The Intrinsic Value Podcast

Across 5 videos carrying a tracked mention, The Intrinsic Value Podcast covered 16 tickers — most of that attention on META, LVMH, and WMT.

50% of those mentions were speculation, against 32% across the panel.

Recorded on 5 of the window's 30 days, leaning bearish, with 0% of mentions flagged as retail hype against the panel's 1.8%.

Reach: B · 152Ksubscribers · tier is reach only, never quality
Place: United Statesdeclared by the channel
Market: US-listed · 70%30-day window, by weight
Cadence: 2.1 videos a week5 of the window's 30 days had output
All time: 110 ticker mentions · 62 tickers36 videos read · analysed since Jul 6, 2026

Reading window2026-09-25 → 2026-10-24Everything from here down covers these 30 days — 5 of them with recorded mentions. Every figure above the line carries its own span label.

7 daysPlus30 days90 daysPlus

Panel rank#45 of 45 by mention volume

Ranked across the 45 channels with at least 100 recorded mentions, over the full record rather than the window below.

Coverage

Across 5 videos carrying tracked mentions, on 5 active days.

Bull lean

12.5%

25% bearish · 62.5% neutral · 33% of directional.

High-conviction

12.5%

Share of mentions recorded as high-conviction.

Hype share

The panel runs 1.8% over the same window.

§ 01 — Currently

What they are covering.

META

Meta Platforms, Inc.

0 bull · 1 bear · 0 neutral27d ago

LVMH

LVMH Moët Hennessy Louis Vuitton

0 bull · 1 bear · 0 neutral13d ago

WMT

Walmart Inc.

0 bull · 0 bear · 1 neutral19d ago

LULU

Lululemon Athletica Inc.

0 bull · 1 bear · 0 neutral6d ago

HESAY

Hermès International SCA

0 bull · 1 bear · 0 neutral13d ago

ATZ.TO

Aritzia Inc.

1 bull · 0 bear · 0 neutral6d ago

Morgan Stanley

0 bull · 0 bear · 1 neutral13d ago

General Electric

1 bull · 0 bear · 0 neutral20d ago


META	Meta Platforms, Inc.	1	0 bull · 1 bear · 0 neutral	15.4%	27d ago
LVMH	LVMH Moët Hennessy Louis Vuitton	1	0 bull · 1 bear · 0 neutral	12.3%	13d ago
WMT	Walmart Inc.	1	0 bull · 0 bear · 1 neutral	12.3%	19d ago
LULU	Lululemon Athletica Inc.	1	0 bull · 1 bear · 0 neutral	10.8%	6d ago
HESAY	Hermès International SCA	1	0 bull · 1 bear · 0 neutral	8.8%	13d ago
ATZ.TO	Aritzia Inc.	1	1 bull · 0 bear · 0 neutral	8.7%	6d ago
MS	Morgan Stanley	1	0 bull · 0 bear · 1 neutral	8%	13d ago
GE	General Electric	1	1 bull · 0 bear · 0 neutral	5.4%	20d ago

Share is of the window’s total weight, not of the rows shown — so it says how much of this creator’s attention these tickers actually held. Rows are ordered by that weight, which is why a ticker with more mentions can sit below one with fewer: a mention carries more weight when it is argued at length than when the ticker is named in passing.

Reach: B · 152Ksubscribers · tier is reach only, never quality
Place: United Statesdeclared by the channel
Market: US-listed · 70%30-day window, by weight
Cadence: 2.1 videos a week5 of the window's 30 days had output
All time: 110 ticker mentions · 62 tickers36 videos read · analysed since Jul 6, 2026

§ 02 — Track record

Every day, plotted on output.

Daily output, split by stance. Quiet days are drawn as gaps rather than closed over, because a silent day is a fact about cadence.

Bullish Neutral Bearish

Oct 18Busiest day of the window1 video and 10 distinct tickers — 1 bullish, 8 neutral, 1 bearish.10 mentions

Oct 04Strongest bullish tilt1 bullish against 0 bearish — the widest gap in that direction across the window.+1 net

Oct 11Most bearish session2 bearish against 0 bullish.-2 net

§ 02b — The calls

Why each stance was assigned.

Bobalor records why a stance was assigned to each mention. Verbatim quotes from the video are never published — the recorded reasoning is.

Summaries and classifications are generated automatically by AI and are not reviewed by hand.

METAThe presenter discusses significant legal challenges and scrutiny over Meta's capital expenditures, indicating a negative outlook on the company's current situation and future prospects.27d ago

LVMHThe presenter highlights significant concerns regarding LVMH's declining sales and historical performance, indicating a bearish outlook. The mention of trading at significant discounts suggests potential caution rather than optimism.13d ago

WMTThe discussion focuses on Walmart's business model, growth strategies, and financial metrics without a clear buy or sell recommendation. The presenter analyzes Walmart's valuation and market position, indicating a balanced view rather than a strong bullish or bearish stance.19d ago

LULUThe presenter discusses Lululemon's struggles and expresses disappointment with its performance, indicating that it may not be the best investment choice at the moment. They highlight issues with valuation and competition.6d ago

HESAYHermès is discussed in the context of trading at significant discounts and concerns about its market position, indicating a bearish sentiment. The mention of limited aspirational buyers suggests challenges ahead.13d ago

§ 03 — Fingerprint

What kind of analyst this is.

How this creator’s mentions divide across signal types, against the panel’s own split over the same window.

Fundamental44%n=7

Speculation50%n=8

Technical0%n=0

News event6%n=1

Retail hype0%n=0

§ 04 — Peers

Most active creators this month.

#
01	TraderTV Live	881	36.3%	13.5%
02	Meet Kevin	535	37.9%	17.9%
03	TraderNick	419	23.6%	13.8%
04	Investor's Business Daily	362	48.3%	11.9%
05	Future Investing	352	41.8%	20.2%
06	Ricky Gutierrez	271	23.6%	10.3%

Coverage here is a fixed 30-day count, whatever window is selected above — the column is for ranking creators against each other, not for reading one creator’s total.

For The Intrinsic Value Podcast