
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
| Publishes | Weekly | Episodes | 754 | Founded | 7 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingEducationBusiness | |||

Daniel Mahncke and Shawn O’Malley take a deep dive into Duolingo — the leading language learning app with over 50 million daily active users and the chaotic green owl as a mascot. Since its IPO in 2021, Duolingo has expanded beyond language instructi... more
Shawn O’Malley and Daniel Mahncke break down the ride-sharing giant Lyft Inc. (ticker: LYFT) and discuss whether the company can regain ground against Uber, or whether it’s always destined to be #2. While Lyft has clawed back some market share, final... more
Daniel Mahncke and Shawn O’Malley take a deep dive into Constellation Software — the popular Canadian compounder that has turned buying “boring” vertical market software into one of the most effective capital-allocation machines in public markets.
I... more
Shawn O’Malley and Daniel Mahncke break down Netflix (ticker: NFLX) and discuss whether the company has finally won the streaming wars. While growth looked challenged back in 2022, Netflix has proven resilient in the face of competition and economic ... more
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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.
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.
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.
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
I look forward in listening to the Millennial Investing‼️
Extraordinarily insightful & intriguing ‼️
Key themes from listener reviews, highlighting what works and what could be improved about the show.
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
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Apple Podcasts | #138 |
Recent interactions between the hosts and their guests.
Listeners, social reach, demographics and more for this podcast.
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The podcast features in-depth discussions focused on evaluating various businesses and their intrinsic values, offering insights into investment strategies. Each episode typically includes analysis of specific publicly-traded companies or sectors, where hosts dissect financial data, competitive positioning, and market trends to guide listeners on potential investment opportunities. Topics often cover a broad range, from tech giants like Google to sectors such as luxury brands and healthcare platforms, catering to both novice and seasoned investors looking to enhance their portfolios with informed decisions.
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These podcasts share a similar audience with The Intrinsic Value Podcast:
1. We Study Billionaires - The Investor’s Podcast Network
2. The Memo by Howard Marks
3. Business Breakdowns
4. The Meb Faber Show - Better Investing
5. Capital Allocators – Inside the Institutional Investment Industry
The Intrinsic Value Podcast launched 7 years ago and published 754 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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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
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