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
69 snips
Jan 25, 2026 • 1h 21min
TIVP056: Meta (META): Is Meta Undervalued Again? w/ Daniel Mahncke & Shawn O’Malley
Deep dive into Meta’s ad-driven "Family of Apps" and how AI boosts content discovery and ad targeting. Discussion of Reality Labs’ massive losses and AR versus VR prospects. Exploration of WhatsApp monetization paths and how Reels, Threads, and AI-generated content expand ad inventory. Valuation scenarios and whether Meta deserves a spot in a portfolio.
Jan 18, 2026 • 1h 13min
TIVP055: Churchill Downs, Inc. (CHDN): Investing in the Greatest Two Minutes in Sports w/ Shawn O’Malley & Daniel Mahncke
Explore the fascinating world of Churchill Downs, where the Kentucky Derby blends luxury hospitality with gaming. Discover how historical racing machines are driving the company's growth and why a pivot from mobile sportsbooks to B2B tech is pivotal. The unique economic dynamics around the Derby week showcase diverse revenue streams. Shawn and Daniel also delve into regulatory challenges, the asset-heavy nature of the business, and the long-term risks facing horse racing. A compelling look at an iconic brand and what’s next for its future.
73 snips
Jan 12, 2026 • 1h 32min
TIVP054: Mercado Libre: More than just "the Amazon of Latin America" w/ Daniel Mahncke & Shawn O’Malley
Discover how Mercado Libre has transformed from an eBay-like marketplace to a powerhouse in e-commerce and fintech across Latin America. The hosts unravel its unique business model, highlighting the importance of its logistics network as a competitive moat. They also delve into the lucrative fintech arm, Mercado Pago, and explore the challenges posed by competitors like Amazon and Shopee. With insights on capital allocation, advertising strategies, and future growth prospects, the discussion paints a comprehensive picture of this dynamic market leader.
34 snips
Jan 4, 2026 • 1h 13min
TIVP053: Exor NV (EXO): Too Good To Be True? w/ Shawn O’Malley & Daniel Mahncke
Shawn and Daniel dive into Exor NV, a family holding company with a surprising 60% discount to its net asset value. They explore how Ferrari became its largest investment and discuss Exor's eclectic mix of assets, from luxury brands to cyclical stocks. The hosts examine the implications of Exor’s reclassification as an investment company and review John Elkann's leadership. They also address concerns over Exor's partial Ferrari sale and the complex factors that contribute to its current market valuation.
96 snips
Dec 28, 2025 • 1h 15min
TIVP052: Chapters Group: 100-Bagger in the Making? w/ Daniel Mahncke & Shawn O’Malley
Discover the intriguing world of Chapters Group, a fast-growing acquirer of mission-critical software. Explore its unique acquisition philosophy and the influential investors backing it. The discussion dives into niche vertical software and the promising public sector tailwinds. They analyze the financials, address dilution concerns, and highlight major growth opportunities in the fintech sector. With a conservative valuation approach, the hosts debate the company’s future potential and their decision on adding it to their portfolio.
20 snips
Dec 21, 2025 • 1h 14min
TIVP051: Snap Inc. (SNAP): Why Hasn’t Snapchat Become a Social Media Titan? w/ Shawn O’Malley & Daniel Mahncke
Shawn and Daniel dissect Snap Inc.'s struggle to thrive despite a massive user base. They discuss the pitfalls of its founder-led model and management issues. The hosts explore how international growth is worsening Snap's unit economics and the challenges in monetizing its innovative features. They examine Snap's attempts at AI and subscriptions, noting their limited impact on profits. Ultimately, they conclude that Snap lacks a solid investment case, grappling with competition and an absent durable moat.
46 snips
Dec 14, 2025 • 1h 23min
TIVP050: Portfolio Review: Performance and New Positions w/ Daniel Mahncke & Shawn O’Malley
Discover insights from a year-long portfolio review, examining standout performers and potential new additions. The discussion delves into Reddit's rapid price increase and contrasts long-term holding strategies. Explore intriguing investment opportunities in Crocs and Uber, with debates on each company's future. The hosts also analyze the merits of Salesforce versus Adobe, revealing insights on AI risks and valuation. Tune in for a lively exploration of trends and strategies shaping their investment approach!
19 snips
Dec 7, 2025 • 1h 33min
TIVP049: DoorDash (DASH): Can It Keep Delivering Returns? w/ Shawn O’Malley & Daniel Mahncke
This discussion dives into the remarkable rise of DoorDash, transforming from a college project to leading meal delivery. The founders' strategic moves during the pandemic and suburban focus are explored. There's a deep analysis of DoorDash’s approach to unit economics and customer service, revealing how a tipping scandal shaped the brand’s policies. The hosts also touch on the company's potential for international growth and innovative strategies like DashPass and ghost kitchens, culminating in an investment verdict that pauses for now.
9 snips
Nov 30, 2025 • 1h 27min
TIVP048: S&P Global (SPGI): The Company behind the Market w/ Daniel Mahncke & Shawn O’Malley
Dive into S&P Global, the powerhouse behind the S&P 500, and explore its diverse range of businesses from ratings to market intelligence. The hosts discuss the company's rich history, including the impactful IHS Markit acquisition, and analyze the deep moat created by its ratings business. Discover insights into subscription models, AI disruption risks, and the economic landscape of index licensing. They also evaluate S&P's capital allocation strategy, high margins, and financial performance while deliberating on its investment potential.
13 snips
Nov 23, 2025 • 1h 35min
TIVP047: Booking Holdings (BKNG): Does Booking.yeah = Value.yeah? w/ Shawn O’Malley & Daniel Mahncke
Exploring the vast landscape of Booking Holdings, the hosts delve into its strategic foothold in Europe amidst Expedia's North American dominance. They dissect the differences between Booking, Expedia, and Airbnb, highlighting unique business models and market strengths. Insights into AI's potential disruption and the company's reliance on Google draw attention to future risks. Coupled with discussions on executive compensation and intrinsic value modeling, they ponder whether now is the right time to invest in Booking.
