The Intrinsic Value Podcast - The Investor’s Podcast Network

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

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

In this episode of The Intrinsic Value Podcast, Shawn and Daniel analyze MSCI, a leading index provider, discussing its business model, competitive advantages, and potential risks. Shawn presents MSCI as a high-quality compounder, highlighting its dominance in international equity indexes and its toll road-like busines...

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

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

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

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

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

In this episode of The Intrinsic Value Podcast, Shawn O’Malley and Daniel Mahncke discuss Berkshire Hathaway, Warren Buffett's conglomerate, covering its history from a struggling textile company to a diversified holding company. They analyze key acquisitions like National Indemnity, See's Candy, and BNSF, highlighting...

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

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

In this episode of The Intrinsic Value Podcast, Shawn O'Malley and Daniel Mahncke analyze Dell Technologies as a potential AI investment. They discuss Dell's history, from its PC origins to its current role in AI infrastructure, highlighting Michael Dell's influence and the company's strategic acquisitions, notably EMC...

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

In this episode of The Intrinsic Value Podcast, Sean O'Malley and Daniel Mahncke analyze Ferrari, discussing its history, brand power, and financial performance. They explore Ferrari's origins, its unique position in the luxury automotive market, and its high margins compared to competitors. The hosts delve into Ferrar...

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

In this episode of The Intrinsic Value Podcast, hosts Shawn O'Malley and Daniel Mahncke analyze Crocs, the footwear brand known for its unique and often polarizing design. They delve into the company's history, from its initial success in niche markets to its near collapse and subsequent resurgence, driven by collabora...

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

Shawn O'Malley and Daniel Mahncke analyze Lululemon, a premium active sportswear brand, noting its revenue growth, industry-leading margins, and high return on invested capital, contrasting these strengths with the stock's recent price decline. They explore Lululemon's history, its creation of the athleisure market, an...

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

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

In this episode of The Intrinsic Value Podcast, Shawn O'Malley pitches The Trade Desk (TTD) to Daniel Mahncke, focusing on its role in the Open Internet as a neutral broker for ad buyers, contrasting it with walled gardens like Amazon and Facebook. The discussion covers TTD's business model, revenue generation, custome...

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

In this episode of The Intrinsic Value Podcast, Shawn O'Malley and Daniel Mahncke analyze PayPal, a fintech company that has seen a significant stock decline despite impressive headline numbers. They delve into PayPal's history, influential figures like Elon Musk and Peter Thiel, and its evolution from an eBay payment ...

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

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

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

In this episode of the Intrinsic Value Podcast, Shawn O’Malley and Daniel Mahncke discuss LVMH (Louis Vuitton Moët Hennessy), a multinational luxury goods conglomerate. Shawn makes the case for LVMH, detailing its history, brands, and the influence of Bernard Arnault, often called the "wolf of cashmere," in building th...

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

In this co-hosted podcast episode, Shawn and Daniel review their investment portfolio, revisiting companies like Ulta Beauty, Alphabet, Airbnb, Adobe, Reddit, Nike, and Nubank. They discuss their initial investment theses, recent performance, and whether their convictions have changed in light of new information and ma...

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