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The Intrinsic Value Podcast - The Investor’s Podcast Network
The Investor's Podcast Network
Último episódio
780 episódios
TIVP087 (Video): DLocal (DLO): Multibagger Potential with Decade-Long Runway w/ Daniel Mahncke & Shawn O’Malley
02/08/2026 | 1h 22minDaniel Mahncke and Shawn O'Malley take a deep dive into DLocal (NASDAQ: DLO), the first Uruguayan unicorn and the emerging markets payment provider for companies like Amazon, Uber, Spotify, Netflix, and many more. DLocal is trading at attractive multiples while growing payment volumes at over 70% and printing cash due to high operating leverage and a high-margin business model. That cash is given back to shareholders in the form of dividends and buybacks.
Daniel and Shawn discuss whether the high customer concentration and the declining take rate justify the cheap valuation or whether the market is not understanding the full potential of this emerging market jewel. In the end, Daniel values the business and decides whether DLO deserves a spot in The Intrinsic Value Portfolio.
IN THIS EPISODE YOU’LL LEARN:
(00:00:00) Intro
(00:02:04) How DLO became the leading player in emerging markets
(00:06:16) What makes DLO’s business model stand out
(00:14:20) What two megatrends DLO benefits from
(00:26:41) Whether there is a race to the bottom with take rates
(00:50:37) How DLO compares to Western competition
(00:56:58) How DLocal distributes cash to shareholders
(01:13:26) Valuation discussion of DLO
(01:16:05) Whether DLO is valued attractively
(01:17:44) Whether Shawn and Daniel add DLO to the Intrinsic Value Portfolio
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
Join the exclusive The Intrinsic Value Mastermind Community.
Track The Intrinsic Value Portfolio.
Learn more about how to join us in NYC for our Intrinsic Value Conference.
Portfolio Review Submit Tool.
Value Investors Club Pitch on DLO.
Interview with the CEO, Pedro Arnt.
DLocal Investor Relations Podcast.
Founder and CEO Interview by Stratechery.
Check out our previous Intrinsic Value breakdowns Uber, Nike, Reddit, Nintendo, Airbnb, AutoZone, Alphabet, Ulta, John Deere, Madison Square Garden Sports.
Related books mentioned in the podcast.
Ad-free episodes on our Premium Feed.
NEW TO THE SHOW?
Get smarter about valuing businesses through The Intrinsic Value Newsletter.
Check out The Investor’s Podcast Starter Packs.
Follow our official social media accounts: X | LinkedIn | Facebook.
Try our 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:
Fiscal.AI
References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor’s Podcast Network is not responsible for any claims made by them.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmTIVP086 (Video): Perimeter Solutions (PRM): A Niche Monopoly, One Acquisition at a Time w/ Kyle Grieve and Shawn O'Malley
26/07/2026 | 1h 16minIn today's episode, Kyle Grieve and Shawn O’Malley analyze Perimeter Solutions, a niche industrial conglomerate built by Transdigm's legendary founder Nick Howley using the same playbook that turned Transdigm into a multi-decade compounder. They break down how the company operates two very different segments, from wildfire retardants and airbase logistics to specialty chemicals and precision medical manufacturing equipment, each built around sticky, mission-critical customer relationships. They’ll also cover the company's acquisition strategy, its unusual founder's advisory fee, and the debt and litigation risks that complicate an otherwise compelling capital allocation story.
IN THIS EPISODE YOU’LL LEARN:
(00:00:00) Intro
(00:00:34) Why the Transdigm playbook is worth cloning
(00:04:20) How this management team built a public compounding machine
(00:07:42) Why one segment profits directly from worsening wildfires
(00:16:05) The chemical monopoly hiding inside a boring business
(00:27:27) What makes these niche products nearly impossible to replace
(00:37:14) How disciplined acquisitions have created so much shareholder value
(00:43:19) The controversial fee structure investors aren’t big fans of
(01:07:07) Valuation discussion of PRM
(01:09:54) Intrinsic value of PRM
(01:11:43) Whether Kyle and Shawn will add PRM to the Intrinsic Value Portfolio
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
Join the exclusive The Intrinsic Value Mastermind Community.
Track The Intrinsic Value Portfolio.
Learn more about how to join us in NYC for our Intrinsic Value Conference.
Follow Kyle on X and LinkedIn.
Related books mentioned in the podcast.
Ad-free episodes on our Premium Feed.
NEW TO THE SHOW?
Get smarter about valuing businesses through The Intrinsic Value Newsletter.
Check out The Investor’s Podcast Starter Packs.
Follow our official social media accounts: X | LinkedIn | Facebook.
Try our 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:
Fiscal.AI
References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor’s Podcast Network is not responsible for any claims made by them.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmTIVP085 (Video): Fairfax Financial (FFO.TO): The Berkshire Of The North w/ Kyle Grieve and Shawn O'Malley
22/07/2026 | 1h 7minIn today's episode, Kyle Grieve and Shawn O’Malley analyze Fairfax Financial, the insurance conglomerate that Prem Watsa built from a near-bankrupt trucking insurer into a compounding machine often compared to Berkshire Hathaway. They break down Fairfax's insurance and non-insurance segments, its use of float, and the capital allocation moves, from acquisitions to buybacks, that have driven decades of growth. The conversation also covers Fairfax's competitive advantages, key risks such as catastrophe exposure and succession, and whether the business remains an attractive opportunity today.
IN THIS EPISODE YOU’LL LEARN:
(00:00:00) Intro
(00:04:52) Why Fairfax's history shorting backfired for years
(00:07:48) How Fairfax structures its insurance and non-insurance businesses
(00:14:20) How Fairfax treats its winning investments
(00:18:46) What the combined ratio reveals about Fairfax’s underwriting abilities
(00:31:36) Why Fairfax's culture keeps talented operators for decades
(00:33:16) How Fairfax uses debt to fund acquisitions
(00:38:28) Why Fairfax's buyback timing shows disciplined capital allocation
(00:43:09) How Prem Watsa's pay stays modest despite success
(00:49:35) What risks Fairfax has as it continues to scale
(00:56:19) Valuation discussion of Fairfax
(00:57:56) Intrinsic value of Fairfax
(01:02:29) Whether Kyle and Shawn will add Fairfax to the Intrinsic Value Portfolio
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
Join the exclusive The Intrinsic Value Mastermind Community.
Track The Intrinsic Value Portfolio.
Learn more about how to join us in NYC for our Intrinsic Value Conference.
Read The Fairfax Way by David Thomas.
Listen to my episode where I cover the history of Fairfax Financial.
Follow Kyle on X and LinkedIn.
Related books mentioned in the podcast.
Ad-free episodes on our Premium Feed.
NEW TO THE SHOW?
Get smarter about valuing businesses through The Intrinsic Value Newsletter.
Check out The Investor’s Podcast Starter Packs.
Follow our official social media accounts: X | LinkedIn | Facebook.
Try our 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:
Fiscal.AI
References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor’s Podcast Network is not responsible for any claims made by them.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmTIVP084 (Video): Pinduoduo (PDD): Is PDD the Best Buy in China? w/ Daniel Mahncke & Shawn O'Malley
19/07/2026 | 1h 28minDaniel Mahncke and Shawn O'Malley take a deep dive into Pinduoduo (NASDAQ: PDD), the Chinese retail giant that has overtaken local competitors like Alibaba and JD.com and expanded internationally with Temu, which has become the most-downloaded e-commerce app in the world. They discuss how to think about the lack of disclosures and what the margin decline and growth deceleration mean for the business going forward. But also whether this presents an exceptional buying opportunity at a single-digit earnings multiple and about 60% of the company’s market capitalization in cash.
Daniel and Shawn also discuss how the Chinese e-commerce market compares to international equivalents and what those differences mean for the profitability of the e-commerce model in general. In the end, Daniel values the business and decides whether PDD deserves a spot in The Intrinsic Value Portfolio.
IN THIS EPISODE YOU’LL LEARN:
(00:00:00) Intro
(00:10:55) How PDD became one of China’s leading marketplaces
(00:19:21) What makes PDD’s business model stand out
(00:23:06) How PDD compares to Chinese competition
(00:31:10) What makes China’s e-commerce market different
(00:32:26) What happened to margins and growth
(00:47:51) How Temu revolutionized international e-commerce
(01:15:22) Valuation discussion of PDD
(01:20:52) Whether PDD is valued attractively
(01:23:21) Whether Shawn and Daniel add PDD to the Intrinsic Value Portfolio
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
Join the exclusive The Intrinsic Value Mastermind Community.
Track The Intrinsic Value Portfolio.
Learn more about how to join us in NYC for our Intrinsic Value Conference.
Portfolio Review Submit Tool.
Value Investors Club Pitch on PDD.
Hayden Capital Investment Memo on PDD.
Check out our previous Intrinsic Value breakdowns Uber, Nike, Reddit, Nintendo, Airbnb, AutoZone, Alphabet, Ulta, John Deere, Madison Square Garden Sports.
Related books mentioned in the podcast.
Ad-free episodes on our Premium Feed.
NEW TO THE SHOW?
Get smarter about valuing businesses through The Intrinsic Value Newsletter.
Check out The Investor’s Podcast Starter Packs.
Follow our official social media accounts: X | LinkedIn | Facebook.
Try our 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:
Fiscal.AI
References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor’s Podcast Network is not responsible for any claims made by them.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmTIVP083 (Video): SpaceX (SPCX): Is It Really Worth $2 Trillion Dollars? w/ Kyle Grieve and Shawn O'Malley
15/07/2026 | 1h 15minKyle Grieve and Shawn O’Malley analyze SpaceX's blockbuster 2026 IPO, dissecting the company's three segments: Space, Connectivity, and AI. They’ll also look at its history, moats, capital allocation, debt, and incentive structure. They’ll stress-test SpaceX's aggressive $28.5 trillion total addressable market claim and walk through the key risks facing the business, from key-man dependence to regulatory exposure.
IN THIS EPISODE YOU’LL LEARN:
(00:00:00) Intro
(00:06:28) How Elon Musk's early rocket failures almost sank SpaceX
(00:08:11) How Space, Connectivity, and AI segments actually work
(00:10:38) Why reusable rockets are reshaping launch economics
(00:12:00) Whether the AI segment is worrisome
(00:32:54) What's really driving Connectivity's improving margins
(00:34:19) How to think about SpaceX's R&D and capital spending
(00:42:00) Why SpaceX's debt picture is more nuanced than it looks
(00:47:41) How Musk's pay package ties to Mars and market cap benchmarks
(00:51:33) What risks could derail the SpaceX growth story
(00:59:27) Why its claimed market opportunity may be overstated
(01:05:28) Whether SpaceX's valuation can be justified by the numbers
(01:09:08) Intrinsic Value of SpaceX
(01:10:59) Whether Kyle and Shawn will add SpaceX to the Intrinsic Value Portfolio
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
Join the exclusive The Intrinsic Value Mastermind Community.
Track The Intrinsic Value Portfolio.
Learn more about how to join us in NYC for our Intrinsic Value Conference.
Read Elon Musk by Walter Isaacson here.
Read Elon Musk by Ashlee Vance here.
Check out the SpaceX prospectus here.
Follow Kyle on Twitter and LinkedIn.
Related books mentioned in the podcast.
Ad-free episodes on our Premium Feed.
NEW TO THE SHOW?
Get smarter about valuing businesses through The Intrinsic Value Newsletter.
Check out The Investor’s Podcast Starter Packs.
Follow our official social media accounts: X | LinkedIn | Facebook.
Try our 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:
Fiscal.AI
References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor’s Podcast Network is not responsible for any claims made by them.
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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Sobre The Intrinsic Value Podcast - The Investor’s Podcast Network
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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