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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, v…
Based on 6 episodes we listened to · September 2026
Company pitches become open-ended tests of valuation, competitive advantage, and the risks that can weaken an investment thesis.
Each company arrives as a case to be argued, with Shawn O'Malley and Daniel Mahncke testing business quality against price, risk, and the assumptions embedded in a stock thesis.
Adobe's Figma problem gets a hearing before your buy button gets a vote.
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Short reviews from the PlayNext desk, based on the episodes we processed.
A steady portfolio check that revisits old holdings through disruption and valuation questions.
This review stays on the practical question: whether a thesis still holds after the market has moved. The hosts revisit current holdings, explain why each position was added, and test what has changed since the first pass.
A careful case for Roku as a platform business, not just a box maker.
Roku comes through less as a weak hardware maker than as the gatekeeper between a TV turning on and a choice being made. The case here is that it leans on reach: cheap devices widen the audience, then ads and partner sign-ups do the rest.
A disciplined bank pitch that weighs scale, trust, and credit risk without losing sight of the upside.
The episode frames Nubank as a valuation puzzle: can a bank build a multi-country Latin American platform on one highly efficient core system, and can that scale support real optimism.
A focused look at how luxury pricing can make a brand more desirable instead of less attractive.
This episode offers a clear look at how true luxury can grow more appealing as prices rise, with Louis Vuitton's $2,000 purse example showing how a higher price can read as status instead of a deterrent.
A careful case for Lulu that tests whether premium status can last.
This episode lays out a disciplined bull case for Lulu, built on the contrast between almost 20% annual sales growth over the last three years, 59% gross margins, strong operating margins, a five-year average return on invested capital of 35%, and a stock price around 15 times…
A sober AI-stock case for Dell that tests whether its infrastructure role deserves the market's attention.
Dell is cast as the unglamorous layer of the AI stack: not the chips, not the models, but the infrastructure that helps the boom scale. The discussion stays grounded by asking whether a business with 50% AI growth is really creating enough value once the slower PC side is folded…
A grounded look at how Adobe stayed embedded in creative work.
The episode treats Adobe as part of the machinery behind creative work, not just another software company. It starts with the garage-era origin story and the early problem of fixing print formatting, then moves through Photoshop, PDFs, Creative Cloud, and the tools that sit…
A clear, disciplined look at why TSMC's manufacturing model changed the chip business.
TSMC reads as the sort of company whose importance only becomes obvious once the older chip model is set aside. The profile follows Chang's decision to build a pure-play foundry and keeps circling back to the central puzzle of how a firm that does not design chips ended up so…
Demetri Kofinas interviews specialists on geopolitics, energy markets, AI, and finance at length.
BBC's daily business show, from toy-industry founders to Anthropic's Pentagon standoff.
This episode analyzes Dell's transition from a legacy PC company to a key player in AI infrastructure, discussing its AI server growth, competitive landscape, and investment valuation.
This episode analyzes whether Meta (META) is undervalued despite its $100 billion AI investment plan, exploring its AI ecosystem, advertising improvements, and stock performance relative to other MAG7 companies.
This episode analyzes Churchill Downs Incorporated (CHDN) as a profitable gambling and hospitality business centered around the Kentucky Derby, contrasting it with other trophy assets.
This episode analyzes Match Group (MTCH) as an investment, discussing its near-monopoly in online dating, strong financial metrics, and the market's pessimistic valuation compared to its past optimism.
The hosts review their investment portfolio's performance after nearly a year, discussing specific company positions, sales, and new investments while explaining their value investing methodology.
This episode explores S&P Global's diverse business beyond the S&P 500 index, its market performance as a steady compounder, and current investment opportunities amid recent stock declines and AI concerns.
This episode analyzes Fair Isaac Corporation (FICO), exploring its dominant role in credit scoring, pricing power, and investment potential as a business with deep competitive moats.
This episode explores Exor NV as a potential investment opportunity to gain exposure to Ferrari at a discounted valuation through its holding company structure.
This episode analyzes Amazon's business, focusing on its Prime ecosystem and revenue, as part of a series where hosts break down companies to determine their investment value.
This episode analyzes Duolingo as an investment opportunity, debating whether it's a generational leader in a trillion-dollar learning industry or just an ineffective language app fad.
This episode explores Hermes as a prestigious luxury brand that maintains high valuation multiples and outsized profits, defying typical economic principles through competitive advantages like its moot.
This episode analyzes Salesforce's investment potential amid AI disruption, focusing on its stock performance, valuation, and CEO concerns.
This episode analyzes Doximity, a profitable social media and productivity platform for doctors that reduces administrative work and serves as a networking tool in the healthcare industry.
This episode analyzes Spotify as an investment opportunity, discussing its business model, recent margin improvements, and whether it can achieve the operating leverage of other tech giants.
This episode analyzes Robinhood Markets Inc.
This episode analyzes Manchester United as a publicly traded stock, discussing its valuation discrepancies, potential sale by the Glazer family, and factors that could boost its stock price.
This episode analyzes Kelly Partners Group as a promising early-stage serial acquirer in the accounting and tax sector, comparing it to successful models like Constellation Software.
This episode analyzes Copart (CPRT), a junkyard and online auto auction company that has delivered exceptional stock returns since its 1994 IPO, exploring its business model and investment potential despite market uncertainties.
This episode analyzes Figma's business and investment potential following its post-IPO decline, comparing it to Adobe and discussing the impact of generative AI on the software industry.
This episode analyzes MercadoLibre as a top investment opportunity in Latin America, highlighting its exceptional growth, low e-commerce penetration in the region, and current valuation.
This episode analyzes Lyft's investment potential as an undervalued acquisition target in the ride-sharing market, contrasting it with competitor Uber.
This episode analyzes Constellation Software's historic 50% stock drawdown as a potential buying opportunity, comparing it to Berkshire Hathaway while exploring its Vertical Market Software business model.
This episode analyzes Netflix's business performance and stock outlook despite its exclusion from the MAG7 group, highlighting its growth strategies and market perception shift.
This episode discusses Universal Music Group as a business investment opportunity, highlighting its ownership of one-third of the world's music catalog and comparing it to Disney without the capital intensity.
This episode explores Chapters Group as a potential high-growth investment opportunity, comparing it to Constellation Software and highlighting its impressive shareholder backing.
This mini-episode explains the purpose and benefits of the Intrinsic Value community, which helps investors improve through peer recommendations and continuous learning alongside the podcast.
This episode analyzes Berkshire Hathaway's future prospects as Warren Buffett steps down as CEO, examining whether the company can maintain its success under new leadership while comparing its recent stock performance to the S&P 500.
This episode analyzes why Snapchat, despite its massive user base and cultural relevance, has struggled to deliver consistent shareholder value and become a dominant social media titan.
This episode analyzes DoorDash's potential to expand beyond food delivery into a broader logistics company for local commerce, discussing its market position and investment viability.
This episode analyzes Booking Holdings as a high-quality investment opportunity in the travel industry, highlighting its strong financial performance, AI initiatives, and shareholder-friendly practices.
Daniel Mahncke pitches Mercedes-Benz, analyzing its history as the inventor of the automobile, current challenges from Chinese competition and tariffs, and valuation at 6x earnings with a 9% dividend yield.
The hosts analyze Lululemon, discussing its strong financials, brand power, and DTC strategy, while debating risks like market saturation and competition.
This episode analyzes TransDigm (TDG), a conglomerate that acquires niche monopolies in aircraft parts, leverages pricing power for high margins, and has compounded at 30% annually, exploring whether it can sustain this growth.
This episode analyzes Comfort Systems, a mechanical contracting company that grows through acquiring small regional businesses, similar to Warren Buffett's Berkshire Hathaway.
This episode analyzes Estee Lauder as a potential turnaround investment, focusing on Michael Burry's bet after an 80% stock decline.
This episode analyzes The Trade Desk (TTD) as a programmatic advertising platform competing against giants like Google.
Daniel Mahncke and Shawn O'Malley of The Intrinsic Value Podcast do a mid-year portfolio review, revisiting companies they own including Ulta Beauty, Alphabet, Airbnb, Adobe, and Uber.
This episode of The Intrinsic Value Podcast analyzes Adobe, covering its history from garage startup to creative software giant, its shift to a subscription model, and current challenges like AI disruption and competition from Canva and Figma.
This episode analyzes Ferrari as a high-quality luxury brand with exceptional pricing power, 50% gross margins, and strong customer loyalty.
The Intrinsic Value Podcast presents Daniel Mahncke's bull case on Visa (V), structured as an investor pitch to co-host Shawn O'Malley.
This episode discusses MSCI as a dominant financial giant in international equity indexes, benefiting from network effects and the rise of passive investing.
True luxury behaves strangely.
This episode analyzes Remitly, a digital remittance company, discussing its growth potential, competitive advantages over legacy players like Western Union, and valuation.
Sean pitches Smith & Wesson (NASDAQ: SWBI) to co-host Daniel as a classic deep value investment: a $400 million market cap firearms manufacturer with a 170-year operating history, the largest pistol market share in the US at roughly 20%, and a highly cyclical revenue profile that creates periodic mispricing.
The Intrinsic Value Podcast presents Shawn O'Malley's pitch on Roku (ROKU), which he frames as a misunderstood aggregator rather than a struggling hardware company.
This episode breaks down TSMC's business model, exploring how it became the world's dominant semiconductor foundry through Morris Chang's innovative pure-play strategy and massive scale.
The hosts analyze Crocs as an investment, debating whether its strong financials and Gen Z popularity justify buying the stock or if it's a fleeting fad.
This episode analyzes Shopify as a disruptive e-commerce platform, comparing it to Amazon using a Star Wars rebellion analogy.
This episode analyzes Nubank, a Brazilian digital bank disrupting Latin American banking with a low-cost, scalable model.
PayPal may be getting its case back.