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The Intrinsic Value Podcast - The Investor’s Podcast Network

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

PublishesWeeklyEpisodes735Founded6 years ago
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Latest Episodes

Daniel Mahncke and Shawn O’Malley dive into Salesforce — the company that practically invented modern enterprise software and is now trying to reinvent it again through AI. From its origins as the pioneer of the Software-as-a-Service model in the lat... more

Shawn O’Malley and Daniel Mahncke break down MSCI Inc. (MSCI), the global leader in financial market indexes that power the passive investing revolution. They explore how MSCI built its dominant, utility-like business model, its compounding potential... more

Daniel Mahncke and Shawn O’Malley dive into Copart, the salvage auction company that’s quietly become one of the best-performing stocks of the last three decades. From a single junkyard in California in the 1980s, Copart has grown into a global onlin... more

Shawn O’Malley and Daniel Mahncke break down Fair Isaac Corporation (ticker: FICO), a company whose algorithms are essential to computing credit scores, which are used in everything in the U.S., from applying for a mortgage, credit cards, apartments,... 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
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 States3 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
    Australia3 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 States6 months ago
  • Exceptional‼️

    I look forward in listening to the Millennial Investing‼️

    Extraordinarily insightful & intriguing ‼️

    Apple Podcasts
    5
    Emigdio5
    United States10 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.

Apple Podcasts
#129
United States/Business/Investing
Apple Podcasts
#66
Canada/Business/Investing
Apple Podcasts
#82
United Kingdom/Business/Investing
Apple Podcasts
#175
Canada/Business
Apple Podcasts
#200
United Kingdom/Business
Apple Podcasts
#76
Italy/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

TIVP042: Copart (CPRT): The 100-Bagger Junk Yard w/ Daniel Mahncke & Shawn O’Malley
Q: What is the significance of Copart's ownership of land in terms of competition?
Owning the land means Copart avoids rent increases and regulatory risks of losing yard operation rights, giving them an operational advantage over competitors like IAA, which rents its yards.
TIVP042: Copart (CPRT): The 100-Bagger Junk Yard w/ Daniel Mahncke & Shawn O’Malley
Q: How does Copart make money and who are its competitors?
Copart primarily makes money through transaction fees charged to both sellers and buyers, with most revenue from the buyer's side due to diversification. Its main competitor is IAA, along with smaller operators in the market.
TIVP042: Copart (CPRT): The 100-Bagger Junk Yard w/ Daniel Mahncke & Shawn O’Malley
Q: What are the main risks to Copart's business model?
The two main risks are the rise of autonomous vehicles, which could reduce the number of accidents and thus total vehicles processed, and the growth of ride-hailing services, which might decrease car ownership and accidents.
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.

Audience Metrics

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

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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?

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.

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How many listeners does The Intrinsic Value Podcast get?

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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. Chit Chat Stocks
4. Value Investing with Legends
5. The Memo by Howard Marks

How many episodes of The Intrinsic Value Podcast are there?

The Intrinsic Value Podcast launched 6 years ago and published 735 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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