The Investor's Podcast

Intrinsic Value Portfolio managers: Mercado Libre's margin drop is accounting, not Shopee

10 takeaways: why Mercado Pago now handles more volume off the marketplace than on it, how free shipping is working against Shopee, and a model that…

Nov 8 • Scuttlebutt

Acquirer's Fund founder on Deckers: "At $77, this is being priced as if it has no growth"

8 calls: why Novo Nordisk at 12 times forward earnings is priced for no new drugs, why S&P Global fell below $400 on AI fears, and a $72 to $160 range…

Nov 1 • Scuttlebutt

"Most investors are incapable of doing nothing": ex-Sequoia chairman on holding winners

11 lessons: what Charlie Munger said set him apart, why great founders are so hard to spot early, and what Bill Gates, Steve Jobs and Jensen Huang…

Oct 11 • Scuttlebutt

Investor's Podcast analysts: Meta's North American ad prices rose 20%, impressions 9%

16 insights: why Meta's $18B teen-safety settlement may cost it $12B, $700B of commitments kept off its balance sheet, and a model that puts fair value…

Sep 28 • Scuttlebutt

A 10–11% return can end near 5% after tax, fees and bad timing, says a Canadian CPA

13 takeaways: why a Hot Wheels track made him a saver, how 11 months in cash could cost one client an estimated $3M, and a Nova Scotia tax rule that…

Sep 27 • Scuttlebutt

RV Capital founder on 2022: "I wasn't shocked that the fund went down 50%"

19 lessons: Why a third of the portfolio sits in Chinese stocks, what a 47.6% drawdown and a stomach tumor in the same year taught him, and the one…

Sep 20 • Scuttlebutt

Daniel Mahncke: Palantir scores 155% on the rule of 40, and he still will not buy it | The Intrinsic Value Podcast

Why nobody has copied the ontology, what Karp's 18-month pledge would do to a stock at 60 times sales, the Accenture handoff neither host follows, and…

Aug 31 • Scuttlebutt

Kyle Grieve & Shawn O'Malley: the $320 fair value that missed a five-bagger, how Comfort Systems' backlog grew eightfold, and why they still…

How a boring Houston contractor became an AI trade, the $24 billion of contracts rivals cannot bid on, an incentive plan paid at its 200% cap, and the…

Aug 30 • Scuttlebutt

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