The Intrinsic Value Podcast - The Investor’s Podcast Network
The Investor's Podcast Network
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!Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Episodes
Mentioned books
35 snips
May 10, 2026 • 1h 33min
TIVP070 (Video): Microsoft (MSFT): Is Microsoft a Misunderstood AI Opportunity? w/ Shawn O'Malley & Daniel Mahncke
A deep dive on Microsoft’s business lines, from LinkedIn and Office to Azure and gaming. They debate how AI could erode Office’s moats and which apps are most vulnerable. The conversation maps who might capture AI’s economic value across software, models, orchestration, and compute. They also weigh risks around the OpenAI tie-up, GPU capex, and scenarios for Microsoft’s future.
May 3, 2026 • 1h 22min
TIVP069 (Video): OTC Markets (OTCM): A Picks and Shovels Play in Modern Capital Markets w/ Kyle Grieve & Shawn O'Malley
Kyle Grieve, an investment analyst known for deep company breakdowns, spotlights OTC Markets Group. They explore how this tiny team runs infrastructure for 12,000+ securities. Short takes cover its three revenue streams, quasi-monopoly pricing power, sticky issuer tiers, data licensing strength, and why declining subscribers may not spell trouble.
8 snips
Apr 25, 2026 • 1h 37min
TIVP68 (Video): CoStar Group (CSGP): The Real Estate Empire Making a $5 Billion Bet w/ Shawn O'Malley & Daniel Mahncke
A deep dive into CoStar's decades-long commercial real estate data dominance and the durable moat built by boots-on-the-ground research. The conversation covers CoStar's high-margin B2B products, its acquisition-fueled growth playbook, and the strategic rationale behind the $5 billion Homes.com push into residential listings. Governance, dilution from deals, and valuation scenarios are also discussed.
9 snips
Apr 19, 2026 • 1h 47min
TIVP067: Portfolio Review: Thoughts on Airbnb, Reddit, Adobe, and co. w/ Daniel Mahncke, Shawn O'Malley, & Kyle Grieve
Kyle Grieve, podcast host and researcher from We Study Billionaires, joins to review portfolio ideas. They dissect companies like Airbnb, Reddit, Exor, Universal Music Group, TransDigm, Copart, Trade Desk, FICO, and Nintendo. Short takes cover valuation, thesis durability, buybacks, monetization paths, and which names might be kept or cut.
11 snips
Apr 12, 2026 • 3min
Special Announcement: The Intrinsic Value Podcast Update
An announcement about the podcast moving to a new feed and offering earlier access to new releases. Plans to add a new co-host to help with company breakdowns are teased. Information on where to find future weekly stock analyses and a brief note on schedule changes.
Apr 5, 2026 • 1h 21min
TIVP066: Valuing Constellation Software's Spinoffs: Topicus, Lumine and co. w/ Daniel Mahncke & Shawn O’Malley
A deep dive into four Constellation-style spinoffs and whether they can replicate the parent’s magic. Short profiles of Topicus, Lumine, Sygnity and Asseco Poland highlight structure, incentives and deal flow. Discussion centers on vertical market software playbooks, carve-outs, M&A pipelines and which mini-Constellations might merit consideration.
15 snips
Mar 29, 2026 • 1h 36min
TIVP065: Spotify (SPOT): Investing in Music in the Age of AI w/ Shawn O’Malley & Daniel Mahncke
A deep-dive on Spotify’s rise from piracy savior to the dominant audio platform. They explore the freemium play, personalization and playlist-driven stickiness. The limits of music margins, label royalties and pricing power get attention. Expansion into podcasts, audiobooks, creator monetization and AI/data assets are debated. The looming threat from YouTube and valuation range are discussed.
13 snips
Mar 22, 2026 • 1h 17min
TIVP064: Kelly Partners Group: The Constellation Software of Accounting? w/ Daniel Mahncke & Shawn O’Malley
A deep dive into Kelly Partners’ founder-led push to build a global accounting network and the 51/49 partner-owner acquisition model. They explore how the model boosts margins, succession solutions, and the size of the addressable market across AU/UK/US. AI’s upside and threat for tax and advisory work gets debated. They also weigh acquisition filters, cultural fit, and the limited pool of high-quality targets.
12 snips
Mar 15, 2026 • 1h 12min
TIVP063: Figma Inc. (FIG): Recovering From An 80% Post-IPO Decline w/ Shawn O’Malley & Daniel Mahncke
A deep dive into how a cloud design tool upended messy design workflows and sparked network effects beyond designers. They trace the founders' origin story, the product-to-platform shift with plugins, and ambitious AI features like app generation and chained models. The conversation also covers IPO-related stock vesting, insider selling, and whether the company can expand against entrenched rivals.
24 snips
Mar 8, 2026 • 1h 24min
TIVP062: Duolingo (DUOL): Generational Opportunity or fad? w/ Daniel Mahncke & Shawn O’Malley
A spirited dive into Duolingo’s evolution from a language app to a broad learning platform. They debate whether its quirky brand, massive daily users, and subscription model can scale across subjects. The conversation centers on AI risk, monetization challenges in emerging markets, and the bull versus bear cases for long-term value.
