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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

This week, Shawn and Daniel won't be releasing an episode as usual, but they will be back next Sunday with a new co-host joining them to help break down companies for The Intrinsic Value Portfolio. Plus, Shawn & Daniel are moving over to the main pod... more

Daniel Mahncke and Shawn O'Malley take a deep dive into four companies operating in the shadow of one of the greatest compounders of the last two decades — Constellation Software. Some investors believe that Topicus, Lumine, Sygnity, and Asseco Pola... more

Shawn O'Malley and Daniel Mahncke explore Spotify Inc. (ticker: SPOT), the world's largest audio streaming platform, and assess whether the company can sustain its growth and improve margins against fierce competition from YouTube, Apple, and Amazon,... more

Daniel Mahncke and Shawn O'Malley take a deep dive into Kelly Partners — a fast-growing Australian chartered accounting network with over 25,000 SME clients and founder Brett Kelly's relentless ambition to build Australia's first global accounting fi... more

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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
Brian Feroldi
Writer for The Motley Fool, investing expert, and author of Why Does the Stock Market Go Up?
The Motley Fool
Episode: MI Rewind: Do Stocks Only Go Up? w/ Brian Feroldi

Hosts

Shawn O'Malley
Co-host focused on business analysis and intrinsic investment valuation.
Daniel Mahncke
Co-host specializing in investment insights and market analysis.

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
    Canada3 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 States8 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
    Australia9 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.

The show's focus on real-world applications of investment strategies garners favorable reviews, appealing to both novice and experienced investors.
Listeners appreciate the in-depth analysis provided during episodes, particularly how hosts explain complex investment topics.
Listeners value the breakdown of various companies' financials, with many indicating they have gained actionable insights from episodes.
Some feedback mentions a desire for more engaging delivery from the hosts, indicating room for improvement in presentation style.

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?

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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How many listeners does The Intrinsic Value Podcast get?

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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 Memo by Howard Marks
5. Yet Another Value Podcast

How many episodes of The Intrinsic Value Podcast are there?

The Intrinsic Value Podcast launched 7 years ago and published 759 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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