Finance
The Intrinsic Value Podcast
Weekly business-investing episodes break down companies such as Google and John Deere through competitive positioning, operating challenges, and intrinsic-value estimates. The format emphasizes long-form research condensed into a single company study, using several valuation approaches rather than short-term market commentary. It is best suited to viewers who want a disciplined introduction to business analysis and long-term equity research. Stock ideas should be treated as educational starting points, with independent research and risk awareness before acting.
Editorially reviewed:
Based on 20 recent videos
Assessed 08 October 2026
Recent videos
Latest from the source
Deep Dive
The Intrinsic Value Podcast: Company Studies for Long-Term Investors
Main focus
The Intrinsic Value Podcast examines individual businesses through their economics, competitive advantages, operating pressures and possible per-share value. Weekly company studies move from the business model to several valuation methods, framing equity research around long-term ownership rather than short-term market moves.
Why it matters
Choosing a company to research? The episodes provide a structured route from understanding how it earns money to testing assumptions behind a valuation. That makes them useful for investors building a repeatable framework for business analysis, not simply collecting stock ideas.
Style
A single-company case-study format condenses extended research into long-form discussions of strategy, competition and valuation. The pace favors explanation over market headlines, with different methods used to estimate what a share may be worth.
Consistency
Weekly company breakdowns give The Intrinsic Value Podcast a clear recurring rhythm, while the wider archive supports return visits for investors comparing business models and valuation approaches.
- Business models and revenue drivers
- Competitive advantages and market pressures
- Company-specific operating challenges
- Intrinsic value estimates
- Multiple valuation approaches
- Long-term equity research
Valuation estimates depend on assumptions and are not a substitute for checking current filings, prices, personal goals, risk tolerance and diversification before making a trade.

