
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 | Twice weekly | Episodes | 785 | Founded | 7 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusinessEducation | |||

In today's episode, Kyle Grieve and Shawn O’Malley analyze Domino's Pizza, the world’s biggest pizza franchisor built on a royalty-driven, asset-light business model. They walk through Domino's shift toward franchising and away from Company-owned sto... more
After looking at companies that tanked in recent months in the last episode, Daniel Mahncke and Shawn O’Malley now take a look at the best-performing stocks of the pitches of the last two years. Google, Amazon, and Reddit are companies that generated... more
Daniel Mahncke and Shawn O'Malley take a trip down memory lane and look back at the pitches of the last year and a half – especially the ones that didn’t work out as hoped. Many companies that were seen as best-in-class businesses not too long ago ex... more
In today's episode, Kyle Grieve and Shawn O’Malley analyze Exor, the Dutch holding company controlled by Italy's Agnelli family and best known for its long-standing stake in Ferrari. They walk through Exor's ownership of Ferrari, and what they like a... 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 | #32 |
Recent interactions between the hosts and their guests.
Listeners, social reach, demographics and more for this podcast.
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This show focuses on breaking down businesses, estimating intrinsic value per share, and deciding if they belong in a long‑term stock portfolio. Episodes routinely blend rigorous financial analysis (unit economics, margins, capital allocation) with qualitative factors like brand strength, moats, and growth narratives. Across samples, the hosts scrutinize holding structures, governance, and long horizons, often linking portfolio positioning to risk management and potential upside from consolidation, AI, or market shifts. A standout is the disciplined, numbers‑driven approach paired with accessible storytelling and occasional deep dives into specific industries or famous investment theses, making it useful for listeners who want actionable va... more
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1. The Acquirers Podcast
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4. Value Investing with Legends
5. Excess Returns
The Intrinsic Value Podcast launched 7 years ago and published 785 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. Pedro Arnt
2. Adam Seessel
3. Joel Greenblatt
4. Daniel Mahncke
5. Rihard Jarc
6. Bill Ackman
7. Alex Morris
8. Bill Miller
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