The Intrinsic Value Podcast - The Investor’s Podcast Network

Episodes

• TIVP68 (Video): CoStar Group (CSGP): The Real Estate Empire Making a $5 Billion Bet w/ Shawn O'Malley & Daniel Mahncke

  Apr 25, 2026

  Not summarized yet

• TIVP067: Portfolio Review: Thoughts on Airbnb, Reddit, Adobe, and co. w/ Daniel Mahncke, Shawn O'Malley, & Kyle Grieve

  Apr 19, 2026

  Not summarized yet

• Special Announcement: The Intrinsic Value Podcast Update

  Apr 12, 2026

  Not summarized yet

• TIVP066: Valuing Constellation Software's Spinoffs: Topicus, Lumine and co. w/ Daniel Mahncke & Shawn O’Malley

  Apr 5, 2026

  Not summarized yet

• TIVP065: Spotify (SPOT): Investing in Music in the Age of AI w/ Shawn O’Malley & Daniel Mahncke

  Mar 29, 2026

  Not summarized yet

• TIVP064: Kelly Partners Group: The Constellation Software of Accounting? w/ Daniel Mahncke & Shawn O’Malley

  Mar 22, 2026

  Not summarized yet

• TIVP063: Figma Inc. (FIG): Recovering From An 80% Post-IPO Decline w/ Shawn O’Malley & Daniel Mahncke

  Mar 15, 2026

  Not summarized yet

• TIVP062: Duolingo (DUOL): Generational Opportunity or fad? w/ Daniel Mahncke & Shawn O’Malley

  Mar 8, 2026

  Not summarized yet

• TIVP061: Lyft Inc. (LYFT): The Key to Winning the AV Wars? w/ Shawn O’Malley & Daniel Mahncke

  Mar 1, 2026

  Not summarized yet

• TIVP060: Constellation Software (CSU): Historic Drawdown, Historic Buying Opportunity w/ Daniel Mahncke & Shawn O’Malley

  Feb 22, 2026

  Not summarized yet

• TIVP059: Netflix (NFLX): The King of Streaming w/ Shawn O’Malley & Daniel Mahncke

  Feb 15, 2026

  Not summarized yet

• TIVP058.5 The Intrinsic Value Community (Mini Episode): The Power of a Trusted Peer Group w/ Daniel Mahncke & Shawn O’Malley

  Feb 11, 2026

  Not summarized yet

• TIVP058: Hermes: The Most Prestigious Luxury Brand in the World w/ Daniel Mahncke & Shawn O’Malley

  Feb 8, 2026

  Not summarized yet

• TIVP057: Doximity (DOCS): A Profitable Social Media Platform For Doctors w/ Shawn O’Malley & Daniel Mahncke

  Feb 1, 2026

  Not summarized yet

• TIVP056: Meta (META): Is Meta Undervalued Again? w/ Daniel Mahncke & Shawn O’Malley

  Jan 25, 2026

  Not summarized yet

• TIVP055: Churchill Downs, Inc. (CHDN): Investing in the Greatest Two Minutes in Sports w/ Shawn O’Malley & Daniel Mahncke

  Jan 18, 2026

  Not summarized yet

• TIVP054: Mercado Libre: More than just "the Amazon of Latin America" w/ Daniel Mahncke & Shawn O’Malley

  Jan 12, 2026

  Not summarized yet

• TIVP053: Exor NV (EXO): Too Good To Be True? w/ Shawn O’Malley & Daniel Mahncke

  Jan 4, 2026

  Not summarized yet

• TIVP052: Chapters Group: 100-Bagger in the Making? w/ Daniel Mahncke & Shawn O’Malley

  Dec 28, 2025

  Not summarized yet

• TIVP051: Snap Inc. (SNAP): Why Hasn’t Snapchat Become a Social Media Titan? w/ Shawn O’Malley & Daniel Mahncke

  Dec 21, 2025

  Not summarized yet