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The Innovators & Investors Podcast


1 AI in Wealth Management: Scaling Financial Advisory & Democratizing Access 45:49
45:49
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In this episode of The Innovators & Investors Podcast hosted by Kristian Marquez, guest Sindhu Joseph, founder and CEO of CogniCor, shares how artificial intelligence is transforming the financial services and wealth management industry. Sindhu discusses the significant wealth disparity she has observed globally and how CogniCor’s AI-powered co-pilot platform empowers financial advisors to scale their services, reaching beyond the traditional 30% of affluent households to potentially 70-80%. By reducing administrative burdens and providing a unified, real-time 360-degree view of client households, CogniCor enables advisors to deliver personalized, data-driven financial advice efficiently. Sindhu also reflects on her 15+ years of experience in AI, her global upbringing across India, Europe, and the US, and how her human-first approach shapes CogniCor’s mission to democratize access to wealth management. The episode explores the future impact of AI on work and society, the importance of domain expertise combined with AI knowledge, and the challenges posed by fragmented legacy systems in financial services. Listeners gain valuable insights into the intersection of AI innovation, fintech disruption, and ethical leadership in building scalable, impactful technology solutions. Whether you’re a financial professional, investor, or tech enthusiast, this episode offers a deep dive into AI’s transformative potential in wealth management and the inspiring journey of a visionary founder driving meaningful change. Learn more about Sindhu's work at https://www.cognicor.com/ Connect with Sindhu on LinkedIn at https://www.linkedin.com/in/sindhujoseph/ Think you'd be a great guest on the show? Apply at https://finstratmgmt.com/innovators-investors-podcast/ Want to learn more about Kristian Marquez's work? Check out his website at https://finstratmgmt.com…
The Intrinsic Value Podcast - The Investor’s Podcast Network
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Contenu fourni par The Investor's Podcast Network. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par The Investor's Podcast Network ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
Presented by The Investors Podcast Network with over 10 million downloads — home to the popular We Study Billionaires podcast, The Intrinsic Value Podcast is a new show focused on breaking down businesses, estimating their intrinsic value per share, and deciding whether they should be added to an ongoing portfolio of stocks built out each week. From assessing the monopoly power of Google to determining the fair value of publicly-traded sports franchises, no topics is off limits in the pursuit of understanding as many different businesses as possible and putting together the ultimate long-term stock portfolio. Every week, The Intrinsic Value Podcast will you help get smarter about business, valuation, and investing — don’t miss out on the journey! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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Contenu fourni par The Investor's Podcast Network. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par The Investor's Podcast Network ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
Presented by The Investors Podcast Network with over 10 million downloads — home to the popular We Study Billionaires podcast, The Intrinsic Value Podcast is a new show focused on breaking down businesses, estimating their intrinsic value per share, and deciding whether they should be added to an ongoing portfolio of stocks built out each week. From assessing the monopoly power of Google to determining the fair value of publicly-traded sports franchises, no topics is off limits in the pursuit of understanding as many different businesses as possible and putting together the ultimate long-term stock portfolio. Every week, The Intrinsic Value Podcast will you help get smarter about business, valuation, and investing — don’t miss out on the journey! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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The Intrinsic Value Podcast - The Investor’s Podcast Network


1 TIVP032: Remitly (RELY): Future Multibagger or Stablecoin Casualty? w/ Daniel Mahncke & Shawn O’Malley 1:28:15
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Daniel & Shawn dive into Remitly, the digital remittance platform aiming to disrupt a $2 trillion global market. After years of prioritizing customer acquisition and corridor expansion over profits, Remitly is now approaching a critical inflection point, one where scale, margin leverage, and cash generation could unlock a new phase of investor confidence. But there are risks as well: crypto-native challengers, regulatory uncertainty, and broader concerns about the remittance industry all raise the question of whether the upside is worth the risk. Here, they unpack Remitly’s moat, including its direct payout network, risk engine, and customer trust, and assess whether these factors are enough to fend off cheaper, faster payment rails, such as stablecoins. They walk through the company’s unit economics and what the valuation model implies under both steady-state and high-growth scenarios. Along the way, they compare Remitly’s customer lock-in strategy to Booking.com, examine the remittance corridor dynamics in India, the Philippines, and Latin America, and debate whether this is a misunderstood fintech with enduring staying power or a product ripe for crypto disruption. IN THIS EPISODE, YOU’LL LEARN 00:00 – Intro 01:08 – How the remittance market works 01:50 – Why Western Union struggles to compete with Remitly 02:16 – Why and how Remitly was founded 04:48 – What risks Remitly faces 05:01 – How stablecoins could disrupt the remittance industry 11:34 – What competitive advantages Remitly has 17:16 – What digital-first companies compete with Remitly 24:37 – Why scale is everything in the payments sector 27:56 – Whether Remitly is attractively valued at its current levels 29:27 – Whether Shawn & Daniel add RELY to The Intrinsic Value Portfolio *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 . Value Investor’s Club Article on RELY . Check out the Substack Article on RELY. Dive into Pernas' Research Article on RELY Explore our previous Intrinsic Value breakdowns: Uber, Nike, Reddit, 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 : Harvest Right Connect with Shawn: Twitter | LinkedIn | Email Connect with Daniel: Twitter | LinkedIn | Email Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm…
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1 TIVP031: The Trade Desk (TTD): Heir to the Programmatic Advertising Throne? w/ Shawn O’Malley & Daniel Mahnke 1:23:48
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Shawn and Daniel break down The Trade Desk (ticker: TTD), a pure-play bet on the future of digital advertising, focusing specifically on supporting ad buyers who want to get the most value per impression across the so-called “Open Internet.” The Trade Desk has compounded its stock at 43% a year since its IPO almost a decade ago, and in that same period, it has grown revenues at an incredible rate of 50% a year. Learn about where TTD fits into the programmatic advertising ecosystem, why the company has fewer conflicts of interest than its competitors, how The Trade Desk is positioned to take advantage of antitrust regulatory enforcement against Google, what they’re trying to do to replace 3rd-party cookies tracking, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 04:38 - What is TTD’s niche in programmatic digital advertising 11:58 - Who are the major players in the digital advertising landscape 12:16 - How advertising across the internet has evolved over time 31:36 - What is the “Open Internet” and how it differs from “Walled Gardens” 36:42 - Why TTD has built its own alternative to 3rd‑party cookies 45:22 - What needs to happen to realize TTD’s vision for the future of programmatic advertising 01:05:27 - Why regulators are taking action against Google’s ad management unit, and how TTD could benefit from that 01:16:38 - Whether Shawn & Daniel add TTD to The Intrinsic Value Portfolio *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 . Advertisers shift retail media spending beyond Amazon. The digital advertising ecosystem, explained . Check out Modernizing advertising with Trade Desk CEO Jeff Green. Read Zero to One by Peter Thiel. Explore our previous Intrinsic Value breakdowns: Moncler, Uber, Nike, Reddit, 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 : Harvest Right 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…
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The Intrinsic Value Podcast - The Investor’s Podcast Network


1 TIVP030: PayPal (PYPL): Value Trap or Multibagger? w/ Daniel Mahncke & Shawn O’Malley 1:26:17
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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 candidate. Once lifted by lockdown spending and eBay tailwinds, PayPal has seen its growth stall, its take-rate decline, and investors seem to have given up on it. In this episode, Shawn and Daniel unpack whether new CEO Alex Chriss’s “profitable growth” playbook, Fastlane one-click checkout, a margin-focused Braintree overhaul, and fresh bets on Ads and the PYUSD stablecoin, can restore momentum. They also debate how realistic PayPal’s ambitious goals for the future are, what a sustained 6% share shrink via buybacks does for long-term EPS, how the new management team is incentivized, and whether PayPal’s consumer moat still matters in an Apple-Pay world. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 04:38 - How PayPal became the No.1 payment provider and what the PayPal Mafia is. 09:47 - Why investors fell out of love with PayPal’s stock. 14:03 - What the next chapter under the new CEO will look like. 26:42 - Which new businesses could make PayPal dramatically more profitable? 33:31 - How the new strategy shows up in the numbers. 50:06 - Why the management incentive structure is a big benefit for shareholders. 51:36 - Whether stablecoins are bearish or bullish for PayPal. 01:01:11 - Whether PayPal is attractively valued at its current levels. 01:10:05 - Whether Shawn & Daniel add PYPL to The Intrinsic Value Portfolio. And much, much more! *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 . Emerging Value Substack Article . Crossroad’s Interview with Alex Chriss. PayPal 2025 Investor Day . The Reservist Article on the Payment Industry. Jimmy Soni’s Book on The PayPal Mafia . Explore our previous Intrinsic Value breakdowns: Uber, Nike, Reddit, 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 : Harvest Right 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…
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1 TIVP029: Roku (ROKU): Forgotten Streaming Giant w/ Shawn O’Malley & Daniel Mahncke 1:30:07
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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 nearly 90 million households. Roku is the gateway to streaming, and its devices have famously turned any TV into a Smart TV, but now Roku does much more than that. In this episode, you’ll learn why the market has soured on Roku, how much its honeypot of first-party data could be worth, how Roku makes money for driving subscriptions to services like Disney+, how Roku is monetizing its uniquely positioned business, what has powered The Roku Channel’s surge toward ad-supported streaming dominance, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 01:34 - How Roku is a unique combination of being like a streaming service, device manufacturer, and digital advertising exchange. 03:38 - Why Roku’s financials look so poor and why the market has soured on Roku post-pandemic. 10:21 - How Roku has been able to sustain its massive market share over competitors like Amazon and Google in connected streaming. 21:24 - Why Roku’s intrinsic value is so volatile given small changes in assumptions about its future. 23:21 - What makes Roku’s founder/CEO so special. 51:07 - Why Roku may be sitting on a gold mine of digital real estate. 01:00:01 - The biggest competitive threats facing Roku. 01:08:20 - Whether Shawn and Daniel add Roku to their Intrinsic Value Portfolio. And much, much more! *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 . Business Breakdowns podcast on Roku . Roku’s Q1 2025 shareholder letter . Jim Collins' book: Good to Great . CEO Anthony Wood on CNBC, discussing Roku’s Q4 2024 results . Explore our previous Intrinsic Value breakdowns: Uber, Nike, Reddit, 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 : Harvest Right 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…
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1 TIVP028: Estée Lauder (EL): Michael Burry’s Big Bet w/ Daniel Mahncke & Shawn O’Malley 1:09:44
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Daniel Mahncke and Shawn O’Malley take a closer look at Estée Lauder’s turbulent turnaround, tracing the beauty giant’s fall from pandemic favorite to contrarian play. After years of strong growth, the company was hit by an inventory pileup, the collapse of China’s daigou shopping channel, and a broader slowdown in its most important market. In this episode, they explore whether the “Beauty Reimagined” strategy and the arrival of new CEO Stéphane de La Faverie can reignite growth through cost savings, better channel mix, and stronger appeal to younger consumers. Daniel and Shawn debate how realistic a turnaround is, whether the risk/reward resembles Nike’s recent playbook, and what needs to go right for Estée Lauder to reclaim its former strength. They also touch on wider beauty industry trends, the role of R&D as a competitive moat, internal tensions within the Lauder family, and the growing strategic weight of China for global fashion and cosmetics brands. Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 05:29 - How Estée Lauder built the beauty giant 13:42 - Why Estée Lauder’s business and stock fell so dramatically 27:22 - How Social Media and personal brands changed the beauty industry 14:03 - Why China played a major part in the company’s rise and fall 42:23 - How the family drama caused a management crisis 46:26 - How Estée Lauder plans to rise to the industry’s top again 55:08 - Whether Estée Lauder is attractively valued at its current levels 1:00:08 - Whether Shawn & Daniel add EL to The Intrinsic Value Portfolio *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 . Book on Estée Lauder: The Company I Keep – My Life in Beauty . Estée Lauder’s Investor Relations . Explore our previous Intrinsic Value breakdowns: Uber, Nike, Reddit, 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 : Harvest Right 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…
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1 TIVP027: LVMH (MC): Investing in True Luxury w/ Shawn O’Malley & Daniel Mahncke 1:23:47
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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, Chandon, Hennessy, Tiffany, Bulgari, and Tag Heur, among others. It’s a powerful conglomerate built by one of the world’s richest men, Bernard Arnault, known as the “wolf in cashmere” for his ruthless consolidation of power in the luxury industry. In this episode, you’ll learn how Arnault built the LVMH empire, what makes “true luxury” so special and different from other types of businesses, the parallels between LVMH and Berkshire Hathaway, what the backbone of this conglomerate is, whether there’s actually a backdoor way to buy LVMH shares at a 20% discount, whether the stock is currently fairly valued, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 15:57 - How Arnault got his start and took control of LVMH. 20:56 - What inspired Arnault to build a luxury conglomerate. 24:05 - How LVMH benefits from economies of scale. 30:31 - Which brands drive business the most. 51:59 - What factors matter most in luxury purchases. 56:07 - What are the most important markets for luxury goods? 01:00:59 - Whether the backdoor way to buy LVMH shares at a discount is too good to be true. 01:08:03 - Whether LVMH is fairly valued and whether it’s added to the Intrinsic Value Portfolio. *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 . LVMH’s rich history of tradition and desirability. Business Breakdowns’ 2022 episode on LVMH. Acquired’s podcast on LVMH. Financial Times’ profile of Bernard Arnault. WSB645: The King of Luxury with Christian Billinger. WSB643: The Luxury Strategy with Christian Billinger. Bernard Arnault’s 2024 interview with CNBC . 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 : Harvest Right 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…
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1 TIVP026: The Intrinsic Value Portfolio: Mid-Year Review w/ Daniel Mahncke & Shawn O’Malley 1:40:41
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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…
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1 TIVP025: Smith & Wesson (SWBI): Deep Value — Locked and Loaded w/ Daniel Mahncke & Shawn O’Malley 1:14:18
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Shawn O’Malley and Daniel Mahnke break down Smith & Wesson (ticker: SWBI), an iconic firearms manufacturer with 170+ years of history. Smith & Wesson is no compounder, though. It’s an okay business, at best, but Shawn and Daniel want to determine whether this often-overlooked stock is cheaply priced. In this episode, you’ll learn how Smith & Wesson has navigated the volatile sales cycle in firearms, what factors can drive the biggest swings in firearms sales, whether Smith & Wesson’s juicy dividend is sustainable, the biggest political and legal risks facing this company, what famous investor owns the stock, how Smith & Wesson shares can help an investor hedge societal disruptions, and whether Smith & Wesson is attractively valued on a normalized earnings basis plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 02:47 - The historic origins behind this company that predates the Civil War. 06:12 - Why “Sin” stocks can offer attractive returns from discounted valuations. 10:54 - What drives Smith & Wesson’s business. 23:17 - How the company navigates a range of factors that can impact it, from regulation to litigation, that are largely beyond its control. 35:17 - How the company’s relocation of its headquarters has added to its financial stress. 46:11 - The biggest challenges of investing in a “mean reversion” bet like Smith & Wesson. 01:01:15 - Whether Shawn & Daniel add SWBI to The Intrinsic Value Portfolio. 01:05:38 - Why Smith & Wesson may be a hedge against societal disruptions. And much, much more! *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 . 2022 Value Investors’ Club Pitch of Smith & Wesson. Link to Smith & Wesson’s 2024 annual filing . Chit Chat Stocks’ coverage of Smith & Wesson Check out 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…
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The Intrinsic Value Podcast - The Investor’s Podcast Network


1 TIVP024: TSMC (TSM): The Most Important Business in the World? w/ Daniel Mahncke & Shawn O’Malley 1:31:59
1:31:59
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Daniel Mahncke and Shawn O’Malley turn their focus to Taiwan Semiconductor Manufacturing Company (ticker: TSM) — the quiet engine powering nearly every device we touch and the global AI boom. Pioneering the pure-play foundry model, TSMC went from a government-backed experiment in the late 1980s to controlling more than 90 % of the world’s leading-edge chip production, fabricating Apple’s A- and M-series processors, Nvidia’s AI GPUs, and virtually every 3nm part on the planet. In this episode, you’ll learn how Morris Chang’s radical bet rewired the semiconductor industry, why extreme scale and EUV mastery give TSMC a moat rival chipmakers can’t cross, how its Arizona and Japan fabs fit into a strategy shaped by China-Taiwan tension, and how wafer volumes, node mix, and multi-billion-dollar capex translate into free-cash-flow and ROIIC. Daniel and Shawn also debate the right way to price the ever-present geopolitical “wipe-out” tail risk, and ask whether today’s market price offers a margin of safety on what could be the most important company in the world. Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 07:39 - How TSMC evolved from a government-backed project to a trillion-dollar company 07:45 - How the semiconductor industry works 16:10 - Where TSMC’s dominance comes from 31:27 - What moat protects TSMC’s business 39:54 - What the competitive landscape looks like 43:55 - Where future growth is coming from 49:45 - How geopolitical risk is impacting TSMC 1:03:25 - Whether TSMC is attractively valued at its current levels 1:09:18 - Whether Shawn & Daniel add TSM to The Intrinsic Value Portfolio And much, much more! *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 . Interview with TSMC Founder Morris Chang Quartr’s Overview of TSMC NZS Semiconductor Whitepaper Check out 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…
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The Intrinsic Value Podcast - The Investor’s Podcast Network


1 TIVP023: Nubank (NU): Banking on Latin America w/ Shawn O’Malley & Daniel Mahncke 1:34:19
1:34:19
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Shawn O’Malley and Daniel Mahncke break down Nubank (ticker: NU), a leading fintech company providing credit card, banking, and insurance services to millions across Latin America, with nearly 60% of Brazil’s adult population using one of the company’s products. Nubank’s success is a true David vs.Goliath story, overcoming a powerful banking oligopoly in Brazil to provide more accessible and lower-fee digital banking services to the masses, who had long been neglected by traditional banks. In this episode, you’ll learn how Nubank grew to become one of Latin America’s largest companies with over 100 million users in just over a decade, how being a digital-first bank has given them huge operating cost advantages, why Nubank’s unit economics are so attractive, what key metrics to focus on when evaluating a banking business, and whether Nubank is attractively valued given its incredible growth prospects, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 13:42 - Nubank’s inspiring David vs. Goliath origin story. 19:17 - How Nubank’s first credit card product spread like wildfire. 23:20 - Why the customer experience with Nubank is fundamentally different than with competitors. 25:00 - What makes David Velez such a special founder and CEO. 29:30 - How Nubank has used its low-cost moat to compound the advantages of its business structure and built customer loyalty by sharing those rewards with customers. 41:17 - Why Nubank’s growth story may only be just starting. 01:20:14 - Whether Shawn & Daniel add NU to The Intrinsic Value Portfolio. And much, much more! *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 . Nubank: Business Breakdowns Podcast . Is Nubank Disrupting Traditional Banking? Substack Article . Article on Nubank’s late payments jumping . Aswath Damodaran's resources on equity & country risk premiums . Nubank’s CEO on the Crucible Moments Podcast . Long-form investment thesis on NU. Check out 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…
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The Intrinsic Value Podcast - The Investor’s Podcast Network


1 TIVP022: Amazon (AMZN): Is It Prime Time for Investors? w/ Daniel Mahncke & Shawn O’Malley 1:31:14
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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, Amazon has changed the way the world shops and interacts with technology — and it’s not slowing down. In this episode, you’ll learn how Amazon evolved from a retail disruptor into a multi-engine platform business, how AWS and advertising became its primary profit drivers, how the company is navigating massive AI investments and expanding into satellite internet with Project Kuiper, and whether the current valuation reflects the next leg of growth — plus plenty more along the way. Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 03:20 - How Bezos built Amazon and its Culture 13:32 - How Amazon’s Flywheel works 18:46 - How Amazon built one of the largest Advertising businesses in the world 27:19 - What AWS is and what role it plays for Amazon 39:09 - The Dynamics of the e-commerce business and competition 43:44 - Whether Amazon Devices can turn into a success story after all 51:01 - What position Amazon is taking in AI 58:20 - What impact Kuiper could have on Amazon’s business 1:08:46 - How Amazon performed in times of tariffs and immense capex spend 1:27:56 - Whether Amazon is attractively valued at its current levels 1:29:29 - Whether Shawn & Daniel add AMZN to The Intrinsic Value Portfolio *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. The Investor’s Podcast on Amazon’s Story. Quartr’s Overview of Amazon. The Shareholder Letters of Jeff Bezos. Clayton Christensen's The Innovator’s Dilemma . Amazon CEO Andy Jassy Interview at the Harvard Business Review. Check out 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 : • CFI Education • 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…
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1 TIVP021: Shopify (SHOP): The Battle For The Future of E-Commerce w/ Shawn O’Malley & Daniel Mahncke 1:24:38
1:24:38
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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: Amazon tries to pull merchants to its marketplace and to conform with its standardized shopping experience, while Shopify empowers merchants to manage their own websites that go direct-to-consumer. In this episode, you’ll learn how Shopify started humbly as a snowboard website, what makes Shopify such a killer app, how Shopify and Amazon compete but also have found ways to strategically co-exist, why Shopify may have multiple moats working to its advantage, and whether Shopify is attractively valued given its compelling growth prospects, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 05:30 - Why the enterprise software market was ripe for disruption. 10:50 - Shopify’s origin story as a simple snowboard website in Canada. 14:47 - How Shopify’s value proposition differs from Amazon. 36:42 - Why Shopify abandoned its logistics business just one year after making a major acquisition. 42:42 - How Shopify has responded to Amazon encroaching on its turf. 01:01:38 - What to make of Shopify’s share split and ownership structure. 01:12:28 - Why Shopify’s growth story may only be just beginning. 01:16:32 - Whether Shawn & Daniel add SHOP to The Intrinsic Value Portfolio. And much, much more! *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 . Business Breakdowns podcast on Shopify . Quartr’s overview of Shopify. Clayton Christensen's The Innovator’s Dilemma . Check out 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 : CFI Education 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…
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The Intrinsic Value Podcast - The Investor’s Podcast Network


1 TIVP020: Visa (V): Is Visa still the Card to Hold? w/ Daniel Mahncke & Shawn O’Malley 1:23:14
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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 you’re tapping your card for a coffee, shopping online, or sending money abroad, there’s a good chance Visa is taking a small slice behind the scenes. Visa is to the global economy what highways are to cars — an essential infrastructure layer that makes modern commerce move. In this episode, you’ll learn how Visa evolved from a consortium of banks to a dominant public company, how it defends its massive competitive moat, where growth will come from beyond traditional card payments, whether emerging technologies like account-to-account payments pose a real threat, how to think about Visa’s valuation, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 03:04 - How Visa’s business model works and how it earns money from transactions 17:49 - Why every player in the payment process needs Visa 26:54 - Visa’s origin story and how BofA’s BankAmericard changed banking forever 55:36 - Where Visa’s growth will come from in the future 47:50 - What are Visa’s Value Added Services and New Flows 57:44 - Why Visa’s Moat is so impenetrable 1:01:31 - Who are Visa’s competitors and what are the overarching risks 1:10:07 - Whether Visa is attractively valued at current levels 1:19:10 - Whether Shawn & Daniel add V to The Intrinsic Value Portfolio *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 . Visa’s latest Annual Report . Book to understand Payments: The Pay Off . The Acquired Podcast on Visa. Visa Investor Day 2025 Presentation . Check out 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 : • CFI Education • 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…
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1 TIVP019: Adobe (ADBE): Designing a Creative Empire w/ Shawn O’Malley & Daniel Mahncke 1:27:50
1:27:50
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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, including freelancers designers, Hollywood design studios, and everyone inbetween. Excel is to the financial world as Adobe is to the creative world, you might say. In this episode, you’ll learn how Adobe grew out of a garage and became tangled with Apple early on, how the company transitioned to a cloud-based subscription model, whether AI risks to Adobe’s business are overstated, how Adobe is implementing AI into its tool, whether Adobe is as attractively valued as it seems, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 00:43 - Adobe’s origin story and how it was created out of a garage. 07:24 - What were Adobe’s first few popular products and how Apple elevated Adobe’s business. 16:02 - Why Adobe transitioned to a subscription-based business model in 2013. 19:36 - Why the market has soured on Adobe’s otherwise wonderfully profitable and growing business. 24:40 - How Adobe is responding to Canva, Figma, and disruptions from AI. 39:32 - What Adobe is doing to keep the next generation of designers using its products. 01:04:50 - The biggest risks to Adobe’s continued dominance. 01:07:41 - Whether Adobe is attractively valued at its current beaten down levels. 01:16:22 - Whether Shawn & Daniel add ADBE to The Intrinsic Value Portfolio. And much, much more! *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 . From Quartr’s Insights blog: Adobe: Equipping the Architects of Digital Expression . Adobe’s Investor Day Summit . Value Investor’s Club pitch for Adobe. Never Sell podcast on Adobe. Check out 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 : CFI Education 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…
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The Intrinsic Value Podcast - The Investor’s Podcast Network


1 TIVP018: Mercedes-Benz (MBG): Can Benz Reinvent the Car? w/ Daniel Mahncke & Shawn O’Malley 1:17:20
1:17:20
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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 EVs and in-car technology. In this episode, you’ll learn how Mercedes grew out of the industrial revolution and invented the modern car, how its legacy and brand power influence the company’s strategy today, how it's navigating the shift to electrification and digital software, whether Chinese EV competition is an existential threat, how Mercedes plans to monetize its own operating system, and whether the stock’s high dividend yield and low valuation make it a hidden gem — plus plenty more along the way. Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 11:40 - Mercedes’ origin story and how it built the first automobile 18:21 - How Mercedes dominated motorsports 24:53 - How Mercedes makes money and what business segments they have 31:22 - Why Mercedes’ EQ lineup has failed 32:40 - What Mercedes has changed for the new EVs 37:06 - How the industry and competitive landscape have changed 43:31 - What role China plays and how Mercedes is performing in China 58:38 - Whether Mercedes is attractively valued at its current beaten-down levels 59:35 - How Mercedes performed recently and what KPIs matter most 1:01:02 - Whether Shawn & Daniel add MBG to The Intrinsic Value Portfolio And much, much more! *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 . Mercedes’ latest Annual Report . CEO Ola Källenius 2022 interview on the Decoder Podcast . Value Investor’s Club Pitch on Mercedes . Check out 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 : CFI Education 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…
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