Rephonic
Artwork for The Intrinsic Value Podcast

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
Bigger Pockets
Influence
Persuasion
Financial Goals
Polen Capital
Quality Investing
Home Service Holding Companies
Charlie Munger
Microacquire
Budgeting
Noah Kagan
Growth Investing
Data Analytics
Syndications

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

PublishesWeeklyEpisodes729Founded6 years ago
Number of ListenersCategories
BusinessInvestingEducation

Listen to this Podcast

Artwork for The Intrinsic Value Podcast

Latest Episodes

Daniel Mahncke and Shawn O’Malley dive into Berkshire Hathaway, the billion-dollar conglomerate built by Warren Buffett and Charlie Munger that’s grown from a struggling textile mill into one of the most valuable companies in the world. With core pil... more

Shawn O’Malley and Daniel Mahncke break down Match Group (ticker: MTCH), a company that operates as part of a duopoly in online dating, owning a number of dating platforms, including Tinder, Match.com, Hinge, OkCupid, and more, with specialized platf... more

Daniel Mahncke and Shawn O’Malley dive into Dell Technologies, the legacy PC giant that’s quietly become one of the largest suppliers of AI infrastructure in the world. Once seen as a low-growth hardware player, Dell now sits at the heart of the data... more

Shawn O’Malley and Daniel Mahncke break down Ferrari (ticker: RACE), a company whose stock is arguably just as impressive as its high-performance and ultra-luxury vehicles. By global automotive standards, Ferrari hardly has any sales volumes, selling... more

Key Facts

Accepts Guests
Accepts Sponsors
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

Similar Podcasts

People also subscribe to these shows.

The Acquirers Podcast
The Acquirers PodcastTobias Carlisle
Focused Compounding
Focused CompoundingAndrew Kuhn and Geoff Gannon
Chit Chat Stocks
Chit Chat StocksChit Chat Stocks
Value Investing with Legends
Value Investing with LegendsColumbia Business School

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
Host of The Intrinsic Value Podcast
Daniel Mahncke
Co-host of The Intrinsic Value Podcast

Reviews

4.6 out of 5 stars from 1.2k ratings
  • 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 Statesa month 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
    Australia2 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 States4 months ago
  • Exceptional‼️

    I look forward in listening to the Millennial Investing‼️

    Extraordinarily insightful & intriguing ‼️

    Apple Podcasts
    5
    Emigdio5
    United States9 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 Statesa year ago

Listeners Say

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

There is feedback about the quality of the hosts' delivery, as some listeners find it robotic, while others enjoy the analytical approach.
Listeners appreciate the in-depth breakdown of businesses and financial metrics that aid in investment strategy development.
The variety of topics covered, including lesser-known companies, is noted as a strength that broadens the audience's investment knowledge.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

TIVP037: Match Group (MTCH): Is Finding Love a Good Investment? w/ Shawn O’Malley & Daniel Mahncke
Q: What are some of the safety features that dating apps have introduced?
Features like photo verification and AI moderation to reduce harassment and improve safety on platforms have been introduced, but their rollout has been slow.
TIVP037: Match Group (MTCH): Is Finding Love a Good Investment? w/ Shawn O’Malley & Daniel Mahncke
Q: Why is it important to assess the loyalty and user habits surrounding dating apps?
Understanding user loyalty is critical because dating apps typically experience high churn rates, and platform loyalty can significantly impact revenue and customer acquisition costs.
TIVP037: Match Group (MTCH): Is Finding Love a Good Investment? w/ Shawn O’Malley & Daniel Mahncke
Q: What are the key risks facing Match Group going forward?
The main risks include declining user engagement on Tinder, management instability, and the challenge of maintaining a loyal user base across multiple apps amidst increasing competition.
TIVP027: LVMH (MC): Investing in True Luxury w/ Shawn O’Malley & Daniel Mahncke
Q: How does the luxury brand LVMH maintain its desirability despite economic fluctuations?
LVMH raises prices to enhance product desirability, thereby leading to higher sales. Luxury brands cultivate an image that transcends utility, focusing on status and heritage, which allows them to maintain demand even during downturns.
TIVP024: TSMC (TSM): The Most Important Business in the World? w/ Daniel Mahncke & Shawn O’Malley
Q: Why is TSMC deemed irreplaceable?
TSMC has unique technological advantages, market share, and operational efficiencies that other companies, even those with resources like Apple or Amazon, struggle to replicate.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About The Intrinsic Value Podcast

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

Focusing on the analysis and intrinsic valuation of various businesses, the content explores a diverse array of companies ranging from tech giants to luxury brands. Each episode seeks to dissect both the financial metrics and strategic positioning of these firms, aiding listeners in making informed investment decisions. Unique episodes cover global market trends and industry-specific nuances, providing valuable insights for both novice and seasoned investors. The podcast also engages with contemporary issues, such as the impacts of emerging technologies and changing consumer behaviors on traditional business models, enriching the audience's understanding of market complexities.

Where can I find podcast stats for The Intrinsic Value Podcast?

Rephonic provides a wide range of podcast stats for The Intrinsic Value Podcast. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to The Intrinsic Value Podcast and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does The Intrinsic Value Podcast get?

Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for The Intrinsic Value Podcast, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

What are the audience demographics for The Intrinsic Value Podcast?

Rephonic provides comprehensive predictive audience data for The Intrinsic Value Podcast, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

How many subscribers and views does The Intrinsic Value Podcast have?

To see how many followers or subscribers The Intrinsic Value Podcast has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to The Intrinsic Value Podcast?

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

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

How many episodes of The Intrinsic Value Podcast are there?

The Intrinsic Value Podcast launched 6 years ago and published 729 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?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for The Intrinsic Value Podcast?

Rephonic pulls ratings and reviews for The Intrinsic Value Podcast from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.

How do I access podcast episode transcripts for The Intrinsic Value Podcast?

Rephonic provides full transcripts for episodes of The Intrinsic Value Podcast. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

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.

Find and pitch the right podcasts

We help savvy brands, marketers and PR professionals to find the right podcasts for any topic or niche. Get the data and contacts you need to pitch podcasts at scale and turn listeners into customers.
Try it free for 7 days