727 Episodio

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

    Pubblicato: 06/04/2025

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

    Pubblicato: 30/03/2025

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

    Pubblicato: 23/03/2025

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

    Pubblicato: 16/03/2025

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

    Pubblicato: 09/03/2025

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

    Pubblicato: 02/03/2025

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

    Pubblicato: 23/02/2025

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

    Pubblicato: 16/02/2025

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

    Pubblicato: 09/02/2025

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

    Pubblicato: 02/02/2025

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

    Pubblicato: 26/01/2025

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

    Pubblicato: 19/01/2025

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

    Pubblicato: 12/01/2025

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

    Pubblicato: 05/01/2025

  15. (Trailer) The Intrinsic Value Podcast

    Pubblicato: 01/01/2025

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

    Pubblicato: 30/12/2024

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

    Pubblicato: 23/12/2024

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

    Pubblicato: 16/12/2024

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

    Pubblicato: 09/12/2024

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

    Pubblicato: 02/12/2024

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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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