The Intrinsic Value Podcast - The Investor’s Podcast Network
En podkast av The Investor's Podcast Network - Søndager
729 Episoder
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TIVP016: Uber (UBER): Cash Burner To Compounder? w/ Shawn O’Malley & Daniel Mahncke
Publisert: 20.4.2025 -
TIVP015: Nike (NKE): Just Buy It? w/ Daniel Mahncke and Shawn O'Malley
Publisert: 13.4.2025 -
TIVP014: Reddit (RDDT): Valuing the Front Page of the Internet w/ Shawn O’Malley & Daniel Mahnke
Publisert: 6.4.2025 -
TIVP013: Moncler (MONC): Zipped for Success w/ Daniel Mahncke & Shawn O'Malley
Publisert: 30.3.2025 -
TIVP012: Hershey (HSY): A Deliciously Beaten Down Stock? w/ Shawn O'Malley & Daniel Mahncke
Publisert: 23.3.2025 -
TIVP011: Nintendo (NTDOY): “Switching” It Up w/ Daniel Mahncke and Shawn O'Malley
Publisert: 16.3.2025 -
TIVP010: Airbnb (ABNB): A Silicon Valley Gem w/ Shawn O’Malley
Publisert: 9.3.2025 -
TIVP009: Blue Owl Capital (OWL): The Next Blackstone? w/ Shawn O’Malley
Publisert: 2.3.2025 -
TIVP008: VeriSign (VRSN): The Internet’s Toll Road w/ Shawn O’Malley
Publisert: 23.2.2025 -
TIVP007: AutoZone (AZO): Under The Hood w/ Shawn O’Malley
Publisert: 16.2.2025 -
TIVP006: Vital Farms (VITL): Egg-cellent Value? w/ Shawn O'Malley
Publisert: 9.2.2025 -
TIVP005: Alphabet (GOOGL): Searching for Quality w/ Shawn O’Malley
Publisert: 2.2.2025 -
TIVP004: John Deere (DE): Sowing the Seeds of Growth w/ Shawn O’Malley
Publisert: 26.1.2025 -
TIVP003: Ulta Beauty (ULTA): A Beautiful Compounder w/ Shawn O’Malley
Publisert: 19.1.2025 -
TIVP002: Coupang (CPNG): The Amazon of South Korea w/ Shawn O’Malley
Publisert: 12.1.2025 -
TIVP001: Madison Square Garden Sports (MSGS): Buying the Knicks & Rangers w/ Shawn O’Malley
Publisert: 5.1.2025 -
(Trailer) The Intrinsic Value Podcast
Publisert: 1.1.2025 -
MI384: Skin in the Game w/ Clay Finck & Kyle Grieve
Publisert: 30.12.2024 -
MI383: Zero to One: Lessons From Peter Thiel w/ Shawn O’Malley
Publisert: 23.12.2024 -
MI382: Cloning Mohnish Pabrai w/ Shawn O’Malley
Publisert: 16.12.2024
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
