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The Intrinsic Value Podcast - The Investor’s Podcast Network
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The Intrinsic Value Podcast - The Investor’s Podcast Network episodes
- TIVP053: Exor NV (EXO): Too Good To Be True? w/ Shawn O’Malley & Daniel Mahncke
Shawn O’Malley and Daniel Mahncke break down Exor NV (ticker: EXO), a unique holding company that has acted as a vehicle for the family wealth of Fiat’s founder, but now poses a compelling arbitrage opportunity, with Exor’s stock trading at nearly a 60% discount to its net asset value.
IN THIS EPISODE, YOU’LL LEARN:
00:00:00 – Intro00:04:55 – How Ferrari became Exor’s largest investment
00:06:16 – Whether Exor actually offers discounted exposure to companies like Ferrari, Stellantis, and CNH
00:16:48 – What markets Exor is focusing on most now
00:19:45 – Why Exor trades at such a discount to its NAV
00:42:02 – Why Exor trimmed part of its Ferrari stake
00:45:01 – Why Exor is unlikely to be forced to realize its NAV by outsiders
00:51:03 – Why Exor reclassified itself from an industrial conglomerate to an investment company
01:00:11 – How to think about modeling EXO’s intrinsic value
01:09:24 – Whether Shawn and Daniel add EXO to their Intrinsic Value Portfolio
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
- The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!)
- Sign up for The Intrinsic Value Newsletter.
- Shawn & Daniel use Fiscal.ai for every company they research — use their referral link to get started with a 15% discount!
- Learn how to join us in Omaha for the 2026 Berkshire Hathaway shareholder meeting.
- Check out the Interview with Exor’s CEO, John Elkann.
- Check out the 2020 Value Investors Club pitch on Exor.
- Read the 2011 book on the Agnelli family history.
- Explore our previous Intrinsic Value breakdowns: Transdigm, Salesforce, Berkshire Hathaway, FICO, PayPal, Uber, Nike, Amazon, Airbnb, Alphabet.
- Related books mentioned in the podcast.
- Ad-free episodes on our Premium Feed.
NEW TO THE SHOW?
- Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
- Browse through all our episodes (complete with transcripts) here.
- Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance.
- Enjoy exclusive perks from our favorite Apps and Services.
- Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:Public.com - See the full disclaimer here.Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
1 hr 13 min - TIVP052: Chapters Group: 100-Bagger in the Making? w/ Daniel Mahncke & Shawn O’Malley
Daniel and Shawn take a deep dive into Chapters Group — one of Europe’s most rapidly evolving serial acquirers of mission-critical software and services. They explore where the group’s growth is coming from, how the company allocates capital, and whether Chapters Group’s valuation is justifiable.
IN THIS EPISODE, YOU’LL LEARN:
00:00:00 – Intro00:06:56 – How Chapters Group was founded00:09:20 – Why elite investors invest in it00:14:09 – How their playbook for M&A works00:20:55 – About the major long-term tailwinds behind their businesses00:35:28 – How M&A is financed00:46:14 – Why dilution is justified at this stage00:50:39 – How the financials look01:05:26 – Whether Shawn and Daniel add CHG to the portfolio*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
- The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!)
- Sign up for The Intrinsic Value Newsletter.
- Joys of Compounding interview with CEO Jan Mohr.
- Chapters Group Half-Year Presentation 2025.
- TIVP Episode on TransDigm.
- Tresor Capital Research Article.
- CEO Mohr presenting at the Redeye Serial Acquirer Conference.
- William Thorndike’s book: The Outsiders.
- Explore our previous Intrinsic Value breakdowns: Transdigm, Salesforce, Berkshire Hathaway, FICO, PayPal, Uber, Nike, Amazon, Airbnb, Alphabet.
- Related books mentioned in the podcast.
- Ad-free episodes on our Premium Feed.
NEW TO THE SHOW?
- Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
- Browse through all our episodes (complete with transcripts) here.
- Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance.
- Enjoy exclusive perks from our favorite Apps and Services.
- Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:Public.com - See the full disclaimer here.Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
1 hr 15 min - TIVP051: Snap Inc. (SNAP): Why Hasn’t Snapchat Become a Social Media Titan? w/ Shawn O’Malley & Daniel Mahncke
Shawn and Daniel break down Snap Inc., a camera-based social media platform with nearly one billion monthly users.
IN THIS EPISODE, YOU’LL LEARN:
00:00:00 – Intro00:08:25 – Why Snapchat, being a founder-led company, is less than ideal in this case
00:09:15 – Why Snapchat is unlikely to be acquired any time soon
00:17:49 – How Snapchat almost didn’t become a hit, and what made it suddenly so popular
00:39:24 – Why growth internationally is actually worsening Snapchat’s unit economics
00:45:12 – What to know about how the company is dipping its toes into artificial intelligence
00:48:01 – Whether subscriptions can save Snapchat’s business model
00:57:55 – Why it has been so much harder for Snapchat to make its unit economics work relative to peers
01:07:08 – How to think about modeling SNAP’s intrinsic value
01:07:29 – Whether Shawn and Daniel add SNAP to their Intrinsic Value Portfolio
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCES
- The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!)
- Sign up for The Intrinsic Value Newsletter.
- Shawn & Daniel use Fiscal.ai for every company they research — use their referral link to get started with a 15% discount!
- Snap’s investor relations page.
- Acquired’s podcast coverage of Snap.
- Why Snap CEO Evan Spiegel is betting on smart glasses.
- Explore our previous Intrinsic Value breakdowns: Transdigm, Salesforce, Berkshire Hathaway, FICO, PayPal, Uber, Nike, Amazon, Airbnb, Alphabet.
- Related books mentioned in the podcast.
- Ad-free episodes on our Premium Feed.
NEW TO THE SHOW?
- Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
- Browse through all our episodes (complete with transcripts) here.
- Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance.
- Enjoy exclusive perks from our favorite Apps and Services.
- Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:- Public.com - See the full disclaimer here.
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
1 hr 14 min - TIVP050: Portfolio Review: Performance and New Positions w/ Daniel Mahncke & Shawn O’Malley
Daniel and Shawn review the Intrinsic Value Portfolio after nearly one year of searching for the best opportunities in the market. In this episode, they break down the portfolio’s current performance, share updates on existing holdings, and revisit watchlist companies that may now deserve a spot — either because they’ve become cheaper or their outlook has changed.
IN THIS EPISODE, YOU’LL LEARN:
00:00:00 - Intro00:01:15 - How the Intrinsic Value Portfolio performed00:05:03 - How we think about Reddit’s price increase00:11:33 - What way we found to invest in Ferrari00:21:30 - Why Crocs has become even more interesting00:36:25 - Why we are bullish on Uber00:46:28 - How we think about our retail investments00:58:57 - About the similarities between Salesforce and Adobe01:14:16 - What we think of Ulta Beauty*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
- The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!)
- Sign up for The Intrinsic Value Newsletter to track our Portfolio.
- Last Portfolio Review.
- Our Free Newsletter.
- Our Free Podcast.
- Explore our previous Intrinsic Value breakdowns: Paypal, Uber, Nike, Reddit, Amazon, Airbnb, TSMC, Alphabet, Ulta, LVMH, and Madison Square Garden Sports.
- Related books mentioned in the podcast.
- Ad-free episodes on our Premium Feed.
NEW TO THE SHOW?
- Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
- Browse through all our episodes (complete with transcripts) here.
- Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance.
- Enjoy exclusive perks from our favorite Apps and Services.
- Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:• Public.com - See the full disclaimer here.
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
1 hr 23 min - TIVP049: DoorDash (DASH): Can It Keep Delivering Returns? w/ Shawn O’Malley & Daniel Mahncke
Shawn and Daniel break down DoorDash (ticker: DASH), America’s dominant meal-delivery company that’s rapidly expanding into all forms of local commerce.
IN THIS EPISODE, YOU’LL LEARN:
00:00:00 - Intro00:00:47 - How DoorDash came out of nowhere to become America’s leading meal-delivery service, usurping Uber Eats and Grubhub
00:07:57 - What opportunity DoorDash’s founders saw and the story of its origins as Palo Alto Delivery
00:10:26 - What DoorDash has done to finally crack the code of positive unit economics in restaurant delivery
00:19:21 - Why DoorDash is well-positioned to continue growing both domestically and internationally
00:28:41 - How a tipping scandal nearly destroyed the brand
00:16:21 - Why the COVID-19 pandemic was such a significant boon to DoorDash’s business
01:15:35 - The company’s approach to management comp
01:21:07 - How to think about modeling DASH’s intrinsic value
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
- The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!)
- Sign up for The Intrinsic Value Newsletter to track our Portfolio.
- Shawn & Daniel use Fiscal.ai for every company they research — use their referral link to get started with a 15% discount!
- Business Breakdowns’ coverage of DoorDash
- The Acquired podcast’s coverage of DoorDash
- Modern MBA on DoorDash and the myth of profitable food delivery
- Explore our previous Intrinsic Value breakdowns: Paypal, Uber, Nike, Reddit, Amazon, Airbnb, TSMC, Alphabet, Ulta, LVMH, and Madison Square Garden Sports.
- Related books mentioned in the podcast.
- Ad-free episodes on our Premium Feed.
NEW TO THE SHOW?
- Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
- Browse through all our episodes (complete with transcripts) here.
- Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance.
- Enjoy exclusive perks from our favorite Apps and Services.
- Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:• Public.com - See the full disclaimer here.
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
1 hr 34 min - TIVP048: S&P Global (SPGI): The Company behind the Market w/ Daniel Mahncke & Shawn O’Malley
Daniel and Shawn dive into S&P Global – the data and benchmark giant that is best-known for the S&P 500 index.
IN THIS EPISODE, YOU’LL LEARN:00:00:00 - Intro00:03:02 - About S&P’s Rating Business
00:03:56 - What businesses S&P Global operates
00:04:32 - About S&P’s Market Intelligence Business
00:07:54 - About S&P Global’s founding story
00:38:52 - About S&P’s Index Business
00:48:45 - About S&P’s Commodity Insight Business
00:58:10 - About S&P’s Mobility Business
01:03:45 - How S&P thinks about Capital Allocation
01:24:43 - Whether Shawn & Daniel add SPGI to The Intrinsic Value Portfolio
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
- The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!)
- Sign up for The Intrinsic Value Newsletter to track our Portfolio.
- Barron’s Interview with Former SPGI CEO Doug Peterson.
- S&P Global Investor Day Presentation 2025.
- TIVP Episode on MSCI.
- Explore our previous Intrinsic Value breakdowns: Paypal, Uber, Nike, Reddit, Amazon, Airbnb, TSMC, Alphabet, Ulta, LVMH, and Madison Square Garden Sports.
- Related books mentioned in the podcast.
- Ad-free episodes on our Premium Feed.
NEW TO THE SHOW?
- Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
- Browse through all our episodes (complete with transcripts) here.
- Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance.
- Enjoy exclusive perks from our favorite Apps and Services.
- Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:- Public.com
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
1 hr 28 min - TIVP047: Booking Holdings (BKNG): Does Booking.yeah = Value.yeah? w/ Shawn O’Malley & Daniel Mahncke
Shawn O’Malley and Daniel Mahncke break down Booking Holdings (ticker: BKNG), the world’s largest travel company.
IN THIS EPISODE, YOU’LL LEARN:
00:00:00 - Intro00:24:07 - What are the subtle differences between Expedia, Booking, and Airbnb00:26:18 - How Booking.com established a foothold in Europe despite Expedia’s dominance in North America00:55:59 - What Alphabet could do to seriously disrupt Booking01:01:14 - How Booking uses price parity to protect its value-add to customers01:03:56 - Whether Booking can be disrupted by AI01:09:50 - About the flawed approach the company has taken with its management comp01:19:04 - Why the global travel industry should continue to outpace GDP growth01:22:09 - How to think about modeling BKNG’s intrinsic value01:23:53 - Whether Shawn and Daniel add BKNG to their Intrinsic Value Portfolio*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
- The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!)
- Sign up for The Intrinsic Value Newsletter to track our Portfolio.
- Shawn & Daniel use Fiscal.ai for every company they research — use their referral link to get started with a 15% discount!
- Our colleagues Clay Finck and Kyle Grieve’s discussion of BKNG on We Study Billionaires.
- How Booking’s management thinks about stock-based comp.
- Interview with Booking's CEO on the promise of AI in travel.
- Booking’s CEO interview with Time Magazine.
- Explore our previous Intrinsic Value breakdowns: Paypal, Uber, Nike, Reddit, Amazon, Airbnb, TSMC, Alphabet, Ulta, LVMH, and Madison Square Garden Sports.
- Related books mentioned in the podcast.
- Ad-free episodes on our Premium Feed.
NEW TO THE SHOW?
- Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
- Browse through all our episodes (complete with transcripts) here.
- Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance.
- Enjoy exclusive perks from our favorite Apps and Services.
- Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:- Public.com
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
1 hr 35 min - TIVP046: TransDigm (TDG): A Conglomerate of Monopolies w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O’Malley dive into TransDigm — the aerospace supplier that turned “boring parts” into a compounding machine. Built around proprietary, often sole-source components installed across nearly every commercial and military aircraft in service, TransDigm monetizes decades of aftermarket demand through premium pricing and enviable margins.
IN THIS EPISODE, YOU’LL LEARN:
00:00:00 - Intro00:01:19 - What TransDigm does, and how was it founded00:14:45 - What makes TransDigm’s founders and philosophy so special00:18:05 - How TransDigm uses debt to leverage returns00:34:34 - Why TransDigm is basically a monopoly00:49:41 - What TransDigm’s M&A Playbook looks like00:54:14 - Where future growth is coming from01:16:15 - Whether TransDigm is fairly valued01:20:06 - Whether Shawn & Daniel add TDG to The Intrinsic Value Portfolio*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
- The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!)
- Sign up for The Intrinsic Value Newsletter to track our Portfolio.
- Howley Interview with William Thorndike at the 50x Podcast.
- Clay’s Deep Dive into TransDigm Competitor Heico.
- Clay’s Interview with Niklas Sävås about Serial Acquirers.
- TransDigm 2024 Analyst Day Webcast.
- Explore our previous Intrinsic Value breakdowns: Paypal, Uber, Nike, Reddit, Amazon, Airbnb, TSMC, Alphabet, Ulta, LVMH, and Madison Square Garden Sports.
- Related books mentioned in the podcast.
- Ad-free episodes on our Premium Feed.
NEW TO THE SHOW?
- Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
- Browse through all our episodes (complete with transcripts) here.
- Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance.
- Enjoy exclusive perks from our favorite Apps and Services.
- Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:- Public.com
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
1 hr 33 min - TIVP045: Robinhood Markets Inc. (HOOD): The World’s Most Innovative Financial Company? w/ Shawn O’Malley & Daniel Mahncke
Shawn & Daniel discuss how Robinhood transformed investing with commission-free trading, overcame controversies, and now aims to become a full-service financial platform through Robinhood Gold.
IN THIS EPISODE, YOU’LL LEARN:
00:00:00 - Intro
00:00:40 - How Robinhood disrupted the entire brokerage industry
00:32:05 - How Robinhood can offer commission-free trading
00:05:34 - Why Robinhood Gold may be the financial services equivalent of Amazon Prime
00:46:55 - What makes Robinhood so well-positioned to capitalize on the passing down of wealth from Baby Boomers to Millennials and Gen Z
00:28:10 - How the company is revolutionizing finance again with prediction markets, fractionalized shares, 24/5 trading, stock tokens, crypto, and more
00:50:40 - What to make of Robinhood’s controversial CEO and co-founder, Vlad Tenev
01:30:03 - How to think about modeling HOOD’s intrinsic value
01:38:16 - Whether Shawn and Daniel add HOOD to their Intrinsic Value Portfolio
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
- The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!)
- Sign up for The Intrinsic Value Newsletter to track our Portfolio
- Shawn & Daniel use Fiscal.ai for every company they research — use their referral link to get started with a 15% discount!
- How Robinhood revolutionized retail investing (Quartr article)
- Vlad Tenev’s 2025 interview with Barron’s on the future of Robinhood
- Vlad Tenev’s interview describing the Robinhood super app to Ark Invest
- Robinhood’s 2024 Investor Day
- Vlad Tenev’s All-In podcast interview on stock tokenization and the future of fintech
- Derek Pilecki’s interview on We Study Billionaires discussing Robinhood
- Explore our previous Intrinsic Value breakdowns: Paypal, Uber, Nike, Reddit, Amazon, Airbnb, TSMC, Alphabet, Ulta, LVMH, and Madison Square Garden Sports.
- Related books mentioned in the podcast.
- Ad-free episodes on our Premium Feed.
NEW TO THE SHOW?
- Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
- Browse through all our episodes (complete with transcripts) here.
- Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance.
- Enjoy exclusive perks from our favorite Apps and Services.
- Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:- Public.com
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
1 hr 43 min - TIVP044: Salesforce (CRM): Agentforce or AI-Native? w/ Daniel Mahncke & Shawn O’Malley
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 late 1990s, Salesforce has grown into the world’s #1 CRM provider, powering customer relationships for over 90% of the Fortune 500.
IN THIS EPISODE, YOU’LL LEARN:
00:00:00 - Intro
00:02:43 - What exactly Salesforce does?00:03:49 - How Salesforce dominates the CRM market and revolutionizes AI Agents00:10:23 - Who Founder and CEO Marc Benioff is and how he thinks00:44:06 - How the management and executives are compensated and incentivized00:47:08 - Where Salesforce’s moat comes from and whether it’s sustainable00:53:29 - Where Salesforce invests its money01:01:24 - Whether Salesforce is fairly valued01:08:16 - Whether Shawn & Daniel add CRM to The Intrinsic Value PortfolioAnd much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
- The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!)
- Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter.
- Dreamforce Conference 2024.
- Dreamforce Main Keynote 2025.
- Marc Benioff Interview at Lenny’s Podcast.
- VIC Article on Salesforce.
- Explore our previous Intrinsic Value breakdowns: Paypal, Uber, Nike, Reddit, Amazon, Airbnb, TSMC, Alphabet, Ulta, LVMH, and Madison Square Garden Sports.
- Related books mentioned in the podcast.
- Ad-free episodes on our Premium Feed.
NEW TO THE SHOW?
- Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
- Browse through all our episodes (complete with transcripts) here.
- Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance.
- Enjoy exclusive perks from our favorite Apps and Services.
- Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:- Public.com
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
1 hr 19 min
About The Intrinsic Value Podcast - The Investor’s Podcast Network
From the publisher's feed
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
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