The Intrinsic Value Podcast - The Investor’s Podcast Network

TIVP064: Kelly Partners Group: The Constellation Software of Accounting? w/ Daniel Mahncke & Shawn O’Malley

22 Mar 2026

Contributed by Lukas

Daniel Mahncke and Shawn O'Malley take a deep dive into Kelly Partners — a fast-growing Australian chartered accounting network with over 25,000 SME...

TIVP063: Figma Inc. (FIG): Recovering From An 80% Post-IPO Decline w/ Shawn O’Malley & Daniel Mahncke

15 Mar 2026

Contributed by Lukas

Shawn O’Malley and Daniel Mahncke break down the emerging design giant Figma Inc. (ticker: FIG) and discuss whether the company can expand further i...

TIVP062: Duolingo (DUOL): Generational Opportunity or fad? w/ Daniel Mahncke & Shawn O’Malley

08 Mar 2026

Contributed by Lukas

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 t...

TIVP061: Lyft Inc. (LYFT): The Key to Winning the AV Wars? w/ Shawn O’Malley & Daniel Mahncke

01 Mar 2026

Contributed by Lukas

Shawn O’Malley and Daniel Mahncke break down the ride-sharing giant Lyft Inc. (ticker: LYFT) and discuss whether the company can regain ground again...

TIVP060: Constellation Software (CSU): Historic Drawdown, Historic Buying Opportunity w/ Daniel Mahncke & Shawn O’Malley

22 Feb 2026

Contributed by Lukas

Daniel Mahncke and Shawn O’Malley take a deep dive into Constellation Software — the popular Canadian compounder that has turned buying “boring”...

TIVP059: Netflix (NFLX): The King of Streaming w/ Shawn O’Malley & Daniel Mahncke

15 Feb 2026

Contributed by Lukas

Shawn O’Malley and Daniel Mahncke break down Netflix (ticker: NFLX) and discuss whether the company has finally won the streaming wars. While growth...

TIVP058.5 The Intrinsic Value Community (Mini Episode): The Power of a Trusted Peer Group w/ Daniel Mahncke & Shawn O’Malley

11 Feb 2026

Contributed by Lukas

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, a...

TIVP058: Hermes: The Most Prestigious Luxury Brand in the World w/ Daniel Mahncke & Shawn O’Malley

08 Feb 2026

Contributed by Lukas

Daniel Mahncke and Shawn O’Malley take a deep dive into Hermès — the family-controlled luxury house that has turned craftsmanship and scarcity in...

TIVP057: Doximity (DOCS): A Profitable Social Media Platform For Doctors w/ Shawn O’Malley & Daniel Mahncke

01 Feb 2026

Contributed by Lukas

Shawn O’Malley and Daniel Mahncke break down Doximity (ticker: DOCS), known as “the LinkedIn for doctors,” with a suite of productivity apps sup...

TIVP056: Meta (META): Is Meta Undervalued Again? w/ Daniel Mahncke & Shawn O’Malley

25 Jan 2026

Contributed by Lukas

Daniel Mahncke and Shawn O’Malley take a deep dive into Meta — the world’s most powerful attention engine, spanning Facebook, Instagram, WhatsAp...

TIVP055: Churchill Downs, Inc. (CHDN): Investing in the Greatest Two Minutes in Sports w/ Shawn O’Malley & Daniel Mahncke

18 Jan 2026

Contributed by Lukas

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 raci...

TIVP054: Mercado Libre: More than just "the Amazon of Latin America" w/ Daniel Mahncke & Shawn O’Malley

11 Jan 2026

Contributed by Lukas

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 a...

TIVP053: Exor NV (EXO): Too Good To Be True? w/ Shawn O’Malley & Daniel Mahncke

04 Jan 2026

Contributed by Lukas

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 Fi...

TIVP052: Chapters Group: 100-Bagger in the Making? w/ Daniel Mahncke & Shawn O’Malley

28 Dec 2025

Contributed by Lukas

Daniel and Shawn take a deep dive into Chapters Group — one of Europe’s most rapidly evolving serial acquirers of mission-critical software and se...

TIVP051: Snap Inc. (SNAP): Why Hasn’t Snapchat Become a Social Media Titan? w/ Shawn O’Malley & Daniel Mahncke

21 Dec 2025

Contributed by Lukas

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:...

TIVP050: Portfolio Review: Performance and New Positions w/ Daniel Mahncke & Shawn O’Malley

14 Dec 2025

Contributed by Lukas

Daniel and Shawn review the Intrinsic Value Portfolio after nearly one year of searching for the best opportunities in the market. In this episode, th...

TIVP049: DoorDash (DASH): Can It Keep Delivering Returns? w/ Shawn O’Malley & Daniel Mahncke

07 Dec 2025

Contributed by Lukas

Shawn and Daniel break down DoorDash (ticker: DASH), America’s dominant meal-delivery company that’s rapidly expanding into all forms of local com...

TIVP048: S&P Global (SPGI): The Company behind the Market w/ Daniel Mahncke & Shawn O’Malley

30 Nov 2025

Contributed by Lukas

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:...

TIVP047: Booking Holdings (BKNG): Does Booking.yeah = Value.yeah? w/ Shawn O’Malley & Daniel Mahncke

23 Nov 2025

Contributed by Lukas

Shawn O’Malley and Daniel Mahncke break down Booking Holdings (ticker: BKNG), the world’s largest travel company. IN THIS EPISODE, YOU’LL LE...

TIVP046: TransDigm (TDG): A Conglomerate of Monopolies w/ Daniel Mahncke & Shawn O’Malley

16 Nov 2025

Contributed by Lukas

Daniel Mahncke and Shawn O’Malley dive into TransDigm — the aerospace supplier that turned “boring parts” into a compounding machine. Built ar...

TIVP045: Robinhood Markets Inc. (HOOD): The World’s Most Innovative Financial Company? w/ Shawn O’Malley & Daniel Mahncke

09 Nov 2025

Contributed by Lukas

Shawn & Daniel discuss how Robinhood transformed investing with commission-free trading, overcame controversies, and now aims to become a full-service...

TIVP044: Salesforce (CRM): Agentforce or AI-Native? w/ Daniel Mahncke & Shawn O’Malley

02 Nov 2025

Contributed by Lukas

Daniel Mahncke and Shawn O’Malley dive into Salesforce — the company that practically invented modern enterprise software and is now trying to rei...

TIVP043: MSCI (MSCI): The Financial Giant Enabling Passive Investing w/ Shawn O’Malley & Daniel Mahncke

26 Oct 2025

Contributed by Lukas

Shawn O’Malley and Daniel Mahncke break down MSCI Inc. (MSCI), the global leader in financial market indexes that power the passive investing revolu...

TIVP042: Copart (CPRT): The 100-Bagger Junk Yard w/ Daniel Mahncke & Shawn O’Malley

19 Oct 2025

Contributed by Lukas

Daniel Mahncke and Shawn O’Malley dive into Copart, the salvage auction company that’s quietly become one of the best-performing stocks of the las...

TIVP041: Fair Isaac Corporation (FICO): Scoring The World’s Biggest Credit Scorer w/ Shawn O’Malley & Daniel Mahncke

12 Oct 2025

Contributed by Lukas

Shawn O’Malley and Daniel Mahncke break down Fair Isaac Corporation (ticker: FICO), a company whose algorithms are essential to computing credit sco...

TIVP040: Manchester United (MANU): Valuing a Football Empire w/ Daniel Mahncke & Shawn O’Malley

05 Oct 2025

Contributed by Lukas

Daniel Mahncke and Shawn O’Malley dive into Manchester United, the legendary football club that’s grown from a 19th-century railway team into one ...

TIVP039: Universal Music Group (UMG): Owning The World’s Music Catalog w/ Shawn O’Malley & Daniel Mahncke

28 Sep 2025

Contributed by Lukas

Shawn O’Malley and Daniel Mahncke break down Universal Music Group (ticker: UMG), a company that controls a royalty stream on roughly ⅓ of the wor...

TIVP038: Berkshire Hathaway (BRK.B): From Buffett to Abel w/ Daniel Mahncke & Shawn O’Malley

21 Sep 2025

Contributed by Lukas

Daniel Mahncke and Shawn O’Malley dive into Berkshire Hathaway, the billion-dollar conglomerate built by Warren Buffett and Charlie Munger that’s ...

TIVP037: Match Group (MTCH): Is Finding Love a Good Investment? w/ Shawn O’Malley & Daniel Mahncke

14 Sep 2025

Contributed by Lukas

Shawn O’Malley and Daniel Mahncke break down Match Group (ticker: MTCH), a company that operates as part of a duopoly in online dating, owning a num...

TIVP036: Dell (DELL): Overlooked AI Growth Story? w/ Daniel Mahncke & Shawn O’Malley

07 Sep 2025

Contributed by Lukas

Daniel Mahncke and Shawn O’Malley dive into Dell Technologies, the legacy PC giant that’s quietly become one of the largest suppliers of AI infras...

TIVP035: Ferrari (RACE): High-Speed Compounder w/ Shawn O’Malley & Daniel Mahncke

31 Aug 2025

Contributed by Lukas

Shawn O’Malley and Daniel Mahncke break down Ferrari (ticker: RACE), a company whose stock is arguably just as impressive as its high-performance an...

TIVP034: Crocs (CROX): Fashion Icon or Value Trap? w/ Daniel Mahncke & Shawn O’Malley

24 Aug 2025

Contributed by Lukas

Daniel Mahncke and Shawn O’Malley dive into Crocs, the footwear company that turned a ridiculed foam clog into a global fashion phenomenon. After a ...

TIVP033: Lululemon (LULU): Still the King of Athleisure? w/ Shawn O’Malley & Daniel Mahncke

17 Aug 2025

Contributed by Lukas

Shawn O’Malley and Daniel Mahnke break down Lululemon (ticker: LULU), an iconic brand famous for pioneering the now ubiquitous athleisure industry. ...

TIVP032: Remitly (RELY): Future Multibagger or Stablecoin Casualty? w/ Daniel Mahncke & Shawn O’Malley

10 Aug 2025

Contributed by Lukas

Daniel & Shawn dive into Remitly, the digital remittance platform aiming to disrupt a $2 trillion global market. After years of prioritizing customer ...

TIVP031: The Trade Desk (TTD): Heir to the Programmatic Advertising Throne? w/ Shawn O’Malley & Daniel Mahnke

03 Aug 2025

Contributed by Lukas

Shawn and Daniel break down The Trade Desk (ticker: TTD), a pure-play bet on  the future of digital advertising, focusing specifically on supporting ...

TIVP030: PayPal (PYPL): Value Trap or Multibagger? w/ Daniel Mahncke & Shawn O’Malley

27 Jul 2025

Contributed by Lukas

Daniel Mahncke and Shawn O’Malley dive into PayPal’s post-pandemic reset, tracing the fintech pioneer’s slide from market darling to value-story...

TIVP029: Roku (ROKU): Forgotten Streaming Giant w/ Shawn O’Malley & Daniel Mahncke

20 Jul 2025

Contributed by Lukas

Shawn O’Malley and Daniel Mahnke break down Roku (ticker: ROKU), an aggregator of digital content in the world of TV streaming, with a footprint in ...

TIVP028: Estée Lauder (EL): Michael Burry’s Big Bet w/ Daniel Mahncke & Shawn O’Malley

13 Jul 2025

Contributed by Lukas

Daniel Mahncke and Shawn O’Malley take a closer look at Estée Lauder’s turbulent turnaround, tracing the beauty giant’s fall from pandemic favo...

TIVP027: LVMH (MC): Investing in True Luxury w/ Shawn O’Malley & Daniel Mahncke

06 Jul 2025

Contributed by Lukas

Shawn O’Malley and Daniel Mahncke break down LVMH (ticker: MC), an iconic luxury goods empire with brands ranging from Louis Vuitton to Moët, Dior,...

TIVP026: The Intrinsic Value Portfolio: Mid-Year Review w/ Daniel Mahncke & Shawn O’Malley

29 Jun 2025

Contributed by Lukas

Daniel and Shawn step back for a mid-year review of the Intrinsic Value Portfolio, revisiting each holding to test the strength of their original thes...

TIVP025: Smith & Wesson (SWBI): Deep Value — Locked and Loaded w/ Daniel Mahncke & Shawn O’Malley

22 Jun 2025

Contributed by Lukas

Shawn O’Malley and Daniel Mahnke break down Smith & Wesson (ticker: SWBI), an iconic firearms manufacturer with 170+ years of history. Smith & Wesso...

TIVP024: TSMC (TSM): The Most Important Business in the World? w/ Daniel Mahncke & Shawn O’Malley

15 Jun 2025

Contributed by Lukas

Daniel Mahncke and Shawn O’Malley turn their focus to Taiwan Semiconductor Manufacturing Company (ticker: TSM) — the quiet engine powering nearly ...

TIVP023: Nubank (NU): Banking on Latin America w/ Shawn O’Malley & Daniel Mahncke

08 Jun 2025

Contributed by Lukas

Shawn O’Malley and Daniel Mahncke break down Nubank (ticker: NU), a leading fintech company providing credit card, banking, and insurance services t...

TIVP022: Amazon (AMZN): Is It Prime Time for Investors? w/ Daniel Mahncke & Shawn O’Malley

01 Jun 2025

Contributed by Lukas

Daniel Mahncke and Shawn O’Malley break down Amazon (ticker: AMZN), one of the most transformative companies of the modern era — a business that s...

TIVP021: Shopify (SHOP): The Battle For The Future of E-Commerce w/ Shawn O’Malley & Daniel Mahncke

25 May 2025

Contributed by Lukas

Shawn O’Malley and Daniel Mahncke break down Shopify (ticker: SHOP), a leading e-commerce platform company enabling e-commerce merchants across the ...

TIVP020: Visa (V): Is Visa still the Card to Hold? w/ Daniel Mahncke & Shawn O’Malley

18 May 2025

Contributed by Lukas

Daniel Mahncke and Shawn O’Malley break down Visa (ticker: V), the global payments powerhouse that acts as the invisible engine behind billions of t...

TIVP019: Adobe (ADBE): Designing a Creative Empire w/ Shawn O’Malley & Daniel Mahncke

11 May 2025

Contributed by Lukas

Shawn O’Malley and Daniel Mahncke break down Adobe (ticker: ADBE), a leading software company providing end-to-end solutions for creative profession...

TIVP018: Mercedes-Benz (MBG): Can Benz Reinvent the Car? w/ Daniel Mahncke & Shawn O’Malley

04 May 2025

Contributed by Lukas

Daniel Mahncke and Shawn O’Malley break down Mercedes-Benz (ticker: MBG), one of the world’s most iconic automakers known for luxury, engineering,...

TIVP017: Comfort Systems (FIX): Blue-Collar Compounder w/ Shawn O’Malley & Daniel Mahnke

27 Apr 2025

Contributed by Lukas

Shawn O’Malley and Daniel Mahnke break down Comfort Systems (ticker: FIX), a specialty contracting company providing installation and maintenance se...

TIVP016: Uber (UBER): Cash Burner To Compounder? w/ Shawn O’Malley & Daniel Mahncke

20 Apr 2025

Contributed by Lukas

Shawn O’Malley and Daniel Mahncke break down Uber (ticker: UBER), a ubiquitous tech giant that has changed how the world travels. Uber became profit...

TIVP015: Nike (NKE): Just Buy It? w/ Daniel Mahncke and Shawn O'Malley

13 Apr 2025

Contributed by Lukas

Daniel Mahncke and Shawn O’Malley break down Nike (ticker: NKE), the global leader in athletic footwear and apparel. With a legacy built on innovati...

TIVP014: Reddit (RDDT): Valuing the Front Page of the Internet w/ Shawn O’Malley & Daniel Mahnke

06 Apr 2025

Contributed by Lukas

In today’s episode, Shawn O’Malley and Daniel Mahnke break down Reddit (ticker: RDDT), an emerging social media giant. Reddit became profitable fo...

TIVP013: Moncler (MONC): Zipped for Success w/ Daniel Mahncke & Shawn O'Malley

30 Mar 2025

Contributed by Lukas

In today’s episode, Daniel Mahncke and Shawn O’Malley break down Moncler (ticker: MONC), an emerging leader in luxury outerwear. Known for its ico...

TIVP012: Hershey (HSY): A Deliciously Beaten Down Stock? w/ Shawn O'Malley & Daniel Mahncke

23 Mar 2025

Contributed by Lukas

In today’s episode, Shawn O’Malley and Daniel Mahnke break down Hershey (ticker: HSY), a company about so much more than chocolate. From Hershey’...

TIVP011: Nintendo (NTDOY): “Switching” It Up w/ Daniel Mahncke and Shawn O'Malley

16 Mar 2025

Contributed by Lukas

In today’s episode, Daniel Mahncke and Shawn O’Malley break down Nintendo (ticker: NTDOY), a global gaming powerhouse. With its legendary franchis...

TIVP010: Airbnb (ABNB): A Silicon Valley Gem w/ Shawn O’Malley

09 Mar 2025

Contributed by Lukas

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down Airbnb (ticker: ABNB), a dominant and disruptive business in the hospitality indu...

TIVP009: Blue Owl Capital (OWL): The Next Blackstone? w/ Shawn O’Malley

02 Mar 2025

Contributed by Lukas

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down Blue Owl Capital (ticker: OWL), an emerging giant in the world of alternative ass...

TIVP008: VeriSign (VRSN): The Internet’s Toll Road w/ Shawn O’Malley

23 Feb 2025

Contributed by Lukas

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down VeriSign, a company that underpins the functioning of the internet. VeriSign acts...

TIVP007: AutoZone (AZO): Under The Hood w/ Shawn O’Malley

16 Feb 2025

Contributed by Lukas

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down AutoZone, ticker: AZO, a 100-bagger stock that continues to wow investors with it...

TIVP006: Vital Farms (VITL): Egg-cellent Value? w/ Shawn O'Malley

09 Feb 2025

Contributed by Lukas

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down Vital Farms, a company that sells pasture-raised eggs with a cult-like following....

TIVP005: Alphabet (GOOGL): Searching for Quality w/ Shawn O’Malley

02 Feb 2025

Contributed by Lukas

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down Alphabet — the parent company of Google, which is one of the most valuable comp...

TIVP004: John Deere (DE): Sowing the Seeds of Growth w/ Shawn O’Malley

26 Jan 2025

Contributed by Lukas

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down John Deere, a company as American as Levi’s blue jeans and apple pie. John Deer...

TIVP003: Ulta Beauty (ULTA): A Beautiful Compounder w/ Shawn O’Malley

19 Jan 2025

Contributed by Lukas

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down what you might call a beautiful compounder. That is, Ulta Beauty, one of America’...

TIVP002: Coupang (CPNG): The Amazon of South Korea w/ Shawn O’Malley

12 Jan 2025

Contributed by Lukas

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) tells the story of Coupang, the “Amazon of South Korea.” Coupang’s Bom Kim is an impres...

TIVP001: Madison Square Garden Sports (MSGS): Buying the Knicks & Rangers w/ Shawn O’Malley

05 Jan 2025

Contributed by Lukas

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down Madison Square Garden Sports Corp., ticker: MSGS, which is the holding company t...

(Trailer) The Intrinsic Value Podcast

01 Jan 2025

Contributed by Lukas

The Intrinsic Value Podcast by The Investor’s Podcast Network is hosted by Shawn O’Malley. This podcast is inspired by 10 years of interviews ...

MI384: Skin in the Game w/ Clay Finck & Kyle Grieve

30 Dec 2024

Contributed by Lukas

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) chats with Clay Finck and Kyle Grieve of our We Study Billionaires podcast. Shawn reflects w...

MI383: Zero to One: Lessons From Peter Thiel w/ Shawn O’Malley

23 Dec 2024

Contributed by Lukas

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) goes through the best-selling book Zero to One by the prolific investor Peter Thiel, who’s...

MI382: Cloning Mohnish Pabrai w/ Shawn O’Malley

16 Dec 2024

Contributed by Lukas

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) shares his favorite lessons from the billionaire investor Mohnish Pabrai, who some know as th...

MI381: Joel Greenblatt: Behind the Magic Formula w/ Shawn O’Malley

09 Dec 2024

Contributed by Lukas

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) takes you into the classroom of legendary investor Joel Greenblatt, sharing his biggest takea...

MI380: Hidden Compounders: The Best Stocks Hiding In Plain Sight w/ Shawn O’Malley

02 Dec 2024

Contributed by Lukas

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) discusses the concept of hidden compounders, where some of the most boring businesses can mak...

MI379: Quality Investing: Learnings From John Huber w/ Shawn O’Malley

25 Nov 2024

Contributed by Lukas

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) explores the fundamentals of, and merits in, being a long-term, quality-focused investor, usi...

MI378: The Aggressive Conservative Investor: Lessons From Martin Whitman w/ Shawn O'Malley

18 Nov 2024

Contributed by Lukas

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) explores the highs and lows of famed investor Martin Whitman’s career. Whitman is the found...

MI377: How Aswath Damodaran Invests Across The Corporate Lifecycle w/ Shawn O’Malley

11 Nov 2024

Contributed by Lukas

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) discusses how companies can age just like people, how to define and understand the corporate ...

MI376: Why Do Great Companies Fail? The Innovator’s Dilemma w/ Shawn O’Malley

04 Nov 2024

Contributed by Lukas

In today’s episode, Shawn O’Malley (@shawn_OMalley_) discusses why great companies fail, as outlined by Clayton Christensen in his timeless book, ...

MI375: How George Soros Beat the Markets: The Alchemy of Finance w/ Shawn O’Malley

28 Oct 2024

Contributed by Lukas

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) discusses The Alchemy of Finance by George Soros. George Soros is a controversial political f...

MI374: Fortune’s Formula: The Scientific Betting System For Beating Wall Street w/ Shawn O’Malley

21 Oct 2024

Contributed by Lukas

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) discusses the formula used by some of history’s best investors to systematically beat the m...

MI373: Valuing the Best Stock of the Last Three Decades w/ Shawn O'Malley

14 Oct 2024

Contributed by Lukas

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down the energy drink company Monster Beverage, which you may be surprised to learn ha...

MI372: Can Disney Bring The Magic Back? Valuing Disney w/ Shawn O'Malley

07 Oct 2024

Contributed by Lukas

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) will be breaking down the Magic Kingdom company: Disney. You’ll learn about why recognition...

MI371: The Case for Alibaba w/ Daniel Mahncke

30 Sep 2024

Contributed by Lukas

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) is joined by stock investor and founder of The All-in-One Investing Platform, Daniel Mahncke,...

MI Rewind: A Rational Approach to Investing w/ Tobias Carlisle

27 Sep 2024

Contributed by Lukas

Clay Finck chats with Tobias Carlisle about what led him to becoming a value investor, what mean reversion is and how it relates to his overall invest...

MI370: The Company Behind The S&P 500: Valuing S&P Global w/ Daniel Mahncke

23 Sep 2024

Contributed by Lukas

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) is joined by stock investor and founder of The All-in-One Investing Platform, Daniel Mahncke,...

MI Rewind: Alphabet Stock Deep Dive w/ Rihard Jarc

20 Sep 2024

Contributed by Lukas

Clay Finck chats with Rihard Jarc to do a deep dive on Alphabet’s stock, better known as Google. We cover what Alphabet’s main sources of revenue ...

MI369: The Anatomy of The Bear: Digging Through Financial History w/ Shawn O'Malley

16 Sep 2024

Contributed by Lukas

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down two of the greatest bear market bottoms in stock market history which left stocks...

MI Rewind: Studying Billionaires & Portfolio Allocation w/ Trey Lockerbie

13 Sep 2024

Contributed by Lukas

Clay Finck chats with Trey Lockerbie about how his investment strategy has changed with the everchanging macro landscape, how he analyzes the opportun...

MI368: Bill Ackman: The Highs and Lows w/ Shawn O'Malley

09 Sep 2024

Contributed by Lukas

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down the rollercoaster ride of Bill Ackman’s career, who is one of the most famous i...

MI Rewind: The Science of Hitting w/ Alexander Morris

06 Sep 2024

Contributed by Lukas

Clay Finck chats with Alexander Morris about the initial things Alex looks at when analyzing a company, why paying up for quality companies is accepta...

MI367: How to Invest in the Best of the Best: Quality Investing w/ Shawn O'Malley

02 Sep 2024

Contributed by Lukas

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down different investors’ approaches to finding the best of the best companies to ow...

MI Rewind: Is FAANG the New Value? w/ John Huber

30 Aug 2024

Contributed by Lukas

Clay Finck chats with John Huber about the edge retail investors can have to beat the market, how watching sports has helped John become a better inve...

MI366: Bill Miller: The Man Who Beat the Markets 15 Years in a Row w/ Shawn O'Malley

26 Aug 2024

Contributed by Lukas

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down the life and career of the great Bill Miller, the only investor to ever beat the ...

MI Rewind: Investing in the Oil and Gas Industry w/ Grant Norwood

23 Aug 2024

Contributed by Lukas

Robert Leonard chats with Grant Norwood about the oil and gas industry, and why investors should consider this potentially lucrative space. Grant is t...

MI365: The Memos of Howard Marks w/ Shawn O'Malley

19 Aug 2024

Contributed by Lukas

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down 30 years’ worth of memos from one of Wall Street’s most storied investors: Ho...

MI Rewind: Do Stocks Only Go Up? w/ Brian Feroldi

16 Aug 2024

Contributed by Lukas

Robert Leonard chats with Brian Feroldi about why personal finance isn’t widely spread in the US education system today, why stocks have value in th...

MI364: Lessons From Michael Mauboussin w/ Shawn O'Malley

12 Aug 2024

Contributed by Lukas

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) shares his favorite insights from Michael Mauboussin’s excellent book, More Than You Know. ...

MI Rewind: Bitcoin and Financial Independence w/ Jim Crider

09 Aug 2024

Contributed by Lukas

Clay Finck chats with Jim Crider about the benefits of having a financial planner, how millennials differ from other clients Jim has worked with, what...

MI363: Valuing Universal Music Group w/ Shawn O'Malley

05 Aug 2024

Contributed by Lukas

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down Universal Music Group’s stock and what the music industry looks like from music...

MI Rewind: The Millionaire Fastlane w/ MJ DeMarco

02 Aug 2024

Contributed by Lukas

Clay Finck chats with MJ DeMarco about why he chose entrepreneurship as his path to building wealth, his journey in building a successful business, ho...

Millennial Investing Podcast Trailer

30 Jul 2024

Contributed by Lukas

Millennial Investing by The Investor’s Podcast Network is hosted by Shawn O’Malley. Millennial Investing by The Investor’s Podcast Network i...

MI362: The Story Of Spotify And Valuation w/ Shawn O'Malley

29 Jul 2024

Contributed by Lukas

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) tells the story of Spotify, the music and podcast streaming app that hundreds of millions of ...

MI Rewind: Why Buy Bitcoin w/ Andy Edstrom

26 Jul 2024

Contributed by Lukas

Clay Finck chats with Andy Edstrom about why Bitcoin should be considered as a part of an investment portfolio, how Andy thinks about valuing Bitcoin ...