The Intrinsic Value Podcast - The Investor’s Podcast Network
by The Investor's Podcast Network
Is this your podcast?Insights from recent episode analysis
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Insights are generated by CastFox AI using publicly available data, episode content, and proprietary models.
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Total monthly reach
Estimated from 33 chart positions in 33 markets.
By chart position
- 🇩🇪DE · Investing#8530K to 100K
- 🇨🇦CA · Investing#9530K to 100K
- 🇺🇸US · Investing#1735K to 30K
- 🇬🇧GB · Investing#1805K to 30K
- 🇯🇵JP · Investing#1241K to 10K
- Per-Episode Audience
Est. listeners per new episode within ~30 days
50K to 189K🎙 Daily cadence·759 episodes·Last published 5d ago - Monthly Reach
Unique listeners across all episodes (30 days)
166K to 630K🇩🇪16%🇨🇦16%🇩🇰16%+30 more - Active Followers
Loyal subscribers who consistently listen
66K to 252K
Market Insights
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Reach across major podcast platforms, updated hourly
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—
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Total Reviews
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* Data sourced directly from platform APIs and aggregated hourly across all major podcast directories.
On the show
From 18 epsHosts
Recent guests
Recent episodes
TIVP078 (Video): Copa Holdings (CPA): Is Buffett right about Airline Stocks? w/ Daniel Mahncke & Shawn O’Malley
Jun 21, 2026
1h 28m 54s
TIVP077 (Video): QXO (QXO): Can One of the World's Best Consolidators Strike Lightning Again? w/ Kyle Grieve & Shawn O'Malley
Jun 14, 2026
1h 21m 29s
TIVP076 (Video): Grab Holdings (GRAB): Why Uber Surrendered Southeast Asia w/ Daniel Mahncke & Shawn O’Malley
Jun 10, 2026
1h 20m 44s
TIVP075 (Video): WIX: The Most Asymmetric AI Bet? w/ Daniel Mahncke & Shawn O’Malley
Jun 7, 2026
1h 15m 53s
TIVP074 (Video): Lifco AB (LIFCO-B.ST): The Serial Acquirer Building an Unstoppable Compounding Engine w/ Kyle Grieve & Shawn O'Malley
Jun 3, 2026
1h 23m 52s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/21/26 |  TIVP078 (Video): Copa Holdings (CPA): Is Buffett right about Airline Stocks? w/ Daniel Mahncke & Shawn O’Malley | Daniel Mahncke and Shawn O'Malley take a deep dive into Copa Holdings — the Panama-based hub-and-spoke airline whose investment case now turns on two of the most debated questions in the stock today: whether Copa is a structural exception to the airline curse — protected by a geography no rival can copy and a cost base only a handful of carriers in the world can match — or whether even the best airline in the Americas eventually gets pulled into the same gravity that has destroyed value for nearly every other carrier. Some investors believe Copa is a structural exception the market consistently underprices because it's lumped in with the broader sector, with a Panama hub at the geographic center of the hemisphere that lets it serve 85 destinations using nothing but single-aisle 737s, a sub-6¢ ex-fuel cost base only Ryanair, Wizz Air, and a couple of others can match, a 99.8% completion rate that turns the "missed flight" tax hammering other carriers into one of Copa's structural cost advantages, and a 38-year CEO who has refused to expand into Europe or chase growth at any price. Join Daniel Mahncke and Shawn O'Malley as they work through whether Copa's hub-and-spoke economics are genuinely uncopiable or just holding off the gravity that has eventually captured nearly every other airline, examine what Copa's structural advantages actually look like in 2026 versus the "all airlines destroy capital" narrative the market still anchors to, and assess whether Copa Holdings deserves a spot in The Intrinsic Value Portfolio. IN THIS EPISODE YOU’LL LEARN: (00:00:00) Intro (00:00:47) Why airlines are such a tough business to be in (00:02:49) What Buffett and other superinvestors think (00:16:05) Why Copa is different than other airlines (00:30:41) How being the best-in-class business can change the investors’ outcome (00:36:37) How Copa built its moat (00:55:35) How Copa can defend its moat (01:17:25) Valuation discussion of Copa (01:19:47) Whether Copa is valued attractively (01:22:31) Whether Shawn and Daniel add CPA to the Intrinsic Value Portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community. Track The Intrinsic Value Portfolio. Try out our Portfolio Review Submit Tool. Check out the Value Investor Club Article. Read the Asymmetric Edge Substack Article. Warren Buffett on the Airline Industry in his Annual Letters. Follow Shawn on X and LinkedIn. Follow Daniel on X and LinkedIn. Check out 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? Get smarter about valuing businesses through The Intrinsic Value Newsletter. Check out The Investor’s Podcast Starter Packs. Follow our official social media accounts: X | LinkedIn | Facebook. Try our 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: Fiscal.AI 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 | 1h 28m 54s | ||||||
| 6/14/26 |  TIVP077 (Video): QXO (QXO): Can One of the World's Best Consolidators Strike Lightning Again? w/ Kyle Grieve & Shawn O'Malley | Kyle Grieve and Shawn O’Malley analyze QXO, the ambitious building-products distribution company led by serial industry consolidator Brad Jacobs, a man who has turned multiple boring industries into extraordinary wealth-creation machines throughout his career. Tune in as they debate whether Brad Jacobs' unparalleled track record as a capital allocator is enough to justify investing in a business that is still very much a work in progress. IN THIS EPISODE YOU’LL LEARN: (00:00:00) Intro (00:01:19) How Brad Jacobs built multiple billion-dollar companies from scratch (00:05:05) The structure QXO used to go public fast (00:06:21) How Beacon Roofing was acquired despite a poison pill defence (00:10:44) What Kodiak added to QXO's geography and product mix (00:14:03) Why the TopBuild deal is a game-changer for margins (00:25:52) How QXO plans to unlock synergies across its portfolio (00:40:56) Why Jacobs' approach to dilution mirrors Henry Singleton's playbook (00:53:11) About the thickness of QXO's competitive moat (01:03:08) The three biggest risks that could derail QXO's vision (01:06:24) Valuation: What bull, base, and bear cases reveal about fair value (01:14:08) Intrinsic value of QXO (01:14:26) Whether Kyle and Shawn will add QXO to the Intrinsic Value Portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community. Track The Intrinsic Value Portfolio. Brad Jacob’s first book, How to Make A Few Billion Dollars. Brad Jacob’s follow-up book, How to Make A Few More Billion Dollars. Listen to Brad Jacob’s interview with David Senra. Follow Kyle on X and Linkedin. Follow Shawn on X and Linkedin. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses through The Intrinsic Value Newsletter. Check out The Investor’s Podcast Starter Packs. Follow our official social media accounts: X | LinkedIn | Facebook. Try our 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: Fiscal.AI 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 | 1h 21m 29s | ||||||
| 6/10/26 |  TIVP076 (Video): Grab Holdings (GRAB): Why Uber Surrendered Southeast Asia w/ Daniel Mahncke & Shawn O’Malley✨ | Grab HoldingsUber+5 | Daniel Mahncke | Grab HoldingsUber | Southeast Asia | Grab HoldingsUber+7 | — | 1h 20m 44s | |
| 6/7/26 |  TIVP075 (Video): WIX: The Most Asymmetric AI Bet? w/ Daniel Mahncke & Shawn O’Malley✨ | Wix.comgenerative AI+4 | Daniel MahnckeShawn O’Malley | Wix.comBase 44 | Israel | WixAI+5 | — | 1h 15m 53s | |
| 6/3/26 |  TIVP074 (Video): Lifco AB (LIFCO-B.ST): The Serial Acquirer Building an Unstoppable Compounding Engine w/ Kyle Grieve & Shawn O'Malley✨ | Lifco ABacquisition strategy+4 | Kyle GrieveShawn O'Malley | Lifco ABCarl Bennett | — | Lifco ABacquisition+4 | — | 1h 23m 52s | |
| 5/31/26 |  TIVP073 (Video): NVR (NVR): What's Next for One of History's Greatest Compounders? w/ Kyle Grieve & Shawn O'Malley✨ | NVR analysiscapital allocation+3 | Kyle GrieveShawn O'Malley | NVR, Inc. | — | NVRhomebuilder+5 | — | 1h 28m 56s | |
| 5/24/26 |  TIVP072 (Video): Sea Limited (SE): Can Sea Limited 10x Again? w/ Daniel Mahncke & Shawn O’Malley✨ | Sea Limitede-commerce+4 | Daniel MahnckeShawn O'Malley | Sea LimitedTikTok Shop+2 | Southeast AsiaBrazil | Sea LimitedShopee+5 | — | 1h 39m 07s | |
| 5/17/26 |  TIVP071 (Video): Formula One Group (FWONA): The Only Sports Franchise Worth Owning w/ Kyle Grieve & Shawn O'Malley✨ | Formula Onesports franchises+5 | Kyle GrieveShawn O'Malley | Formula One GroupLiberty+1 | — | Formula Onecash flow+5 | — | 1h 18m 17s | |
| 5/10/26 |  TIVP070 (Video): Microsoft (MSFT): Is Microsoft a Misunderstood AI Opportunity? w/ Shawn O'Malley & Daniel Mahncke✨ | MicrosoftAI opportunities+5 | Daniel MahnckeShawn O'Malley | MicrosoftOpenAI+2 | — | MicrosoftAI+6 | — | 1h 32m 59s | |
| 5/3/26 |  TIVP069 (Video): OTC Markets (OTCM): A Picks and Shovels Play in Modern Capital Markets w/ Kyle Grieve & Shawn O'Malley✨ | OTC Marketsinvesting+3 | Kyle GrieveShawn O'Malley | OTC Markets GroupUS | — | OTC Marketsinfrastructure+3 | — | 1h 22m 15s | |
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| 4/25/26 |  TIVP68 (Video): CoStar Group (CSGP): The Real Estate Empire Making a $5 Billion Bet w/ Shawn O'Malley & Daniel Mahncke✨ | real estatedata analytics+4 | Shawn O'MalleyDaniel Mahncke | CoStar GroupHomes.com+3 | — | CoStar GroupHomes.com+5 | — | 1h 36m 49s | |
| 4/19/26 |  TIVP067: Portfolio Review: Thoughts on Airbnb, Reddit, Adobe, and co. w/ Daniel Mahncke, Shawn O'Malley, & Kyle Grieve✨ | portfolio reviewinvestment thesis+3 | Daniel MahnckeShawn O'Malley+1 | AirbnbUniversal Music Group+7 | — | AirbnbReddit+8 | — | 1h 46m 56s | |
| 4/12/26 |  Special Announcement: The Intrinsic Value Podcast Update✨ | podcast updateco-host introduction+3 | — | The Investor's PodcastThe Intrinsic Value Podcast+1 | — | podcast updateco-host+3 | — | 2m 32s | |
| 4/5/26 |  TIVP066: Valuing Constellation Software's Spinoffs: Topicus, Lumine and co. w/ Daniel Mahncke & Shawn O’Malley✨ | ValuationSpinoffs+3 | Daniel MahnckeShawn O'Malley | Constellation SoftwareTopicus+4 | — | Constellation SoftwareTopicus+5 | — | 1h 20m 52s | |
| 3/29/26 |  TIVP065: Spotify (SPOT): Investing in Music in the Age of AI w/ Shawn O’Malley & Daniel Mahncke✨ | Spotifymusic industry+5 | Shawn O'MalleyDaniel Mahncke | SpotifySpotify Inc.+5 | — | Spotifymusic streaming+8 | — | 1h 36m 08s | |
| 3/22/26 |  TIVP064: Kelly Partners Group: The Constellation Software of Accounting? w/ Daniel Mahncke & Shawn O’Malley✨ | accountingbusiness model+4 | Daniel MahnckeShawn O'Malley | Kelly PartnersThe Investors Podcast Network | AustraliaOmaha | Kelly PartnersBrett Kelly+5 | — | 1h 17m 05s | |
| 3/15/26 |  TIVP063: Figma Inc. (FIG): Recovering From An 80% Post-IPO Decline w/ Shawn O’Malley & Daniel Mahncke✨ | Figma Inc.design software+4 | Shawn O’MalleyDaniel Mahncke | Figma Inc.Adobe+1 | — | FigmaIPO+5 | — | 1h 12m 10s | |
| 3/8/26 |  TIVP062: Duolingo (DUOL): Generational Opportunity or fad? w/ Daniel Mahncke & Shawn O’Malley✨ | Duolingolanguage learning+3 | Daniel MahnckeShawn O’Malley | DuolingoThe Investors Podcast Network | — | Duolingolanguage app+3 | — | 1h 23m 44s | |
| 3/1/26 |  TIVP061: Lyft Inc. (LYFT): The Key to Winning the AV Wars? w/ Shawn O’Malley & Daniel Mahncke✨ | ride-sharingmarket competition+4 | Shawn O’MalleyDaniel Mahncke | Lyft Inc.Uber+3 | Zimbabwe | LyftUber+5 | — | 1h 22m 51s | |
| 2/22/26 |  TIVP060: Constellation Software (CSU): Historic Drawdown, Historic Buying Opportunity w/ Daniel Mahncke & Shawn O’Malley✨ | Constellation Softwarecapital allocation+4 | Daniel MahnckeShawn O’Malley | Constellation SoftwareThe Investors Podcast Network+1 | — | Constellation SoftwareMark Leonard+4 | — | 1h 27m 11s | |
| 2/15/26 |  TIVP059: Netflix (NFLX): The King of Streaming w/ Shawn O’Malley & Daniel Mahncke | Shawn 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 | 1h 25m 38s | ||||||
| 2/11/26 |  TIVP058.5 The Intrinsic Value Community (Mini Episode): The Power of a Trusted Peer Group w/ Daniel Mahncke & Shawn O’Malley | 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 | 7m 42s | ||||||
| 2/8/26 |  TIVP058: Hermes: The Most Prestigious Luxury Brand in the World w/ Daniel Mahncke & Shawn O’Malley | 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 | 1h 26m 48s | ||||||
| 2/1/26 |  TIVP057: Doximity (DOCS): A Profitable Social Media Platform For Doctors w/ Shawn O’Malley & Daniel Mahncke | 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 | 1h 10m 13s | ||||||
| 1/25/26 |  TIVP056: Meta (META): Is Meta Undervalued Again? w/ Daniel Mahncke & Shawn O’Malley | 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 | 1h 20m 45s | ||||||
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