November 09, 2025

TIVP045: Robinhood Markets Inc. (HOOD): The World’s Most Innovative Financial Company? w/ Shawn O’Malley & Daniel Mahncke

1 hour 42 minutes

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(!)⁠⁠

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

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