The Intrinsic Value Podcast - The Investor’s Podcast Network

Episodes

• TIVP050: Portfolio Review: Performance and New Positions w/ Daniel Mahncke & Shawn O’Malley

  Dec 14, 2025

  Not summarized yet

• TIVP049: DoorDash (DASH): Can It Keep Delivering Returns? w/ Shawn O’Malley & Daniel Mahncke

  Dec 7, 2025

  Not summarized yet

• TIVP048: S&P Global (SPGI): The Company behind the Market w/ Daniel Mahncke & Shawn O’Malley

  Nov 30, 2025

  Not summarized yet

• TIVP047: Booking Holdings (BKNG): Does Booking.yeah = Value.yeah? w/ Shawn O’Malley & Daniel Mahncke

  Nov 23, 2025

  Not summarized yet

• TIVP046: TransDigm (TDG): A Conglomerate of Monopolies w/ Daniel Mahncke & Shawn O’Malley

  Nov 16, 2025

  Not summarized yet

• TIVP045: Robinhood Markets Inc. (HOOD): The World’s Most Innovative Financial Company? w/ Shawn O’Malley & Daniel Mahncke

  Nov 9, 2025

  Not summarized yet

• TIVP044: Salesforce (CRM): Agentforce or AI-Native? w/ Daniel Mahncke & Shawn O’Malley

  Nov 2, 2025

  Not summarized yet

• TIVP043: MSCI (MSCI): The Financial Giant Enabling Passive Investing w/ Shawn O’Malley & Daniel Mahncke

  Oct 26, 2025

  Not summarized yet

• TIVP042: Copart (CPRT): The 100-Bagger Junk Yard w/ Daniel Mahncke & Shawn O’Malley

  Oct 19, 2025

  Not summarized yet

• TIVP041: Fair Isaac Corporation (FICO): Scoring The World’s Biggest Credit Scorer w/ Shawn O’Malley & Daniel Mahncke

  Oct 12, 2025

  Not summarized yet

• TIVP040: Manchester United (MANU): Valuing a Football Empire w/ Daniel Mahncke & Shawn O’Malley

  Oct 5, 2025

  Not summarized yet

• TIVP039: Universal Music Group (UMG): Owning The World’s Music Catalog w/ Shawn O’Malley & Daniel Mahncke

  Sep 28, 2025

  Not summarized yet

• TIVP038: Berkshire Hathaway (BRK.B): From Buffett to Abel w/ Daniel Mahncke & Shawn O’Malley

  Sep 21, 2025

  Not summarized yet

• TIVP037: Match Group (MTCH): Is Finding Love a Good Investment? w/ Shawn O’Malley & Daniel Mahncke

  Sep 14, 2025

  Not summarized yet

• TIVP036: Dell (DELL): Overlooked AI Growth Story? w/ Daniel Mahncke & Shawn O’Malley

  Sep 7, 2025

  Not summarized yet

• TIVP035: Ferrari (RACE): High-Speed Compounder w/ Shawn O’Malley & Daniel Mahncke

  Aug 31, 2025

  Not summarized yet

• TIVP034: Crocs (CROX): Fashion Icon or Value Trap? w/ Daniel Mahncke & Shawn O’Malley

  Aug 24, 2025

  Not summarized yet

• TIVP033: Lululemon (LULU): Still the King of Athleisure? w/ Shawn O’Malley & Daniel Mahncke

  Aug 17, 2025

  Not summarized yet

• TIVP032: Remitly (RELY): Future Multibagger or Stablecoin Casualty? w/ Daniel Mahncke & Shawn O’Malley

  Aug 10, 2025

  Not summarized yet

• TIVP031: The Trade Desk (TTD): Heir to the Programmatic Advertising Throne? w/ Shawn O’Malley & Daniel Mahnke

  Aug 3, 2025

  Not summarized yet