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The next 50-bagger rarely looks obvious. Kelly Partners Group is a serial acquirer with a proven playbook, now down 50% from its highs. Sentiment has flipped. The model has not. The question is whether the market is missing something.

Today on The Intrinsic Value Podcast, @MnkeDaniel and @Shawn_OMalley_ take a deep dive into Kelly Partners — a fast-growing Australian chartered accounting network with over 25,000 SME clients and founder Brett Kelly’s relentless ambition to build Australia’s first global

Kyle also shares personal investing experiences and frameworks that blend VC thinking with value investing principles to identify asymmetric opportunities and long-term compounders. Watch the full episode:

In today’s episode, Kyle Grieve (@IrrationalMrkts) discusses lessons from venture capital that long-term value investors can apply to improve decision-making. He explores concepts such as power laws, network effects, de-risking investments, and the importance of holding

François also digs into his top holdings, including Constellation Software, Alphabet, and Meta, and makes the case that great businesses with durable moats remain attractive even amid technological disruption. Watch the full episode:

On today’s episode, @Clay_Finck is joined by François Rochon to discuss his 2025 annual letter and the key themes shaping markets in 2025. François shares his thoughts on the rapid rise of artificial intelligence, drawing historical parallels to the railroad boom and the early

Read the full breakdown here: https://t.co/eOIuBdAsBC

IPO hype often ends the same way. Once the excitement fades, the market throws the stock into the penalty box. Figma is now down nearly 80% since its IPO despite impressive growth. Has sentiment pushed the stock too far below intrinsic value?

In this episode, you’ll learn how Figma burst onto the scene after three long years of toiling in the background, why Figma’s stock has crash 80% since IPO, how the company is defining the future of design with AI, and whether Figma’s stock is attractively priced at current

This week on The Intrinsic Value Podcast, @Shawn_OMalley_ and @MnkeDaniel break down the emerging design giant Figma Inc. (ticker: FIG) and discuss whether the company can expand further into other enterprise design software verticals against Adobe, or whether it will be

Kyle explores the philosophies of Shelby Davis, his son Shelby Cullom Davis, and his grandson Chris Davis, highlighting lessons on frugality, contrarian thinking, valuation discipline, and the power of long-term compounding. Along the way, Kyle breaks down timeless investing

Today, Kyle Grieve (@IrrationalMrkts) discusses the remarkable story of the Davis Dynasty, a multi-generational investing family that compounded wealth through discipline, focus, and a deep understanding of insurance businesses. Listen here: https://t.co/sPaZasTO1k

Clay explores the company’s strategic shift toward a recurring revenue model with the Switch platform and analyzes whether Nintendo’s powerful intellectual property and growing ecosystem can continue compounding value for shareholders. Watch the full episode:

In this episode, @Clay_Finck breaks down the fascinating history and business model of Nintendo, one of the most iconic entertainment companies in the world. From its origins as a playing card manufacturer in 1889 to the creation of globally recognized franchises like Mario,

The real question is whether the business model survives in a world of AI. Full breakdown:

Some investors think Duolingo could become a trillion-dollar company. Today it trades at about a $5B market cap. Surprisingly, the valuation is not crazy. Less than 20x free cash flow with revenue growing over 30%.

Join @MnkeDaniel & @Shawn_OMalley_ as they break down Duolingo, the language learning app with 50M+ daily users. The company aims to build the world’s largest learning platform, yet the stock has fallen 80% as investors fear AI disruption. Listen: https://t.co/5kk4tGq3Zs Watch:

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John Malone built one of the greatest capital allocation records ever. On today’s episode, Kyle Grieve (@IrrationalMrkts) breaks down Malone’s playbook including leverage, tax-efficient deals, decentralized leadership, asymmetric bets, and the lifeboat framework. Listen: