Creator Post Archive
The Intrinsic Value Podcast
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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.
May 10, 2026
Microsoft (MSFT): Is Microsoft a Misunderstood AI Opportunity?
The creator discusses Microsoft (MSFT) as a potential misunderstood AI opportunity, noting its current trading at historically low multiples compared to its past. They compare its performance to Google, highlighting how the narrative around AI winners has shifted, and aim to assess if the market is currently undervaluing Microsoft.
Apr 5, 2026
Valuing Constellation Software's Spinoffs: Finding the Next 10-Bagger
The Intrinsic Value Podcast discusses Constellation Software's success and explores smaller companies following a similar acquisition playbook, including four specific spin-offs and acquisitions: Topicus, Lumine Group, Signity, and Aiko Poland. They aim to identify which of these companies are best positioned for long-term compounding growth, noting that Mark Leonard and his son have stakes in some of these businesses.
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