The Intrinsic Value Podcast
A weekly deep-dive into a single company's business model and valuation, condensing extensive research into a structured analysis.
This is a co-hosted, non-interview podcast that functions as a public investment research meeting. Each episode is a rigorous case study of one company, moving from its business model and competitive moat to a detailed valuation. The analysis culminates in a decision on whether to add the stock to the show's public, real-time portfolio.
“Unlike broad market commentary, this show dedicates an entire hour-plus episode to a single stock, performing the detailed fundamental analysis and valuation work that most investors don't have time for. Its connection to the 'We Study Billionaires' network gives it high production value and a built-in, financially literate audience.”
Who hosts this show
The Intrinsic Value Podcast is a spin-off from The Investor's Podcast Network, home to the popular "We Study Billionaires" show. Each week, a rotating cast of hosts including Shawn O’Malley, Kyle Grieve, and Daniel Mahncke breaks down the business model, competitive advantages, and valuation of a single publicly traded company. They condense dozens of hours of research into each episode, aiming to determine the company's intrinsic value and whether it's an attractive long-term investment for their on-air portfolio.
Credentials & credits
- Shawn O'Malley: President of The Investor's Podcast, BSBA in Finance and Entrepreneurship from Elon University, formerly at S&P Global.
- Kyle Grieve: Value investor, author, and co-host of 'We Study Billionaires' and 'Millennial Investing'.
- Daniel Mahncke: Equity Analyst, B.S. in Finance and Economics from Goethe University, experience in a family office.
Other ventures
- The Investor's Podcast Network
- We Study Billionaires (Flagship Podcast)
- Millennial Investing (Podcast)
- The Intrinsic Value Mastermind (Paid Community)
What kind of podcast
- Country
- United States
- Region
- usa
When new episodes drop
- 01The Wide Moat Business Your Phone Can't Live WithoutJun 28, 2026 · 1h 15m
- 02Copa Holdings (CPA): Is Buffett right about Airline Stocks?Jun 21, 2026 · 1h 29m
- 03Can One of the World's Best Consolidators Strike Lightning Again?Jun 14, 2026 · 1h 21m
- 04WIX Stock: The Most Asymmetric AI Bet?!Jun 8, 2026 · 1h 15m
- 05How This Company Forced Uber to Surrender in Southeast AsiaJun 7, 2026 · 1h 21m
- 06What's Next for One of History's Greatest Compounders?May 31, 2026 · 1h 28m
- 07The Serial Acquirer Building an Unstoppable Compounding EngineMay 31, 2026 · 1h 23m
- 08A Masterclass on AI: How do LLMs Work and how does is Impact Investing?May 27, 2026 · 1h 29m
Notable episodes
- 01Copa Holdings (CPA): Is Buffett right about Airline Stocks?
Demonstrates how the show uses archival clips from famous investors (Buffett & Munger) to frame their analysis of a notoriously difficult industry.
- 02The Wide Moat Business Your Phone Can't Live Without
A clear example of the show's core focus on analyzing a company's economic moat, with a detailed breakdown of American Tower's unit economics.
- 03Can One of the World's Best Consolidators Strike Lightning Again?
Showcases a timely analysis of a new, high-profile company (QXO), highlighting their focus on proven capital allocators like Brad Jacobs.
What you'll be asked on this show
This is a co-hosted show with a rotating panel of analysts; it is explicitly not an interview format. The hosts use a structured, almost academic approach, often referencing on-screen charts and data for their video version. They frequently use archival audio clips of famous investors like Warren Buffett and Charlie Munger to frame discussions and employ analogies to explain complex financial concepts.
Signature segments
- · Single-Company Deep Dives
- · The Intrinsic Value Portfolio
- · Use of Archival Investor Audio Clips
- · Moat and Valuation Analysis
Topics covered repeatedly
Who gets booked here
The show does not feature traditional, external guests for interviews. On occasion, an expert from their paid 'Intrinsic Value Mastermind' community may present on a topic, or they will use archival clips of famous investors to illustrate a point.
- Satish Teralaon A Masterclass on AI: How do LLMs Work and how does is Impact Investing?
- Warren Buffetton Copa Holdings (CPA): Is Buffett right about Airline Stocks? (archival clip)
- Charlie Mungeron Copa Holdings (CPA): Is Buffett right about Airline Stocks? (archival clip)
- Chuck Akreon The Wide Moat Business Your Phone Can't Live Without (mentioned)
Where to find this show
Audience & reach
The show is sponsored by financial software (Fiscal.ai) and heavily promotes its own paid community, 'The Intrinsic Value Mastermind'. This suggests the audience is composed of serious, active investors who are willing to pay for premium tools and communities to enhance their investment process.
Subscriber and view counts are pulled live from YouTube and re-verified on a 30-day cycle. Listener estimates for the RSS feed aren't published here unless they're host-verified.
Pitch this show
s•••@•••.comFree: limited reveals · Pro: unlimited reveals + CSV export
You’re only charged when we return a verified hit.
People also ask
- Who are the hosts of The Intrinsic Value Podcast?
- The show is hosted by a rotating panel of analysts from The Investor's Podcast Network, primarily featuring Shawn O’Malley, Kyle Grieve, and Daniel Mahncke.
- Is this an interview show?
- No, it is a co-hosted analysis show. The hosts break down a single company in each episode and do not conduct guest interviews.
- What is the show's format?
- Each episode is a deep dive into a single company, analyzing its business model, competitive advantages (moat), and financials, before attempting to calculate its intrinsic value per share.
- What is the 'Intrinsic Value Portfolio'?
- It is a real-time model portfolio built on the show. After analyzing a company, the hosts decide whether its stock is attractively priced enough to be added to this public portfolio.
- What is the connection to 'We Study Billionaires'?
- The Intrinsic Value Podcast is a newer, more focused show from the same organization, The Investor's Podcast Network, which also produces the popular 'We Study Billionaires' podcast.
- Where can I listen to the podcast?
- The podcast is available on major podcast platforms like Apple Podcasts and Spotify, as well as on The Investor's Podcast Network YouTube channel.
Built from the show's public RSS feed, YouTube, the host's own websites, and the cited sources below. Computed and AI-extracted fields are labelled. Facts only — no private info, no fabrication, no transcripts republished.
Sources & how this page was built
This page is AI-assisted, grounded in the public sources cited below, and host-verifiable. We publish facts only; we do not republish transcripts. If anything here is wrong, the host can claim and correct the page above.Model: gemini-2.5-pro · high confidence
- [01]The Investor's Podcast Network - Our Teamtheinvestorspodcast.com
- [02]The Intrinsic Value Podcast - Official Pagetheinvestorspodcast.com
- [03]The Investor's Podcast Network - YouTube Channelyoutube.com
- [04]The Intrinsic Value Podcast - Podchaserpodchaser.com
- [05]The Investor's Podcast Network - Official Sitetheinvestorspodcast.com
- [06]Case Study: How experienced value investor Kyle Grieve uses Sharesightsharesight.com
Podcasts like The Intrinsic Value Podcast
Silicon Valley Girl
Silicon Valley Girl
An entrepreneur interviews the founders and scientists building the next wave of AI to uncover practical strategies for career and business growth.
The Arena
The Arena
A daily sports debate show where 3-time NBA All-Star Gilbert Arenas and a panel of former pros give unfiltered takes on basketball news.
Backstage with Millionaires
Pankaj Chauhan
A weekly news show and documentary-style channel breaking down the biggest stories and trends in the Indian startup and venture capital ecosystem.
Thomas Brush
Thomas Brush
A podcast for aspiring indie game developers, hosted by a solo dev who interviews peers about the practical and emotional journey of making games.
The Founder's Dream | Abhishek vyas
The Founder
A Hindi-language business podcast featuring long-form interviews with Indian startup founders about their real-world journeys and industries.
The Wolf Of All Streets
Scott Melker
A daily show from trader Scott Melker breaking down crypto, macro, and trading news with market experts and industry builders.
Donovan Sharpe
Donovan Sharpe
A confrontational live-stream show focused on dating, masculinity, and current events from a "Red Pill" perspective.
Rusty Quill Podcasts
Rusty Quill Podcasts
A network feed from a London-based production house specializing in full-cast speculative fiction and horror audio dramas.