The Intrinsic Value Podcast - The Investor’s Podcast Network

Episodes

• TIVP030: PayPal (PYPL): Value Trap or Multibagger? w/ Daniel Mahncke & Shawn O’Malley

  Jul 27, 2025

  Not summarized yet

• TIVP029: Roku (ROKU): Forgotten Streaming Giant w/ Shawn O’Malley & Daniel Mahncke

  Jul 20, 2025

  Not summarized yet

• TIVP028: Estée Lauder (EL): Michael Burry’s Big Bet w/ Daniel Mahncke & Shawn O’Malley

  Jul 13, 2025

  Not summarized yet

• TIVP027: LVMH (MC): Investing in True Luxury w/ Shawn O’Malley & Daniel Mahncke

  Jul 6, 2025

  Not summarized yet

• TIVP026: The Intrinsic Value Portfolio: Mid-Year Review w/ Daniel Mahncke & Shawn O’Malley

  Jun 29, 2025

  Not summarized yet

• TIVP025: Smith & Wesson (SWBI): Deep Value — Locked and Loaded w/ Daniel Mahncke & Shawn O’Malley

  Jun 22, 2025

  Not summarized yet

• TIVP024: TSMC (TSM): The Most Important Business in the World? w/ Daniel Mahncke & Shawn O’Malley

  Jun 15, 2025

  Not summarized yet

• TIVP023: Nubank (NU): Banking on Latin America w/ Shawn O’Malley & Daniel Mahncke

  Jun 8, 2025

  Not summarized yet

• TIVP022: Amazon (AMZN): Is It Prime Time for Investors? w/ Daniel Mahncke & Shawn O’Malley

  Jun 1, 2025

  Not summarized yet

• TIVP021: Shopify (SHOP): The Battle For The Future of E-Commerce w/ Shawn O’Malley & Daniel Mahncke

  May 25, 2025

  Not summarized yet

• TIVP020: Visa (V): Is Visa still the Card to Hold? w/ Daniel Mahncke & Shawn O’Malley

  May 18, 2025

  Not summarized yet

• TIVP019: Adobe (ADBE): Designing a Creative Empire w/ Shawn O’Malley & Daniel Mahncke

  May 11, 2025

  Not summarized yet

• TIVP018: Mercedes-Benz (MBG): Can Benz Reinvent the Car? w/ Daniel Mahncke & Shawn O’Malley

  May 4, 2025

  Not summarized yet

• TIVP017: Comfort Systems (FIX): Blue-Collar Compounder w/ Shawn O’Malley & Daniel Mahnke

  Apr 27, 2025

  Not summarized yet

• TIVP016: Uber (UBER): Cash Burner To Compounder? w/ Shawn O’Malley & Daniel Mahncke

  Apr 20, 2025

  Not summarized yet

• TIVP015: Nike (NKE): Just Buy It? w/ Daniel Mahncke and Shawn O'Malley

  Apr 13, 2025

  Not summarized yet

• TIVP014: Reddit (RDDT): Valuing the Front Page of the Internet w/ Shawn O’Malley & Daniel Mahnke

  Apr 6, 2025

  Not summarized yet

• TIVP013: Moncler (MONC): Zipped for Success w/ Daniel Mahncke & Shawn O'Malley

  Mar 30, 2025

  Not summarized yet

• TIVP012: Hershey (HSY): A Deliciously Beaten Down Stock? w/ Shawn O'Malley & Daniel Mahncke

  Mar 23, 2025

  Not summarized yet

• TIVP011: Nintendo (NTDOY): “Switching” It Up w/ Daniel Mahncke and Shawn O'Malley

  Mar 16, 2025

  Not summarized yet