pivotal transition as AI threatens its long-standing software dominance and cloud-based business model. While the company maintains a massive $350 billion revenue base and 45% operating margins, the $70 billion profit pool generated by Office products is increasingly vulnerable to AI agents that reduc...
Smaller, programmatic acquirers of vertical market software (VMS) offer compelling alternatives to Constellation Software as it encounters the law of large numbers. Topicus and Lumine Group, as direct spinoffs, leverage the parent company's proven playbook of decentralized management and disciplined capital allocation ...
The podcast analyzes Kelly Partners Group (KPG), an Australian company employing a programmatic acquisition model focused on accounting and tax businesses. It highlights KPG's partner-owner-driver model, where acquired firms retain significant equity and operational control, incentivizing continued performance. The dis...
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