The Intrinsic Value Podcast
@TIV_Podcast
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A weekly newsletter and podcast devoted to intrinsic value by @TIP_Network — newsletter: https://t.co/51O1CREgdx
USA
Joined March 2018
Portfolio Update: Fair Isaac Corporation ($FICO) won’t be added to the Intrinsic Value Portfolio, but may be reconsidered at a lower price. For the full deep dive on this stock, check out our latest Intrinsic Value episode.
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Portfolio Update: Manchester United ($MANU) will not be added to the Intrinsic Value Portfolio. For the full deep dive on this stock, check out our latest Intrinsic Value episode.
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This week on The Intrinsic Value Podcast, @Shawn_OMalley_ and @MnkeDaniel discuss one of the most famous sports franchises of all time: Manchester United ($MANU). Forbes values the company at $6.6 billion. On the Nasdaq, it trades for $2.7 billion. Is this a great opportunity to
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Universal Music Group ($UMG) gets added to the Intrinsic Value Portfolio as a 5% position. We believe owning the rights to a third of the world’s music catalog, at a fair price, will be a very satisfactory long-term investment. For the full deep dive, check out our latest
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We’ve added Berkshire Hathaway ($BRK) to the Intrinsic Value Portfolio — 10% weighting at $485/share. A long-term compounder we’re confident belongs at the core of the portfolio. For the full deep dive, check out our latest Intrinsic Value Podcast episode on Berkshire.
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This week on The Intrinsic Value Podcast, @Shawn_OMalley_ and @MnkeDaniel break down Berkshire Hathaway ($BRK). From Buffett’s early playbook to Berkshire’s biggest businesses, and finally to valuing the stock today. Watch the highlight below, and catch the full episode
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What if I told you that America’s fifth-biggest streaming platform, after Netflix, YouTube, Prime Video, and Disney+, isn’t Apple TV+, Hulu, Peacock, or HBO Max?
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Payments are a complex space. It can be dry, and there’s still so much we don’t know. But sometimes, the opportunity is too compelling not to take a closer look.
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Our own @Shawn_OMalley_ joins We Study Billionaires to make the pitch fro $UBER and $RDDT!
Catch the latest episode of We Study Billionaires, where @Clay_Finck is joined by @Shawn_OMalley_ to discuss his work on The Intrinsic Value Podcast and two key holdings from The Intrinsic Value Portfolio. Tune in to the episode: https://t.co/1BqsGfSRhB
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Join @Shawn_OMalley_ & @MnkeDaniel as they break down The Trade Desk (ticker: TTD), a leading digital advertising platform helping ad buyers maximize value across the “Open Internet.” Listen: https://t.co/TjBMBpsAuL
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Back when the internet was first commercialized, there was this beautiful vision of a free and open web, where publishers could earn money from ads and advertisers could reach relevant audiences. Then came the walls.
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The next installment of the #RicherWiserHappier podcast is a special Ask Me Anything episode. Please feel free to submit your questions below or DM me. Thanks so much!
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What is intrinsic value? @MnkeDaniel and @Shawn_OMalley_ of the @TIV_Podcast talk to us about that and more. Great convo with two super smart guys, it was fun being in the room. You can listen in the usual places. ⬇️
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Really excited about this — we're looking to build something really special. An all-in-one community for investors who are serious about learning, digging into new ideas, and building relationships with folks who have a wide range of competencies. The 30 spots are going to fill
@Shawn_OMalley_ @MnkeDaniel By the way, we used the event to officially announce our new Intrinsic Value Community for stock investors to share and get feedback on ideas from savvy peers, participate directly in calls with & presentations from experts, and, well, network with like-minded people! Starting
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@Shawn_OMalley_ @MnkeDaniel By the way, we used the event to officially announce our new Intrinsic Value Community for stock investors to share and get feedback on ideas from savvy peers, participate directly in calls with & presentations from experts, and, well, network with like-minded people! Starting
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@Shawn_OMalley_ @MnkeDaniel By the way, we used the event to officially announce our new Intrinsic Value Community for stock investors to share and get feedback on ideas from savvy peers, participate directly in calls with & presentations from experts, and, well, network with like-minded people! Starting
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Busy weekend, but had a ton of fun!
It was a successful weekend in Omaha for the $BRK shareholder meeting! @Shawn_OMalley_ and @MnkeDaniel hosted two nights of packed events at the Blatt, and we had such a great time meeting so many of you all! Hope to see folks again next year 💪
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It was a successful weekend in Omaha for the $BRK shareholder meeting! @Shawn_OMalley_ and @MnkeDaniel hosted two nights of packed events at the Blatt, and we had such a great time meeting so many of you all! Hope to see folks again next year 💪
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It was a successful weekend in Omaha for the $BRK shareholder meeting! @Shawn_OMalley_ and @MnkeDaniel hosted two nights of packed events at the Blatt, and we had such a great time meeting so many of you all! Hope to see folks again next year 💪
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Come see us tonight at the Blatt Beer & Table from 6-9pm for anyone in Omaha for Berkshire weekend!
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