Menu
The Intrinsic Value Podcast - The Investor’s Podcast Network
Podcast image
TIVP066: Valuing Constellation Software's Spinoffs: Topicus, Lumine and co. w/ Daniel Mahncke & Shawn O’Malley
80 hours 52 mins; April 05, 2026
TIVP065: Spotify (SPOT): Investing in Music in the Age of AI w/ Shawn O’Malley & Daniel Mahncke
96 hours 8 mins; March 29, 2026
TIVP064: Kelly Partners Group: The Constellation Software of Accounting? w/ Daniel Mahncke & Shawn O’Malley
77 hours 5 mins; March 22, 2026
TIVP063: Figma Inc. (FIG): Recovering From An 80% Post-IPO Decline w/ Shawn O’Malley & Daniel Mahncke
72 hours 10 mins; March 15, 2026
TIVP062: Duolingo (DUOL): Generational Opportunity or fad? w/ Daniel Mahncke & Shawn O’Malley
83 hours 44 mins; March 08, 2026
TIVP061: Lyft Inc. (LYFT): The Key to Winning the AV Wars? w/ Shawn O’Malley & Daniel Mahncke
82 hours 51 mins; March 01, 2026
TIVP060: Constellation Software (CSU): Historic Drawdown, Historic Buying Opportunity w/ Daniel Mahncke & Shawn O’Malley
87 hours 11 mins; February 22, 2026
TIVP059: Netflix (NFLX): The King of Streaming w/ Shawn O’Malley & Daniel Mahncke
85 hours 38 mins; February 15, 2026
TIVP058.5 The Intrinsic Value Community (Mini Episode): The Power of a Trusted Peer Group w/ Daniel Mahncke & Shawn O’Malley
7 mins; February 11, 2026
TIVP058: Hermes: The Most Prestigious Luxury Brand in the World w/ Daniel Mahncke & Shawn O’Malley
86 hours 48 mins; February 08, 2026
TIVP057: Doximity (DOCS): A Profitable Social Media Platform For Doctors w/ Shawn O’Malley & Daniel Mahncke
70 hours 13 mins; February 01, 2026
TIVP056: Meta (META): Is Meta Undervalued Again? w/ Daniel Mahncke & Shawn O’Malley
80 hours 45 mins; January 25, 2026
TIVP055: Churchill Downs, Inc. (CHDN): Investing in the Greatest Two Minutes in Sports w/ Shawn O’Malley & Daniel Mahncke
72 hours 38 mins; January 18, 2026
TIVP054: Mercado Libre: More than just "the Amazon of Latin America" w/ Daniel Mahncke & Shawn O’Malley
92 hours 12 mins; January 11, 2026
TIVP053: Exor NV (EXO): Too Good To Be True? w/ Shawn O’Malley & Daniel Mahncke
72 hours 36 mins; January 04, 2026
TIVP052: Chapters Group: 100-Bagger in the Making? w/ Daniel Mahncke & Shawn O’Malley
74 hours 38 mins; December 28, 2025
TIVP051: Snap Inc. (SNAP): Why Hasn’t Snapchat Become a Social Media Titan? w/ Shawn O’Malley & Daniel Mahncke
73 hours 58 mins; December 21, 2025
TIVP050: Portfolio Review: Performance and New Positions w/ Daniel Mahncke & Shawn O’Malley
82 hours 44 mins; December 14, 2025
TIVP049: DoorDash (DASH): Can It Keep Delivering Returns? w/ Shawn O’Malley & Daniel Mahncke
93 hours 2 mins; December 07, 2025
TIVP048: S&P Global (SPGI): The Company behind the Market w/ Daniel Mahncke & Shawn O’Malley
87 hours 13 mins; November 30, 2025
TIVP047: Booking Holdings (BKNG): Does Booking.yeah = Value.yeah? w/ Shawn O’Malley & Daniel Mahncke
94 hours 35 mins; November 23, 2025
TIVP046: TransDigm (TDG): A Conglomerate of Monopolies w/ Daniel Mahncke & Shawn O’Malley
92 hours 18 mins; November 16, 2025
TIVP045: Robinhood Markets Inc. (HOOD): The World’s Most Innovative Financial Company? w/ Shawn O’Malley & Daniel Mahncke
102 hours 45 mins; November 09, 2025
TIVP044: Salesforce (CRM): Agentforce or AI-Native? w/ Daniel Mahncke & Shawn O’Malley
78 hours 43 mins; November 02, 2025
TIVP043: MSCI (MSCI): The Financial Giant Enabling Passive Investing w/ Shawn O’Malley & Daniel Mahncke
72 hours 12 mins; October 25, 2025
TIVP042: Copart (CPRT): The 100-Bagger Junk Yard w/ Daniel Mahncke & Shawn O’Malley
77 hours 2 mins; October 19, 2025
TIVP041: Fair Isaac Corporation (FICO): Scoring The World’s Biggest Credit Scorer w/ Shawn O’Malley & Daniel Mahncke
74 hours 38 mins; October 12, 2025
TIVP040: Manchester United (MANU): Valuing a Football Empire w/ Daniel Mahncke & Shawn O’Malley
72 hours 2 mins; October 05, 2025
TIVP039: Universal Music Group (UMG): Owning The World’s Music Catalog w/ Shawn O’Malley & Daniel Mahncke
87 hours 49 mins; September 28, 2025
TIVP038: Berkshire Hathaway (BRK.B): From Buffett to Abel w/ Daniel Mahncke & Shawn O’Malley
83 hours 16 mins; September 21, 2025
TIVP037: Match Group (MTCH): Is Finding Love a Good Investment? w/ Shawn O’Malley & Daniel Mahncke
77 hours 40 mins; September 14, 2025
TIVP036: Dell (DELL): Overlooked AI Growth Story? w/ Daniel Mahncke & Shawn O’Malley
81 hours 41 mins; September 07, 2025
TIVP035: Ferrari (RACE): High-Speed Compounder w/ Shawn O’Malley & Daniel Mahncke
75 hours 30 mins; August 31, 2025
TIVP034: Crocs (CROX): Fashion Icon or Value Trap? w/ Daniel Mahncke & Shawn O’Malley
72 hours 23 mins; August 24, 2025
TIVP033: Lululemon (LULU): Still the King of Athleisure? w/ Shawn O’Malley & Daniel Mahncke
87 hours 38 mins; August 17, 2025
TIVP032: Remitly (RELY): Future Multibagger or Stablecoin Casualty? w/ Daniel Mahncke & Shawn O’Malley
88 hours 15 mins; August 10, 2025
TIVP031: The Trade Desk (TTD): Heir to the Programmatic Advertising Throne? w/ Shawn O’Malley & Daniel Mahnke
83 hours 48 mins; August 03, 2025
TIVP030: PayPal (PYPL): Value Trap or Multibagger? w/ Daniel Mahncke & Shawn O’Malley
86 hours 17 mins; July 27, 2025
TIVP029: Roku (ROKU): Forgotten Streaming Giant w/ Shawn O’Malley & Daniel Mahncke
90 hours 7 mins; July 20, 2025
TIVP028: Estée Lauder (EL): Michael Burry’s Big Bet w/ Daniel Mahncke & Shawn O’Malley
69 hours 44 mins; July 13, 2025
TIVP027: LVMH (MC): Investing in True Luxury w/ Shawn O’Malley & Daniel Mahncke
83 hours 47 mins; July 06, 2025
TIVP026: The Intrinsic Value Portfolio: Mid-Year Review w/ Daniel Mahncke & Shawn O’Malley
100 hours 41 mins; June 29, 2025
TIVP025: Smith & Wesson (SWBI): Deep Value — Locked and Loaded w/ Daniel Mahncke & Shawn O’Malley
74 hours 18 mins; June 22, 2025
TIVP024: TSMC (TSM): The Most Important Business in the World? w/ Daniel Mahncke & Shawn O’Malley
91 hours 59 mins; June 15, 2025
TIVP023: Nubank (NU): Banking on Latin America w/ Shawn O’Malley & Daniel Mahncke
94 hours 19 mins; June 08, 2025
TIVP022: Amazon (AMZN): Is It Prime Time for Investors? w/ Daniel Mahncke & Shawn O’Malley
91 hours 14 mins; June 01, 2025
TIVP021: Shopify (SHOP): The Battle For The Future of E-Commerce w/ Shawn O’Malley & Daniel Mahncke
84 hours 38 mins; May 25, 2025
TIVP020: Visa (V): Is Visa still the Card to Hold? w/ Daniel Mahncke & Shawn O’Malley
83 hours 14 mins; May 18, 2025
TIVP019: Adobe (ADBE): Designing a Creative Empire w/ Shawn O’Malley & Daniel Mahncke
87 hours 50 mins; May 11, 2025
TIVP018: Mercedes-Benz (MBG): Can Benz Reinvent the Car? w/ Daniel Mahncke & Shawn O’Malley
77 hours 20 mins; May 04, 2025
TIVP017: Comfort Systems (FIX): Blue-Collar Compounder w/ Shawn O’Malley & Daniel Mahnke
75 hours 36 mins; April 27, 2025
TIVP016: Uber (UBER): Cash Burner To Compounder? w/ Shawn O’Malley & Daniel Mahncke
84 hours 25 mins; April 20, 2025
TIVP015: Nike (NKE): Just Buy It? w/ Daniel Mahncke and Shawn O'Malley
66 hours 57 mins; April 12, 2025
TIVP014: Reddit (RDDT): Valuing the Front Page of the Internet w/ Shawn O’Malley & Daniel Mahnke
82 hours 34 mins; April 06, 2025
TIVP013: Moncler (MONC): Zipped for Success w/ Daniel Mahncke & Shawn O'Malley
87 hours 20 mins; March 30, 2025
TIVP012: Hershey (HSY): A Deliciously Beaten Down Stock? w/ Shawn O'Malley & Daniel Mahncke
82 hours 45 mins; March 23, 2025
TIVP011: Nintendo (NTDOY): “Switching” It Up w/ Daniel Mahncke and Shawn O'Malley
94 hours 39 mins; March 16, 2025
TIVP010: Airbnb (ABNB): A Silicon Valley Gem w/ Shawn O’Malley
62 hours 4 mins; March 09, 2025
TIVP009: Blue Owl Capital (OWL): The Next Blackstone? w/ Shawn O’Malley
65 hours 51 mins; March 02, 2025
TIVP008: VeriSign (VRSN): The Internet’s Toll Road w/ Shawn O’Malley
56 mins; February 23, 2025
TIVP007: AutoZone (AZO): Under The Hood w/ Shawn O’Malley
62 hours 57 mins; February 16, 2025
TIVP006: Vital Farms (VITL): Egg-cellent Value? w/ Shawn O'Malley
64 hours 5 mins; February 09, 2025
TIVP005: Alphabet (GOOGL): Searching for Quality w/ Shawn O’Malley
68 hours 13 mins; February 02, 2025
TIVP004: John Deere (DE): Sowing the Seeds of Growth w/ Shawn O’Malley
64 hours 53 mins; January 26, 2025
TIVP003: Ulta Beauty (ULTA): A Beautiful Compounder w/ Shawn O’Malley
65 hours 2 mins; January 19, 2025
TIVP002: Coupang (CPNG): The Amazon of South Korea w/ Shawn O’Malley
55 mins; January 12, 2025
TIVP001: Madison Square Garden Sports (MSGS): Buying the Knicks & Rangers w/ Shawn O’Malley
51 mins; January 05, 2025
(Trailer) The Intrinsic Value Podcast
2 mins; December 31, 2024
MI384: Skin in the Game w/ Clay Finck & Kyle Grieve
79 hours 14 mins; December 30, 2024
MI383: Zero to One: Lessons From Peter Thiel w/ Shawn O’Malley
48 mins; December 23, 2024
MI382: Cloning Mohnish Pabrai w/ Shawn O’Malley
48 mins; December 16, 2024
MI381: Joel Greenblatt: Behind the Magic Formula w/ Shawn O’Malley
49 mins; December 09, 2024
MI380: Hidden Compounders: The Best Stocks Hiding In Plain Sight w/ Shawn O’Malley
46 mins; December 02, 2024
MI379: Quality Investing: Learnings From John Huber w/ Shawn O’Malley
47 mins; November 25, 2024
MI378: The Aggressive Conservative Investor: Lessons From Martin Whitman w/ Shawn O'Malley
49 mins; November 18, 2024
MI377: How Aswath Damodaran Invests Across The Corporate Lifecycle w/ Shawn O’Malley
49 mins; November 11, 2024
MI376: Why Do Great Companies Fail? The Innovator’s Dilemma w/ Shawn O’Malley
45 mins; November 04, 2024
MI375: How George Soros Beat the Markets: The Alchemy of Finance w/ Shawn O’Malley
45 mins; October 28, 2024
MI374: Fortune’s Formula: The Scientific Betting System For Beating Wall Street w/ Shawn O’Malley
50 mins; October 21, 2024
MI373: Valuing the Best Stock of the Last Three Decades w/ Shawn O'Malley
41 mins; October 14, 2024
MI372: Can Disney Bring The Magic Back? Valuing Disney w/ Shawn O'Malley
51 mins; October 07, 2024
MI371: The Case for Alibaba w/ Daniel Mahncke
56 mins; September 30, 2024
MI Rewind: A Rational Approach to Investing w/ Tobias Carlisle
52 mins; September 27, 2024
MI370: The Company Behind The S&P 500: Valuing S&P Global w/ Daniel Mahncke
49 mins; September 23, 2024
MI Rewind: Alphabet Stock Deep Dive w/ Rihard Jarc
44 mins; September 20, 2024
MI369: The Anatomy of The Bear: Digging Through Financial History w/ Shawn O'Malley
60 hours 42 mins; September 16, 2024
MI Rewind: Studying Billionaires & Portfolio Allocation w/ Trey Lockerbie
54 mins; September 13, 2024
MI368: Bill Ackman: The Highs and Lows w/ Shawn O'Malley
48 mins; September 09, 2024
MI Rewind: The Science of Hitting w/ Alexander Morris
58 mins; September 06, 2024
MI367: How to Invest in the Best of the Best: Quality Investing w/ Shawn O'Malley
46 mins; September 02, 2024
MI Rewind: Is FAANG the New Value? w/ John Huber
60 hours 7 mins; August 30, 2024
MI366: Bill Miller: The Man Who Beat the Markets 15 Years in a Row w/ Shawn O'Malley
41 mins; August 26, 2024
MI Rewind: Investing in the Oil and Gas Industry w/ Grant Norwood
35 mins; August 23, 2024
MI365: The Memos of Howard Marks w/ Shawn O'Malley
46 mins; August 19, 2024
MI Rewind: Do Stocks Only Go Up? w/ Brian Feroldi
65 hours 2 mins; August 16, 2024
MI364: Lessons From Michael Mauboussin w/ Shawn O'Malley
53 mins; August 12, 2024
MI Rewind: Bitcoin and Financial Independence w/ Jim Crider
56 mins; August 09, 2024
MI363: Valuing Universal Music Group w/ Shawn O'Malley
48 mins; August 05, 2024
MI Rewind: The Millionaire Fastlane w/ MJ DeMarco
48 mins; August 02, 2024
Millennial Investing Podcast Trailer
2 mins; July 30, 2024
Click here to see more
Useful pages

Apply to teach

Reviews

Help & FAQs

Blog

Spanish Podcast

French Podcast

Italian Podcast

About Us

Contact Us

Terms & Privacy

Find a tutor

Arabic tutors

Chinese tutors

Dutch tutors

English tutors

French tutors

German tutors

Greek tutors

Italian tutors

Japanese tutors

Korean tutors

Portuguese tutors

Romanian tutors

Russian tutors

Spanish tutors

Swedish tutors

Thai tutors

More languages soon!

Languages

Learn Arabic

Learn Chinese

Learn Dutch

Learn English

Learn French

Learn German

Learn Greek

Learn Italian

Learn Japanese

Learn Korean

Learn Portuguese

Learn Romanian

Learn Russian

Learn Spanish

Learn Swedish

Learn Thai

© 2026 LanguaTalk, All Rights Reserved