The Intrinsic Value Podcast - The Investor’s Podcast Network Podcast

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
TIVP048: S&P Global (SPGI): The Company behind the Market w/ Daniel Mahncke & Shawn O’Malley	The Intrinsic Value Podcast - The Investor’s Podcast Network	87:13
TIVP047: Booking Holdings (BKNG): Does Booking.yeah = Value.yeah? w/ Shawn O’Malley & Daniel Mahncke	The Intrinsic Value Podcast - The Investor’s Podcast Network	94:35
TIVP046: TransDigm (TDG): A Conglomerate of Monopolies w/ Daniel Mahncke & Shawn O’Malley	The Intrinsic Value Podcast - The Investor’s Podcast Network	92:18
TIVP045: Robinhood Markets Inc. (HOOD): The World’s Most Innovative Financial Company? w/ Shawn O’Malley & Daniel Mahncke	The Intrinsic Value Podcast - The Investor’s Podcast Network	102:45
TIVP044: Salesforce (CRM): Agentforce or AI-Native? w/ Daniel Mahncke & Shawn O’Malley	The Intrinsic Value Podcast - The Investor’s Podcast Network	78:43
TIVP043: MSCI (MSCI): The Financial Giant Enabling Passive Investing w/ Shawn O’Malley & Daniel Mahncke	The Intrinsic Value Podcast - The Investor’s Podcast Network	72:12
TIVP042: Copart (CPRT): The 100-Bagger Junk Yard w/ Daniel Mahncke & Shawn O’Malley	The Intrinsic Value Podcast - The Investor’s Podcast Network	77:02
TIVP041: Fair Isaac Corporation (FICO): Scoring The World’s Biggest Credit Scorer w/ Shawn O’Malley & Daniel Mahncke	The Intrinsic Value Podcast - The Investor’s Podcast Network	74:38
TIVP040: Manchester United (MANU): Valuing a Football Empire w/ Daniel Mahncke & Shawn O’Malley	The Intrinsic Value Podcast - The Investor’s Podcast Network	72:02
TIVP039: Universal Music Group (UMG): Owning The World’s Music Catalog w/ Shawn O’Malley & Daniel Mahncke	The Intrinsic Value Podcast - The Investor’s Podcast Network	87:49
TIVP038: Berkshire Hathaway (BRK.B): From Buffett to Abel w/ Daniel Mahncke & Shawn O’Malley	The Intrinsic Value Podcast - The Investor’s Podcast Network	83:16
TIVP037: Match Group (MTCH): Is Finding Love a Good Investment? w/ Shawn O’Malley & Daniel Mahncke	The Intrinsic Value Podcast - The Investor’s Podcast Network	77:40
TIVP036: Dell (DELL): Overlooked AI Growth Story? w/ Daniel Mahncke & Shawn O’Malley	The Intrinsic Value Podcast - The Investor’s Podcast Network	81:41
TIVP035: Ferrari (RACE): High-Speed Compounder w/ Shawn O’Malley & Daniel Mahncke	The Intrinsic Value Podcast - The Investor’s Podcast Network	75:30
TIVP034: Crocs (CROX): Fashion Icon or Value Trap? w/ Daniel Mahncke & Shawn O’Malley	The Intrinsic Value Podcast - The Investor’s Podcast Network	72:23
TIVP033: Lululemon (LULU): Still the King of Athleisure? w/ Shawn O’Malley & Daniel Mahncke	The Intrinsic Value Podcast - The Investor’s Podcast Network	87:38
TIVP032: Remitly (RELY): Future Multibagger or Stablecoin Casualty? w/ Daniel Mahncke & Shawn O’Malley	The Intrinsic Value Podcast - The Investor’s Podcast Network	88:15
TIVP031: The Trade Desk (TTD): Heir to the Programmatic Advertising Throne? w/ Shawn O’Malley & Daniel Mahnke	The Intrinsic Value Podcast - The Investor’s Podcast Network	83:48
TIVP030: PayPal (PYPL): Value Trap or Multibagger? w/ Daniel Mahncke & Shawn O’Malley	The Intrinsic Value Podcast - The Investor’s Podcast Network	86:17
TIVP029: Roku (ROKU): Forgotten Streaming Giant w/ Shawn O’Malley & Daniel Mahncke	The Intrinsic Value Podcast - The Investor’s Podcast Network	90:07
TIVP028: Estée Lauder (EL): Michael Burry’s Big Bet w/ Daniel Mahncke & Shawn O’Malley	The Intrinsic Value Podcast - The Investor’s Podcast Network	69:44
TIVP027: LVMH (MC): Investing in True Luxury w/ Shawn O’Malley & Daniel Mahncke	The Intrinsic Value Podcast - The Investor’s Podcast Network	83:47
TIVP026: The Intrinsic Value Portfolio: Mid-Year Review w/ Daniel Mahncke & Shawn O’Malley	The Intrinsic Value Podcast - The Investor’s Podcast Network	100:41
TIVP025: Smith & Wesson (SWBI): Deep Value — Locked and Loaded w/ Daniel Mahncke & Shawn O’Malley	The Intrinsic Value Podcast - The Investor’s Podcast Network	74:18
TIVP024: TSMC (TSM): The Most Important Business in the World? w/ Daniel Mahncke & Shawn O’Malley	The Intrinsic Value Podcast - The Investor’s Podcast Network	91:59
TIVP023: Nubank (NU): Banking on Latin America w/ Shawn O’Malley & Daniel Mahncke	The Intrinsic Value Podcast - The Investor’s Podcast Network	94:19
TIVP022: Amazon (AMZN): Is It Prime Time for Investors? w/ Daniel Mahncke & Shawn O’Malley	The Intrinsic Value Podcast - The Investor’s Podcast Network	91:14
TIVP021: Shopify (SHOP): The Battle For The Future of E-Commerce w/ Shawn O’Malley & Daniel Mahncke	The Intrinsic Value Podcast - The Investor’s Podcast Network	84:38
TIVP020: Visa (V): Is Visa still the Card to Hold? w/ Daniel Mahncke & Shawn O’Malley	The Intrinsic Value Podcast - The Investor’s Podcast Network	83:14
TIVP019: Adobe (ADBE): Designing a Creative Empire w/ Shawn O’Malley & Daniel Mahncke	The Intrinsic Value Podcast - The Investor’s Podcast Network	87:50
TIVP018: Mercedes-Benz (MBG): Can Benz Reinvent the Car? w/ Daniel Mahncke & Shawn O’Malley	The Intrinsic Value Podcast - The Investor’s Podcast Network	77:20
TIVP017: Comfort Systems (FIX): Blue-Collar Compounder w/ Shawn O’Malley & Daniel Mahnke	The Intrinsic Value Podcast - The Investor’s Podcast Network	75:36
TIVP016: Uber (UBER): Cash Burner To Compounder? w/ Shawn O’Malley & Daniel Mahncke	The Intrinsic Value Podcast - The Investor’s Podcast Network	84:25
TIVP015: Nike (NKE): Just Buy It? w/ Daniel Mahncke and Shawn O'Malley	The Intrinsic Value Podcast - The Investor’s Podcast Network	66:57
TIVP014: Reddit (RDDT): Valuing the Front Page of the Internet w/ Shawn O’Malley & Daniel Mahnke	The Intrinsic Value Podcast - The Investor’s Podcast Network	82:34
TIVP013: Moncler (MONC): Zipped for Success w/ Daniel Mahncke & Shawn O'Malley	The Intrinsic Value Podcast - The Investor’s Podcast Network	87:20
TIVP012: Hershey (HSY): A Deliciously Beaten Down Stock? w/ Shawn O'Malley & Daniel Mahncke	The Intrinsic Value Podcast - The Investor’s Podcast Network	82:45
TIVP011: Nintendo (NTDOY): “Switching” It Up w/ Daniel Mahncke and Shawn O'Malley	The Intrinsic Value Podcast - The Investor’s Podcast Network	94:39

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

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

The Intrinsic Value Podcast - The Investor’s Podcast Network

87:13

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

The Intrinsic Value Podcast - The Investor’s Podcast Network

94:35