استمع إلى بودكاست The Intrinsic Value Podcast - The Investor’s Podcast Network على Deezer

TIVP086 (Video): Perimeter Solutions (PRM): A Niche Monopoly, One Acquisition at a Time w/ Kyle Grieve and Shawn O'Malley	The Intrinsic Value Podcast - The Investor’s Podcast Network	76:07
TIVP085 (Video): Fairfax Financial (FFO.TO): The Berkshire Of The North w/ Kyle Grieve and Shawn O'Malley	The Intrinsic Value Podcast - The Investor’s Podcast Network	67:31
TIVP084 (Video): Pinduoduo (PDD): Is PDD the Best Buy in China? w/ Daniel Mahncke & Shawn O'Malley	The Intrinsic Value Podcast - The Investor’s Podcast Network	88:43
TIVP083 (Video): SpaceX (SPCX): Is It Really Worth $2 Trillion Dollars? w/ Kyle Grieve and Shawn O'Malley	The Intrinsic Value Podcast - The Investor’s Podcast Network	75:52
TIVP082 (Video): Kaspi Stock ($KSPI): Beating the Market with an E-Commerce Monopoly? w/ Daniel Mahncke & Shawn O'Malley	The Intrinsic Value Podcast - The Investor’s Podcast Network	89:37
TIVP081 (Video): Restoration Hardware (RH): Building a Luxury Empire From Scratch w/ Shawn O'Malley and Daniel Mahncke	The Intrinsic Value Podcast - The Investor’s Podcast Network	67:38
TIVP080 (Video): Auto1 Stock (AG1): Is this the Amazon for Cars? w/ Daniel Mahncke & Shawn O’Malley	The Intrinsic Value Podcast - The Investor’s Podcast Network	64:26
TIVP079 (Video): American Tower (AMT): The Wide Moat Business Your Phone Can't Live Without w/ Kyle Grieve & Shawn O'Malley	The Intrinsic Value Podcast - The Investor’s Podcast Network	74:54
TIVP078 (Video): Copa Holdings (CPA): Is Buffett right about Airline Stocks? w/ Daniel Mahncke & Shawn O’Malley	The Intrinsic Value Podcast - The Investor’s Podcast Network	88:54
TIVP077 (Video): QXO (QXO): Can One of the World's Best Consolidators Strike Lightning Again? w/ Kyle Grieve & Shawn O'Malley	The Intrinsic Value Podcast - The Investor’s Podcast Network	81:29
TIVP076 (Video): Grab Holdings (GRAB): Why Uber Surrendered Southeast Asia w/ Daniel Mahncke & Shawn O’Malley	The Intrinsic Value Podcast - The Investor’s Podcast Network	80:44
TIVP075 (Video): WIX: The Most Asymmetric AI Bet? w/ Daniel Mahncke & Shawn O’Malley	The Intrinsic Value Podcast - The Investor’s Podcast Network	75:53
TIVP074 (Video): Lifco AB (LIFCO-B.ST): The Serial Acquirer Building an Unstoppable Compounding Engine w/ Kyle Grieve & Shawn O'Malley	The Intrinsic Value Podcast - The Investor’s Podcast Network	83:52
TIVP073 (Video): NVR (NVR): What's Next for One of History's Greatest Compounders? w/ Kyle Grieve & Shawn O'Malley	The Intrinsic Value Podcast - The Investor’s Podcast Network	88:56
TIVP072 (Video): Sea Limited (SE): Can Sea Limited 10x Again? w/ Daniel Mahncke & Shawn O’Malley	The Intrinsic Value Podcast - The Investor’s Podcast Network	99:07
TIVP071 (Video): Formula One Group (FWONA): The Only Sports Franchise Worth Owning w/ Kyle Grieve & Shawn O'Malley	The Intrinsic Value Podcast - The Investor’s Podcast Network	78:17
TIVP070 (Video): Microsoft (MSFT): Is Microsoft a Misunderstood AI Opportunity? w/ Shawn O'Malley & Daniel Mahncke	The Intrinsic Value Podcast - The Investor’s Podcast Network	92:59
TIVP069 (Video): OTC Markets (OTCM): A Picks and Shovels Play in Modern Capital Markets w/ Kyle Grieve & Shawn O'Malley	The Intrinsic Value Podcast - The Investor’s Podcast Network	82:15
TIVP68 (Video): CoStar Group (CSGP): The Real Estate Empire Making a $5 Billion Bet w/ Shawn O'Malley & Daniel Mahncke	The Intrinsic Value Podcast - The Investor’s Podcast Network	96:49
TIVP067: Portfolio Review: Thoughts on Airbnb, Reddit, Adobe, and co. w/ Daniel Mahncke, Shawn O'Malley, & Kyle Grieve	The Intrinsic Value Podcast - The Investor’s Podcast Network	106:56
Special Announcement: The Intrinsic Value Podcast Update	The Intrinsic Value Podcast - The Investor’s Podcast Network	02:32
TIVP066: Valuing Constellation Software's Spinoffs: Topicus, Lumine and co. w/ Daniel Mahncke & Shawn O’Malley	The Intrinsic Value Podcast - The Investor’s Podcast Network	80:52
TIVP065: Spotify (SPOT): Investing in Music in the Age of AI w/ Shawn O’Malley & Daniel Mahncke	The Intrinsic Value Podcast - The Investor’s Podcast Network	96:08
TIVP064: Kelly Partners Group: The Constellation Software of Accounting? w/ Daniel Mahncke & Shawn O’Malley	The Intrinsic Value Podcast - The Investor’s Podcast Network	77:05
TIVP063: Figma Inc. (FIG): Recovering From An 80% Post-IPO Decline w/ Shawn O’Malley & Daniel Mahncke	The Intrinsic Value Podcast - The Investor’s Podcast Network	72:10
TIVP062: Duolingo (DUOL): Generational Opportunity or fad? w/ Daniel Mahncke & Shawn O’Malley	The Intrinsic Value Podcast - The Investor’s Podcast Network	83:44
TIVP061: Lyft Inc. (LYFT): The Key to Winning the AV Wars? w/ Shawn O’Malley & Daniel Mahncke	The Intrinsic Value Podcast - The Investor’s Podcast Network	82:51
TIVP060: Constellation Software (CSU): Historic Drawdown, Historic Buying Opportunity w/ Daniel Mahncke & Shawn O’Malley	The Intrinsic Value Podcast - The Investor’s Podcast Network	87:11
TIVP059: Netflix (NFLX): The King of Streaming w/ Shawn O’Malley & Daniel Mahncke	The Intrinsic Value Podcast - The Investor’s Podcast Network	85:38
TIVP058.5 The Intrinsic Value Community (Mini Episode): The Power of a Trusted Peer Group w/ Daniel Mahncke & Shawn O’Malley	The Intrinsic Value Podcast - The Investor’s Podcast Network	07:42
TIVP058: Hermes: The Most Prestigious Luxury Brand in the World w/ Daniel Mahncke & Shawn O’Malley	The Intrinsic Value Podcast - The Investor’s Podcast Network	86:48
TIVP057: Doximity (DOCS): A Profitable Social Media Platform For Doctors w/ Shawn O’Malley & Daniel Mahncke	The Intrinsic Value Podcast - The Investor’s Podcast Network	70:13
TIVP056: Meta (META): Is Meta Undervalued Again? w/ Daniel Mahncke & Shawn O’Malley	The Intrinsic Value Podcast - The Investor’s Podcast Network	80:45
TIVP055: Churchill Downs, Inc. (CHDN): Investing in the Greatest Two Minutes in Sports w/ Shawn O’Malley & Daniel Mahncke	The Intrinsic Value Podcast - The Investor’s Podcast Network	72:38
TIVP054: Mercado Libre: More than just "the Amazon of Latin America" w/ Daniel Mahncke & Shawn O’Malley	The Intrinsic Value Podcast - The Investor’s Podcast Network	92:12
TIVP053: Exor NV (EXO): Too Good To Be True? w/ Shawn O’Malley & Daniel Mahncke	The Intrinsic Value Podcast - The Investor’s Podcast Network	72:36
TIVP052: Chapters Group: 100-Bagger in the Making? w/ Daniel Mahncke & Shawn O’Malley	The Intrinsic Value Podcast - The Investor’s Podcast Network	74:38
TIVP051: Snap Inc. (SNAP): Why Hasn’t Snapchat Become a Social Media Titan? w/ Shawn O’Malley & Daniel Mahncke	The Intrinsic Value Podcast - The Investor’s Podcast Network	73:58
TIVP050: Portfolio Review: Performance and New Positions w/ Daniel Mahncke & Shawn O’Malley	The Intrinsic Value Podcast - The Investor’s Podcast Network	82:44
TIVP049: DoorDash (DASH): Can It Keep Delivering Returns? w/ Shawn O’Malley & Daniel Mahncke	The Intrinsic Value Podcast - The Investor’s Podcast Network	93:02

TIVP086 (Video): Perimeter Solutions (PRM): A Niche Monopoly, One Acquisition at a Time w/ Kyle Grieve and Shawn O'Malley

The Intrinsic Value Podcast - The Investor’s Podcast Network

76:07

TIVP085 (Video): Fairfax Financial (FFO.TO): The Berkshire Of The North w/ Kyle Grieve and Shawn O'Malley

The Intrinsic Value Podcast - The Investor’s Podcast Network

67:31

TIVP084 (Video): Pinduoduo (PDD): Is PDD the Best Buy in China? w/ Daniel Mahncke & Shawn O'Malley

The Intrinsic Value Podcast - The Investor’s Podcast Network

88:43

TIVP083 (Video): SpaceX (SPCX): Is It Really Worth $2 Trillion Dollars? w/ Kyle Grieve and Shawn O'Malley

The Intrinsic Value Podcast - The Investor’s Podcast Network

75:52