Best ADB Podcasts (2025)

1
TIVP019: Adobe (ADBE): Designing a Creative Empire w/ Shawn O’Malley & Daniel Mahncke 1:27:50

4d ago1:27:50

1:27:50

Shawn O’Malley and Daniel Mahncke break down Adobe (ticker: ADBE), a leading software company providing end-to-end solutions for creative professionals, from design and creation to marketing and performance measurement. Through apps like Photoshop and After Effects, Adobe offers an industry-leading suite of productivity tools for creatives, includi…

1
Listen to the Shepherd’s Soothing Voice (John 10:22-30) 18:45

2d ago18:45

18:45

SERIES: Because He Lives “Listen to your mother.” Whether those words are spoken as a soft encouragement or a stern warning, they are words of wisdom. When children ignore their mother, they often learn lessons the hard way. When they listen, they are usually blessed because of it. What is a general truth regarding mothers is an absolute truth when…

1
We Don’t Need to Drag Out Doubt (John 21:1-14) 19:15

10d ago19:15

19:15

SERIES: Because He Lives Doubt can serve us well. In scenarios that involve uncertainty, doubts cause us to pause and consider the possible risks and dangerous outcomes of our actions. Such doubts can keep us from making a poor decision. But doubt can also cripple us, causing us to freeze up with fear and fail to move forward. Too much doubt can st…

1
TIVP018: Mercedes-Benz (MBG): Can Benz Reinvent the Car? w/ Daniel Mahncke & Shawn O’Malley 1:17:20

11d ago1:17:20

1:17:20

Daniel Mahncke and Shawn O’Malley break down Mercedes-Benz (ticker: MBG), one of the world’s most iconic automakers known for luxury, engineering, and performance. From the invention of the automobile to perfecting the engineering craft, Mercedes has shaped the way the world moves — and it wants to continue to do so, now with a stronger focus on EV…

1
Don’t Miss the Mission (Acts 5:12, 17-32) 24:02

17d ago24:02

24:02

SERIES: Because He Lives If Jesus remained dead, all he would provide is an example of a beautiful life. Therefore, if Jesus remained dead, the mission of his followers would simply be to share advice. “Here is how Jesus would want us to love one another. Or “Jesus would want us to think about money like this.” Or “This is how Jesus would pray.” Bu…

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TIVP017: Comfort Systems (FIX): Blue-Collar Compounder w/ Shawn O’Malley & Daniel Mahnke 1:15:36

18d ago1:15:36

1:15:36

Shawn O’Malley and Daniel Mahnke break down Comfort Systems (ticker: FIX), a specialty contracting company providing installation and maintenance services for the electrical, HVAC, and plumbing needs of schools, hospitals, apartment buildings, restaurants, data centers, manufacturing facilities, and a range of other customers. Comfort Systems is so…

1
Identity Gift (John 20:1-18) 23:37

25d ago23:37

23:37

SERIES: Because He Lives In the darkness before dawn, the women walked to the tomb with heavy hearts. Jesus was dead. His mission was over. In their mind, they were feeble followers of a failure. All that was left to do was finish embalming the corpse and then try to move on. Yet, Jesus wasn’t dead. And because he lived, they were not followers of …

1
TIVP016: Uber (UBER): Cash Burner To Compounder? w/ Shawn O’Malley & Daniel Mahncke 1:24:25

25d ago1:24:25

1:24:25

Shawn O’Malley and Daniel Mahncke break down Uber (ticker: UBER), a ubiquitous tech giant that has changed how the world travels. Uber became profitable annually for the first time in 2023, and as its user growth accelerates, the company appears to be achieving modest economies of scale, making it an increasingly attractive business. In this episod…

1
Nothing to See (Luke 19:28-40) 17:17

1M ago17:17

17:17

SERIES: Open Door Policies As we begin Holy Week, we see Jesus bury humanity’s endless attempts at seizing power. In our world, power dynamics are almost always in play. Those who don’t have power want it, often more than anything else. Those who have power are willing to do anything to keep it. In contrast, Jesus—who possesses all power as the Son…

1
TIVP015: Nike (NKE): Nike (NKE): Just Buy It? w/ Daniel Mahncke and Shawn O'Malley 1:06:57

1M ago1:06:57

1:06:57

Daniel Mahncke and Shawn O’Malley break down Nike (ticker: NKE), the global leader in athletic footwear and apparel. With a legacy built on innovation, iconic athlete endorsements, and a brand that resonates across generations, Nike has long been a dominant force in the sportswear industry. But after years of consistent success, the company is now …

1
Stop Treasuring Your Trash (Philippians 3:4b-14) 16:59

1M ago16:59

16:59

SERIES: Open Door Policies If you are able to read this, you are likely fortunate enough that you don’t have to dumpster dive for your next meal. When the wastebasket in your home is full, you don’t pick through it hoping to find some valuable treasure - you take out the trash. When it comes to much of what we value and treasure in life, is it real…

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TIVP014: Reddit (RDDT): Valuing the Front Page of the Internet w/ Shawn O’Malley & Daniel Mahnke 1:22:34

1M ago1:22:34

1:22:34

In today’s episode, Shawn O’Malley and Daniel Mahnke break down Reddit (ticker: RDDT), an emerging social media giant. Reddit became profitable for the first time in 2024, and as its user growth accelerates, the company appears to be achieving economies of scale, making it a very promising business. In this episode, you’ll learn why Reddit is such …

1
To Be or Not to Be (Luke 15:1-3, 11-32) 18:22

2M ago18:22

18:22

SERIES: Open Door Policies We assume people get what they deserve. We assume that what goes around comes around. We assume God helps those who help themselves. Those assumptions are false. God does not operate on the pryinciple of merit but of grace. No one is beyond the reach of God’s grace. God never turns it off. At the entrance of God’s open do…

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TIVP013: Moncler (MONC): Zipped for Success w/ Daniel Mahncke & Shawn O'Malley 1:35:20

2M ago1:35:20

1:35:20

In today’s episode, Daniel Mahncke and Shawn O’Malley break down Moncler (ticker: MONC), an emerging leader in luxury outerwear. Known for its iconic down jackets, high-profile collaborations, and strategic expansion into new markets, Moncler has established itself as a powerhouse in the luxury fashion industry. As the company focuses on strengthen…

1
Bear the Ripe Fruit of Repentance (Luke 13:1-9) 21:48

2M ago21:48

21:48

SERIES: Open Door Policies Trees don’t bear fruit overnight. They require patience and diligent care. Thankfully, our Heavenly Father provides this for us, too. Not only does he desire to see fruit in our lives, but he also patiently provides everything needed for us to bear that fruit.

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TIVP012: Hershey (HSY): A Deliciously Beaten Down Stock? w/ Shawn O'Malley & Daniel Mahncke 1:30:45

2M ago1:30:45

1:30:45

In today’s episode, Shawn O’Malley and Daniel Mahnke break down Hershey (ticker: HSY), a company about so much more than chocolate. From Hershey’s Kisses to Reese’s, Skinny Pop, and Dot’s Pretzels, Hershey’s is home to a number of iconic brands and is turning into an increasingly diversified snacking company. In this episode, you’ll learn how Hersh…

1
Ditch the Detours 19:08

2M ago19:08

19:08

SERIES: Open Door Policies The door to God and the glory he has prepared for us stands wide open. However, he has mapped out a very specific pathway to that door. It is not an easy one. As it did with Jesus, this route takes us through opposition, suffering, and even death. While our human nature may cause us to want to take a detour around these t…

1
TIVP011: Nintendo (NTDOY): “Switching” It Up w/ Daniel Mahncke and Shawn O'Malley 1:42:39

2M ago1:42:39

1:42:39

In today’s episode, Daniel Mahncke and Shawn O’Malley break down Nintendo (ticker: NTDOY), a global gaming powerhouse. With its legendary franchises, expanding digital services, and a growing presence beyond gaming, Nintendo is evolving into a broader entertainment empire. As the company focuses on building an everlasting ecosystem and shifting tow…

1
You Don’t Stand a Chance (1 Samuel 17) 18:09

2M ago18:09

18:09

SERIES: Open Door Policies You don’t even have to be a churchgoer to know about David & Goliath - it’s a legendary account that has cemented itself in cultures throughout the ages. But what are we to make of a slingshotting shepherd boy who takes down a giant? With God fighting our battles, should we expect to slay our own giants as well? God doesn…

1
TIVP010: Airbnb (ABNB): A Silicon Valley Gem w/ Shawn O’Malley 1:10:04

2M ago1:10:04

1:10:04

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down Airbnb (ticker: ABNB), a dominant and disruptive business in the hospitality industry. Airbnb has changed how the world travels, convincing millions to spend a night in a stranger’s home, similar to how Uber convinced the world to ride in strangers’ vehicles. Shawn explores how Airbnb…

1
Giving God Glory by Getting God’s Glory (2 Corinthians 3:7-18) 17:53

2M ago17:53

17:53

SERIES: Epiphany Moments Where in the world does one find lasting glory? Conquering nations? Championships? Awards? Any glory one finds in these is fleeting and misleading. Such achievements fade and are forgotten, only to be replaced by the next conqueror, champion, or award winner. But there is a glory that endures. And, while it isn’t in you, yo…

1
TIVP009: Blue Owl Capital (OWL): The Next Blackstone? w/ Shawn O’Malley 1:13:51

2M ago1:13:51

1:13:51

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down Blue Owl Capital (ticker: OWL), an emerging giant in the world of alternative asset management that specializes in private credit. Blue Owl has quickly grown its assets under management to over $230 billion and is one of the few SPACs from 2020 to work out, yet Shawn explores whether …

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Doormat Christianity (Luke 6:27-38) 22:05

3M ago22:05

22:05

SERIES: Epiphany Moments Throughout this season of Epiphany, Jesus has described the governing principles of his kingdom being completely opposite to the governing principles of the world. This week Jesus asks us to befriend our enemies, to love those who hate us, and to repay evil with good. Worldly logic would say that is a recipe for being a doo…

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TIVP008: VeriSign (VRSN): The Internet’s Toll Road w/ Shawn O’Malley 1:04:07

3M ago1:04:07

1:04:07

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down VeriSign, a company that underpins the functioning of the internet. VeriSign acts like a toll road, collecting fees from anyone using website domains ending in .com or .net, in exchange for managing the global domain registry system and making these domains accessible. VeriSign is a f…

1
Have Faith in Your Feet (Romans 10:12-17) 17:51

3M ago17:51

17:51

SERIES: Epiphany Moments Some dessert recipes are extremely complex, while others are very simple and easy to make. But no matter what the recipe looks like, no one will ever be able to taste the dessert if the recipe is never followed. Someone has to make it. The message of Christianity is not complex. We are sinners who need a Savior, and Jesus i…

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TIVP007: AutoZone (AZO): Under The Hood w/ Shawn O’Malley 1:10:57

3M ago1:10:57

1:10:57

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down AutoZone, ticker: AZO, a 100-bagger stock that continues to wow investors with its massive share repurchases after already buying back more than 90% of its total shares outstanding in the past two decades. AutoZone is a seemingly mundane auto parts retailer, a common store you’ve prob…

1
TIVP006: Vital Farms (VITL): Egg-cellent Value? w/ Shawn O'Malley 1:12:05

3M ago1:12:05

1:12:05

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down Vital Farms, a company that sells pasture-raised eggs with a cult-like following. Vital Farms missed the memo that eggs are supposed to be a commodity and instead has brought the “premium egg” market mainstream. Shawn goes through how the company has scaled its business sustainably an…

1
Popularity Is Not Proof of Success (2 Timothy 3:14-4:5) 19:10

3M ago19:10

19:10

SERIES: Epiphany Moments In 2009, Facebook added the “like” button. That same year, Twitter added the “retweet” feature. Interestingly, reported cases of depression began to rise sharply in 2010. It is easy to think that the more people like us, the more successful our lives must be. Likewise, it is easy to believe the more people like a church, th…

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TIVP005: Alphabet (GOOGL): Searching for Quality w/ Shawn O’Malley 1:16:13

3M ago1:16:13

1:16:13

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 Ea…

1
Rejection Is Not Proof of Failure (Luke 4:16-30) 20:12

4M ago20:12

20:12

SERIES: Epiphany Moments When you are trying to share some important information with someone, but they refuse to listen or perhaps totally reject what you are saying, it feels like you have failed. This is especially true when someone rejects the gospel! We proclaim the good news because we want others to know the love of Christ. When people are d…

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TIVP004: John Deere (DE): Sowing the Seeds of Growth w/ Shawn O’Malley 1:12:53

4M ago1:12:53

1:12:53

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. Dee…

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Prayer Priorities (Ephesians 3:14-21) 19:11

4M ago19:11

19:11

SERIES: Epiphany Moments It is easy for us to assume that if God says “no” to a request, we are getting less than we wanted. We need to have an epiphany moment, seeing the reality—that God always wants more for us than we want from him. Saying “yes” to all our requests would often result in us receiving less joy, less blessing, a lesser life. So, w…

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TIVP003: Ulta Beauty (ULTA): A Beautiful Compounder w/ Shawn O’Malley 1:13:02

4M ago1:13:02

1:13:02

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 increas…

1
Remember Your Baptism (Titus 3:4-7) 19:12

4M ago19:12

19:12

SERIES: Epiphany Moments “Who is Jesus?” For the longest time, people thought the answer to that question was, “Mary and Joseph’s son” or “a carpenter from Nazareth.” While true enough, those answers do not adequately describe Jesus. But when Jesus was baptized, God the Father spoke, declaring Jesus’ true identity. Jesus was the dearly loved Son of…

1
TIVP002: Coupang (CPNG): The Amazon of South Korea w/ Shawn O’Malley 1:03:45

4M ago1:03:45

1:03:45

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…

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A Gift for Everyone (1 Kings 10:1-9) 18:28

4M ago18:28

18:28

SERIES: The Gift of God On Christmas Eve the angel told the shepherds, “I bring you good news that will cause great joy for all the people” (Luke 2:10). One wonders if those words struck those Jewish shepherds as odd. For centuries, God had given special attention to one nation—Israel. There were Jewish religious leaders who taught that only member…

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TIVP001: Madison Square Garden Sports (MSGS): Buying the Knicks & Rangers w/ Shawn O’Malley 59:57

4M ago59:57

59:57

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…

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(Trailer) The Intrinsic Value Podcast 1:46

4M ago1:46

1:46

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 …

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MI384: Skin in the Game w/ Clay Finck & Kyle Grieve 1:27:14

5M ago1:27:14

1:27:14

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 invest…

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The Perfect Gift for Getting the Job Done (Isaiah 50:4-9) 18:25

5M ago18:25

18:25

SERIES: The Gift of God The Son of God took on flesh for two reasons: to be our substitute and our sacrifice. You see, when God created mankind in his image, his desire was that we would live holy lives, full of love for him and our fellow man. When mankind fell into sin, that became impossible. So, the heavenly Father sent Jesus. He is the only hu…

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MI383: Zero to One: Lessons From Peter Thiel w/ Shawn O’Malley 56:03

5M ago56:03

56:03

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 lecturin…

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A Real Christmas Is (Not) All About You (Luke 1:39-55) 16:23

5M ago16:23

16:23

SERIES: A Real Christmas By this time of the holiday season, people are often weighted down… and may still feel like there remains so much left to do! But who are we really trying to please with everything that “needs” to get done? Is it all for everyone else, or is it possible that many of our to-do’s are really about us? Are we actually the ones …

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MI382: Cloning Mohnish Pabrai w/ Shawn O’Malley 56:07

5M ago56:07

56:07

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 deci…

1
A Real Christmas Is Filled with Delight (Zephaniah 3:14-17) 19:19

5M ago19:19

19:19

SERIES: A Real Christmas A real Christmas is one that results in great joy. But joy is not the same thing as happiness. It is infinitely better. Happiness is an emotion, while joyfulness is a condition. Happiness comes from your circumstances, while joyfulness comes from Christ. But how? What is it we find in Christ that results in such joy? What d…

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MI381: Joel Greenblatt: Behind the Magic Formula w/ Shawn O’Malley 57:13

5M ago57:13

57:13

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…

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God Gives Return Gifts (Malachi 3:1-7b) 17:15

5M ago17:15

17:15

SERIES: A Real Christmas The closer we get to Christmas, the greater the pressure. There is so much work to be done! We want our houses to look good for out-of-town guests. We want to impress people with the thoughtfulness of our gifts. What a welcome relief, therefore, to hear what is required to really be ready for Christmas: only repentance. You…

1
MI380: Hidden Compounders: The Best Stocks Hiding In Plain Sight w/ Shawn O’Malley 54:09

5M ago54:09

54:09

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) discusses the concept of hidden compounders, where some of the most boring businesses can make the best long-term investments. Compared to well-known compounders like Apple and Amazon, which have well-known track records in compounding returns for investors, there are loads of lesser-known compan…

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A Real Christmas Requires Remembering Why Christ Came (1 Thessalonians 3:9-13) 18:30

5M ago18:30

18:30

SERIES: A Real Christmas It is easy to get so caught up in the imagery—a tiny newborn baby, lying in the straw filled manger under a star-filled sky—that we forget the why. Why did the Son of God come into our world and take on human flesh? So that he might die as the sacrifice for our sins. One Christmas carol puts it this way. “Neither crib nor c…

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MI379: Quality Investing: Learnings From John Huber w/ Shawn O’Malley 55:06

6M ago55:06

55:06

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) explores the fundamentals of, and merits in, being a long-term, quality-focused investor, using John Huber’s success and philosophy as an example to follow. Huber is the rare money manager who truly aligns incentives with his investors by using the template created by Warren Buffett back in his d…

1
Live While Watchfully Waiting (Mark 13:26-37) 19:30

6M ago19:30

19:30

SERIES: Live Like You’ll Live Forever “Eyes on the prize.” That axiom stresses that when pursuing some good goal, focus is important. You don’t want distractions or a lack of self-discipline to keep you from obtaining whatever that prize might be. You summon the willpower to fixate on that good thing. You work hard to achieve it. You let nothing di…

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