Best Daniel W Leonard Podcasts (2025)

1
TIVP022: Amazon (AMZN): Is It Prime Time for Investors? w/ Daniel Mahncke & Shawn O’Malley 1:31:14

3d ago1:31:14

1:31:14

Daniel Mahncke and Shawn O’Malley break down Amazon (ticker: AMZN), one of the most transformative companies of the modern era — a business that started as an online bookstore and ended up reshaping global commerce, cloud computing, and digital infrastructure. From innovating retail logistics to building the backbone of the internet through AWS, Am…

1
TIVP021: Shopify (SHOP): The Battle For The Future of E-Commerce w/ Shawn O’Malley & Daniel Mahncke 1:24:38

10d ago1:24:38

1:24:38

Shawn O’Malley and Daniel Mahncke break down Shopify (ticker: SHOP), a leading e-commerce platform company enabling e-commerce merchants across the world to seamlessly manage nearly every part of their business in one place. Shopify has been locked in a power struggle with Amazon, as the two present distinct visions for the future of e-commerce: Am…

1
TIVP020: Visa (V): Is Visa still the Card to Hold? w/ Daniel Mahncke & Shawn O’Malley 1:23:14

17d ago1:23:14

1:23:14

Daniel Mahncke and Shawn O’Malley break down Visa (ticker: V), the global payments powerhouse that acts as the invisible engine behind billions of transactions every day. Visa doesn’t issue cards, lend money, or handle customer accounts — instead, it operates the network that connects banks, merchants, and consumers in over 200 countries. Whether y…

1
TIVP019: Adobe (ADBE): Designing a Creative Empire w/ Shawn O’Malley & Daniel Mahncke 1:27:50

24d ago1:27:50

1:27:50

Shawn O’Malley and Daniel Mahncke break down Adobe (ticker: ADBE), a leading software company providing end-to-end solutions for creative professionals, from design and creation to marketing and performance measurement. Through apps like Photoshop and After Effects, Adobe offers an industry-leading suite of productivity tools for creatives, includi…

1
TIVP018: Mercedes-Benz (MBG): Can Benz Reinvent the Car? w/ Daniel Mahncke & Shawn O’Malley 1:17:20

1M ago1:17:20

1:17:20

Daniel Mahncke and Shawn O’Malley break down Mercedes-Benz (ticker: MBG), one of the world’s most iconic automakers known for luxury, engineering, and performance. From the invention of the automobile to perfecting the engineering craft, Mercedes has shaped the way the world moves — and it wants to continue to do so, now with a stronger focus on EV…

1
TIVP017: Comfort Systems (FIX): Blue-Collar Compounder w/ Shawn O’Malley & Daniel Mahnke 1:15:36

1M ago1:15:36

1:15:36

Shawn O’Malley and Daniel Mahnke break down Comfort Systems (ticker: FIX), a specialty contracting company providing installation and maintenance services for the electrical, HVAC, and plumbing needs of schools, hospitals, apartment buildings, restaurants, data centers, manufacturing facilities, and a range of other customers. Comfort Systems is so…

1
TIVP016: Uber (UBER): Cash Burner To Compounder? w/ Shawn O’Malley & Daniel Mahncke 1:24:25

2M ago1:24:25

1:24:25

Shawn O’Malley and Daniel Mahncke break down Uber (ticker: UBER), a ubiquitous tech giant that has changed how the world travels. Uber became profitable annually for the first time in 2023, and as its user growth accelerates, the company appears to be achieving modest economies of scale, making it an increasingly attractive business. In this episod…

1
TIVP015: Nike (NKE): Just Buy It? w/ Daniel Mahncke and Shawn O'Malley 1:06:57

2M ago1:06:57

1:06:57

Daniel Mahncke and Shawn O’Malley break down Nike (ticker: NKE), the global leader in athletic footwear and apparel. With a legacy built on innovation, iconic athlete endorsements, and a brand that resonates across generations, Nike has long been a dominant force in the sportswear industry. But after years of consistent success, the company is now …

1
TIVP014: Reddit (RDDT): Valuing the Front Page of the Internet w/ Shawn O’Malley & Daniel Mahnke 1:22:34

2M ago1:22:34

1:22:34

In today’s episode, Shawn O’Malley and Daniel Mahnke break down Reddit (ticker: RDDT), an emerging social media giant. Reddit became profitable for the first time in 2024, and as its user growth accelerates, the company appears to be achieving economies of scale, making it a very promising business. In this episode, you’ll learn why Reddit is such …

1
TIVP013: Moncler (MONC): Zipped for Success w/ Daniel Mahncke & Shawn O'Malley 1:35:20

2M ago1:35:20

1:35:20

In today’s episode, Daniel Mahncke and Shawn O’Malley break down Moncler (ticker: MONC), an emerging leader in luxury outerwear. Known for its iconic down jackets, high-profile collaborations, and strategic expansion into new markets, Moncler has established itself as a powerhouse in the luxury fashion industry. As the company focuses on strengthen…

1
TIVP012: Hershey (HSY): A Deliciously Beaten Down Stock? w/ Shawn O'Malley & Daniel Mahncke 1:30:45

2M ago1:30:45

1:30:45

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’s Kisses to Reese’s, Skinny Pop, and Dot’s Pretzels, Hershey’s is home to a number of iconic brands and is turning into an increasingly diversified snacking company. In this episode, you’ll learn how Hersh…

1
TIVP011: Nintendo (NTDOY): “Switching” It Up w/ Daniel Mahncke and Shawn O'Malley 1:42:39

3M ago1:42:39

1:42:39

In today’s episode, Daniel Mahncke and Shawn O’Malley break down Nintendo (ticker: NTDOY), a global gaming powerhouse. With its legendary franchises, expanding digital services, and a growing presence beyond gaming, Nintendo is evolving into a broader entertainment empire. As the company focuses on building an everlasting ecosystem and shifting tow…

1
TIVP010: Airbnb (ABNB): A Silicon Valley Gem w/ Shawn O’Malley 1:10:04

3M ago1:10:04

1:10:04

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down Airbnb (ticker: ABNB), a dominant and disruptive business in the hospitality industry. Airbnb has changed how the world travels, convincing millions to spend a night in a stranger’s home, similar to how Uber convinced the world to ride in strangers’ vehicles. Shawn explores how Airbnb…

1
TIVP009: Blue Owl Capital (OWL): The Next Blackstone? w/ Shawn O’Malley 1:13:51

3M ago1:13:51

1:13:51

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down Blue Owl Capital (ticker: OWL), an emerging giant in the world of alternative asset management that specializes in private credit. Blue Owl has quickly grown its assets under management to over $230 billion and is one of the few SPACs from 2020 to work out, yet Shawn explores whether …

1
TIVP008: VeriSign (VRSN): The Internet’s Toll Road w/ Shawn O’Malley 1:04:07

3M ago1:04:07

1:04:07

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down VeriSign, a company that underpins the functioning of the internet. VeriSign acts like a toll road, collecting fees from anyone using website domains ending in .com or .net, in exchange for managing the global domain registry system and making these domains accessible. VeriSign is a f…

1
TIVP007: AutoZone (AZO): Under The Hood w/ Shawn O’Malley 1:10:57

4M ago1:10:57

1:10:57

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down AutoZone, ticker: AZO, a 100-bagger stock that continues to wow investors with its massive share repurchases after already buying back more than 90% of its total shares outstanding in the past two decades. AutoZone is a seemingly mundane auto parts retailer, a common store you’ve prob…

1
TIVP006: Vital Farms (VITL): Egg-cellent Value? w/ Shawn O'Malley 1:12:05

4M ago1:12:05

1:12:05

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. Vital Farms missed the memo that eggs are supposed to be a commodity and instead has brought the “premium egg” market mainstream. Shawn goes through how the company has scaled its business sustainably an…

1
TIVP005: Alphabet (GOOGL): Searching for Quality w/ Shawn O’Malley 1:16:13

4M ago1:16:13

1:16:13

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down Alphabet — the parent company of Google, which is one of the most valuable companies in the world and probably an important part of your everyday life. Shawn explores how Google got its start, how Alphabet makes money from seemingly-free services like Gmail, Google Maps, and Google Ea…

1
TIVP004: John Deere (DE): Sowing the Seeds of Growth w/ Shawn O’Malley 1:12:53

4M ago1:12:53

1:12:53

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 Deere is a fascinating business because it has survived for nearly two hundred years and remained an industry leader for much of that time, continually building their world-famous green-and-yellow tractors. Dee…

1
TIVP003: Ulta Beauty (ULTA): A Beautiful Compounder w/ Shawn O’Malley 1:13:02

5M ago1:13:02

1:13:02

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’s largest retailers for cosmetics, skincare, and hair care products, with an impressive track record of generating returns on capital while benefiting from industry trends where beauty enthusiasts increas…

1
TIVP002: Coupang (CPNG): The Amazon of South Korea w/ Shawn O’Malley 1:03:45

5M ago1:03:45

1:03:45

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 impressive founder & CEO who has led the company to incredible growth, with almost half of South Korea’s population becoming active customers of Coupang. And Coupang’s overnight delivery actually puts Amazon to shame…

1
TIVP001: Madison Square Garden Sports (MSGS): Buying the Knicks & Rangers w/ Shawn O’Malley 59:57

5M ago59:57

59:57

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down Madison Square Garden Sports Corp., ticker: MSGS, which is the holding company that owns the NBA’s New York Knicks and NHL’s New York Rangers. MSGS is one of the few publicly-traded equities that allows retail investors to directly own professional sports teams, and few franchises are…

1
(Trailer) The Intrinsic Value Podcast 1:46

5M ago1:46

1:46

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 with the world’s best investors here at The Investor’s Podcast Network. Shawn applies those lessons while breaking down and valuing a different business every week. From outlining how companies make money to …

1
MI384: Skin in the Game w/ Clay Finck & Kyle Grieve 1:27:14

5M ago1:27:14

1:27:14

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) chats with Clay Finck and Kyle Grieve of our We Study Billionaires podcast. Shawn reflects with Clay and Kyle on some of their favorite moments as Millennial Investing hosts in the past, from chatting with William Green to discussing whether we are in an “Everything Bubble” and how passive invest…

1
MI383: Zero to One: Lessons From Peter Thiel w/ Shawn O’Malley 56:03

5M ago56:03

56:03

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 best known for co-founding PayPal and Palantir and for being the first outside investor in Facebook. Thiel is a highly contrarian thinker, and the book organizes his notes from his time at Stanford lecturin…

1
MI382: Cloning Mohnish Pabrai w/ Shawn O’Malley 56:07

6M ago56:07

56:07

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) shares his favorite lessons from the billionaire investor Mohnish Pabrai, who some know as the “Indian Warren Buffett.” Pabrai is a master investor, a close friend of Charlie Munger, and a wonderful storyteller, too. You’ll learn what it means to circle the wagons in investing, how a few big deci…

1
MI381: Joel Greenblatt: Behind the Magic Formula w/ Shawn O’Malley 57:13

6M ago57:13

57:13

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) takes you into the classroom of legendary investor Joel Greenblatt, sharing his biggest takeaways from watching Greenblatt’s lectures at Columbia. Greenblatt is a wildly successful investor, professor, founder of the Value Investor’s Club forum, and best-selling author of some of the most popular…

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MI380: Hidden Compounders: The Best Stocks Hiding In Plain Sight w/ Shawn O’Malley 54:09

6M ago54:09

54:09

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) discusses the concept of hidden compounders, where some of the most boring businesses can make the best long-term investments. Compared to well-known compounders like Apple and Amazon, which have well-known track records in compounding returns for investors, there are loads of lesser-known compan…

1
MI379: Quality Investing: Learnings From John Huber w/ Shawn O’Malley 55:06

6M ago55:06

55:06

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) explores the fundamentals of, and merits in, being a long-term, quality-focused investor, using John Huber’s success and philosophy as an example to follow. Huber is the rare money manager who truly aligns incentives with his investors by using the template created by Warren Buffett back in his d…

1
MI378: The Aggressive Conservative Investor: Lessons From Martin Whitman w/ Shawn O'Malley 57:56

7M ago57:56

57:56

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) explores the highs and lows of famed investor Martin Whitman’s career. Whitman is the founder of Third Avenue Management, which, at its peak in 2006, managed 26 billion dollars across a handful of funds. For nearly two decades, Whitman outperformed market benchmarks with average annual returns of…

1
MI377: How Aswath Damodaran Invests Across The Corporate Lifecycle w/ Shawn O’Malley 57:56

7M ago57:56

57:56

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) discusses how companies can age just like people, how to define and understand the corporate life cycle, why the corporate decline phase is both inevitable and almost always poorly managed, how to invest across the corporate life cycle, plus so much more from studying Aswath Damodaran and recent …

1
MI376: Why Do Great Companies Fail? The Innovator’s Dilemma w/ Shawn O’Malley 53:04

7M ago53:04

53:04

In today’s episode, Shawn O’Malley (@shawn_OMalley_) discusses why great companies fail, as outlined by Clayton Christensen in his timeless book, The Innovator’s Dilemma, which was first published in 1997. The Economist actually named it one of the six most important business books ever written. Christensen was an academic and business consultant w…

1
MI375: How George Soros Beat the Markets: The Alchemy of Finance w/ Shawn O’Malley 53:53

7M ago53:53

53:53

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) discusses The Alchemy of Finance by George Soros. George Soros is a controversial political figure, but he is a legend on Wall Street. Many know him as the man who “broke the Bank of England” for his epic short bets against the British pound that broke its currency peg. Soros’s hedge fund is amon…

1
MI374: Fortune’s Formula: The Scientific Betting System For Beating Wall Street w/ Shawn O’Malley 58:07

8M ago58:07

58:07

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) discusses the formula used by some of history’s best investors to systematically beat the market averages. It’s not a secret formula for winning if you don’t have any investing edge, but it is a system for maximizing wealth over time by properly sizing bets based on your conviction in terms of ho…

1
MI373: Valuing the Best Stock of the Last Three Decades w/ Shawn O'Malley 49:00

8M ago49:00

49:00

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down the energy drink company Monster Beverage, which you may be surprised to learn has been one of the best-performing stocks of the last few decades. You’ll learn about how Monster got its start almost one hundred years ago and how it took on a new identity in the early 2000s, how Monste…

1
MI372: Can Disney Bring The Magic Back? Valuing Disney w/ Shawn O'Malley 59:38

8M ago59:38

59:38

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) will be breaking down the Magic Kingdom company: Disney. You’ll learn about why recognition value is so important to Disney, why hit movies are just the top of the sales funnel for Disney, how Disney has built a flywheel supporting its businesses, what the outlook is for Disney’s streaming effort…

1
MI371: The Case for Alibaba w/ Daniel Mahncke 1:04:52

8M ago1:04:52

1:04:52

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, to break down the world’s largest online Retailer: Alibaba. You’ll learn about Alibaba’s different business segments, how Alibaba has been impacted by regulations from the Chinese government, why investo…

1
MI Rewind: A Rational Approach to Investing w/ Tobias Carlisle 1:00:17

8M ago1:00:17

1:00:17

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 investment strategy, how inflation impacts his investment process, what the shiller PE is and why it’s something to be mindful of, what his thoughts are on determining an appropriate discount rate, and much…

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MI370: The Company Behind The S&P 500: Valuing S&P Global w/ Daniel Mahncke 57:25

8M ago57:25

57:25

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, to break down the company behind the S&P 500 index: S&P Global. You’ll learn about the five different business units at S&P Global, how the company has built up such deep moats in its credit ratings and …

1
MI Rewind: Alphabet Stock Deep Dive w/ Rihard Jarc 52:53

9M ago52:53

52:53

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 are, why Google search is such a valuable resource for advertisers to acquire new customers, what is included in Alphabet’s ‘other bets’ line of business, where Alphabet sits in the AI industry, potential…

1
MI369: The Anatomy of The Bear: Digging Through Financial History w/ Shawn O'Malley 1:08:42

9M ago1:08:42

1:08:42

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 incredibly undervalued, as outlined by Russell Napier’s book The Anatomy of the Bear. You’ll learn why it’s important to study financial history, what bear markets have in common, how the bear market of …

1
MI Rewind: Studying Billionaires & Portfolio Allocation w/ Trey Lockerbie 1:02:04

9M ago1:02:04

1:02:04

Clay Finck chats with Trey Lockerbie about how his investment strategy has changed with the everchanging macro landscape, how he analyzes the opportunity cost between individual stocks, what asset classes he invests in, how he became the host of TIP’s flagship show, We Study Billionaires, how his kombucha company was able to get stocked at Target a…

1
MI368: Bill Ackman: The Highs and Lows w/ Shawn O'Malley 56:54

9M ago56:54

56:54

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 investors alive. You’ll learn about how Ackman’s career got its start, why his biggest successes were so brilliant, why his biggest losses were so painful, what his current portfolio looks like, why his comp…

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MI Rewind: The Science of Hitting w/ Alexander Morris 1:06:34

9M ago1:06:34

1:06:34

Clay Finck chats with Alexander Morris about the initial things Alex looks at when analyzing a company, why paying up for quality companies is acceptable for long-term investors, how ROIC plays a role in Alex’s investment decisions, why Alex recently added Spotify to his portfolio, how Alex thinks about Spotify’s valuation and their path to profita…

1
MI367: How to Invest in the Best of the Best: Quality Investing w/ Shawn O'Malley 54:56

9M ago54:56

54:56

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down different investors’ approaches to finding the best of the best companies to own. It’s a strategy known as Quality Investing, and it differs from value investing because quality investors are more focused on finding companies to own forever, as opposed to selling them if they rise abo…

1
MI Rewind: Is FAANG the New Value? w/ John Huber 1:08:07

9M ago1:08:07

1:08:07

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 investors, what to look for in a company to determine it if has a strong moat and competitive advantage, John’s thought’s on portfolio allocation and selling winners, the three factors that go into a stoc…

1
MI366: Bill Miller: The Man Who Beat the Markets 15 Years in a Row w/ Shawn O'Malley 49:24

9M ago49:24

49:24

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 market for 15 consecutive years. You’ll learn how Miller invested in his first stock, Miller’s investment approach and how it differs from classical value investors, what Miller recognized as an early inv…

1
MI Rewind: Investing in the Oil and Gas Industry w/ Grant Norwood 43:34

10M ago43:34

43:34

Robert Leonard chats with Grant Norwood about the oil and gas industry, and why investors should consider this potentially lucrative space. Grant is the president of Norwood Energy Corporation, a Texas-based oil and gas exploration company. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 02:18 - The current state of the oil and gas industry. 04:16 - Wh…

1
MI365: The Memos of Howard Marks w/ Shawn O'Malley 54:23

10M ago54:23

54:23

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: Howard Marks. You’ll learn how Marks’s thinking about beating the market evolved over the course of his career, what it was like going through the 2008 Financial Crisis as a professional investor, the 5 market …

1
MI Rewind: Do Stocks Only Go Up? w/ Brian Feroldi 1:13:02

10M ago1:13:02

1:13:02

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 the first place, what the Dow Jones Industrial Average, S&P 500, and the Nasdaq really are and how they differ, why public companies might issue new shares or even buy back their own shares, why the stock…

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