Lyssna på den här podden kostnadsfritt i appen:
Ladda ner gratis i App Store
radio.se
Sleeptimer
Spara kanal
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
The Investor's Podcast Network
Senaste avsnittet
1201 avsnitt
TIP831: Pinduoduo (PDD): Is PDD the Best Buy in China? w/ Daniel Mahncke and Shawn O'Malley
2026-07-16 | 1 h 27 min.Daniel Mahncke and Shawn O'Malley take a deep dive into Pinduoduo (NASDAQ: PDD), the Chinese retail giant that has overtaken local competitors like Alibaba and JD.com and expanded internationally with Temu, which has become the most-downloaded e-commerce app in the world. They discuss how to think about the lack of disclosures and what the margin decline and growth deceleration mean for the business going forward. But also whether this presents an exceptional buying opportunity at a single-digit earnings multiple and about 60% of the company’s market capitalization in cash.
IN THIS EPISODE YOU’LL LEARN:
(00:00:00) Intro
(00:10:59) How PDD became one of China’s leading marketplaces
(00:19:17) What makes PDD’s business model stand out
(00:22:58) How PDD compares to Chinese competition
(00:31:56) What makes China’s e-commerce market different
(00:33:24) What happened to margins and growth
(00:47:13) How Temu revolutionized international e-commerce
(01:19:31) Valuation discussion of PDD
(01:24:59) Whether PDD is valued attractively
(01:27:25) Whether Shawn and Daniel add PDD to the Intrinsic Value Portfolio
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
Join the exclusive The Intrinsic Value Mastermind Community.
Track The Intrinsic Value Portfolio.
Learn more about how to join us in NYC for our Intrinsic Value Conference.
Portfolio Review Submit Tool.
Value Investors Club Pitch on PDD.
Hayden Capital Investment Memo on PDD.
Check out our previous Intrinsic Value breakdowns: Amazon, Sea Limited, Mercado Libre, Shopify.
Related books mentioned in the podcast.
Ad-free episodes on our Premium Feed.
NEW TO THE SHOW?
Get smarter about valuing businesses through The Intrinsic Value Newsletter.
Check out The Investor’s Podcast Starter Packs.
Follow our official social media accounts: X | LinkedIn | Facebook.
Try our 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:
Plus500
Netsuite
Shopify
Vanta
References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor’s Podcast Network is not responsible for any claims made by them.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmTIP830: SpaceX (SPCX): Is It Really Worth $2 Trillion Dollars? w/ Kyle Grieve & Shawn O'Malley
2026-07-12 | 1 h 13 min.In today's episode, Kyle Grieve and Shawn O’Malley analyze SpaceX's blockbuster 2026 IPO, dissecting the company's three segments: Space, Connectivity, and AI. They’ll also look at its history, moats, capital allocation, debt, and incentive structure. They’ll stress-test SpaceX's aggressive $28.5 trillion total addressable market claim and walk through the key risks facing the business, from key-man dependence to regulatory exposure.
IN THIS EPISODE YOU’LL LEARN:
(00:00:00) Intro(00:06:56) How Elon Musk's early rocket failures almost sank SpaceX(00:08:36) How Space, Connectivity, and AI segments actually work(00:10:56) Why reusable rockets are reshaping launch economics(00:12:04) Whether the AI segment is worrisome(00:29:57) What's really driving Connectivity's improving margins(00:31:16) How to think about SpaceX's R&D and capital spending(00:38:45) Why SpaceX's debt picture is more nuanced than it looks(00:44:19) How Musk's pay package ties to Mars and market cap benchmarks(00:48:08) What risks could derail the SpaceX growth story(00:55:57) Why its claimed market opportunity may be overstated(01:01:36) Whether SpaceX's valuation can be justified by the numbers(01:05:16) Intrinsic Value of SpaceX(01:07:05) Whether Kyle and Shawn will add SpaceX to the Intrinsic Value Portfolio
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
Join the exclusive The Intrinsic Value Mastermind Community.
Track The Intrinsic Value Portfolio.
Learn more about how to join us in NYC for our Intrinsic Value Conference.
Read Elon Musk by Walter Isaacson here.
Read Elon Musk by Ashlee Vance here.
Check out the SpaceX prospectus here.
Follow Kyle on Twitter and LinkedIn.
Related books mentioned in the podcast.
Ad-free episodes on our Premium Feed.
NEW TO THE SHOW?
Get smarter about valuing businesses through The Intrinsic Value Newsletter.
Check out The Investor’s Podcast Starter Packs.
Follow our official social media accounts: X | LinkedIn | Facebook.
Try our 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:
Plus500
Netsuite
Shopify
Vanta
References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor’s Podcast Network is not responsible for any claims made by them.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmTIP829: Kaspi Stock ($KSPI): The Cheapest E-Commerce Monopoly in the World w/ Daniel Mahncke and Shawn O'Malley
2026-07-09 | 1 h 28 min.Daniel Mahncke and Shawn O'Malley take a deep dive into Kaspi.kz (NASDAQ: KSPI), the Kazakhstani super-app that combines payments, e-commerce, and fintech into a single platform that most of the country uses every day. They unpack why its dominance at home has been so hard for competitors to challenge, and how a company this profitable ends up trading at only around seven times earnings.
IN THIS EPISODE YOU’LL LEARN:
(00:00:00) Intro
(00:01:49) How Kaspi became Kazakhstan's No.1 superapp
(00:16:56) What business units Kaspi operates
(00:35:38) What role the fintech business plays
(00:37:54) How the marketplace differs from Mercado Libre and Shopee
(00:45:11) What the competitive environment in Kazakhstan looks like
(00:52:30) What the Turkey expansion means for the business
(01:23:43) Valuation discussion of Kaspi
(01:27:11) Whether Kaspi is valued attractively
(01:30:34) Whether Shawn and Daniel add KSPI to the Intrinsic Value Portfolio
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
Join the exclusive The Intrinsic Value Mastermind Community.
Track The Intrinsic Value Portfolio.
Learn more about how to join us in NYC for our Intrinsic Value Conference.
Portfolio Review Submit Tool.
Kaspi CEO Presentation.
Interview with the CEO, Mikhail Mikheil.
Chris Paryse Pitch on Kaspi.
Business Breakdowns Episode on Kaspi.
Response to Culper’s Short Report.
Check out our previous Intrinsic Value breakdowns: Amazon, Sea Limited, Mercado Libre, Shopify.
Related books mentioned in the podcast.
Ad-free episodes on our Premium Feed.
NEW TO THE SHOW?
Get smarter about valuing businesses through The Intrinsic Value Newsletter.
Check out The Investor’s Podcast Starter Packs.
Follow our official social media accounts: X | LinkedIn | Facebook.
Try our 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:
Plus500
Netsuite
Shopify
Vanta
References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor’s Podcast Network is not responsible for any claims made by them.
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.fmTIP828: Restoration Hardware (RH): Building a Luxury Empire From Scratch w/ Shawn O'Malley and Daniel Mahncke
2026-07-05 | 1 h 8 min.Shawn O'Malley and Daniel Mahncke explore Restoration Hardware (ticker: RH).
In this episode, you'll learn how RH was able to reinvent itself as a high-end furniture retailer, using opulent galleries, high-end dining, private yachts, and a membership model based on Amazon Prime and Costco.
RH is an incredibly bold and unique business, not afraid to use unconventional viral marketing efforts to drive customers into stores, as they aim to set styles for the ultra-rich. Shawn and Daniel dig into the business, risks for shareholders, and estimate RH’s intrinsic value, plus so much more!
IN THIS EPISODE YOU’LL LEARN:
(00:00:00) Intro
(00:03:32) How RH has built an American luxury brand, defining home-design tastes
(00:07:18) Why yachts and private jets are actually core to RH’s strategy to sell furniture to the ultra-rich
(00:15:14) About the eccentric and fascinating world of Gary Friedman and his tastes that define RH
(00:25:43) Why RH pivoted to a membership-based model for discounting in 2016
(00:40:31) What RH is planning on doing in response to its debt maturity wall looming in 2028
(00:49:42) How RH is using sale-leasebacks and monetizing its real estate to improve capital efficiency
(00:53:08) How to think about the intrinsic value of RH
(00:57:35) Whether Shawn and Daniel add RH to the Intrinsic Value Portfolio
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
Join the exclusive The Intrinsic Value Mastermind Community.
Track The Intrinsic Value Portfolio.
Learn more about how to join us in NYC for our Intrinsic Value Conference.
Check out RH’s investor relations page.
Listen to Business Breakdowns’ podcast on RH.
Check out our previous Intrinsic Value breakdowns: Transdigm, Salesforce, Berkshire Hathaway, FICO, PayPal, Uber, Nike, Amazon, Airbnb, Alphabet.
Related books mentioned in the podcast.
Ad-free episodes on our Premium Feed.
NEW TO THE SHOW?
Get smarter about valuing businesses through The Intrinsic Value Newsletter.
Check out The Investor’s Podcast Starter Packs.
Follow our official social media accounts: X | LinkedIn | Facebook.
Try our 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:
Plus500
Netsuite
Shopify
Vanta
References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor’s Podcast Network is not responsible for any claims made by them.
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.fmTIP827: Auto1 Stock (AG1): Is This the Amazon for Cars? w/ Daniel Mahncke & Shawn O’Malley
2026-07-02 | 1 h 6 min.Daniel Mahncke and Shawn O'Malley take a deep dive into Auto1 Group (ETR: AG1), the Berlin-based used-car platform. They examine whether Auto1's instant-guaranteed-pricing model is a genuine consumer moat or a balance-sheet liability in disguise, what the economics actually look like in 2026 once you separate the merchant flywheel from the retail build-out, and the more uncomfortable side of the bull case.
IN THIS EPISODE YOU’LL LEARN:
(00:00:00) Intro
(00:03:23) Why the traditional used-car market doesn’t work well
(00:10:24) About the size of the used-car market
(00:13:11) How Auto1’s business model works
(00:16:38) Who Auto1’s founders are
(00:26:15) How Auto1 buys and sells cars
(00:37:27) How the unit economics work
(01:03:12) Valuation discussion of AG1
(01:06:58) Whether Auto1 is valued attractively
(01:08:58) Whether Shawn and Daniel add AG1 to the Intrinsic Value Portfolio
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
Join the exclusive The Intrinsic Value Mastermind Community.
Track The Intrinsic Value Portfolio.
Learn more about how to join us in NYC for our Intrinsic Value Conference.
Portfolio Review Submit Tool.
Value Investors Club Pitch on Auto1.
Business Breakdowns Episode on Auto1.
Auto1 Investor Relations.
Check out our previous Intrinsic Value breakdowns: Copart, Ferrari, Uber, Grab, Lyft, Exor NV, Mercedes-Benz.
Related books mentioned in the podcast.
Ad-free episodes on our Premium Feed.
NEW TO THE SHOW?
Get smarter about valuing businesses through The Intrinsic Value Newsletter.
Check out The Investor’s Podcast Starter Packs.
Follow our official social media accounts: X | LinkedIn | Facebook.
Try our 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:
Plus500
Netsuite
Shopify
Vanta
References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor’s Podcast Network is not responsible for any claims made by them.
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
Fler podcasts i Investering
RikaTillsammans | Om privatekonomi & rikedom i livetInvestering, Näringsliv, Så gör man, Utbildning
BörslunchAffärsnyheter, Investering, Nyheter, Näringsliv
Veckans TradeInvestering, Näringsliv
PengapeppenBarn och familj, Investering, Näringsliv, Utbildning
Ett rikare livAffärsnyheter, Investering, Nyheter, Näringsliv
Fill or KillInvestering, Näringsliv
Gött Tjöt om AktierInvestering, Näringsliv
AvanzapoddenInvestering, Näringsliv
UnhedgedAffärsnyheter, Investering, Nyheter, Näringsliv
Market MakersInvestering, Näringsliv, Teknologi
Trendiga poddar i Investering
Om The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Hosted by Stig Brodersen, William Green, Shawn O'Malley, Daniel Mahncke, and Kyle Grieve, The Investor’s Podcast has proudly reached nearly 200 million downloads, as the world's largest stock-investing focused podcast.
On the show, we study a range of businesses and their investment prospects, from Spotify to Amazon, serial acquirers like Constellation Software, deep value plays, and more, using lessons from some of the world's most famous investors, like Warren Buffett, Charlie Munger, and Howard Marks.
Leverage the lessons we learned from studying, and talking to, the world's best investors, and apply them in your own investing journey, while following along with our company case studies. For more insights on how to value companies and build a stock portfolio, you can also sign up for our free weekly newsletter.
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Podcast-webbplatsLyssna på The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network, RikaTillsammans | Om privatekonomi & rikedom i livet och många andra poddar från världens alla hörn med radio.se-appen
Hämta den kostnadsfria radio.se-appen
- Bokmärk stationer och podcasts
- Strömma via Wi-Fi eller Bluetooth
- Stödjer Carplay & Android Auto
- Många andra appfunktioner
Hämta den kostnadsfria radio.se-appen
- Bokmärk stationer och podcasts
- Strömma via Wi-Fi eller Bluetooth
- Stödjer Carplay & Android Auto
- Många andra appfunktioner
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Skanna koden,
ladda ner appen,
börja lyssna.
ladda ner appen,
börja lyssna.
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network: Poddsändningar i Familj
Sverige