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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

Millennial Investing - The Investor’s Podcast Network

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) takes you into the classroom of legendary investor Joel Greenblatt, sharing his biggest takeaways from watching Greenblatt’s lectures at Columbia. Greenblatt is a wildly successful investor, professor, founder of the Value Investor’s Club forum, and best-selling author of some of the most popular stock investing books ever written.
You’ll learn how Greenblatt thinks about the upside and downside potential for investments through three case studies, how Joel Greenblatt derived his Magic Formula for investing, why buying cheap stocks still works even though the strategy is well-known, where to look for the rarest but most attractive types of stock investments, what was Joel Greenblatt’s biggest investing mistake, plus so much more! 

Prefer to watch? Click here to watch this episode on YouTube.

IN THIS EPISODE, YOU’LL LEARN
00:00 - Intro
02:34 - How to think through stock investments via case studies on the best pitches ever submitted to the Value Investor’s Club forum
03:02 - How Joel Greenblatt derived the Magic Formula for investing
05:12 - Which investments are the rarest but most attractive
07:34 - Why it’s important to condense an investment thesis down to just a few sentences
11:52 - How bankruptcy restructurings can actually generate undervalued and overlooked stocks
19:02 - Why so many great investors get their start with microcap stocks and special situations
30:16 - Why value investing still works and has worked across time
41:29 - How Joel Greenblatt made his biggest investing mistake
And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.

Joel Greenblatt's book, The Little Book that Beats the Markets.

Watch the Video summary of The Little Book that Beats the Markets.

Joel Greenblatt’s site: MagicFormulaInvesting.com.

Playlist of Joel Greenblatt’s video lectures.

Check out Value Investors Club (VIC).

Norbert Lou interview (Charlie479).

Joel Greenblatt’s 2022 interview on the Richer, Wiser, Happier podcast | YouTube Video.

Joel Greenblatt’s 2021 interview on the We Study Billionaires podcast | YouTube Video.

Check out NVR Pitch on VIC.

Take a look at the NII Pitch on VIC.

See the SGDE Pitch on VIC.

Review the WNMLA Pitch on VIC.

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.

Check out our Millennial Investing Starter Packs.

Browse through all our episodes (complete with transcripts) here.

Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance.

Enjoy exclusive perks from our favorite Apps and Services.

Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.

Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS
Support our free podcast by supporting our sponsors:

TurboTax

Airbnb

Public

Bluehost

Connect with Shawn: 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! 
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

MI381: Joel Greenblatt: Behind the Magic Formula w/ Shawn O’Malley

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) shares his favorite lessons from the billionaire investor Mohnish Pabrai, who some know as the “Indian Warren Buffett.” Pabrai is a master investor, a close friend of Charlie Munger, and a wonderful storyteller, too.
You’ll learn what it means to circle the wagons in investing, how a few big decisions will end up mattering the most throughout your investment career, how GEICO changed Benjamin Graham’s perspective on investing, why Nick Sleep told his investors to simply buy and hold three stocks, what Pabrai learned from having lunch with Buffett, what it means to be a Dhando Investor, plus so much more! 

Prefer to watch? Click here to watch this episode on YouTube.

IN THIS EPISODE, YOU’LL LEARN
00:00 - Intro
03:59 - Why only 4% of Berkshire Hathaway’s decisions over the years have explained most of Buffett’s outperformance
08:52 - Which three stocks Nick Sleep told his investors to hold after winding down his fund
09:48 - Which types of stocks you’d want to circle the wagons around
10:10 - How GEICO changed Benjamin Graham’s perspective on investing
17:19 - What Pabrai learned from having lunch with Warren Buffett
30:26 - Why great companies are not always great investments 
37:55 - How the Patels built a motel empire across America
42:24 - What it means to be a Dhando Investor
And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.

Mohnish Pabrai's book, The Dhando Investor.

Pabrai’s Circle the Wagons presentation.

Pabrai’s past interviews on The Investors Podcast Network: The Inner Score Card, Masterclass, Playing to Win, Value Investing and Philanthropy.

Pabrai’s profile in Richer, Wiser, Happier.

Check out Richer, Wiser, Happier by William Green.

Pabrai’s presentation to Peking University students.

Pabrai’s Dakshana Foundation.

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.

Check out our Millennial Investing Starter Packs.

Browse through all our episodes (complete with transcripts) here.

Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance.

Enjoy exclusive perks from our favorite Apps and Services.

Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.

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

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! 
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

MI382: Cloning Mohnish Pabrai w/ Shawn O’Malley

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) goes through the best-selling book Zero to One by the prolific investor Peter Thiel, who’s best known for co-founding PayPal and Palantir and for being the first outside investor in Facebook. Thiel is a highly contrarian thinker, and the book organizes his notes from his time at Stanford lecturing to the next generation of Silicon Valley’s entrepreneurs.
You’ll learn Peter Thiel’s favorite question to ask in interviews, the difference between horizontal and vertical progress, how the Tech Bubble changed Silicon Valley, why Peter Thiel actually likes monopolies, what investors get wrong about competition, how the Pareto Principle applies to the venture capital industry, plus so much more! 

Prefer to watch? Click here to watch this episode on YouTube.

IN THIS EPISODE, YOU’LL LEARN
00:00 - Intro
06:06 - What Peter Thiel’s favorite interview question is
09:42 - What the difference is between horizontal and vertical progress
11:41 - Why Thiel thinks that technological progress has stagnated since the 1970s
17:43 - How Thiel took advantage of the Dot-Com Bubble to scale PayPal
19:57 - How the Dot-Com Bubble changed the culture of Silicon Valley and the goals of its founders
23:22 - Why Peter Thiel encourages funders to build a monopoly in specific niches
26:34 - How competition destroys profits
34:50 - Which types of monopolies are good for society 
41:10 - What the Pareto Principle means for the venture capital industry
And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.

Peter Thiel's book, Zero to One.

Check out the Podcast review of Peter Thiel’s Zero to One on We Study Billionaires | YouTube Video.

Check out the Executive summary of Zero to One by Preston Pysh and Stig Brodersen.

Clayton Christensen's book, The Innovator’s Dilemma.

Nassim Taleb's book, The Black Swan.

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.

Check out our Millennial Investing Starter Packs.

Browse through all our episodes (complete with transcripts) here.

Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance.

Enjoy exclusive perks from our favorite Apps and Services.

Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.

Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS
Support our free podcast by supporting our sponsors:

Netsuite

TurboTax

Public

Airbnb

Connect with Shawn: 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! 
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

MI383: Zero to One: Lessons From Peter Thiel w/ Shawn O’Malley

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) chats with Clay Finck and Kyle Grieve of our We Study Billionaires podcast. Shawn reflects with Clay and Kyle on some of their favorite moments as Millennial Investing hosts in the past, from chatting with William Green to discussing whether we are in an “Everything Bubble” and how passive investing has affected markets.
You’ll learn how Clay has evolved as an investor since joining The Investor's Podcast Network, how Kyle built out his stock portfolio and the challenges of doing so publicly, what has resonated with them the most from studying legendary investors, and updates on our new show — The Intrinsic Value Podcast — plus so much more! 

Prefer to watch? Click here to watch this episode on YouTube.

IN THIS EPISODE, YOU’LL LEARN
00:00 - Intro
00:29 - What to expect from our new show, The Intrinsic Value Podcast
03:10 - How Clay has evolved since joining The Investor's Podcast
13:00 - Whether markets are in an “Everything Bubble” and how to manage anxiety as an investor
17:08 - How Kyle built out his portfolio of individual stocks
37:31 - What it means to have skin in the game as a public personality and investor
45:03 - How passive investing has changed financial markets 
49:38 - Why Clay and Kyle both choose to be active investors 
58:53 - What surprised William Green most about legend investors from his interactions with them
1:02:40 - What has resonated with Clay and Kyle the most from studying legend investors
And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.

Listen to Clay Finck and Kyle Grieve on We Study Billionaires or watch them on YouTube.

Listen to MI131 with William Green and Clay Finck | Youtube Video.

Listen to MI167 with Eric Balchunas and Clay Finck | Youtube Video.

Listen to MI197 with Scott Nations and Clay Finck | Youtube Video.

Listen to MI345 with Brian Stoffel and Kyle Grieve | Youtube Video.

Check out William Green’s book Richer, Wiser, Happier.

Meet up with us at the 2025 Berkshire Hathaway shareholder’s meeting in Omaha.

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.

Check out our Millennial Investing Starter Packs.

Browse through all our episodes (complete with transcripts) here.

Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance.

Enjoy exclusive perks from our favorite Apps and Services.

Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.

Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS
Support our free podcast by supporting our sponsors:

TurboTax

Public

Airbnb

Connect with Shawn: Twitter | LinkedIn | Email
Connect with Clay: Twitter | LinkedIn | Email
Connect with Kyle: 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! 
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

MI384: Skin in the Game w/ Clay Finck & Kyle Grieve

The Intrinsic Value Podcast by The Investor’s Podcast Network is hosted by Shawn O’Malley.
This podcast is inspired by 10 years of interviews with the world’s best investors here at The Investor’s Podcast Network. Shawn applies those lessons while breaking down and valuing a different business every week.
From outlining how companies make money to understanding their competitive advantages, competitors, growth opportunities, and, of course, estimating their intrinsic value, this podcast will help you think smarter about business and investing.
Tune in each week and start growing your knowledge and wealth today!
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

(Trailer) The Intrinsic Value Podcast

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down Madison Square Garden Sports Corp., ticker: MSGS, which is the holding company that owns the NBA’s New York Knicks and NHL’s New York Rangers. MSGS is one of the few publicly-traded equities that allows retail investors to directly own professional sports teams, and few franchises are of a higher profile than the Knicks and Rangers.
Shawn covers the business model of professional sports teams, why sports franchises are trophy assets for billionaires, the driving factor behind the rapid appreciation in the value of professional sports teams, why investors in MSGS are effectively getting ownership in the Knicks and Rangers at a 50% discount, estimates for the intrinsic value per share of MSGS, plus so much more! 

Prefer to watch? Click here to watch this episode on YouTube.

IN THIS EPISODE, YOU’LL LEARN
00:00 - Intro
02:59 - How MSGS gives retail investors a chance to own two of the most valuable sports franchises in the world
04:02 - Why purchase prices for sports teams have appreciated so dramatically in recent years
16:06 - How to think about MSGS’s valuation and its discount to NAV
20:55 - How league structure affects the Knicks and Rangers differently
27:19 - What is the biggest cost for sports teams
29:57 - Why the business of pro sports teams isn’t as good as you’d think
30:17 - How a tax break incentivizes billionaires to buy sports teams
32:24 - The bear case against investing in MSGS 
33:28 - Shawn’s estimate of MSGS’s intrinsic value and decision on whether to add it to The Intrinsic Value Portfolio
And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.

Sign up for The Intrinsic Value Newsletter.

$MSGS pitch on the Value Investor’s Club forum.

Follow Vince Pagano on social media. 

Check out Aswath Damodaran on sports franchises.

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:

TurboTax

Airbnb

Public

Bluehost

Connect with Shawn: 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

TIVP001: Madison Square Garden Sports (MSGS): Buying the Knicks & Rangers w/ Shawn O’Malley

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) tells the story of Coupang, the “Amazon of South Korea.” Coupang’s Bom Kim is an impressive founder & CEO who has led the company to incredible growth, with almost half of South Korea’s population becoming active customers of Coupang. And Coupang’s overnight delivery actually puts Amazon to shame, while few companies create as much value for customers as Coupang does with its RocketWOW memberships, which are similar to Amazon’s Prime subscriptions.
But how well does this all translate into value for Coupang’s shareholders? In today’s episode, you’ll learn the origin story behind Coupang, how its business model works, why its stock has flopped since IPOing in 2021, how Shawn thinks about its valuation, and whether he wants to add it to The Intrinsic Value Portfolio, plus so much more!

Prefer to watch? Click here to watch this episode on YouTube.

IN THIS EPISODE, YOU’LL LEARN
00:00 - Intro
02:51 - How Coupang captured the hearts — and wallets — of South Koreans
05:06 - Why Bom Kim founded Coupang 
22:03 - What’s behind Coupang’s shift into luxury e-commerce
33:11 - Why Coupang is planning to expand more in Taiwan and what went wrong in Japan
38:40 - Which legendary investors have invested in Coupang
40:28 - How a negative cash conversion cycle supports Coupang’s free cash flows
42:34 - In what ways Temu and Alibaba are threatening Coupang
45:53 - How to think about Coupang’s intrinsic valuation
49:41 - Whether Shawn is adding Coupang to The Intrinsic Value Portfolio
And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.

Sign up for The Intrinsic Value Newsletter.

Coupang’s pitch on the Value Investors Club forum.

Check out Miller Value Partners on Coupang.

Quartr’s breakdown of the Coupang story.

Coupang’s AI-powered fulfillment center.

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:

TurboTax

Airbnb

Public

Bluehost

Connect with Shawn: 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

TIVP002: Coupang (CPNG): The Amazon of South Korea w/ Shawn O’Malley

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down what you might call a beautiful compounder. That is, Ulta Beauty, one of America’s largest retailers for cosmetics, skincare, and hair care products, with an impressive track record of generating returns on capital while benefiting from industry trends where beauty enthusiasts increasingly see beauty products as being key to their wellness and self-care routines.
Shawn outlines what has worked well for Ulta, why its customers are so loyal, how it survived disruption from Amazon, his thoughts on the company’s valuation, and finally, his decision on whether to add the company to The Intrinsic Value Portfolio he’s building each week on the show, plus so much more!

Prefer to watch? Click here to watch this episode on YouTube.

IN THIS EPISODE, YOU’LL LEARN
00:00 - Intro
02:28 - How Mary Dillon made Ulta into an e-commerce giant.
11:27 - What customers love about Ulta.
13:35 - What makes the in-person experience at Ulta so special.
26:39 - How Ulta stacked up 44 million members in its loyalty program.
29:08 - How Ulta compares to Sephora and other competitors.
39:44 - Why Ulta has been able to generate such impressive returns on capital.
42:53 - What’s attractive about Ulta’s current valuation.
48:44 - Whether the company can continue growing.
And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.

Sign up for The Intrinsic Value Newsletter.

ROIIC Formula: Intrinsic Value Compounding Rate = ROIC x Reinvestment Rate.

John Huber on calculating the incremental return on invested capital.

Berkshire Hathaway’s 1992 shareholder letter from Warren Buffett.

Ulta’s 2024 Investor Day webcast.

An interview with Ulta’s CEO , Dave Kimbell, on why Ulta is winning despite industry disruption.

Attend the 2025 Berkshire Hathaway shareholder meeting and meet-ups with The Investors Podcast Network.

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:

TurboTax

Public

Bluehost

Airbnb

Connect with Shawn: 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

TIVP003: Ulta Beauty (ULTA): A Beautiful Compounder w/ Shawn O’Malley

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down John Deere, a company as American as Levi’s blue jeans and apple pie. John Deere is a fascinating business because it has survived for nearly two hundred years and remained an industry leader for much of that time, continually building their world-famous green-and-yellow tractors.

Deere is about much more than tractors, though, and you might be surprised to learn that its story is really about cutting-edge technology. Deere’s equipment is extremely sophisticated, and the company is working on autonomous tractors that may very well be the future of agriculture. After breaking down Deere’s business, Shawn shares his thoughts on the company’s valuation and his decision on whether to add it to The Intrinsic Value Portfolio he’s building each week on the show, plus so much more!

Prefer to watch? Click here to watch this episode on YouTube.

IN THIS EPISODE, YOU’LL LEARN
00:00 - Intro
01:56 - How John Deere was founded. 
19:24 - Why farmers love John Deere so much.
24:24 - How the company has embraced cutting-edge technology.
33:04 - Where Deere stacks up against the competition.
41:58 - Why subscriptions are enabling Deere’s business to be less cyclical.
55:19 - How to value a cyclical company. 
56:53 - What to make of Deere’s seemingly large amount of debt.
01:06:40 - Whether Shawn thinks the stock is attractively valued.
And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.

Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter.

Leandro’s article on John Deere for Best Anchor Stocks.

Leandro’s Twitter account.

Value Investors Club pitch of John Deere.

David Magee's The John Deere Way.

Aswath Damodaran on valuing cyclical businesses.

Attend the 2025 Berkshire Hathaway shareholder meeting and meet-ups with The Investors Podcast Network.

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:

TurboTax

Public

Airbnb

Connect with Shawn: 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

TIVP004: John Deere (DE): Sowing the Seeds of Growth w/ Shawn O’Malley

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down Alphabet — the parent company of Google, which is one of the most valuable companies in the world and probably an important part of your everyday life. Shawn explores how Google got its start, how Alphabet makes money from seemingly-free services like Gmail, Google Maps, and Google Earth, and what to make of how AI and regulatory threats could reshape Alphabet’s business model.

Shawn paints a high-level picture of the most important things to understand about this incredible business and then goes through his process for valuing each individual business unit at Alphabet. You’ll learn how Alphabet’s different business units are structured, how they make money, and how Shawn assembles a “sum-of-the-parts valuation” for the company, plus so much more!

Prefer to watch? Click here to watch this episode on YouTube.

IN THIS EPISODE, YOU’LL LEARN
00:00 - Intro
05:39 - Which subsidiaries make up the Alphabet conglomerate
07:58 - What to make of Alphabet’s “Moonshot Bets” division
10:33 - How to factor in Waymo and other speculative technologies into the company’s valuation
23:58 - How AI is changing search 
29:22 - In what ways Alphabet earns different forms of advertising revenue
31:33 - Why YouTube is arguably the most valuable streaming platform in the world
39:37 - Why regulatory concerns aren’t as much of a worry as you might think
45:42 - Mind-blowing stats about just how large and influential Alphabet is
48:16 - How to put together a sum-of-the-parts valuation for Alphabet

*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.

Aswath Damodaran on the Magnificent 7.

Check out Alphabet pitch on the Value Investors Club.

Adam Seessel's book, Where the Money Is: Value Investing in the Digital Age.

Adam Seessel’s past appearances on the Millennial Investing podcast in: November 2023, September 2022, and June 2022.

Adam Seessel on the We Study Billionaires podcast.

Learn more about Alphabet’s Moonshot Bets.

Attend the 2025 Berkshire Hathaway shareholder meeting and meet-ups with The Investors Podcast Network

Check out the books mentioned in the podcast here.

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