The Intrinsic Value Podcast - The Investor’s Podcast Network

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

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

Duolingo's business model, competitive advantages, and future prospects are analyzed, questioning its potential as a trillion-dollar company. The discussion centers on Duolingo's gamification of language learning, its effectiveness, and the balance between user engagement and monetization. The hosts debate whether Duol...

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

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

Constellation Software, a holding company specializing in vertical market software (VMS), currently faces its largest historical drawdown, with shares declining 50% amid investor concerns regarding AI-driven disruption. Often compared to Berkshire Hathaway for its programmatic acquisition strategy and long-term focus, ...

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

The podcast analyzes Netflix's business model, competitive advantages, and valuation. It highlights Netflix's shift from subscriber growth to monetization through ad-supported tiers and password sharing crackdowns, noting its success in increasing average revenue per user. The discussion emphasizes Netflix's unique cul...

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

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

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

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

The Intrinsic Value Podcast analyzes Meta's potential as an investment, focusing on its AI initiatives and Reality Labs division. Daniel Mahncke expresses skepticism about Meta's $100 billion AI investment, questioning the returns, while Shawn O'Malley notes the market's negative reaction and Meta's discounted stock pr...

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

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

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

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

The Intrinsic Value Podcast explores Chapters Group, a German holding company, as a potential early-stage compounder. Daniel Mahncke introduces Chapters, noting its unique shareholder structure, including Mitch Rails (Danaher founder), Daniel Ek (Spotify founder), and William Thorndike. The discussion highlights Chapte...

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

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

In this episode of The Intrinsic Value Podcast, Daniel and Shawn review the performance of their intrinsic value portfolio after almost a year, highlighting winners like Google and Reddit, and discuss their investment strategy, which involves researching companies and building a portfolio from scratch. They analyze cur...

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

In this episode of The Intrinsic Value Podcast, Sean O'Malley and Daniel Mahncke analyze DoorDash as an investment opportunity. They discuss DoorDash's evolution from a food delivery service to a broader logistics company, its business model challenges, and its unexpected rise to market dominance, including its strateg...

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

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

In this episode of The Intrinsic Value Podcast, hosts Sean O'Malley and Daniel Mahncke analyze Booking Holdings, the world's largest travel company, focusing on its business model, competitive advantages, and potential risks. They discuss Booking's history, its shift from Priceline to Booking.com, and its acquisitions ...

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

In this episode of The Intrinsic Value Podcast, hosts Shawn O'Malley and Daniel Mahncke analyze TransDigm, an aerospace component manufacturer known for its high margins and private equity-like approach to acquisitions. They discuss the company's history, business model, M&A strategy, incentive structures, and the cont...

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