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
In this episode of the Intrinsic Value Podcast, Daniel and Shawn discuss TSMC, the Taiwan Semiconductor Manufacturing Company, exploring its history, its dominance in the semiconductor industry, and the factors contributing to its success, including Morris Chang's innovative foundry model and the company's technologica...
In this episode of The Investor's Podcast, Shawn pitches Nubank, a fast-growing digital bank in Brazil, to Daniel. They discuss Nubank's disruptive business model, its impressive adoption rates, and its potential for growth in Latin America. Shawn highlights Nubank's cost advantages, customer-centric culture, and the l...
Amazon's business model, historical growth, and future potential are analyzed, focusing on whether its current valuation presents a buying opportunity. Amazon's flywheel, centered on customer experience and driven by Prime, logistics, and its advertising business, is examined. The discussion highlights the increasing d...
In this co-hosted podcast episode, Shawn O'Malley pitches Shopify as a compelling company at the epicenter of the e-commerce power struggle to Daniel Mahncke. They discuss Shopify's business model, its disruption of the enterprise software market, and its advantages and disadvantages compared to Amazon. The conversatio...
In this co-hosted podcast episode, Shawn O'Malley pitches Adobe as a compelling investment opportunity to Daniel Mahncke, detailing the company's history from its humble beginnings in printing to its current dominance in digital content creation. They discuss Adobe's shift to a subscription-based model, its competitive...
In this co-hosted podcast episode, Shawn O’Malley pitches Comfort Systems, a mechanical contracting company, to Daniel Mahnke. They discuss Comfort Systems' business model as a serial acquirer of regional contracting businesses specializing in HVAC, plumbing, and electrical services, its financial performance, and its ...
In this episode of the podcast, Daniel and Shawn discuss Uber and whether it should be added to their intrinsic value portfolio. Shawn presents the case for Uber, highlighting its three main divisions: mobility, delivery (Uber Eats), and freight, as well as sizable investments in other companies. He emphasizes Uber's v...
Shawn O’Malley and Daniel Mahnke discuss Reddit as a potential addition to their intrinsic value portfolio. Shawn pitches Reddit, explaining its unique community-driven platform, business model including advertising, premium memberships, and data licensing, and its recent IPO. They delve into the user revolt over API c...
In this episode of The Intrinsic Value Podcast, Daniel Mahncke and Shawn O'Malley analyze Moncler, a luxury brand known for its premium outerwear. They discuss Moncler's history, its transformation from a skiwear brand to a global luxury leader under Remo Ruffini, and its strategic collaborations. The conversation cove...
This podcast episode analyzes Nintendo's business model and investment potential. The hosts discuss Nintendo's history, its transition from a playing card company to a global gaming giant, and the impact of its Switch console. They delve into Nintendo's strategy of diversifying its audience and leveraging its intelle...
This podcast episode provides a detailed analysis of Airbnb as a potential investment, focusing on its business model, growth prospects, and competitive landscape. The speaker reviews Airbnb's history, highlighting CEO Brian Chesky's role and the company's evolution. He then discusses the company's financials, valuat...
This podcast episode provides a detailed analysis of Blue Owl Capital, an alternative asset manager, focusing on its business model, growth, and investment strategies. The host begins by explaining Blue Owl's origins as a SPAC and then breaks down its three main business units: direct lending, general partner capital ...
This podcast episode analyzes VeriSign (VRSN), a domain registry manager with a near-monopoly on .com and .net domains, highlighting its high profit margins and the recent investment by Berkshire Hathaway. The speaker explains VeriSign's role in internet infrastructure, its business model (charging annual fees for dom...
This podcast episode provides a detailed analysis of AutoZone (AZO) stock, examining its historical performance, business model, and competitive landscape. The host reviews AutoZone's impressive growth, driven by efficient operations, strategic share buybacks, and a strong customer-centric culture. He discusses the c...
This podcast episode analyzes Vital Farms (VITL), a pasture-raised egg producer, examining its business model, growth, and valuation. The host discusses the company's brand, ethical practices, and distribution network, highlighting its high customer loyalty and premium pricing. He compares Vital Farms' financial perf...
This podcast episode provides a detailed analysis of Alphabet Inc. (Google's parent company), examining its diverse business model, revenue streams, and valuation. The host reviews Alphabet's various subsidiaries, including Google Search, YouTube, Google Cloud, and Waymo, assessing their profitability and growth poten...
Follow this podcast in Podwise
Sign in to get AI summaries, transcripts and mind maps for any episode, including new ones.
