The Intrinsic Value Podcast - The Investor’s Podcast Network

The Investor's Podcast Network
  • 4.6（542則評分）
  • 投資
  • 每週更新
The Intrinsic Value Podcast - 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. 2 天前

    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 小時 14 分鐘
  2. 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 小時 4 分鐘

  3. 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 小時 11 分鐘
  4. 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 小時 12 分鐘
  5. TIVP005: Alphabet (GOOGL): Searching for Quality w/ Shawn O’Malley

    2月2日

    TIVP005: Alphabet (GOOGL): Searching for Quality w/ Shawn O’Malley

    In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down Alphabet — the parent company of Google, which is one of the most valuable companies in the world and probably an important part of your everyday life. Shawn explores how Google got its start, how Alphabet makes money from seemingly-free services like Gmail, Google Maps, and Google Earth, and what to make of how AI and regulatory threats could reshape Alphabet’s business model. Shawn paints a high-level picture of the most important things to understand about this incredible business and then goes through his process for valuing each individual business unit at Alphabet. You’ll learn how Alphabet’s different business units are structured, how they make money, and how Shawn assembles a “sum-of-the-parts valuation” for the company, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 05:39 - Which subsidiaries make up the Alphabet conglomerate 07:58 - What to make of Alphabet’s “Moonshot Bets” division 10:33 - How to factor in Waymo and other speculative technologies into the company’s valuation 23:58 - How AI is changing search  29:22 - In what ways Alphabet earns different forms of advertising revenue 31:33 - Why YouTube is arguably the most valuable streaming platform in the world 39:37 - Why regulatory concerns aren’t as much of a worry as you might think 45:42 - Mind-blowing stats about just how large and influential Alphabet is 48:16 - How to put together a sum-of-the-parts valuation for Alphabet *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. Aswath Damodaran on the Magnificent 7. Check out Alphabet pitch on the Value Investors Club. Adam Seessel's book, Where the Money Is: Value Investing in the Digital Age. Adam Seessel’s past appearances on the Millennial Investing podcast in: November 2023, September 2022, and June 2022. Adam Seessel on the We Study Billionaires podcast. Learn more about Alphabet’s Moonshot Bets. 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: 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 小時 16 分鐘

  6. 1月26日

    TIVP004: John Deere (DE): Sowing the Seeds of Growth w/ Shawn O’Malley

    In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down John Deere, a company as American as Levi’s blue jeans and apple pie. John Deere is a fascinating business because it has survived for nearly two hundred years and remained an industry leader for much of that time, continually building their world-famous green-and-yellow tractors. Deere is about much more than tractors, though, and you might be surprised to learn that its story is really about cutting-edge technology. Deere’s equipment is extremely sophisticated, and the company is working on autonomous tractors that may very well be the future of agriculture. After breaking down Deere’s business, Shawn shares his thoughts on the company’s valuation and his decision on whether to add it to The Intrinsic Value Portfolio he’s building each week on the show, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 01:56 - How John Deere was founded.  19:24 - Why farmers love John Deere so much. 24:24 - How the company has embraced cutting-edge technology. 33:04 - Where Deere stacks up against the competition. 41:58 - Why subscriptions are enabling Deere’s business to be less cyclical. 55:19 - How to value a cyclical company.  56:53 - What to make of Deere’s seemingly large amount of debt. 01:06:40 - Whether Shawn thinks the stock is attractively valued. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Leandro’s article on John Deere for Best Anchor Stocks. Leandro’s Twitter account. Value Investors Club pitch of John Deere. David Magee's The John Deere Way. Aswath Damodaran on valuing cyclical businesses. 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: 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 小時 13 分鐘

  7. 1月19日

    TIVP003: Ulta Beauty (ULTA): A Beautiful Compounder w/ Shawn O’Malley

    In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down what you might call a beautiful compounder. That is, Ulta Beauty, one of America’s largest retailers for cosmetics, skincare, and hair care products, with an impressive track record of generating returns on capital while benefiting from industry trends where beauty enthusiasts increasingly see beauty products as being key to their wellness and self-care routines. Shawn outlines what has worked well for Ulta, why its customers are so loyal, how it survived disruption from Amazon, his thoughts on the company’s valuation, and finally, his decision on whether to add the company to The Intrinsic Value Portfolio he’s building each week on the show, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 02:28 - How Mary Dillon made Ulta into an e-commerce giant. 11:27 - What customers love about Ulta. 13:35 - What makes the in-person experience at Ulta so special. 26:39 - How Ulta stacked up 44 million members in its loyalty program. 29:08 - How Ulta compares to Sephora and other competitors. 39:44 - Why Ulta has been able to generate such impressive returns on capital. 42:53 - What’s attractive about Ulta’s current valuation. 48:44 - Whether the company can continue growing. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Sign up for The Intrinsic Value Newsletter. ROIIC Formula: Intrinsic Value Compounding Rate = ROIC x Reinvestment Rate. John Huber on calculating the incremental return on invested capital. Berkshire Hathaway’s 1992 shareholder letter from Warren Buffett. Ulta’s 2024 Investor Day webcast. An interview with Ulta’s CEO , Dave Kimbell, on why Ulta is winning despite industry disruption. 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: TurboTax Public Bluehost 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 小時 13 分鐘
  8. TIVP002: Coupang (CPNG): The Amazon of South Korea w/ Shawn O’Malley

    1月12日

    TIVP002: Coupang (CPNG): The Amazon of South Korea w/ Shawn O’Malley

    In today’s episode, Shawn O’Malley (@Shawn_OMalley_) tells the story of Coupang, the “Amazon of South Korea.” Coupang’s Bom Kim is an impressive founder & CEO who has led the company to incredible growth, with almost half of South Korea’s population becoming active customers of Coupang. And Coupang’s overnight delivery actually puts Amazon to shame, while few companies create as much value for customers as Coupang does with its RocketWOW memberships, which are similar to Amazon’s Prime subscriptions. But how well does this all translate into value for Coupang’s shareholders? In today’s episode, you’ll learn the origin story behind Coupang, how its business model works, why its stock has flopped since IPOing in 2021, how Shawn thinks about its valuation, and whether he wants to add it to The Intrinsic Value Portfolio, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 02:51 - How Coupang captured the hearts — and wallets — of South Koreans 05:06 - Why Bom Kim founded Coupang  22:03 - What’s behind Coupang’s shift into luxury e-commerce 33:11 - Why Coupang is planning to expand more in Taiwan and what went wrong in Japan 38:40 - Which legendary investors have invested in Coupang 40:28 - How a negative cash conversion cycle supports Coupang’s free cash flows 42:34 - In what ways Temu and Alibaba are threatening Coupang 45:53 - How to think about Coupang’s intrinsic valuation 49:41 - Whether Shawn is adding Coupang to The Intrinsic Value Portfolio And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Sign up for The Intrinsic Value Newsletter. Coupang’s pitch on the Value Investors Club forum. Check out Miller Value Partners on Coupang. Quartr’s breakdown of the Coupang story. Coupang’s AI-powered fulfillment center. 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: TurboTax Airbnb Public Bluehost 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 小時 4 分鐘
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簡介

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

資訊

  • 創作者
    The Investor's Podcast Network
  • 活躍年代
    2019年 - 2025年
  • 集數
    700
  • 年齡分級
    兒少適宜
  • 版權
    © This content is for educational purposes only. This content cannot be used for commercial use without written permission from the The Investor's Podcast Network.
  • 節目網站
    The Intrinsic Value Podcast - The Investor’s Podcast Network

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