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The Intrinsic Value Podcast - The Investor’s Podcast Network

The Investor's Podcast Network
Personal Finance
Investment Strategies
Entrepreneurship
Real Estate Investing
Value Investing
Cash Flow
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Influence
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Financial Goals
Polen Capital
Quality Investing
Charlie Munger
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Budgeting
Noah Kagan
Growth Investing
Market Analysis
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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 determ... more

PublishesWeeklyEpisodes702Founded6 years ago
Number of ListenersCategories
EducationBusinessInvesting

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Latest Episodes

In today’s episode, Daniel Mahncke and Shawn O’Malley break down Nintendo (ticker: NTDOY), a global gaming powerhouse. With its legendary franchises, expanding digital services, and a growing presence beyond gaming, Nintendo is evolving into a broade... more

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down Airbnb (ticker: ABNB), a dominant and disruptive business in the hospitality industry. Airbnb has changed how the world travels, convincing millions to spend a night in a stranger’s hom... more

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down Blue Owl Capital (ticker: OWL), an emerging giant in the world of alternative asset management that specializes in private credit. Blue Owl has quickly grown its assets under management... more

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down VeriSign, a company that underpins the functioning of the internet. VeriSign acts like a toll road, collecting fees from anyone using website domains ending in .com or .net, in exchange... more

Key Facts

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Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Adam Seessel
Investment manager and author of the book Where the Money Is, Value Investing in the Digital Age
Episode: TIVP005: Alphabet (GOOGL): Searching for Quality w/ Shawn O’Malley
Joel Greenblatt
Legendary investor and finance professor
Columbia University
Episode: MI381: Joel Greenblatt: Behind the Magic Formula w/ Shawn O’Malley
Daniel Mahncke
Founder of the All-in-One Investing website
All-in-One Investing
Episode: MI370: The Company Behind The S&P 500: Valuing S&P Global w/ Daniel Mahncke
Rihard Jarc
Chief Investment Officer of New Era Funds and runs an investment newsletter called Uncover Alpha
New Era Funds
Episode: MI Rewind: Alphabet Stock Deep Dive w/ Rihard Jarc
Bill Ackman
American hedge fund billionaire and CEO of Pershing Square Capital Management.
Pershing Square Capital Management
Episode: MI368: Bill Ackman: The Highs and Lows w/ Shawn O'Malley
Alex Morris
Founder of The Science of Hitting newsletter, former analyst for a registered investment advisor.
The Science of Hitting
Episode: MI Rewind: The Science of Hitting w/ Alexander Morris
Bill Miller
Legendary investor and founder of Miller Value Partners
Miller Value Partners
Episode: MI366: Bill Miller: The Man Who Beat the Markets 15 Years in a Row w/ Shawn O'Malley
Grant Norwood
President of Norwood Energy Corporation, involved in oil and gas exploration
Norwood Energy Corporation
Episode: MI Rewind: Investing in the Oil and Gas Industry w/ Grant Norwood
Andy Edstrom
Wealth Manager at Wescap Group, Managing Director of Swan Advisor Services, Author of 'Why Buy Bitcoin'
Swan Advisor Services
Episode: MI Rewind: Why Buy Bitcoin w/ Andy Edstrom

Host

Shawn O'Malley
Host and investment analyst with a focus on company valuations and stock market analysis.

Reviews

4.6 out of 5 stars from 1.1k ratings
  • Exceptional‼️

    I look forward in listening to the Millennial Investing‼️

    Extraordinarily insightful & intriguing ‼️

    Apple Podcasts
    5
    Emigdio5
    United States3 months ago
  • Great Podcast

    I’ve really enjoyed this podcast. There is so much to gain; i’ve since read or listened to several books, started hobbies, and new habits based on advice from episodes. Each guest is so inspiring in their own way. Truly, great podcast.

    Apple Podcasts
    5
    Chqu33f
    United States10 months ago
  • Great Podcast

    This is a great podcast to listen to with tons of insight to the entrepreneurship world with the millennial generation. Thanks for creating!

    Apple Podcasts
    5
    yyxxzkan
    United Statesa year ago
  • Awesome Podcast!!

    Love this podcast! Great information, with thorough research and data. Keep up the good work!!

    Apple Podcasts
    5
    Tayasay
    United Statesa year ago
  • My favorite for investing

    Definitely the best investing podcast series that I’ve found. I just wish there was a “search in this series” option on Apple like Stitcher had.

    Apple Podcasts
    5
    Todd12134
    United Statesa year ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Various reviews express satisfaction with the show's ability to bring nuanced discussions on diverse business topics and the clear explanations provided.
Many reviews highlight the engaging discussions on company valuations, which help demystify complex investment concepts.
Some feedback indicates that while the content is valuable, a few listeners feel the delivery could be improved, as it sometimes lacks a dynamic or engaging presentation style.
Listeners appreciate the depth of knowledge presented in various episodes, finding the content to be highly informative and actionable.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#110
United States/Business/Investing
Apple Podcasts
#66
Canada/Business/Investing
Apple Podcasts
#83
United Kingdom/Business/Investing
Apple Podcasts
#177
Canada/Business
Apple Podcasts
#237
United Kingdom/Business
Apple Podcasts
#118
Germany/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

MI312: Start with Strategy w/ Dave Meyer
Q: Let's get into the book. But before we do that, I wanted to hear just like your origin story about just how you got interested in personal finance and real estate and investing, financial freedom.
Dave explains that his interest in financial stability stemmed from his parents' experiences with divorce and financial volatility during his childhood.
MI312: Start with Strategy w/ Dave Meyer
Q: Can we go into those stories a little bit before we dive into the meat of the book?
Dave shares a humorous story about eating a 220-pound hamburger, which was part of an attempt to set a Guinness World Record during his college days.
MI313: Small Cap Mastery w/ Rayna Lesser Hannaway
Q: When do you think is the right time to exit a position?
The best case scenario is that a stock performs very well and no longer meets our valuation criteria or we might sell to upgrade the quality of the portfolio.
MI313: Small Cap Mastery w/ Rayna Lesser Hannaway
Q: How do you approach portfolio diversification in the small cap space?
We believe that there are misconceptions about diversification in the small cap space, and we manage concentrated portfolios to focus only on high-quality companies without diluting quality.
MI313: Small Cap Mastery w/ Rayna Lesser Hannaway
Q: What motivated you to concentrate on high quality small cap stocks as opposed to other approaches?
My interest in investing in high quality growth companies grew from my early exposure to covering firms like Amazon and Netflix when they were small cap.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About The Intrinsic Value Podcast

What is The Intrinsic Value Podcast about and what kind of topics does it cover?

This show is dedicated to exploring the principles of business valuation and investment strategies. Each episode aims to break down various companies and industries, estimating their intrinsic values and discussing whether they deserve a spot in an ongoing investment portfolio. Topics are diverse and cover everything from the monopoly power of major tech players to evaluating sports franchises. The focus tends to be on delivering insightful discussions about different business models and the underlying economic principles that drive value creation, making it a valuable resource for both novice and experienced investors looking to deepen their understanding of financial markets and long-term investment strategies.

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How many episodes of The Intrinsic Value Podcast are there?

The Intrinsic Value Podcast launched 6 years ago and published 702 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact The Intrinsic Value Podcast?

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