Creator Profile
The Intrinsic Value Podcast
YouTube | stock
152K followers
Visit creator profilePerformance since May 17, 2026
- Creator strategy
- -0.10%
- S&P 500
- +4.48%
- Edge
- -4.58%
- Success rate
- Locked
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Recent Posts
Latest published research
August 15, 2026
Q&A with Daniel
The creator discusses two stocks, MS and Charter Communications. MS is described as a fantastic business that has become more attractive due to a stock price decline, but its current multiple is still considered high compared to other watchlist opportunities. Charter Communications is highlighted as an interesting opportunity for value investors, trading at a low free cash flow multiple, with potential for future free cash flow growth, though concerns about debt and the business outlook remain.
May 27, 2026
A Masterclass on AI: How do LLMs Work and how does is Impact Investing?
This segment of The Intrinsic Value Podcast discusses the evolution of AI, focusing on machine learning, deep learning, and generative AI. The speaker aims to provide context on how the field has rapidly advanced, leading to a shift in perception about software engineering. Key concepts like transformers, reasoning models, agents, and tools like 'open claw' are introduced to explain the current state and future outlook of AI.
May 17, 2026
Formula One Group (FWONA): The Only Sports Franchise Worth Owning
The creator discusses Formula 1 Group (FWONA), a subsidiary of Liberty Media, highlighting its exclusive commercial rights to a sport with 800 million fans. The business model is characterized by a low number of events (24/year) generating billions in revenue with high free cash flow margins (over 24%). The fan base has grown significantly (63% since 2017), and the company has outperformed index returns since 2020. The creator contrasts F1 with other sports franchises, noting F1's strong free cash flow generation.