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The Intrinsic Value Podcast - The Investor’s Podcast Network

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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

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Latest Episodes

Daniel Mahncke and Shawn O'Malley take a deep dive into Sea Limited — the largest Southeast Asian marketplace whose investment case now turns on two of the most debated questions in the stock today: whether Shopee's dominance across Southeast Asia ca... more

Kyle Grieve and Shawn O’Malley analyze Formula One Group, a business that commands nearly a billion global fans, generates billions in revenue from only 24 live events, and boasts free cash flow margins nearly any business would envy. They’ll trace t... more

YouTube

Daniel Mahncke and Shawn O'Malley take a deep dive into Microsoft — the $3 trillion incumbent whose entire investment thesis now hinges on two of the most contested questions in technology: whether AI will reinforce or quietly dismantle the software ... more

Kyle Grieve and Shawn O’Malley analyze OTC Markets Group, a hidden infrastructure company that collects tolls on over 12,000 securities while operating with fewer than 130 employees. They explore why OTCM is the only viable option for small companies... more

YouTube

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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

Hosts

Shawn O'Malley
Host of The Intrinsic Value Podcast; frequent collaborator with other hosts; focus on intrinsic value and portfolio implications.
Kyle Grieve
Co-host focusing on deep-dives and valuation theses alongside the main host.
Daniel Mahncke
Co-host and primary analyst; handles deep dives and valuation frameworks.

Reviews

4.7 out of 5 stars from 1.2k ratings
  • Long but Good

    This podcast has upped its game a lot since Shawn and Daniel teamed up. Plenty of in depth analysis and opinion. I particularly enjoy hearing the early history of the companies. My wish would be that you would focus on less well-established and well-know companies and delve more into some mid-cap and small-cap public firms.

    Apple Podcasts
    5
    Missing61
    Canada4 months ago
  • You just released a show ignoring the big elephant in the room

    So you guys just released a podcast AFTER TradeDesk stock crashed. And right before Trade Desk stock crashed you guys had a favorable show about it. So isn’t that the first thing you should talk about instead of talking about Remitly?! You literally ignored what you just had said about Trade Desk.

    Apple Podcasts
    1
    Green2000
    United States10 months ago
  • Great Show. AMD Intrinsic Value

    Been listening to this podcast for a few months now and it’s great.

    Can you guys do a deep dive on AMD, Flour and Quanta Services pls.

    Apple Podcasts
    5
    I.OZ
    Australia10 months ago
  • By far one of the greatest podcasts ever on value investing!

    Whether you’re an experienced or novice investor, we all have some value to gain from listening to this podcast (hence, the Intrinsic Value Podcast lol! 🤣). Every week I enjoy tuning into this podcast to listen to both Shawn O’Malley and Daniel Mahncke dive into another company to study the intrinsic value of. I always learn something new on investing by listening to this podcast and sometimes come up with new companies to place on my watchlist. Regardless of what type of investor you are (valu... more

    Apple Podcasts
    5
    MegaJCal1989
    United Statesa year ago
  • Exceptional‼️

    I look forward in listening to the Millennial Investing‼️

    Extraordinarily insightful & intriguing ‼️

    Apple Podcasts
    5
    Emigdio5
    United Statesa year ago

Listeners Say

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

Listeners appreciate the deep-dive, data-driven approach and practical takeaways for long-term investing.
Positive feedback highlights the show's range of guests and the actionable valuation framework.
Some critics note the delivery can feel robotic or restrained, impacting engagement.
High praise for coverage depth and breadth across industries and companies.
Listeners value the mix of traditional investing insights with coverage of AI and tech-enabled businesses.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

TIVP058: Hermes: The Most Prestigious Luxury Brand in the World w/ Daniel Mahncke & Shawn O’Malley
Q: How has Hermès managed to avoid the pitfalls that affect other luxury brands?
By keeping tight control on supply and leveraging a relationship-driven sales strategy, Hermès has maintained its luxury status and pricing power.
TIVP058: Hermes: The Most Prestigious Luxury Brand in the World w/ Daniel Mahncke & Shawn O’Malley
Q: What are the unique aspects that make Hermès stand out in the luxury market?
Hermès focuses on exclusivity, scarcity, craftsmanship, and a long-standing family ownership model, which helps maintain its prestigious reputation.
TIVP053: Exor NV (EXO): Too Good To Be True? w/ Shawn O’Malley & Daniel Mahncke
Q: What risks and concerns do investors have regarding Exor?
Investors are worried about the potential dilution of Exor's portfolio with lower quality businesses and the uncertainty around the management's ability to allocate capital effectively, especially in the context of selling portions of their Ferrari stake.
TIVP053: Exor NV (EXO): Too Good To Be True? w/ Shawn O’Malley & Daniel Mahncke
Q: What are the advantages of investing in holding companies like Exor?
Investing in holding companies can provide opportunities for significant returns through exposure to high-quality assets at discounted prices, while also enabling clients to avoid potential pitfalls associated with directly investing in individual companies.
TIVP046: TransDigm (TDG): A Conglomerate of Monopolies w/ Daniel Mahncke & Shawn O’Malley
Q: What are the primary risks associated with investing in TransDigm?
Concerns regarding their pricing strategies and high leverage levels amidst market scrutiny.

Audience Metrics

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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?

A value-investing focused show that breaks down public companies to estimate intrinsic value and assess long-term investment merit. Across episodes, the hosts dissect business models, competitive moats, capital allocation, and growth levers, often pairing rigorous financial analysis with narrative context and real-world comparables. A standout trait is the willingness to cover a broad range of industries—from software and AI platforms to real estate data and sports franchises—through a consistent valuation framework, inviting listeners to learn how to think about durable cash flows and risk-adjusted upside. Notable for its direct, data-driven style and a recurring emphasis on portfolio implications and long-horizon thinking, it also feature... more

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Which podcasts are similar to The Intrinsic Value Podcast?

These podcasts share a similar audience with The Intrinsic Value Podcast:

1. The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
2. The Acquirers Podcast
3. Chit Chat Stocks
4. The Synopsis
5. Value Investing with Legends

How many episodes of The Intrinsic Value Podcast are there?

The Intrinsic Value Podcast launched 7 years ago and published 765 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The Intrinsic Value Podcast?

Recent guests on The Intrinsic Value Podcast include:

1. Adam Seessel
2. Joel Greenblatt
3. Daniel Mahncke
4. Rihard Jarc
5. Bill Ackman
6. Alex Morris
7. Bill Miller
8. Grant Norwood

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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