The Intrinsic Value Podcast - The Investor's Podcast Network

Shawn O'Malley and Daniel Mahncke host this show specifically designed for younger and newer investors who want to learn how to analyze individual stocks. Each episode picks a single company -- Netflix, Hermes, Costco, Google -- and spends 45-60 minutes breaking down its business model, competitive advantages, financial statements, and what the stock might actually be worth per share. The hosts are building an ongoing stock portfolio on the show in real time, which gives listeners a tangible example of how investment decisions get made and tracked over months and years. Recent episodes valued Netflix after the streaming wars settled and examined how Hermes turned scarcity and craftsmanship into a compounding machine. The analysis is structured but not dry. Shawn and Daniel explain terms like free cash flow yield and return on invested capital as they use them, so you pick up the vocabulary naturally. They also launched a community where listeners can ask questions and discuss the stocks being covered. This podcast fills a specific gap: most beginner shows stop at index funds and asset allocation, while most stock-picking shows assume you already know how to read a balance sheet. The Intrinsic Value Podcast sits right in between, teaching you the actual mechanics of business analysis one company at a time.