We interview and study famous financial billionaires, including Warren Buffett, Ray Dalio, and Howard Marks, and teach you what we learn and how you can apply their investment strategies in the stock market. We Study Billionaires is the largest stock investing podcast show in the world with 180,000,000+ downloads and is hosted by Stig Brodersen, Preston Pysh, William Green, Clay Finck, and Kyle Grieve. This podcast also includes the Richer Wiser Happier series hosted by best-selling author W ...
…
continue reading
Content provided by Stig Brodersen and The Investor's Podcast Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stig Brodersen and The Investor's Podcast Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Similar to The Intrinsic Value Podcast - The Investor’s Podcast Network
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continue reading
Named the Best Personal Finance Podcast by Bankrate.com and Kiplinger, The Stacking Benjamins Show features a light and friendly tone. Hosts Joe Saul-Sehy and OG aim to make financial literacy fun for all as they sit around the card table in Joe's Mom's half-finished basement and talk with experts about personal finance, saving, investing, and important money trends. As Fast Company once wrote, the Stacking Benjamins podcast "strikes a great balance of fun and functional." So join Joe and OG ...
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TIVP026: The Intrinsic Value Portfolio: Mid-Year Review w/ Daniel Mahncke & Shawn O’Malley
Manage episode 491469883 series 2539397
Content provided by Stig Brodersen and The Investor's Podcast Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stig Brodersen and The Investor's Podcast Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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 theses and weigh what’s changed. From ride-hailing to beauty retail, this episode covers the full lineup: why Uber’s cross-sell flywheel and Waymo partnership reinforce its moat; how Alphabet’s latest earnings measure up against the growing threat of AI-native search; and why Reddit may succeed where Snapchat struggled, turning engagement into monetisation.
You’ll hear updates on Q1 earnings, commentary on management execution, and discussions on whether current valuations still offer upside or warrant trimming. They re-evaluate Airbnb’s evolving strategy as it expands into services and experiences, break down Ulta Beauty’s standout results, and revisit early convictions in new names like Nubank. They also debate the long-term outlook for consumer brands like Nike. Along the way, they reflect on where they’ve been right, where they’ve been early, and how to think about sizing, patience, and risk-reward in a concentrated portfolio.
Prefer to watch? Click here to watch this episode on YouTube.
IN THIS EPISODE, YOU’LL LEARN
00:00 - Intro
03:14 - Why the Ulta Beauty position was being trimmed
17:47 - How Alphabet is holding up against AI competition
28:10 - Why Uber could benefit from autonomous vehicles
58:57 - How Airbnb overcomes regulatory hurdles and expands into experiences
1:06:17 - How Adobe used the AI revolution to strengthen its ecosystem
1:10:10 - Why Reddit might become more of a second Meta than a second Snapchat
1:20:46 - How Nike could overcome the recent headwinds
1:27:39 - Why initiating a position in Nubank is worth the risks
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter.
- Sign Up for The Intrinsic Value Community.
- Ulta Beauty: Check out the Podcast and Newsletter.
- Alphabet: Check the Podcast & Newsletter.
- Airbnb: Check the Podcast & Newsletter.
- Adobe: Check the Podcast & Newsletter.
- Reddit: Check the Podcast & Newsletter.
- Uber: Check the Podcast & Newsletter.
- Nike: Check the Podcast & Newsletter.
- Explore our previous Intrinsic Value breakdowns: Nintendo, Airbnb, AutoZone, Alphabet, Ulta, John Deere, and Madison Square Garden Sports.
- Check out the books mentioned in the podcast here.
- Enjoy ad-free episodes when you subscribe to our Premium Feed.
NEW TO THE SHOW?
- Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
- Browse through all our episodes (complete with transcripts) here.
- Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance.
- Enjoy exclusive perks from our favorite Apps and Services.
- Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
• Airbnb
Connect with Shawn: Twitter | LinkedIn | Email
Connect with Daniel: Twitter | LinkedIn | Email
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
722 episodes
TIVP026: The Intrinsic Value Portfolio: Mid-Year Review w/ Daniel Mahncke & Shawn O’Malley
The Intrinsic Value Podcast - The Investor’s Podcast Network
Share
Manage episode 491469883 series 2539397
Content provided by Stig Brodersen and The Investor's Podcast Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stig Brodersen and The Investor's Podcast Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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 theses and weigh what’s changed. From ride-hailing to beauty retail, this episode covers the full lineup: why Uber’s cross-sell flywheel and Waymo partnership reinforce its moat; how Alphabet’s latest earnings measure up against the growing threat of AI-native search; and why Reddit may succeed where Snapchat struggled, turning engagement into monetisation.
You’ll hear updates on Q1 earnings, commentary on management execution, and discussions on whether current valuations still offer upside or warrant trimming. They re-evaluate Airbnb’s evolving strategy as it expands into services and experiences, break down Ulta Beauty’s standout results, and revisit early convictions in new names like Nubank. They also debate the long-term outlook for consumer brands like Nike. Along the way, they reflect on where they’ve been right, where they’ve been early, and how to think about sizing, patience, and risk-reward in a concentrated portfolio.
Prefer to watch? Click here to watch this episode on YouTube.
IN THIS EPISODE, YOU’LL LEARN
00:00 - Intro
03:14 - Why the Ulta Beauty position was being trimmed
17:47 - How Alphabet is holding up against AI competition
28:10 - Why Uber could benefit from autonomous vehicles
58:57 - How Airbnb overcomes regulatory hurdles and expands into experiences
1:06:17 - How Adobe used the AI revolution to strengthen its ecosystem
1:10:10 - Why Reddit might become more of a second Meta than a second Snapchat
1:20:46 - How Nike could overcome the recent headwinds
1:27:39 - Why initiating a position in Nubank is worth the risks
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter.
- Sign Up for The Intrinsic Value Community.
- Ulta Beauty: Check out the Podcast and Newsletter.
- Alphabet: Check the Podcast & Newsletter.
- Airbnb: Check the Podcast & Newsletter.
- Adobe: Check the Podcast & Newsletter.
- Reddit: Check the Podcast & Newsletter.
- Uber: Check the Podcast & Newsletter.
- Nike: Check the Podcast & Newsletter.
- Explore our previous Intrinsic Value breakdowns: Nintendo, Airbnb, AutoZone, Alphabet, Ulta, John Deere, and Madison Square Garden Sports.
- Check out the books mentioned in the podcast here.
- Enjoy ad-free episodes when you subscribe to our Premium Feed.
NEW TO THE SHOW?
- Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
- Browse through all our episodes (complete with transcripts) here.
- Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance.
- Enjoy exclusive perks from our favorite Apps and Services.
- Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
• Airbnb
Connect with Shawn: Twitter | LinkedIn | Email
Connect with Daniel: Twitter | LinkedIn | Email
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
722 episodes
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Similar to The Intrinsic Value Podcast - The Investor’s Podcast Network
We interview and study famous financial billionaires, including Warren Buffett, Ray Dalio, and Howard Marks, and teach you what we learn and how you can apply their investment strategies in the stock market. We Study Billionaires is the largest stock investing podcast show in the world with 180,000,000+ downloads and is hosted by Stig Brodersen, Preston Pysh, William Green, Clay Finck, and Kyle Grieve. This podcast also includes the Richer Wiser Happier series hosted by best-selling author W ...
…
continue reading
Stephan Piscano founder of The Real Estate Networking Group the largest real estate group online interviews experts in real estate, finance, sports, motivation and more as we use common sense concepts to give investors insights on financial markets and have a lot of fun talking sports, politics and business motivation as well!
…
continue reading
Named the Best Personal Finance Podcast by Bankrate.com and Kiplinger, The Stacking Benjamins Show features a light and friendly tone. Hosts Joe Saul-Sehy and OG aim to make financial literacy fun for all as they sit around the card table in Joe's Mom's half-finished basement and talk with experts about personal finance, saving, investing, and important money trends. As Fast Company once wrote, the Stacking Benjamins podcast "strikes a great balance of fun and functional." So join Joe and OG ...
…
continue reading
The Twenty Minute VC (20VC) interviews the world's greatest venture capitalists with prior guests including Sequoia's Doug Leone and Benchmark's Bill Gurley. Once per week, 20VC Host, Harry Stebbings is also joined by one of the great founders of our time with prior founder episodes from Spotify's Daniel Ek, Linkedin's Reid Hoffman, and Snowflake's Frank Slootman. If you would like to see more of The Twenty Minute VC (20VC), head to www.20vc.com for more information on the podcast, show note ...
…
continue reading
Motley Fool Money is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews. The show is hosted by Dylan Lewis, Ricky Mulvey, and Mary Long.
…
continue reading
Business tips for startups by proven entrepreneurs
…
continue reading
Paisa Vaisa is India's premier podcast on personal finance, boasting over 4 million downloads, featuring over 200 hours of insightful content and discussions, hosting more than 250 guests, and presenting a wealth of knowledge through over 450 episodes. Since 2017, Paisa Vaisa hosts experts from mutual funds, stocks, real estate, loans, education financing, insurance, and much more. It has recently introduced a sub-series offering valuable insights in businesses and entrepreneurship. You can ...
…
continue reading
Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
…
continue reading
Save more and spend less is more than just a motto for money expert Clark Howard; it’s a way of life. Clark and his crew — Team Clark — are on a mission to empower people to take control of their personal finances by providing money-saving tips, consumer advice, hot deals and economic news to help everyone achieve financial freedom. Clark is a nationally syndicated radio talk show host and a consumer reporter for television stations around the country. His podcast, The Clark Howard Show, rec ...
…
continue reading
Millionaire University is on a mission to help you build wealth, achieve financial freedom, and create a business that supports the life you want. We reveal proven strategies for business growth, personal finance, and investing—teaching you how to increase your income, build passive revenue streams, and take control of your money. You will learn how to start and scale a business, make smarter financial decisions, and build lasting wealth—all while creating a life of impact and fulfillment. G ...
…
continue reading
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