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
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.
Mar 1, 2026 • 1h 23min
TIVP061: Lyft Inc. (LYFT): The Key to Winning the AV Wars? w/ Shawn O’Malley & Daniel Mahncke
They debate whether Lyft is primed to be an acquisition target and what that would mean for autonomous vehicle rollouts. They cover how Lyft clawed back market share, achieved operating profitability, and is expanding internationally. They trace Lyft’s scrappy origins, viral growth tactics, and fleet management strengths that could matter in the AV transition.
19 snips
Feb 22, 2026 • 1h 27min
TIVP060: Constellation Software (CSU): Historic Drawdown, Historic Buying Opportunity w/ Daniel Mahncke & Shawn O’Malley
A deep dive into Constellation Software’s programmatic M&A playbook and why niche vertical market software can deliver outsized returns. They explore Mark Leonard’s founding principles, the company’s decentralized structure and incentive design. AI’s threat versus opportunity for VMS gets debated. They also assess valuation, recent drawdown, and whether this creates a buying window.
35 snips
Feb 15, 2026 • 1h 26min
TIVP059: Netflix (NFLX): The King of Streaming w/ Shawn O’Malley & Daniel Mahncke
They dissect Netflix’s pivot from DVDs to streaming and how it crushed Blockbuster. They explore the shift from subscriber growth to monetization through ads, password enforcement, and pricing tiers. They dig into Netflix’s culture, co‑CEO structure, and why the product and UX keep users hooked. They discuss international originals, content economics, and how to think about valuation and investment ranges.
14 snips
Feb 11, 2026 • 8min
TIVP058.5 The Intrinsic Value Community (Mini Episode): The Power of a Trusted Peer Group w/ Daniel Mahncke & Shawn O’Malley
They explain why they created a private investor community and who it is built for. They describe how members generate, refine, and debate stock ideas through live sessions and archived content. They highlight diverse member expertise, biannual in-person meetups, and access to experts for filling knowledge gaps. They cover the application and waitlist process for joining.
14 snips
Feb 8, 2026 • 1h 27min
TIVP058: Hermes: The Most Prestigious Luxury Brand in the World w/ Daniel Mahncke & Shawn O’Malley
A deep look at what makes a luxury brand truly elite. Conversation about scarcity, waitlists, and how limited access fuels desirability. Exploration of artisanal craftsmanship, family control, and mostly French manufacturing. Discussion of geography, China exposure, store economics, and where future growth might come from.
25 snips
Feb 1, 2026 • 1h 10min
TIVP057: Doximity (DOCS): A Profitable Social Media Platform For Doctors w/ Shawn O’Malley & Daniel Mahncke
They explore a doctor-focused social platform that reaches ~80% of U.S. physicians and why pharma values that audience. They discuss verified physician data, targeted advertising formats, and subscription-based ad deals. They cover productivity tools, HIPAA-compliant AI like DocsGPT, and how workflow integrations boost engagement. They also weigh concentration, legal and competitive risks, and approaches to valuing the business.
