The Intrinsic Value Podcast

If you want to learn how to actually value a business rather than just talk about it, The Intrinsic Value Podcast is built specifically for that purpose. Hosts Shawn O'Malley and Daniel Mahncke take a single company each week, break down its competitive advantages, estimate its intrinsic value per share, and decide whether it belongs in an ongoing model portfolio they build out in real time on the show. The format is hands-on and educational. Each episode runs about 60 to 90 minutes and follows a structured approach: business overview, competitive analysis, financial deep dive, and valuation estimate. Recent episodes have covered companies like Constellation Software during a historic drawdown, walking listeners through the actual math of why a particular price might represent a buying opportunity. It's the kind of specificity that most investing podcasts avoid. With 752 episodes and a weekly publishing schedule, the back catalog represents an enormous library of individual company analyses. The show is part of The Investor's Podcast Network (the same team behind We Study Billionaires), which brings production quality and a built-in audience. The hosts target newer and intermediate-level investors, making the explanations clear without dumbing things down. The podcast holds a 4.6-star rating from 553 reviews. For anyone who learns best by watching someone work through real examples rather than just hearing theory, this is probably the most practical value investing podcast available. It's one thing to read about discounted cash flow analysis; it's another to hear someone apply it to a company you can look up and follow along with.