The Intrinsic Value Podcast - The Investor’s Podcast Network
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TIVP103 (Video): Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O’Malley
Oct 18, 2026
1h 25m 13s
TIVP102 (Video): Hermès and LVMH Stock: Time to Buy Luxury? w/ Daniel Mahncke & Shawn O’Malley
Oct 11, 2026
1h 15m 28s
TIVP101 (Video): HEICO Vs. TransDigm: Whose Aerospace Monopoly Is Better? w/ Kyle Grieve & Shawn O’Malley
Oct 7, 2026
1h 17m 44s
TIVP100 (Video): Walmart (WMT): From Discount Retailer to eCommerce Powerhouse w/ Kyle Grieve & Shawn O’Malley
Oct 4, 2026
1h 15m 26s
TIVP099 (Video): Meta (META): What the Market Misses w/ Daniel Mahncke & Shawn O’Malley
Sep 27, 2026
1h 29m 46s
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Insights are generated by CastFox AI using publicly available data, episode content, and proprietary models.
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- 🇮🇳India · Investing#325.7K to 30K
- 🇹🇭TH · Investing#211.2K to 6.4K
- 🇨🇦Canada · Investing#821.1K to 5.7K
- 🇩🇰DK · Investing#30743 to 3.9K
- 🇧🇪BE · Investing#41601 to 3.2K
- Per-Episode Audience
Est. listeners per new episode within ~30 days
12K to 63K🎙 ~2x weekly·787 episodes·Last published yesterday - Monthly Reach
Unique listeners across all episodes (30 days)
24K to 125K🇺🇸71%🇮🇳14%🇹🇭3%+10 more - Active Followers
Loyal subscribers who consistently listen
13K to 69K
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 10/18/26 |  TIVP103 (Video): Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O’Malley | In today's episode, Kyle Grieve and Shawn O’Malley discuss Aritzia, the everyday luxury fashion brand that has become one of retail's most impressive compounders. They explore how a small boutique in the corner of a department store grew into a brand with exceptional store-based economics, a spotless balance sheet, and a huge untapped opportunity across America. With the stock falling even as the business posts some of its best growth ever, they debate whether this is a rare chance to own a durable compounder or a hot brand nearing its peak. IN THIS EPISODE YOU’LL LEARN: (00:00:00) Intro (00:01:41) What Lululemon's struggles reveal about investing in retail brands (00:09:41) Why Aritzia's stores outsell most of their mall neighbours (00:14:20) How Aritzia turned a tariff headache into rising margins (00:20:20) Why some fashion brands fade while others keep compounding (00:24:04) The one competitive advantage behind Aritzia's decades of growth (00:47:28) Why management turned down cheap money when everyone else borrowed (00:57:31) The biggest risk that could end Aritzia's run (01:14:37) Valuation discussion on Aritzia (01:19:08) Intrinsic value of Aritzia (01:19:51) Whether Kyle & Shawn will add Aritzia to the Intrinsic Value Portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES If you are interested in a Community for investors to learn, share ideas, network, and join calls with experts: Apply for The Intrinsic Value Mastermind. If you are interested in more personal meet-ups, meeting superinvestors, and discussing investing and things that go beyond: Apply for The Mastermind: Inner Circle. Track The Intrinsic Value Portfolio. Check out our previous Intrinsic Value breakdowns: Lululemon, Nike, Hermes, LVMH. Portfolio Review Submit Tool. 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 Superhuman 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. Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm | 1h 25m 13s | ||||||
| 10/11/26 |  TIVP102 (Video): Hermès and LVMH Stock: Time to Buy Luxury? w/ Daniel Mahncke & Shawn O’Malley | Daniel Mahncke and Shawn O'Malley revisit the two luxury houses they passed on last time — Hermès (EPA: RMS), the 189-year-old maker of the Birkin bag, and LVMH (EPA: MC), the 75-brand conglomerate behind Louis Vuitton, Dior, Tiffany, and Hennessy. Both stocks now sit near their lows: Hermès is down more than 50% from its February 2025 peak and trades at 32 times earnings for the first time in a decade, while LVMH has fallen to a five-year low after two straight years of declining sales — something that didn't even happen in 2009. The luxury industry has lost roughly 70 million customers since 2022, the Chinese market that tripled between 2017 and 2021 has been shrinking ever since, and a war in the Gulf emptied the stores on the Champs-Élysées of their best-spending tourists. But some brands are growing. Daniel and Shawn work out why Richemont can grow 20% in the same quarter LVMH grows 3%, why Hermès still earns a 41% margin while LVMH's fashion and leather division has given back seven points of margin in five years, and why the top 0.1% of luxury clients keep spending while the aspirational buyer walks away. They also cover the Chinese property bust and its five-to-six-year playbook, and how prior luxury downturns in 2009, 2016, and 2020 ended. In the end, Daniel updates both valuation models and decides whether either Hermès or LVMH finally earns a spot in The Intrinsic Value Portfolio. IN THIS EPISODE YOU’LL LEARN: (00:00:00) Intro (00:00:41) About the state of the luxury market (00:14:03) How Hermès’ business has done since our first pitch (00:18:31) What makes LVMH and Hermès special (00:26:59) How LVMH’s business has done since our first pitch (00:29:00) How China is impacting the luxury market (00:35:54) How long past luxury downturns were (00:55:02) Why Hermès has an even better chance of recovering quickly (01:01:43) Valuation discussion (01:03:27) Intrinsic value of RMS (01:05:02) Intrinsic value of LVMH (01:05:25) Whether LVMH or RMS will be added to The Intrinsic Value Portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES If you are interested in a Community for investors to learn, share ideas, network, and join calls with experts: Apply for The Intrinsic Value Mastermind. If you are interested in more personal meet-ups, meeting superinvestors, and discussing investing and things that go beyond: Apply for The Mastermind: Inner Circle. Track The Intrinsic Value Portfolio. Portfolio Review Submit Tool. Original Episode on Hermès. Original Episode on LVMH. BCG Sector Analysis. Check out our previous Intrinsic Value breakdowns: Restoration Hardware, Formula One Group, Hermès, LVMH. 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 Superhuman 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. Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm | 1h 15m 28s | ||||||
| 10/7/26 |  TIVP101 (Video): HEICO Vs. TransDigm: Whose Aerospace Monopoly Is Better? w/ Kyle Grieve & Shawn O’Malley | In today’s episode, Kyle Grieve and Shawn O’Malley discuss HEICO and TransDigm, two dominant players in the aerospace components industry known for their pricing power and resiliency. They’ll compare how each company grows through acquisitions and organic expansion, how they approach debt and capital allocation, and what gives each business its durable competitive advantages. The discussion also covers the risks facing both companies, including regulatory scrutiny and reliance on continued aerospace demand, as well as potential sources of future growth. IN THIS EPISODE YOU’LL LEARN: (00:00:00) Intro (00:05:30) How TransDigm built its sole-source pricing power model (00:09:00) How HEICO competes by underpricing original equipment manufacturers (00:15:03) Why the aerospace industry has such high barriers to entry (00:18:24) Why both companies rely heavily on acquisitions to grow (00:25:33) How each company’s approach to debt differs sharply (00:29:24) Why regulators have started scrutinizing TransDigm’s acquisition strategy (00:42:43) What gives HEICO and TransDigm such durable competitive advantages (00:47:20) How ownership and incentive structures shape each management team (01:00:39) What risks could disrupt either company’s long runway of growth (01:04:42) Where future growth could come from for both businesses (01:09:52) Valuation discussion (01:12:48) Intrinsic value of HEICO (01:13:17) Whether Kyle & Shawn will add HEICO or TransDigm to the Intrinsic Value Portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive The Intrinsic Value Mastermind Community. Track The Intrinsic Value Portfolio. Portfolio Review Submit Tool. Listen to the TransDigm episode with Daniel and Shawn. Listen to our HEICO episode with Clay Finck. Listen to the TransDigm Foundations with Nicholas Howley. Listen to TransDigm episode with Nicholas Howley. Read The Compounders book. Check out our previous Intrinsic Value breakdowns: Copart, Comfort Systems, SpaceX, Copa Holdings. 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 Superhuman 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. Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm | 1h 17m 44s | ||||||
| 10/4/26 |  TIVP100 (Video): Walmart (WMT): From Discount Retailer to eCommerce Powerhouse w/ Kyle Grieve & Shawn O’Malley | In today's episode, Kyle Grieve and Shawn O’Malley discuss Walmart and how it grew from Sam Walton's small-town five-and-dime into a retail giant. Today, it also makes money from e-commerce, a marketplace, advertising and memberships. They cover the scale advantages behind Walmart's everyday low prices, how its suppliers end up financing its inventory, and why its power over those suppliers continues to draw antitrust scrutiny. They also look at Walmart's capital allocation, management, growth levers and the biggest risks facing the business. IN THIS EPISODE YOU’LL LEARN: (00:00:00) Intro (00:00:39) How Sam Walton’s early franchise lessons shaped Walmart’s strategy (00:09:29) Why trading margin for volume remains core to Walmart (00:13:36) How Walmart makes money beyond traditional brick-and-mortar retail (00:24:21) Why everyday low prices built lasting customer trust (00:31:15) How negative working capital supports Walmart’s free cash flow (00:34:16) What the PepsiCo case reveals about Walmart’s supplier power (00:37:41) How Walmart splits capital between buybacks, dividends and reinvestment (00:45:42) Why the Jet.com acquisition was a good acquisition despite the write-down (00:57:56) Where Walmart’s future growth may come from (01:02:12) How agentic AI shopping could threaten Walmart’s customer relationships (01:07:39) Valuation discussion of Walmart (01:08:54) Walmart's intrinsic value (01:10:53) Whether Kyle & Shawn will add Walmart to the Intrinsic Value Portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive The Intrinsic Value Mastermind Community. Track The Intrinsic Value Portfolio. Portfolio Review Submit Tool. Buy your copy of Sam Walton’s autobiography Made In America. Check out our previous Intrinsic Value breakdowns: Lululemon, Nike, Ulta, Our Biggest Losers. 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 Superhuman 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. Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm | 1h 15m 26s | ||||||
| 9/27/26 |  TIVP099 (Video): Meta (META): What the Market Misses w/ Daniel Mahncke & Shawn O’Malley | Daniel Mahncke and Shawn O'Malley revisit Meta Platforms (NASDAQ: META), the advertising machine behind Facebook, Instagram, and WhatsApp that reaches 3.6 billion people every day — over 40% of the world's population — and just grew ad revenue 27% to a nearly $240 billion annual run rate. Yet the stock trades more than 20% below its highs, because the money is going out even faster than it's coming in: operating margins fell from 43% to 31% in a single year, quarterly free cash flow collapsed from $8.5 billion to $784 million, and capex guidance now sits at $130–145 billion this year — with analysts penciling in $200 billion for next. Daniel and Shawn dig into what all that spending actually buys. Is this Mark Zuckerberg's third failed attempt to turn Meta into a platform — after the FarmVille-era Facebook apps and a $100 billion metaverse — or does AI finally make the vision real, whether through AI glasses, a personal agent, a budding cloud business, or an ad engine where every pixel becomes sellable inventory? They also cover Meta's $17 billion settlement with 47 states over teen safety, the special purpose vehicles keeping tens of billions of data-center debt off Meta's balance sheet, why Apple is quietly taking the opposite side of Meta's bet, and why Wall Street rewards Google for the same capex it punishes Meta for. In the end, Daniel rebuilds his valuation model from scratch and decides whether Meta finally earns a spot in The Intrinsic Value Portfolio. IN THIS EPISODE YOU’LL LEARN: (00:00:00) Intro (00:00:45) About Zuckerberg’s Platform Dream (00:11:30) Why Meta was sued and how it settled (00:20:53) What the regulatory risk means for Meta’s future (00:28:33) What Meta’s AI vision looks like (00:37:30) How AI could revolutionize Meta’s Ads Business (00:40:47) About the optionality of WhatsApp (00:48:13) Why AI could make Meta glasses a success (01:02:20) How Meta is planning to build a Cloud Business (01:18:40) Meta's valuation discussion (01:22:47) How much Meta's stock is actually worth (01:22:57) Whether META will be added to The Intrinsic Value Portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive The Intrinsic Value Mastermind Community. Track The Intrinsic Value Portfolio. Portfolio Review Submit Tool. Zuckerberg’s WSJ Article – The AI Future is for Everyone. Ben Thompson’s Research at Stratechery. Check out the original Meta episode. 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 Superhuman 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. Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm | 1h 29m 46s | ||||||
| 9/20/26 |  TIVP098 (Video): Alphabet (GOOGL): The Megacap That Still Might Be Underrated w/ Kyle Grieve & Shawn O’Malley | In today's episode, Kyle Grieve and Shawn O’Malley revisit Alphabet nearly two years after Shawn's original pitch, tracing how the company transformed from a cash-rich, buyback-driven business into an aggressive spender on AI infrastructure. They walk through what changed across Search, YouTube, Cloud, and Waymo, and unpack why the market's fears around AI disrupting Google were largely unfounded. Along the way, they dig into how Alphabet is funding its buildout, what that means for shareholders, and which questions will determine whether this evolved version of the business is actually better. IN THIS EPISODE YOU’LL LEARN: (00:00:00) Intro (00:00:41) Why Shawn’s original Alphabet thesis needed a revisit (00:06:55) How the AI-kills-search narrative played out in reality (00:30:28) Why Google Cloud’s margins surprised skeptical investors (00:43:48) How Waymo went from afterthought to major asset (00:49:44) How Alphabet’s AI spending flows through its earnings (01:03:12) What Berkshire Hathaway’s growing stake signals about the company (01:03:47) Why Alphabet paused buybacks and started raising equity (01:07:15) Which unresolved questions will define Alphabet’s next few years (01:13:13) Whether Kyle & Shawn will add to their Alphabet in the Intrinsic Value Portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive The Intrinsic Value Mastermind Community. Track The Intrinsic Value Portfolio. Portfolio Review Submit Tool. Our original podcast deep-dive on Alphabet. Check out our previous Intrinsic Value breakdowns: SpaceX, Microsoft, Meta. 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 Superhuman 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. Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm | 1h 20m 39s | ||||||
| 9/13/26 |  TIVP097 (Video): Copart Stock (CPRT): Is Copart now a Buy? w/ Daniel Mahncke & Shawn O’Malley | Daniel Mahncke and Shawn O'Malley revisit Copart (NASDAQ: CPRT), the online salvage auction giant that turns totaled cars into a global marketplace, connecting insurers with more than a million buyers across 190 countries. Copart owns over 250 salvage yards outright — land that's increasingly difficult to permit today — and compounded earnings per share at over 20% a year for a decade. But the stock is down more than 40% from its highs, U.S. insurance volumes have fallen for four straight quarters, and its main competitor, IAA, has now outgrown Copart for six straight quarters. Daniel and Shawn dig into what actually broke. Is the volume decline cyclical, driven by Americans dropping insurance coverage after premiums rose ~50% in three years — or structural, as Progressive becomes America's largest auto insurer while sending three-quarters of its salvage to IAA? They also cover why founder-era CEO Jay Adair returned after four years away, why Copart just bought back $1.6 billion of its own stock after five years of nothing, and what a rumored acquisition of CCC Intelligent Solutions would mean for a company that has never carried meaningful debt. In the end, Daniel updates his valuation model and decides whether Copart earns its way back into The Intrinsic Value Portfolio. IN THIS EPISODE YOU’LL LEARN: (00:00:00) Intro (00:00:46) What changed since our last episode on Copart (00:12:42) How Copart’s moat works (00:17:55) Whether Copart’s moat still exists (00:20:30) Whether competition actually gained market share (00:39:57) What new CEO Jay Adair wants to change (00:58:23) How much Copart stock is actually worth (01:05:32) Whether CPRT will be added to The Intrinsic Value Portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive The Intrinsic Value Mastermind Community. Track The Intrinsic Value Portfolio. Learn more about how to join us in NYC for our Intrinsic Value Conference. Portfolio Review Submit Tool. Our original deep-dive on Copart. Value Investor Club Long Thesis. Value Investor Club Short Thesis. 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 Superhuman 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 Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm | 1h 10m 40s | ||||||
| 9/9/26 | Uber's stock performanceautonomous vehicles+4 | Shawn O’MalleyDaniel Mahncke | UberWaymo+9 | — | Uberautonomy+7 | — | 1h 04m 31s | ||
| 9/6/26 | AppLovinmobile advertising+4 | Kyle GrieveShawn O'Malley | AppLovinGoogle+1 | — | AppLovinadvertising platform+5 | — | 1h 33m 26s | ||
| 9/2/26 | investment analysisbusiness growth+4 | Kyle GrieveShawn O'Malley | Comfort Systems USAIntrinsic Value Portfolio | — | Comfort Systemsinvestment decision+5 | — | 1h 16m 48s | ||
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| 8/30/26 | Palantir stock analysisAI and business growth+3 | Daniel MahnckeShawn O’Malley | PalantirU.S. Army+5 | — | PalantirPLTR+6 | — | 1h 16m 27s | ||
| 8/23/26 | Domino's Pizzafranchising+5 | Kyle GrieveShawn O'Malley | Domino's PizzaThe Investor's Podcast Network | — | Domino's Pizzaroyalty engine+5 | — | 1h 15m 38s | ||
| 8/19/26 | stock performanceinvestment strategies+4 | Daniel MahnckeShawn O'Malley | GoogleAmazon+5 | — | GoogleAmazon+6 | — | 1h 27m 58s | ||
| 8/16/26 | stock market analysisinvestment strategies+3 | Daniel MahnckeShawn O'Malley | AdobeLululemon+3 | — | AdobeLululemon+6 | — | 1h 19m 10s | ||
| 8/9/26 | Exor NVFerrari+3 | Kyle GrieveShawn O'Malley | Exor NVFerrari+1 | ItalyDutch | Exor NVFerrari+5 | — | 1h 24m 57s | ||
| 8/5/26 | IntuitS&P 500+4 | Shawn O'MalleyKyle Grieve | QuickBooksTurboTax+2 | — | IntuitS&P 500+5 | — | 1h 19m 47s | ||
| 8/2/26 | DLocalemerging markets+4 | Daniel MahnckeShawn O’Malley | DLocalAmazon+3 | Uruguayemerging markets | DLocalemerging markets+7 | — | 1h 22m 41s | ||
| 7/26/26 |  TIVP086 (Video): Perimeter Solutions (PRM): A Niche Monopoly, One Acquisition at a Time w/ Kyle Grieve and Shawn O'Malley | In today's episode, Kyle Grieve and Shawn O’Malley analyze Perimeter Solutions, a niche industrial conglomerate built by Transdigm's legendary founder Nick Howley using the same playbook that turned Transdigm into a multi-decade compounder. They break down how the company operates two very different segments, from wildfire retardants and airbase logistics to specialty chemicals and precision medical manufacturing equipment, each built around sticky, mission-critical customer relationships. They’ll also cover the company's acquisition strategy, its unusual founder's advisory fee, and the debt and litigation risks that complicate an otherwise compelling capital allocation story. IN THIS EPISODE YOU’LL LEARN: (00:00:00) Intro (00:00:34) Why the Transdigm playbook is worth cloning (00:04:20) How this management team built a public compounding machine (00:07:42) Why one segment profits directly from worsening wildfires (00:16:05) The chemical monopoly hiding inside a boring business (00:27:27) What makes these niche products nearly impossible to replace (00:37:14) How disciplined acquisitions have created so much shareholder value (00:43:19) The controversial fee structure investors aren’t big fans of (01:07:07) Valuation discussion of PRM (01:09:54) Intrinsic value of PRM (01:11:43) Whether Kyle and Shawn will add PRM to the Intrinsic Value Portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive The Intrinsic Value Mastermind Community. Track The Intrinsic Value Portfolio. Learn more about how to join us in NYC for our Intrinsic Value Conference. Follow Kyle on X and LinkedIn. 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. Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm | 1h 16m 07s | ||||||
| 7/22/26 |  TIVP085 (Video): Fairfax Financial (FFO.TO): The Berkshire Of The North w/ Kyle Grieve and Shawn O'Malley | In today's episode, Kyle Grieve and Shawn O’Malley analyze Fairfax Financial, the insurance conglomerate that Prem Watsa built from a near-bankrupt trucking insurer into a compounding machine often compared to Berkshire Hathaway. They break down Fairfax's insurance and non-insurance segments, its use of float, and the capital allocation moves, from acquisitions to buybacks, that have driven decades of growth. The conversation also covers Fairfax's competitive advantages, key risks such as catastrophe exposure and succession, and whether the business remains an attractive opportunity today. IN THIS EPISODE YOU’LL LEARN: (00:00:00) Intro (00:04:52) Why Fairfax's history shorting backfired for years (00:07:48) How Fairfax structures its insurance and non-insurance businesses (00:14:20) How Fairfax treats its winning investments (00:18:46) What the combined ratio reveals about Fairfax’s underwriting abilities (00:31:36) Why Fairfax's culture keeps talented operators for decades (00:33:16) How Fairfax uses debt to fund acquisitions (00:38:28) Why Fairfax's buyback timing shows disciplined capital allocation (00:43:09) How Prem Watsa's pay stays modest despite success (00:49:35) What risks Fairfax has as it continues to scale (00:56:19) Valuation discussion of Fairfax (00:57:56) Intrinsic value of Fairfax (01:02:29) Whether Kyle and Shawn will add Fairfax to the Intrinsic Value Portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive The Intrinsic Value Mastermind Community. Track The Intrinsic Value Portfolio. Learn more about how to join us in NYC for our Intrinsic Value Conference. Read The Fairfax Way by David Thomas. Listen to my episode where I cover the history of Fairfax Financial. Follow Kyle on X and LinkedIn. 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. Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm | 1h 07m 31s | ||||||
| 7/19/26 | Pinduoduo analysisChinese e-commerce+3 | Daniel MahnckeShawn O'Malley | PinduoduoAlibaba+2 | Chinainternational+1 | Pinduoduoe-commerce+6 | — | 1h 28m 43s | ||
| 7/15/26 | SpaceX IPOinvestment analysis+4 | Kyle GrieveShawn O'Malley | reusable rocketsSpaceX+5 | — | SpaceXIPO+7 | — | 1h 15m 52s | ||
| 7/12/26 | e-commercefintech+4 | Daniel MahnckeShawn O'Malley | KSPIKaspi.kz+2 | KazakhstanTurkey+1 | Kaspi.kze-commerce monopoly+5 | — | 1h 29m 37s | ||
| 7/8/26 | luxury brandingfurniture retail+5 | Shawn O'MalleyDaniel Mahncke | luxury furnitureRestoration Hardware+2 | America | Restoration Hardwareluxury empire+6 | — | 1h 07m 38s | ||
| 7/5/26 | Auto1 Groupused-car platform+4 | Daniel MahnckeShawn O'Malley | AG1Auto1 Group+2 | Berlin | Auto1 Groupused cars+5 | — | 1h 04m 26s | ||
| 6/28/26 | American Towercell tower business+5 | Kyle GrieveShawn O'Malley | American TowerThe Investor's Podcast Network | — | American Towerrecurring revenue+5 | — | 1h 14m 54s | ||
| 6/21/26 | airline stocksCopa Holdings+5 | Daniel MahnckeShawn O'Malley | 737Copa Holdings+2 | PanamaEurope+1 | Copa Holdingsairline curse+6 | — | 1h 28m 54s | ||
| 6/14/26 | investment analysisbusiness consolidation+4 | Kyle GrieveShawn O'Malley | Beacon RoofingKodiak+2 | — | QXOBrad Jacobs+6 | — | 1h 21m 29s | ||
| 6/10/26 | Grab HoldingsUber+5 | Daniel Mahncke | Grab HoldingsUber | Southeast Asia | Grab HoldingsUber+7 | — | 1h 20m 44s | ||
| 6/7/26 | Wix.comgenerative AI+4 | Daniel MahnckeShawn O’Malley | Wix.comBase 44 | Israel | WixAI+5 | — | 1h 15m 53s | ||
| 6/3/26 | Lifco ABacquisition strategy+4 | Kyle GrieveShawn O'Malley | Lifco ABCarl Bennett | — | Lifco ABacquisition+4 | — | 1h 23m 52s | ||
| 5/31/26 | NVR analysiscapital allocation+3 | Kyle GrieveShawn O'Malley | NVR, Inc. | — | NVRhomebuilder+5 | — | 1h 28m 56s | ||
| 5/24/26 | Sea Limitede-commerce+4 | Daniel MahnckeShawn O'Malley | Sea LimitedTikTok Shop+2 | Southeast AsiaBrazil | Sea LimitedShopee+5 | — | 1h 39m 07s | ||
| 5/17/26 | Formula Onesports franchises+5 | Kyle GrieveShawn O'Malley | Formula One GroupLiberty+1 | — | Formula Onecash flow+5 | — | 1h 18m 17s | ||
| 5/10/26 | MicrosoftAI opportunities+5 | Daniel MahnckeShawn O'Malley | MicrosoftOpenAI+2 | — | MicrosoftAI+6 | — | 1h 32m 59s | ||
| 5/3/26 | OTC Marketsinvesting+3 | Kyle GrieveShawn O'Malley | OTC Markets GroupUS | — | OTC Marketsinfrastructure+3 | — | 1h 22m 15s | ||
| 4/25/26 | real estatedata analytics+4 | Shawn O'MalleyDaniel Mahncke | CoStar GroupHomes.com+3 | — | CoStar GroupHomes.com+5 | — | 1h 36m 49s | ||
| 4/19/26 | portfolio reviewinvestment thesis+3 | Daniel MahnckeShawn O'Malley+1 | AirbnbUniversal Music Group+7 | — | AirbnbReddit+8 | — | 1h 46m 56s | ||
| 4/12/26 | podcast updateco-host introduction+3 | — | The Investor's PodcastThe Intrinsic Value Podcast+1 | — | podcast updateco-host+3 | — | 2m 32s | ||
| 4/5/26 | ValuationSpinoffs+3 | Daniel MahnckeShawn O'Malley | Constellation SoftwareTopicus+4 | — | Constellation SoftwareTopicus+5 | — | 1h 20m 52s | ||
| 3/29/26 | Spotifymusic industry+5 | Shawn O'MalleyDaniel Mahncke | SpotifySpotify Inc.+5 | — | Spotifymusic streaming+8 | — | 1h 36m 08s | ||
| 3/22/26 | accountingbusiness model+4 | Daniel MahnckeShawn O'Malley | Kelly PartnersThe Investors Podcast Network | AustraliaOmaha | Kelly PartnersBrett Kelly+5 | — | 1h 17m 05s | ||
| 3/15/26 | Figma Inc.design software+4 | Shawn O’MalleyDaniel Mahncke | Figma Inc.Adobe+1 | — | FigmaIPO+5 | — | 1h 12m 10s | ||
| 3/8/26 | Duolingolanguage learning+3 | Daniel MahnckeShawn O’Malley | DuolingoThe Investors Podcast Network | — | Duolingolanguage app+3 | — | 1h 23m 44s | ||
| 3/1/26 | ride-sharingmarket competition+4 | Shawn O’MalleyDaniel Mahncke | Lyft Inc.Uber+3 | Zimbabwe | LyftUber+5 | — | 1h 22m 51s | ||
| 2/22/26 | Constellation Softwarecapital allocation+4 | Daniel MahnckeShawn O’Malley | Constellation SoftwareThe Investors Podcast Network+1 | — | Constellation SoftwareMark Leonard+4 | — | 1h 27m 11s | ||
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Chart history for The Intrinsic Value Podcast - The Investor’s Podcast Network
Peaked at #21 in TH, currently #21 in TH.
| Market | Genre | Peak | Current | Trend |
|---|---|---|---|---|
| TH | — | #21 | #21 | — |
| Denmark | — | #30 | #30 | — |
| India | — | #32 | #32 | — |
| BE | — | #41 | #41 | — |
| Finland | — | #41 | #41 | — |
| PH | — | #50 | #50 | — |
| IL | — | #57 | #57 | — |
| South Africa | — | #61 | #61 | — |
| TH | — | #77 | #77 | — |
| Denmark | — | #81 | #81 | — |
| Canada | — | #82 | #82 | — |
| PL | — | #82 | #82 | — |
| ID | — | #96 | #96 | — |
| AE | — | #97 | #97 | — |
| HK | — | #97 | #97 | — |
| RO | — | #116 | #116 | — |
| MY | — | #119 | #119 | — |
| India | — | #120 | #120 | — |
| Finland | — | #123 | #123 | — |
| BE | — | #134 | #134 | — |
Chart Positions
29 placements across 23 markets.
Chart Positions
29 placements across 23 markets.