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

  1. 3天前

    TIVP013: Moncler (MONC): Zipped for Success w/ Daniel Mahncke & Shawn O'Malley

    In today’s episode, Daniel Mahncke and Shawn O’Malley break down Moncler (ticker: MONC), an emerging leader in luxury outerwear. Known for its iconic down jackets, high-profile collaborations, and strategic expansion into new markets, Moncler has established itself as a powerhouse in the luxury fashion industry. As the company focuses on strengthening its direct-to-consumer model and expanding the luxury streetwear brand Stone Island, it’s positioning itself for more stable and profitable growth while maintaining its exclusive brand image. In this episode, you’ll learn why Moncler stands out in the luxury fashion world, how it has built a strong brand identity rooted in both heritage and innovation, why its shift toward direct sales is so important for long-term profitability, what role collaborations and limited collections play in driving demand, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 02:44 - How Moncler evolved from a French, niche skiwear brand into an Italian luxury brand. 13:10 - What makes a luxury brand successful. 26:51 - Why Direct-to-Consumer is so important for luxury brands. 34:59 - How Remo Ruffini transforms niche, local brands into global luxury brands. 49:28 - What role does Stone Island play? 49:28 - How does Moncler think about further acquisitions? 52:54 - Where does future growth come from? 01:10:52 - What are the risks in a Moncler investment? 01:26:37 - Whether Shawn & Daniel add MONC to The Intrinsic Value Portfolio. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. What Moncler and Canada Goose are really chasing: watch the video. Moncler x Pharrell Williams Art of Terrain Experience. Daniel Mahncke’s last Pitch on Nintendo. “The Luxury Strategy” book. Check out our previous Intrinsic Value breakdowns: AutoZone, Alphabet, Ulta, John Deere, and Madison Square Garden Sports. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to 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: Shopify CFI Education TurboTax Airbnb Connect with Shawn: Twitter | LinkedIn | Email Connect with Daniel: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!  Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

    1 小时 35 分钟
  2. 3月23日

    TIVP012: Hershey (HSY): A Deliciously Beaten Down Stock? w/ Shawn O'Malley & Daniel Mahncke

    In today’s episode, Shawn O’Malley and Daniel Mahnke break down Hershey (ticker: HSY), a company about so much more than chocolate. From Hershey’s Kisses to Reese’s, Skinny Pop, and Dot’s Pretzels, Hershey’s is home to a number of iconic brands and is turning into an increasingly diversified snacking company. In this episode, you’ll learn how Hershey’s was founded, why chocolate brands are hard to scale internationally, why Hershey’s is diversifying into salty snacks, what Hershey’s is doing about a global cocoa shortage, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 04:41 - Hershey’s unique origin story 16:09 - How the company is responding to global cocoa shortages 22:19 - Why Hershey is unlikely to be acquired and its plans for growth 23:36 - The origins of Hershey’s unconventional ownership structure 29:27 - Why Hershey’s isn’t as popular outside North America 39:53 - What made Hershey’s diversify into salty snacks 42:45 - Why the stock has been so beaten up over the last 18 months 35:12 - How Hershey’s stacks up against competitors 1:00:20 - What is Hershey’s intrinsic value per share 1:07:44 - Whether Shawn & Daniel add HSY to The Intrinsic Value Portfolio And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Hershey’s 2023 pitch on the Value Investors Club Forum. Check out Poor Charlie’s Almanack. The History of Hershey. Hershey’s annual financial reports. Check out our previous Intrinsic Value breakdowns: AutoZone, Alphabet, Ulta, John Deere, and Madison Square Garden Sports. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to 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: Shopify CFI Education TurboTax Airbnb Connect with Shawn: Twitter | LinkedIn | Email Connect with Daniel: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!  Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

    1 小时 31 分钟
  3. 3月16日

    TIVP011: Nintendo (NTDOY): “Switching” It Up w/ Daniel Mahncke and Shawn O'Malley

    In today’s episode, Daniel Mahncke and Shawn O’Malley break down Nintendo (ticker: NTDOY), a global gaming powerhouse. With its legendary franchises, expanding digital services, and a growing presence beyond gaming, Nintendo is evolving into a broader entertainment empire. As the company focuses on building an everlasting ecosystem and shifting toward recurring revenue streams, it appears to be achieving greater financial stability while maintaining its reputation for innovation. In this episode, you’ll learn why Nintendo is such a unique gaming and entertainment company, how it has built one of the most loyal fan bases in the industry, why its business model is evolving beyond traditional console cycles, what Nintendo can do to strengthen its long-term profitability, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 03:57 - How Nintendo evolved from a small playing card company into a global gaming powerhouse. 07:48 - Why Nintendo's consoles and games are unique in the industry. 10:03 - Why Nintendo differs from competitors like PlayStation and Xbox. 21:20 - How the introduction of online services has changed the gaming industry forever. 26:57 - How Nintendo survived the Wii U failure and stepped up its game. 35:29 - How Nintendo is turning its consoles into an everlasting gaming ecosystem. 47:04 - How Nintendo is leveraging its IP to expand beyond gaming. 01:27:14 - What is Nintendo’s intrinsic value per share? 01:31:51 - Whether Shawn & Daniel add NTDOY to The Intrinsic Value Portfolio. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Crossroad's 2021 Annual Letter: Nintendo Breakdown. Nintendo's Investor Relations Information. Daniel Mahncke’s appearance on the Millennial Investing podcast to discuss Alibaba. Shawn and Daniel’s 2024 podcast on Disney The Original 1972 Magnavox Odyssey Commercial. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to 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: Netsuite Shopify CFI Education TurboTax Airbnb Connect with Shawn: Twitter | LinkedIn | Email Connect with Daniel: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!  Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

    1 小时 43 分钟
  4. TIVP010: Airbnb (ABNB): A Silicon Valley Gem w/ Shawn O’Malley

    3月9日

    TIVP010: Airbnb (ABNB): A Silicon Valley Gem w/ Shawn O’Malley

    In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down Airbnb (ticker: ABNB), a dominant and disruptive business in the hospitality industry. Airbnb has changed how the world travels, convincing millions to spend a night in a stranger’s home, similar to how Uber convinced the world to ride in strangers’ vehicles. Shawn explores how Airbnb got its start, the business’s economics, and whether the company is an attractive investment at current prices. In this episode, you’ll learn the secret sauce behind Airbnb, how it stacks up against the competition, what Airbnb’s flywheel looks like, how the company plans to grow, the best ways to think about valuing its shares, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 03:06 - Airbnb’s surprising origin story 07:56 - How Airbnb’s co-founder has continued to lead the company 23:47 - Which concerns pose the biggest downside risks for Airbnb investors 25:12 - How Airbnb is navigating regulatory controversies in cities across the world 28:25 - What impact has Covid had on the business, and why it may have made Airbnb stronger 41:00 - Airbnb’s plans for growth and continued disruption of the hospitality industry 41:20 - What underpins Airbnb’s flywheel for success 47:56 - How to think about Airbnb’s valuation and Shawn’s decision on Airbnb for The Intrinsic Value Portfolio And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out The Story of Airbnb w/ Clay Finck | YouTube Video. Aswath Damodaran’s blog post on ABNB. Leigh Gallagher's book, The Airbnb Story. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to 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: Airbnb TurboTax Netsuite CFI Education Public Shopify Connect with Shawn: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!  Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

    1 小时 10 分钟
  5. 3月2日

    TIVP009: Blue Owl Capital (OWL): The Next Blackstone? w/ Shawn O’Malley

    In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down Blue Owl Capital (ticker: OWL), an emerging giant in the world of alternative asset management that specializes in private credit. Blue Owl has quickly grown its assets under management to over $230 billion and is one of the few SPACs from 2020 to work out, yet Shawn explores whether the company is a good investment at current prices. In today’s episode, you’ll learn how Blue Owl was born out of several mergers, how the private credit legend Doug Ostrover has built an extremely high-quality asset-management business with 91% permanent capital, why private asset classes have become so popular in recent years and whether that growth is sustainable, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 05:11 - How Blue Owl was born out of a merger with Dyal Capital and a SPAC. 05:11 - What the business model for an alternative asset manager looks like. 11:49 - Why alternative investing has ballooned in recent years and whether that growth is sustainable. 29:49 - Why Blue Owl’s permanent capital base is so attractive. 36:23 - How Blue Owl has continued to grow its assets under management through acquisitions. 59:04 - How to untangle Blue Owl’s convoluted corporate structure. 01:03:42 - Why financial services businesses are especially opaque and hard-to-value. 01:08:17 - Whether Shawn adds Blue Owl to The Intrinsic Value Portfolio. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. The Financial Times’ article on Michael Rees of Dyal Capital. Capital Allocators podcast with Douglas Ostrover. Chris Panagiotu was my financial-advisory scuttlebutt contact for Blue Owl — checkout his podcast on financial planning. Ohio State study on private credit returns. See here on how to attend the 2025 Berkshire Hathaway shareholder’s meeting and meet-ups with The Investor’s Podcast Network Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to 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: Netsuite Shopify TurboTax Public Airbnb Connect with Shawn: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!  Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

    1 小时 14 分钟
  6. TIVP008: VeriSign (VRSN): The Internet’s Toll Road w/ Shawn O’Malley

    2月23日

    TIVP008: VeriSign (VRSN): The Internet’s Toll Road w/ Shawn O’Malley

    In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down VeriSign, a company that underpins the functioning of the internet. VeriSign acts like a toll road, collecting fees from anyone using website domains ending in .com or .net, in exchange for managing the global domain registry system and making these domains accessible. VeriSign is a fascinating company with the fifth-highest profit margins in the S&P 500, and its shares have been increasingly snapped up by Berkshire Hathaway of late, which has become its largest shareholder. You’ll learn how VeriSign was granted its monopoly, how it supports internet infrastructure, and whether the stock is attractively valued, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 02:29 - How VeriSign sits at the foundation of the world’s internet. 07:22 - Why VeriSign is legally permitted to have a monopoly over the .com & .net website domains. 08:40 - How VeriSign is like a toll road by getting paid by any website ending in .com. 12:29 - What VeriSign does with its ample cash flows. 13:34 - How domain registration works and how VeriSign relies on sites like GoDaddy to drive more domain registrations. 13:44 - Why VeriSign’s monopoly likely isn’t going anywhere. 32:26 - The biggest risks, from cyberattacks to terrorism, threatening the company’s operations. 45:39 - How to think about the company’s intrinsic value and how expected returns fluctuate based on your purchase price per share. 51:15 - Whether Shawn adds VeriSign to The Intrinsic Value Portfolio. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our discussion of VeriSign in the Q1 2025 Mastermind episode on We Study Billionaires | YouTube Video. Value Investors Club pitch for VRSN. Read the article on Berkshire’s acquisitions of VRSN shares. The difference between ICANN and VeriSign, explained. Explore Myths & facts about VeriSign. See here on how to attend the 2025 Berkshire Hathaway shareholder’s meeting and meet-ups with The Investor’s Podcast Network Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to 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: Netsuite TurboTax Public Airbnb Connect with Shawn: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!  Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

    1 小时 4 分钟
  7. 2月16日

    TIVP007: AutoZone (AZO): Under The Hood w/ Shawn O’Malley

    In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down AutoZone, ticker: AZO, a 100-bagger stock that continues to wow investors with its massive share repurchases after already buying back more than 90% of its total shares outstanding in the past two decades. AutoZone is a seemingly mundane auto parts retailer, a common store you’ve probably driven past or visited dozens of times, but its returns on capital are anything but average.  Shawn goes through the company’s surprising origin story, how it scaled nationwide and internationally with a simple business model, why the business is so profitable and why it has been able to fend off Amazon so well, and whether this quality stock is attractively valued today, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 05:51 - How AutoZone was born out of a family grocery chain. 11:30 - How AutoZone leverages “mega hubs” to keep an inventory of over 100,000 SKUs. 13:45 - Why AutoZone is able to boost its free cash flows with negative working capital. 13:45 - How is AutoZone able to repurchase so much of its stock?  28:37 - What has made the company so resistant to e-commerce and pressures from Amazon?  35:58 - Why AutoZone’s customers are price insensitive and value service quality more than anything. 53:40 - Where AutoZone is expanding internationally and how that affects the business’s growth prospects. 59:59 - How to think about the company’s intrinsic value and how expected returns fluctuate based on your purchase price per share. 01:05:05 - Whether Shawn adds AutoZone to The Intrinsic Value Portfolio. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Value Investors Club post on AZO. Quartr’s deep dive into AZO. CNBC on how AutoZone has fended off Amazon. Attend the 2025 Berkshire Hathaway shareholder meeting and meet-ups with The Investors Podcast Network Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to 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: Netsuite TurboTax Public Airbnb Connect with Shawn: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!  Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

    1 小时 11 分钟
  8. TIVP006: Vital Farms (VITL): Egg-cellent Value? w/ Shawn O'Malley

    2月9日

    TIVP006: Vital Farms (VITL): Egg-cellent Value? w/ Shawn O'Malley

    In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down Vital Farms, a company that sells pasture-raised eggs with a cult-like following. Vital Farms missed the memo that eggs are supposed to be a commodity and instead has brought the “premium egg” market mainstream. Shawn goes through how the company has scaled its business sustainably and ethically through a network of family farms, why the brand has such incredible customer loyalty, how they can continue growing, and why the stock may offer “egg-cellent” value to investors, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 07:20 - What makes the Vital Farms brand so special to consumers 15:15 - How Vital Farms built up a network of family farms from scratch 28:10 - How the company has leveraged its pricing power and customer loyalty to scale revenues dramatically 40:45 - What Vital Farms has done to fend off allegations of greenwashing  46:33 - What Vital Farms can do to keep expanding its business 51:57 - How to think about the company’s intrinsic value 52:15 - Why the stock appears undervalued relative to other fast-growing, pure-play consumer packaged goods companies 57:53 - Whether Shawn adds Vital Farms to The Intrinsic Value Portfolio And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Vital Farms pitch on the Value Investors Club forum. Learn more about Vital Farms. Check out tracing egg cartons with Vital Farms Matt O’Hayer’s interview with CNBC. Attend the 2025 Berkshire Hathaway shareholder meeting and meet-ups with The Investors Podcast Network Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to 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: Netsuite TurboTax Public Airbnb Connect with Shawn: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!  Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

    1 小时 12 分钟

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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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