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 determining the fair value of publicly-traded sports franchises, no topics is off limits in the pursuit of understanding as many different businesses as possible and putting together the ultimate long-term stock portfolio.
Every week, The Intrinsic Value Podcast will you help get smarter about business, valuation, and investing — don’t miss out on the journey!
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Latest episodes
Showing 20 · updated from the feed
TIVP098 (Video): Alphabet (GOOGL): The Megacap That Still Might Be Underrated w/ Kyle Grieve & Shawn O’Malley
In today's episode, Kyle Grieve and Shawn O’Malley revisit Alphabet nearly two years after Shawn's original pitch, tracing how the company transformed from a cash-rich, b
Sep 20 1 h 20 min
TIVP097 (Video): Copart Stock (CPRT): Is Copart now a Buy? w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O'Malley revisit Copart (NASDAQ: CPRT), the online salvage auction giant that turns totaled cars into a global marketplace, connecting insurers w
Sep 13 1 h 10 min
TIVP096 (Video): Uber (UBER): The Autonomy Referendum: Is Mr. Market Completely Wrong? w/ Shawn O’Malley and Daniel Mahncke
Shawn O’Malley and Daniel Mahncke revisit Uber (NYSE: UBER), one of the largest holdings in The Intrinsic Value Portfolio, fifteen months after they first pitched it. In
Sep 9 1 h 04 min
TIVP095 (Video): Applovin (APP): The 30-Bagger Down More Than Half w/ Kyle Grieve & Shawn O'Malley
In today's episode, Kyle Grieve and Shawn O’Malley break down AppLovin, the mobile advertising platform that went from a failed app recommendation tool to one of the most
Sep 6 1 h 33 min
TIVP094 (Video): Comfort Systems (FIX): The Five-Bagger We Passed OnComfort Systems w/ Kyle Grieve & Shawn O'Malley
In today's episode, Kyle Grieve and Shawn O’Malley revisit Comfort Systems USA, a business Shawn originally passed on at $320 that has since appreciated fivefold due to e
Sep 2 1 h 16 min
TIVP093 (Video): Palantir Stock (PLTR): Palantir is Cheaper than I Thought! w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O’Malley take a deep dive into Palantir (NASDAQ: PLTR), the data and AI platform behind everything from battlefield targeting systems to Airbus’s
Aug 30 1 h 16 min
TIVP092 (Video): Domino's Pizza (DPZ): Is the Royalty Engine Still Running? w/ Kyle Grieve & Shawn O'Malley
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. The
Aug 23 1 h 15 min
TIVP091 (Video): Google, Reddit, Amazon – Are Our Biggest Winners Still a Buy? w/ Daniel Mahncke & Shawn O'Malley
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 pitche
Aug 19 1 h 27 min
TIVP090 (Video): Adobe, Lululemon, PayPal – Are our Biggest Losers a Buy Now? w/ Daniel Mahncke & Shawn O’Malley
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 hope
Aug 16 1 h 19 min
TIVP089 (Video): Exor NV (EXO): The Massive Discount Continues To Widen w/ Kyle Grieve & Shawn O'Malley
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
Shawn O'Malley and Kyle Grieve explore Intuit (ticker: INTU).
In this episode, you'll learn what narratives have underpinned the company’s more than 60% selloff, as Intu
Aug 5 1 h 19 min
TIVP087 (Video): DLocal (DLO): Multibagger Potential with Decade-Long Runway w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O'Malley take a deep dive into DLocal (NASDAQ: DLO), the first Uruguayan unicorn and the emerging markets payment provider for companies like Ama
Aug 2 1 h 22 min
TIVP086 (Video): Perimeter Solutions (PRM): A Niche Monopoly, One Acquisition at a Time w/ Kyle Grieve and Shawn O'Malley
In today's episode, Kyle Grieve and Shawn O’Malley analyze Perimeter Solutions, a niche industrial conglomerate built by Transdigm's legendary founder Nick Howley using t
Jul 26 1 h 16 min
TIVP085 (Video): Fairfax Financial (FFO.TO): The Berkshire Of The North w/ Kyle Grieve and Shawn O'Malley
In today's episode, Kyle Grieve and Shawn O’Malley analyze Fairfax Financial, the insurance conglomerate that Prem Watsa built from a near-bankrupt trucking insurer into
Jul 22 1 h 07 min
TIVP084 (Video): Pinduoduo (PDD): Is PDD the Best Buy in China? w/ Daniel Mahncke & Shawn O'Malley
Daniel Mahncke and Shawn O'Malley take a deep dive into Pinduoduo (NASDAQ: PDD), the Chinese retail giant that has overtaken local competitors like Alibaba and JD.com and
Jul 19 1 h 28 min
TIVP083 (Video): SpaceX (SPCX): Is It Really Worth $2 Trillion Dollars? w/ Kyle Grieve and Shawn O'Malley
Kyle Grieve and Shawn O’Malley analyze SpaceX's blockbuster 2026 IPO, dissecting the company's three segments: Space, Connectivity, and AI. They’ll also look at its histo
Jul 15 1 h 15 min
TIVP082 (Video): Kaspi Stock ($KSPI): Beating the Market with an E-Commerce Monopoly? w/ Daniel Mahncke & Shawn O'Malley
Daniel Mahncke and Shawn O'Malley take a deep dive into Kaspi.kz (NASDAQ: KSPI), the Kazakhstani super-app that combines payments, e-commerce, and fintech into a single p
Jul 12 1 h 29 min
TIVP081 (Video): Restoration Hardware (RH): Building a Luxury Empire From Scratch w/ Shawn O'Malley and Daniel Mahncke
Shawn O'Malley and Daniel Mahncke explore Restoration Hardware (ticker: RH).
In this episode, you'll learn how RH was able to reinvent itself as a high-end furniture ret
Jul 8 1 h 07 min
TIVP080 (Video): Auto1 Stock (AG1): Is this the Amazon for Cars? w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O'Malley take a deep dive into Auto1 Group (ETR: AG1), the Berlin-based used-car platform. What trips most investors up about Auto1 is that it's
Jul 5 1 h 04 min
TIVP079 (Video): American Tower (AMT): The Wide Moat Business Your Phone Can't Live Without w/ Kyle Grieve & Shawn O'Malley
Kyle Grieve and Shawn O’Malley analyze American Tower, the global cell tower business that powers the wireless networks we rely on every day. They unpack how leasing towe
Jun 28 1 h 14 min
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Chart positions
Where The Intrinsic Value Podcast - The Investor’s Podcast Network ranks today in each Apple Podcasts chart (US, Sep 20, 2026).
A curated, balanced selection of Apple Podcasts reviews.
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 (value, growth, or GARP), I would highly recommend tuning into this podcast and see what you gain from it yourself.
MegaJCal1989 · May 2025
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.
Chqu33f · May 2024
This podcast has a lot of really informative guests and I have learned a great deal. However, I wish the host didn’t sound so robotic. There’s no personality or energy when discussing these topics and interacting with the guests. It’s like listening to a robot moderate a fireside chat which makes it hard for me to stay interested. This is just my personal opinion.
Corey Spingle · Sep 2023
This show is unlike any investing podcast that I listen to - it is tailored to this generation - one who doesn’t think that we have to work 60 hours weeks in a corporate office to build generational wealth. Keep it up. I love it.
Patricia Barrow · Aug 2023
“Sacred” account?? C’mon, you fell for that? Generally good guests on this show and good investment principles. However, I stopped following when they had a guest on who stated 99% of whole life insurance policies are designed incorrectly. “BUT! Come buy a policy from me and I’ll hook you up with a good one.” The claim that the top 1% buy whole life insurance may be partially true. But that’s mostly because the top 1% are unsuspecting whales harpooned by greedy life insurance agents. Not because a cash value life insurance product helped them build any of that wealth. The “bank on yourself” strategy is a very clever marketing strategy that apparently still works. Buyer beware. Anyway, I’m moving on from this show.
opinion machine · Feb 2023
We strive to present a balanced view by showing a diverse range of reviews from Apple Podcasts.
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Here you find the Apple Podcasts chart positions of The Intrinsic Value Podcast - The Investor’s Podcast Network, its latest episodes to listen to directly, and reviews from listeners. Rankings are updated daily for the United States.
