The Intrinsic Value Podcast - The Investor’s Podcast Network
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Description
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
754 Episodes
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Daniel Mahncke and Shawn O’Malley take a deep dive into Duolingo — the leading language learning app with over 50 million daily active users and the chaotic green owl as a mascot. Since its IPO in 2021, Duolingo has expanded beyond language instruction to include math, music, and chess. The vision is to create the world's largest learning platform.
Some people believe Duolingo will succeed and become a company worth hundreds of billions of dollars, dominating one of the largest and most profitable markets – education. However, the stock has fallen 80% from its highs, as the market views Duolingo as a potential target for AI disruption.
IN THIS EPISODE, YOU’LL LEARN:
00:00:00 - Intro
00:05:51 - About the mission of the CEO and Founder, Luis von Ahn
00:08:29 - Why Duolingo was founded
00:10:34 - Why Duolingo works better than other apps
00:17:16 - About Duolingo's user numbers and growth
00:37:55 - Why the stock dropped 80%
00:40:55 - Whether AI is a threat or an opportunity
00:53:47 - What the bull and bear cases look like
01:18:11 - Whether Shawn and Daniel add Duolingo to the portfolio
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!)
Sign up for The Intrinsic Value Newsletter.
Learn how to join us in Omaha for the 2026 Berkshire Hathaway shareholder meeting.
Track The Intrinsic Value Portfolio.
Shawn & Daniel use Fiscal.ai for every company they research — use their referral link to get started with a 15% discount!
Duolingo Investor Relations.
Explore our previous Intrinsic Value breakdowns: Uber, Nike, Reddit, Nintendo, Airbnb, AutoZone, Alphabet, Ulta, John Deere, Madison Square Garden Sports.
Related books mentioned in the podcast.
Ad-free episodes on our Premium Feed.
NEW TO THE SHOW?
Follow our official social media accounts: X (Twitter) | LinkedIn | Facebook.
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.
References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Shawn O’Malley and Daniel Mahncke break down the ride-sharing giant Lyft Inc. (ticker: LYFT) and discuss whether the company can regain ground against Uber, or whether it’s always destined to be #2. While Lyft has clawed back some market share, finally attained profitability, and is now growing internationally, Shawn finds Lyft most interesting as a potential acquisition target for a company like DoorDash, Amazon, or Alphabet.
IN THIS EPISODE, YOU’LL LEARN:
00:00:00 - Intro
00:02:18 - Why Lyft could be such an interesting acquisition target
00:11:58 - How the company has actually managed to regain market share versus Uber
00:13:36 - What Lyft did to achieve operating profitability for the first time this year
00:24:24 - How Zimbabwe became the inspiration for Lyft
00:31:30 - How Lyft’s co-founders used viral marketing to gain traction
00:32:05 - Why scrappiness is in Lyft’s DNA
00:33:14 - Why Lyft made sure to IPO before Uber
01:16:05 - How to think about modeling LYFT’s intrinsic value
01:19:00 - Whether Shawn and Daniel add LYFT to their Intrinsic Value Portfolio
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!)
Sign up for The Intrinsic Value Newsletter.
Learn how to join us in Omaha for the 2026 Berkshire Hathaway shareholder meeting.
Track The Intrinsic Value Portfolio.
Shawn & Daniel use Fiscal.ai for every company they research — use their referral link to get started with a 15% discount!
Learn how to join us in Omaha for the 2026 Berkshire Hathaway shareholder meeting.
Acquired podcast’s coverage of the Lyft IPO.
Lyft’s CEO on the shift to robotaxis.
Value Investor’s Club pitch for Lyft.
Lyft’s S1 filing.
Check out our previous Intrinsic Value breakdowns: Transdigm, Salesforce, Berkshire Hathaway, FICO, PayPal, Uber, Nike, Amazon, Airbnb, Alphabet.
Related books mentioned in the podcast.
Ad-free episodes on our Premium Feed.
NEW TO THE SHOW?
Follow our official social media accounts: X (Twitter) | LinkedIn | Facebook.
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.
References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Daniel Mahncke and Shawn O’Malley take a deep dive into Constellation Software — the popular Canadian compounder that has turned buying “boring” vertical market software into one of the most effective capital-allocation machines in public markets.
IN THIS EPISODE, YOU’LL LEARN:
00:00:00 - Intro
00:03:33 - How Mark Leonard founded Constellation
00:08:43 - What principles drive Mark Leonard
00:15:23 - What Constellation looks for in acquisition targets
00:19:20 - About the metrics that matter to Constellation
00:21:15 - How Constellation is structured and incentivized
00:46:26 - Whether AI is a threat or chance
01:04:50 - Why Constellation considers investing outside of VMS
01:08:50 - Whether Shawn and Daniel add Constellation to the portfolio
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!)
Sign up for The Intrinsic Value Newsletter.
Learn how to join us in Omaha for the 2026 Berkshire Hathaway shareholder meeting.
Track The Intrinsic Value Portfolio.
Shawn & Daniel use Fiscal.ai for every company they research — use their referral link to get started with a 15% discount!
WSB episode on Constellation Software.
Synopsis Podcast on Constellation Software.
Business Breakdown Podcast on Constellation Software.
Mark Leonard Shareholder Letters.
Saber Capital: How to Think about ROIC.
Check out our previous Intrinsic Value breakdowns: Transdigm, Salesforce, Berkshire Hathaway, FICO, PayPal, Uber, Nike, Amazon, Airbnb, Alphabet.
Related books mentioned in the podcast.
Ad-free episodes on our Premium Feed.
NEW TO THE SHOW?
Follow our official social media accounts: X (Twitter) | LinkedIn | Facebook.
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.
References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
1Shawn O’Malley and Daniel Mahncke break down Netflix (ticker: NFLX) and discuss whether the company has finally won the streaming wars. While growth looked challenged back in 2022, Netflix has proven resilient in the face of competition and economic slowdowns by leaning into advertising and password crackdowns, with much room left to run internationally.
IN THIS EPISODE, YOU’LL LEARN:
00:00:00 - Intro
00:13:36 - How Netflix pivoted from mailing DVDs to streaming
00:14:48 - How Netflix killed Blockbuster
00:24:20 - Why the business works so well with two co-CEOs
00:46:25 - How being a first-mover got Netflix through the cash burn phase before any competition arose
00:48:29 - What Netflix is doing to sustain growth into the future
00:54:00 - What makes the company’s culture so legendary
01:04:18 - Why Netflix’s app just “works” better than the competition
01:18:03 - How to think about modeling NFLX’s intrinsic value
01:22:28 - Whether Shawn and Daniel add NFLX to their Intrinsic Value Portfolio
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!)
Sign up for The Intrinsic Value Newsletter.
Learn how to join us in Omaha for the 2026 Berkshire Hathaway shareholder meeting.
Track The Intrinsic Value Portfolio.
Shawn & Daniel use Fiscal.ai for every company they research — use their referral link to get started with a 15% discount!
Value Investors Club pitch on NFLX.
The Acquired podcast’s episode on Netflix.
Business Breakdowns’ podcast on Netflix.
Check out No Rules Rules by Reed Hastings & Erin Meyer.
Netflix CEO Ted Sarandos on the future of entertainment.
Check out our previous Intrinsic Value breakdowns: Transdigm, Salesforce, Berkshire Hathaway, FICO, PayPal, Uber, Nike, Amazon, Airbnb, Alphabet.
Related books mentioned in the podcast.
Ad-free episodes on our Premium Feed.
NEW TO THE SHOW?
Follow our official social media accounts: X (Twitter) | LinkedIn | Facebook.
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.
References to any third-party products, services, or advertisers do not constitute endorsements, and The Investors Podcast Network is not responsible for any claims made by them.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Daniel Mahncke and Shawn O’Malley answer some of the most common questions about The Intrinsic Value Community. What exactly is it, who is it for, and how does it differ from simply listening to the podcast or reading the free newsletter? In this short episode, they explain why the Community was built, who the members are, and how it helps investors improve idea generation, decision-making, and long-term learning through thoughtful discussion and collaboration.
IN THIS EPISODE, YOU’LL LEARN:
00:00:00 - Intro
00:01:04 - Why Shawn and Daniel built The Intrinsic Value Community
00:01:58 - How members generate, discuss, and refine investment ideas
00:02:28 - What makes the member base and discussions unique
00:03:39 - How learning, feedback, and accountability work inside the Community
00:04:34 - What role the Community plays alongside the podcast and newsletter
00:06:26 - And how to get involved when new spots open
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!)
Sign up for The Intrinsic Value Newsletter.
Learn how to join us in Omaha for the 2026 Berkshire Hathaway shareholder meeting.
Explore our previous Intrinsic Value breakdowns: Uber, Nike, Reddit, Nintendo, Airbnb, AutoZone, Alphabet, Ulta, John Deere, Madison Square Garden Sports.
Related books mentioned in the podcast.
Ad-free episodes on our Premium Feed.
NEW TO THE SHOW?
Follow our official social media accounts: X (Twitter) | LinkedIn | Facebook.
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.
References to any third-party products, services, or advertisers do not constitute endorsements, and The Investors Podcast Network is not responsible for any claims made by them.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Daniel Mahncke and Shawn O’Malley take a deep dive into Hermès — the family-controlled luxury house that has turned craftsmanship and scarcity into a compounding machine.
Join Daniel Mahncke and Shawn O’Malley as they assess whether Hermès can remain the pinnacle of luxury and whether it deserves a spot in The Intrinsic Value Portfolio.
IN THIS EPISODE, YOU’LL LEARN:
00:00:00 - Intro
00:01:10 - What makes a brand true luxury
00:10:35 - Why no one can copy Hermès
00:18:57 - How important local production and family ties are
00:20:26 - Why Hermès started producing bags
00:23:55 - How Hermès built its moat and reputation
00:39:22 - What markets matter most to Hermès
00:43:07 - How Hermès can keep growing
01:10:51 - Whether Shawn and Daniel add Hermès to the portfolio
And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!)
Sign up for The Intrinsic Value Newsletter.
Shawn & Daniel use Fiscal.ai for every company they research — use their referral link to get started with a 15% discount!
Learn how to join us in Omaha for the 2026 Berkshire Hathaway shareholder meeting.
Jean-Noël Kapferer's The Luxury Strategy.
WSB Episode on Hermès.
WSB Luxury Strategy Breakdown.
Quartr Article on Hermès.
Explore our previous Intrinsic Value breakdowns: Transdigm, Salesforce, Berkshire Hathaway, FICO, PayPal, Uber, Nike, Amazon, Airbnb, Alphabet.
Related books mentioned in the podcast.
Ad-free episodes on our Premium Feed.
NEW TO THE SHOW?
Follow our official social media accounts: X (Twitter) | LinkedIn | Facebook.
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.
References to any third-party products, services, or advertisers do not constitute endorsements, and The Investors Podcast Network is not responsible for any claims made by them.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Shawn O’Malley and Daniel Mahncke break down Doximity (ticker: DOCS), known as “the LinkedIn for doctors,” with a suite of productivity apps supporting physicians’ workflows, too. Incredibly, 80% of physicians in the U.S. are on Doximity, giving them fertile real estate to monetize those eyeballs with high-margin advertising opportunities for pharma companies.
IN THIS EPISODE, YOU’LL LEARN:
00:00:00 - Intro
00:00:22 - Why Doximity is so uniquely positioned to capitalize on pharmaceutical marketing
00:01:42 - How much of the U.S. health care system is still plagued by bureaucratic admin work, and the opportunity that creates for Doximity
00:03:40 - What makes Doximity’s ecosystem so useful for physicians at all stages of their career
00:10:32 - Why Doximity uses subscription-based advertising options
00:25:26 - How the company protects doctors’ privacy and saves them hours a week doing admin tasks with HIPAA-compliant generative AI tools
00:26:01 - How Doximity uses productivity tools to complement its social networking service
00:44:22 - The risks and moats of having a business so concentrated on one industry
00:56:17 - How to think about modeling DOCS’ intrinsic value
01:02:36 - Whether Shawn and Daniel add DOCS to their Intrinsic Value Portfolio
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!)
Sign up for The Intrinsic Value Newsletter.
Shawn & Daniel use Fiscal.ai for every company they research — use their referral link to get started with a 15% discount!
Learn how to join us in Omaha for the 2026 Berkshire Hathaway shareholder meeting.
Check out Doximity Pitch on Value Investors Club.
Doximity’s 2023 Shareholder Presentation.
Doximity’s Investor Relations Page.
Business Breakdowns’ podcast on Doximity.
Listen to Doximity’s Investor Day.
Explore our previous Intrinsic Value breakdowns: Transdigm, Salesforce, Berkshire Hathaway, FICO, PayPal, Uber, Nike, Amazon, Airbnb, Alphabet.
Related books mentioned in the podcast.
Ad-free episodes on our Premium Feed.
NEW TO THE SHOW?
Follow our official social media accounts: X (Twitter) | LinkedIn | Facebook.
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.
References to any third-party products, services, or advertisers do not constitute endorsements, and The Investors Podcast Network is not responsible for any claims made by them.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Daniel Mahncke and Shawn O’Malley take a deep dive into Meta — the world’s most powerful attention engine, spanning Facebook, Instagram, WhatsApp, and Messenger, and still driven primarily by advertising. They break down how Meta’s “Family of Apps” keeps compounding through better AI-driven content discovery and ad targeting, while new surfaces like Reels, Threads, and WhatsApp monetization expand inventory and improve the long-term revenue mix.
IN THIS EPISODE, YOU’LL LEARN:
00:00:00 - Intro
00:04:02 - How much money the Metaverse failure cost
00:06:19 - How AR glasses could replace smartphones
00:23:48 - Why Reality Labs will likely yield average returns at best
00:29:50 - What AI efforts Meta is implementing
00:32:10 - Why Meta’s AI projects are not as bad as investors think
00:35:37 - How the ad engine works
00:41:31 - How WhatsApp and AI content could benefit Meta
00:57:06 - Whether Shawn and Daniel add Meta to the portfolio
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!)
Sign up for The Intrinsic Value Newsletter.
Shawn & Daniel use Fiscal.ai for every company they research — use their referral link to get started with a 15% discount!
Learn how to join us in Omaha for the 2026 Berkshire Hathaway shareholder meeting.
Interview with Mark Zuckerberg.
Google Glasses Article and Demo.
MBI Deep Dives Work on Meta.
News, Articles, and Updates: 9to5Google.
Clay’s Meta Pitch in our WSB Episode.
Explore our previous Intrinsic Value breakdowns: Uber, Nike, Reddit, Nintendo, Airbnb, AutoZone, Alphabet, Ulta, John Deere, Madison Square Garden Sports.
Related books mentioned in the podcast.
Ad-free episodes on our Premium Feed.
NEW TO THE SHOW?
Follow our official social media accounts: X (Twitter) | LinkedIn | Facebook.
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.
References to any third-party products, services, or advertisers do not constitute endorsements, and The Investors Podcast Network is not responsible for any claims made by them.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Shawn O’Malley and Daniel Mahncke break down Churchill Downs, Inc. (ticker: CHDN), a gaming company that is uniquely tied to the world of horse racing.
IN THIS EPISODE, YOU’LL LEARN:
00:00:00 - Intro
00:02:48 - What makes the Kentucky Derby such a cherished event and a masterclass on luxury hospitality
00:05:30 - Why Churchill Downs is so much more than just a gambling company
00:07:54 - What to make of the surge in historical racing machines that are powering the company’s growth
00:17:22 - Why Churchill Downs gave up on mobile-app-based casino gaming
00:34:16 - How the company has used its relationships and lobbying powers to protect its business and even lower its taxes
00:38:18 - The risks and moats of entrenched gambling businesses
00:40:43 - What the future of horse racing looks like
00:45:09 - Why Churchill Downs is such an asset-heavy business
00:57:27 - How to think about modeling CHDN’s intrinsic value
01:01:21 - Whether Shawn and Daniel add CHDN to their Intrinsic Value Portfolio
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!)
Sign up for The Intrinsic Value Newsletter.
Shawn & Daniel use Fiscal.ai for every company they research — use their referral link to get started with a 15% discount!
Learn how to join us in Omaha for the 2026 Berkshire Hathaway shareholder meeting.
2023 Value Investors Club pitch for CHDN.
2025 Value Investors Club pitch for CHDN.
Churchill Downs’ investor relations page.
Explore our previous Intrinsic Value breakdowns: Uber, Nike, Reddit, Nintendo, Airbnb, AutoZone, Alphabet, Ulta, John Deere, Madison Square Garden Sports.
Related books mentioned in the podcast.
Ad-free episodes on our Premium Feed.
NEW TO THE SHOW?
Follow our official social media accounts: X (Twitter) | LinkedIn | Facebook.
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.
References to any third-party products, services, or advertisers do not constitute endorsements, and The Investors Podcast Network is not responsible for any claims made by them.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Daniel Mahncke and Shawn O’Malley take a deep dive into Mercado Libre, the dominant e-commerce and fintech platform in Latin America. What started as an eBay-like marketplace has evolved into a fully integrated ecosystem spanning online retail, logistics, digital payments, lending, and advertising, with leading positions across Brazil, Mexico, and Argentina.
IN THIS EPISODE, YOU’LL LEARN:
00:00:00 - Intro
00:10:28 - About Mercado Libre’s founding story
00:12:05 - How it won the e-commerce market
00:14:14 - How and why it built its logistics network
00:38:45 - What competitors are the biggest risk
00:46:51 - What flywheel is powering the business
01:00:50 - Why Mercado Pago is such a powerful business
01:07:59 - About Mercado Libre’s management and capital allocation
01:18:29 - Whether Shawn and Daniel add MELI to the portfolio
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!)
Sign up for The Intrinsic Value Newsletter.
Shawn & Daniel use Fiscal.ai for every company they research — use their referral link to get started with a 15% discount!
Learn how to join us in Omaha for the 2026 Berkshire Hathaway shareholder meeting.
Listen to Management Podcasts.
Read the Potential Multibagger Article on Mercado Libre.
Tune in to the Business Breakdown Episode on Mercado Libre.
Read the Substack Article on Mercado Libre.
Check out the McKinsey Report on Payments in Latin America.
Explore our previous Intrinsic Value breakdowns: Uber, Nike, Reddit, Nintendo, Airbnb, AutoZone, Alphabet, Ulta, John Deere, Madison Square Garden Sports.
Related books mentioned in the podcast.
Ad-free episodes on 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.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Shawn O’Malley and Daniel Mahncke break down Exor NV (ticker: EXO), a unique holding company that has acted as a vehicle for the family wealth of Fiat’s founder, but now poses a compelling arbitrage opportunity, with Exor’s stock trading at nearly a 60% discount to its net asset value.
IN THIS EPISODE, YOU’LL LEARN:
00:00:00 – Intro
00:04:55 – How Ferrari became Exor’s largest investment
00:06:16 – Whether Exor actually offers discounted exposure to companies like Ferrari, Stellantis, and CNH
00:16:48 – What markets Exor is focusing on most now
00:19:45 – Why Exor trades at such a discount to its NAV
00:42:02 – Why Exor trimmed part of its Ferrari stake
00:45:01 – Why Exor is unlikely to be forced to realize its NAV by outsiders
00:51:03 – Why Exor reclassified itself from an industrial conglomerate to an investment company
01:00:11 – How to think about modeling EXO’s intrinsic value
01:09:24 – Whether Shawn and Daniel add EXO to their Intrinsic Value Portfolio
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!)
Sign up for The Intrinsic Value Newsletter.
Shawn & Daniel use Fiscal.ai for every company they research — use their referral link to get started with a 15% discount!
Learn how to join us in Omaha for the 2026 Berkshire Hathaway shareholder meeting.
Check out the Interview with Exor’s CEO, John Elkann.
Check out the 2020 Value Investors Club pitch on Exor.
Read the 2011 book on the Agnelli family history.
Explore our previous Intrinsic Value breakdowns: Transdigm, Salesforce, Berkshire Hathaway, FICO, PayPal, Uber, Nike, Amazon, Airbnb, Alphabet.
Related books mentioned in the podcast.
Ad-free episodes on 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:
Public.com - See the full disclaimer here.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Daniel and Shawn take a deep dive into Chapters Group — one of Europe’s most rapidly evolving serial acquirers of mission-critical software and services. They explore where the group’s growth is coming from, how the company allocates capital, and whether Chapters Group’s valuation is justifiable.
IN THIS EPISODE, YOU’LL LEARN:
00:00:00 – Intro
00:06:56 – How Chapters Group was founded
00:09:20 – Why elite investors invest in it
00:14:09 – How their playbook for M&A works
00:20:55 – About the major long-term tailwinds behind their businesses
00:35:28 – How M&A is financed
00:46:14 – Why dilution is justified at this stage
00:50:39 – How the financials look
01:05:26 – Whether Shawn and Daniel add CHG to the portfolio
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!)
Sign up for The Intrinsic Value Newsletter.
Joys of Compounding interview with CEO Jan Mohr.
Chapters Group Half-Year Presentation 2025.
TIVP Episode on TransDigm.
Tresor Capital Research Article.
CEO Mohr presenting at the Redeye Serial Acquirer Conference.
William Thorndike’s book: The Outsiders.
Explore our previous Intrinsic Value breakdowns: Transdigm, Salesforce, Berkshire Hathaway, FICO, PayPal, Uber, Nike, Amazon, Airbnb, Alphabet.
Related books mentioned in the podcast.
Ad-free episodes on our Premium Feed.
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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.
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Learn how to better start, manage, and grow your business with the best business podcasts.
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Shawn and Daniel break down Snap Inc., a camera-based social media platform with nearly one billion monthly users.
IN THIS EPISODE, YOU’LL LEARN:
00:00:00 – Intro
00:08:25 – Why Snapchat, being a founder-led company, is less than ideal in this case
00:09:15 – Why Snapchat is unlikely to be acquired any time soon
00:17:49 – How Snapchat almost didn’t become a hit, and what made it suddenly so popular
00:39:24 – Why growth internationally is actually worsening Snapchat’s unit economics
00:45:12 – What to know about how the company is dipping its toes into artificial intelligence
00:48:01 – Whether subscriptions can save Snapchat’s business model
00:57:55 – Why it has been so much harder for Snapchat to make its unit economics work relative to peers
01:07:08 – How to think about modeling SNAP’s intrinsic value
01:07:29 – Whether Shawn and Daniel add SNAP to their Intrinsic Value Portfolio
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!)
Sign up for The Intrinsic Value Newsletter.
Shawn & Daniel use Fiscal.ai for every company they research — use their referral link to get started with a 15% discount!
Snap’s investor relations page.
Acquired’s podcast coverage of Snap.
Why Snap CEO Evan Spiegel is betting on smart glasses.
Explore our previous Intrinsic Value breakdowns: Transdigm, Salesforce, Berkshire Hathaway, FICO, PayPal, Uber, Nike, Amazon, Airbnb, Alphabet.
Related books mentioned in the podcast.
Ad-free episodes on 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:
- Public.com - See the full disclaimer here.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Daniel and Shawn review the Intrinsic Value Portfolio after nearly one year of searching for the best opportunities in the market. In this episode, they break down the portfolio’s current performance, share updates on existing holdings, and revisit watchlist companies that may now deserve a spot — either because they’ve become cheaper or their outlook has changed.
IN THIS EPISODE, YOU’LL LEARN:
00:00:00 - Intro
00:01:15 - How the Intrinsic Value Portfolio performed
00:05:03 - How we think about Reddit’s price increase
00:11:33 - What way we found to invest in Ferrari
00:21:30 - Why Crocs has become even more interesting
00:36:25 - Why we are bullish on Uber
00:46:28 - How we think about our retail investments
00:58:57 - About the similarities between Salesforce and Adobe
01:14:16 - What we think of Ulta Beauty
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!)
Sign up for The Intrinsic Value Newsletter to track our Portfolio.
Last Portfolio Review.
Our Free Newsletter.
Our Free Podcast.
Explore our previous Intrinsic Value breakdowns: Paypal, Uber, Nike, Reddit, Amazon, Airbnb, TSMC, Alphabet, Ulta, LVMH, and Madison Square Garden Sports.
Related books mentioned in the podcast.
Ad-free episodes on 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:
• Public.com - See the full disclaimer here.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Shawn and Daniel break down DoorDash (ticker: DASH), America’s dominant meal-delivery company that’s rapidly expanding into all forms of local commerce.
IN THIS EPISODE, YOU’LL LEARN:
00:00:00 - Intro
00:00:47 - How DoorDash came out of nowhere to become America’s leading meal-delivery service, usurping Uber Eats and Grubhub
00:07:57 - What opportunity DoorDash’s founders saw and the story of its origins as Palo Alto Delivery
00:10:26 - What DoorDash has done to finally crack the code of positive unit economics in restaurant delivery
00:19:21 - Why DoorDash is well-positioned to continue growing both domestically and internationally
00:28:41 - How a tipping scandal nearly destroyed the brand
00:16:21 - Why the COVID-19 pandemic was such a significant boon to DoorDash’s business
01:15:35 - The company’s approach to management comp
01:21:07 - How to think about modeling DASH’s intrinsic value
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!)
Sign up for The Intrinsic Value Newsletter to track our Portfolio.
Shawn & Daniel use Fiscal.ai for every company they research — use their referral link to get started with a 15% discount!
Business Breakdowns’ coverage of DoorDash
The Acquired podcast’s coverage of DoorDash
Modern MBA on DoorDash and the myth of profitable food delivery
Explore our previous Intrinsic Value breakdowns: Paypal, Uber, Nike, Reddit, Amazon, Airbnb, TSMC, Alphabet, Ulta, LVMH, and Madison Square Garden Sports.
Related books mentioned in the podcast.
Ad-free episodes on 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:
• Public.com - See the full disclaimer here.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Daniel and Shawn dive into S&P Global – the data and benchmark giant that is best-known for the S&P 500 index.
IN THIS EPISODE, YOU’LL LEARN:
00:00:00 - Intro
00:03:02 - About S&P’s Rating Business
00:03:56 - What businesses S&P Global operates
00:04:32 - About S&P’s Market Intelligence Business
00:07:54 - About S&P Global’s founding story
00:38:52 - About S&P’s Index Business
00:48:45 - About S&P’s Commodity Insight Business
00:58:10 - About S&P’s Mobility Business
01:03:45 - How S&P thinks about Capital Allocation
01:24:43 - Whether Shawn & Daniel add SPGI to The Intrinsic Value Portfolio
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!)
Sign up for The Intrinsic Value Newsletter to track our Portfolio.
Barron’s Interview with Former SPGI CEO Doug Peterson.
S&P Global Investor Day Presentation 2025.
TIVP Episode on MSCI.
Explore our previous Intrinsic Value breakdowns: Paypal, Uber, Nike, Reddit, Amazon, Airbnb, TSMC, Alphabet, Ulta, LVMH, and Madison Square Garden Sports.
Related books mentioned in the podcast.
Ad-free episodes on 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:
Public.com
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Shawn O’Malley and Daniel Mahncke break down Booking Holdings (ticker: BKNG), the world’s largest travel company.
IN THIS EPISODE, YOU’LL LEARN:
00:00:00 - Intro
00:24:07 - What are the subtle differences between Expedia, Booking, and Airbnb
00:26:18 - How Booking.com established a foothold in Europe despite Expedia’s dominance in North America
00:55:59 - What Alphabet could do to seriously disrupt Booking
01:01:14 - How Booking uses price parity to protect its value-add to customers
01:03:56 - Whether Booking can be disrupted by AI
01:09:50 - About the flawed approach the company has taken with its management comp
01:19:04 - Why the global travel industry should continue to outpace GDP growth
01:22:09 - How to think about modeling BKNG’s intrinsic value
01:23:53 - Whether Shawn and Daniel add BKNG to their Intrinsic Value Portfolio
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!)
Sign up for The Intrinsic Value Newsletter to track our Portfolio.
Shawn & Daniel use Fiscal.ai for every company they research — use their referral link to get started with a 15% discount!
Our colleagues Clay Finck and Kyle Grieve’s discussion of BKNG on We Study Billionaires.
How Booking’s management thinks about stock-based comp.
Interview with Booking's CEO on the promise of AI in travel.
Booking’s CEO interview with Time Magazine.
Explore our previous Intrinsic Value breakdowns: Paypal, Uber, Nike, Reddit, Amazon, Airbnb, TSMC, Alphabet, Ulta, LVMH, and Madison Square Garden Sports.
Related books mentioned in the podcast.
Ad-free episodes on 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:
Public.com
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Daniel Mahncke and Shawn O’Malley dive into TransDigm — the aerospace supplier that turned “boring parts” into a compounding machine. Built around proprietary, often sole-source components installed across nearly every commercial and military aircraft in service, TransDigm monetizes decades of aftermarket demand through premium pricing and enviable margins.
IN THIS EPISODE, YOU’LL LEARN:
00:00:00 - Intro
00:01:19 - What TransDigm does, and how was it founded
00:14:45 - What makes TransDigm’s founders and philosophy so special
00:18:05 - How TransDigm uses debt to leverage returns
00:34:34 - Why TransDigm is basically a monopoly
00:49:41 - What TransDigm’s M&A Playbook looks like
00:54:14 - Where future growth is coming from
01:16:15 - Whether TransDigm is fairly valued
01:20:06 - Whether Shawn & Daniel add TDG to The Intrinsic Value Portfolio
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!)
Sign up for The Intrinsic Value Newsletter to track our Portfolio.
Howley Interview with William Thorndike at the 50x Podcast.
Clay’s Deep Dive into TransDigm Competitor Heico.
Clay’s Interview with Niklas Sävås about Serial Acquirers.
TransDigm 2024 Analyst Day Webcast.
Explore our previous Intrinsic Value breakdowns: Paypal, Uber, Nike, Reddit, Amazon, Airbnb, TSMC, Alphabet, Ulta, LVMH, and Madison Square Garden Sports.
Related books mentioned in the podcast.
Ad-free episodes on 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:
Public.com
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Shawn & Daniel discuss how Robinhood transformed investing with commission-free trading, overcame controversies, and now aims to become a full-service financial platform through Robinhood Gold.
IN THIS EPISODE, YOU’LL LEARN:
00:00:00 - Intro
00:00:40 - How Robinhood disrupted the entire brokerage industry
00:32:05 - How Robinhood can offer commission-free trading
00:05:34 - Why Robinhood Gold may be the financial services equivalent of Amazon Prime
00:46:55 - What makes Robinhood so well-positioned to capitalize on the passing down of wealth from Baby Boomers to Millennials and Gen Z
00:28:10 - How the company is revolutionizing finance again with prediction markets, fractionalized shares, 24/5 trading, stock tokens, crypto, and more
00:50:40 - What to make of Robinhood’s controversial CEO and co-founder, Vlad Tenev
01:30:03 - How to think about modeling HOOD’s intrinsic value
01:38:16 - Whether Shawn and Daniel add HOOD to their Intrinsic Value Portfolio
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!)
Sign up for The Intrinsic Value Newsletter to track our Portfolio
Shawn & Daniel use Fiscal.ai for every company they research — use their referral link to get started with a 15% discount!
How Robinhood revolutionized retail investing (Quartr article)
Vlad Tenev’s 2025 interview with Barron’s on the future of Robinhood
Vlad Tenev’s interview describing the Robinhood super app to Ark Invest
Robinhood’s 2024 Investor Day
Vlad Tenev’s All-In podcast interview on stock tokenization and the future of fintech
Derek Pilecki’s interview on We Study Billionaires discussing Robinhood
Explore our previous Intrinsic Value breakdowns: Paypal, Uber, Nike, Reddit, Amazon, Airbnb, TSMC, Alphabet, Ulta, LVMH, and Madison Square Garden Sports.
Related books mentioned in the podcast.
Ad-free episodes on 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:
Public.com
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Daniel Mahncke and Shawn O’Malley dive into Salesforce — the company that practically invented modern enterprise software and is now trying to reinvent it again through AI. From its origins as the pioneer of the Software-as-a-Service model in the late 1990s, Salesforce has grown into the world’s #1 CRM provider, powering customer relationships for over 90% of the Fortune 500.
IN THIS EPISODE, YOU’LL LEARN:
00:00:00 - Intro
00:02:43 - What exactly Salesforce does?
00:03:49 - How Salesforce dominates the CRM market and revolutionizes AI Agents
00:10:23 - Who Founder and CEO Marc Benioff is and how he thinks
00:44:06 - How the management and executives are compensated and incentivized
00:47:08 - Where Salesforce’s moat comes from and whether it’s sustainable
00:53:29 - Where Salesforce invests its money
01:01:24 - Whether Salesforce is fairly valued
01:08:16 - Whether Shawn & Daniel add CRM to The Intrinsic Value Portfolio
And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!)
Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter.
Dreamforce Conference 2024.
Dreamforce Main Keynote 2025.
Marc Benioff Interview at Lenny’s Podcast.
VIC Article on Salesforce.
Explore our previous Intrinsic Value breakdowns: Paypal, Uber, Nike, Reddit, Amazon, Airbnb, TSMC, Alphabet, Ulta, LVMH, and Madison Square Garden Sports.
Related books mentioned in the podcast.
Ad-free episodes on 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:
Public.com
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Download from Google Play
Download from App Store
United States
41:30 While vibe coding may be hurting the valuation of this equity along with the change of a solidly reliable shareholder friendly CEO, the fact that the business has never diluted shareholders, IMO makes the equity when taken at the correct price, more valuable than the dollar, and on par with precious metals when acquired at a correct price.
Look at $PINS. Has moved similarly at times but seems better managed. Still likely dead money?
I like this one and have been waiting for sometime to get in. My thesis is a bit different and goes more with the LKQ competitive side of the business being that a group of folks will require replacement parts as parts become more scarce in order to keep their older vehicles operational.This to avoid the useless gadgetry, excess spying, and loss of individual autonomy the state overlord authorities have mandated to now be embedded in all new vehicles for our convenience and well being of course
A brave new world of electric vehicles, Ferrari gassers will still be a thing for our betters. While we are eatzing zee bugz and peddling our bicycles to work, if we are lucky enough to remain selected for that, and more peddling for errands, and more peddling for energy generation to replace that consumed by the AI data centers, Ferrari will continue to thrive, overflowing their coffers with funds from the pol power brokers, and their elite overloads who desire the most quality status symbols
when you had all this stuff was it paid off? Because otherwise you have to work to pay those things off that don't make you happy.
awsome episode
great episode
Great podcast but these pre pandemic podcasts are kind of useless now. Most of Q1 2020 info is completely irrelevant now. It's a completely different world and market. Great podcast still but would have been a lot more useful at the end of February when it was recorded.
Great podcast. I like how it's timeless. some other podcasts are so current that the advice is only good for a few days. The info on this podcast is useful for years, not just the next 2 trading days. Thanks for the info Robert. love the real estate podcast as well
Great show! It's very relatable for Millennials like me. Looking forward to more guests and inspiring stories :)