Podcast Index

Podcasts

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The Intrinsic Value Podcast - The Investor’s Podcast Network The Intrinsic Value Podcast - The Investor’s Podcast Network The Investor's Podcast Network 通勤學英語 15Mins Today 通勤學英語 15Mins Today fifteenmins 下一本讀什麼? 下一本讀什麼? 閱讀前哨站 瓦基 הרב יאשיהו פינטו - ערוץ ה-HD הרב יאשיהו פינטו - ערוץ ה-HD הרב יאשיהו פינטו שיעורי הרב נחמנסון שיעורי הרב נחמנסון הרב יהודה לייב נחמנסון 2LIP - Learn Italian with Luisa 🌷 2LIP - Learn Italian with Luisa 🌷 Luisa جافکری | Jafekri جافکری | Jafekri Amirali Gh Danny Madden - Roofing Show Danny Madden - Roofing Show Fix Radio IT’S IN YOU. Der Podcast mit Alexander Müller IT’S IN YOU. Der Podcast mit Alexander Müller Greator Your Daily Portion with L. David Harris Your Daily Portion with L. David Harris L. David Harris KidsNewsFlash KidsNewsFlash KidsNewsFlash Universe الضوضاء البيضاء للنوم الضوضاء البيضاء للنوم الضوضاء البيضاء لنوم الرضيع Farm Small Farm Smart Daily Farm Small Farm Smart Daily The Modern Grower Podcast Network Vertrieb, Marketing, Mindset und Verkauf mit Luca & Elvis Vertrieb, Marketing, Mindset und Verkauf mit Luca & Elvis Luca Krüger, Elvis Durak | Noch mehr Umsatz im Vertrieb und Verkauf Here For The Truth Here For The Truth Joel & Yerasimos The Creation of Her The Creation of Her Mia Andrade Web Reactiva Web Reactiva Daniel Primo G.R.A.C.E. Life Coaching G.R.A.C.E. Life Coaching Timothy Muse This Day This Day MWC Wayne Dyer Podcast Wayne Dyer Podcast Vishnu Swami The Daily Light The Daily Light Calvary Chapel Susanville Rose Chat Podcast Rose Chat Podcast VanCleave Media Group St James BC Podcast St James BC Podcast Pastor Aaron Binder Hematologic Oncology Update Hematologic Oncology Update Dr. Neil Love Chasing Giants with Don Higgins Chasing Giants with Don Higgins Terry Peer Seforimchatter Seforimchatter Nachi Weinstein Horse Hippie’s Morning Mantras Horse Hippie’s Morning Mantras Horse Hippie Oncology Today with Dr Neil Love Oncology Today with Dr Neil Love Dr. Neil Love Stuck No More Voices Stuck No More Voices Theresa M. Croft-Christian Podcast Coach-Stuck No More Voices Academy Life After Sugar Life After Sugar Netta مجرة مجرة هارفارد بزنس ريفيو The Positivity Xperience The Positivity Xperience Lori Wheeler Bright Side Bright Side TheSoul Publishing ห้องเรียน MRP ห้องเรียน MRP Master T. Leaning into Leadership Leaning into Leadership Darrin Peppard Sports Psychology Coaching Sports Psychology Coaching Eli Straw Real Life French Real Life French Choses à Savoir
The Intrinsic Value Podcast - The Investor’s Podcast Network

Éducation

The Intrinsic Value Podcast - The Investor’s Podcast Network

The Investor's Podcast Network

TIVP079 (Video): American Tower (AMT): The Wide Moat Business Your Phone Can't Live Without w/ Kyle Grieve & Shawn O'Malley

June 28, 2026 4:00am 1:14

Kyle Grieve and Shawn O’Malley analyze American Tower, the global cell tower business that powers the wireless networks we rely on every day. They unpack how leasing tower space to carriers creates durable recurring reve...

TIVP078 (Video): Copa Holdings (CPA): Is Buffett right about Airline Stocks? w/ Daniel Mahncke & Shawn O’Malley

June 21, 2026 4:00am 1:28

Daniel Mahncke and Shawn O'Malley take a deep dive into Copa Holdings — the Panama-based hub-and-spoke airline whose investment case now turns on two of the most debated questions in the stock today: whether Copa is a st...

TIVP077 (Video): QXO (QXO): Can One of the World's Best Consolidators Strike Lightning Again? w/ Kyle Grieve & Shawn O'Malley

June 14, 2026 4:00am 1:21

Kyle Grieve and Shawn O’Malley analyze QXO, the ambitious building-products distribution company led by serial industry consolidator Brad Jacobs, a man who has turned multiple boring industries into extraordinary wealth-...

TIVP076 (Video): Grab Holdings (GRAB): Why Uber Surrendered Southeast Asia w/ Daniel Mahncke & Shawn O’Malley

June 10, 2026 4:00am 1:20

Shawn O'Malley and Daniel Mahncke explore Grab Holdings (ticker: GRAB). In this episode, you'll learn how Grab was able to quickly grow across eight countries in Southeast Asia, and what local adaptations they made to ou...

TIVP075 (Video): WIX: The Most Asymmetric AI Bet? w/ Daniel Mahncke & Shawn O’Malley

June 07, 2026 4:00am 1:15

Daniel Mahncke and Shawn O'Malley take a deep dive into Wix.com — the Israeli website-building platform whose investment case now turns on two of the most debated questions in the stock today: whether the generative-AI w...

TIVP074 (Video): Lifco AB (LIFCO-B.ST): The Serial Acquirer Building an Unstoppable Compounding Engine w/ Kyle Grieve & Shawn O'Malley

June 03, 2026 10:52am 1:23

Kyle Grieve and Shawn O’Malley analyze LIFCO, one of the world's leading industrial serial acquirers operating through three distinct divisions spanning dental supplies, demolition equipment, and niche systems solutions ...

TIVP073 (Video): NVR (NVR): What's Next for One of History's Greatest Compounders? w/ Kyle Grieve & Shawn O'Malley

May 31, 2026 4:00am 1:28

In today's episode, Kyle Grieve and Shawn O’Malley analyze NVR, Inc., a homebuilder that has achieved incredible returns through disciplined capital allocation and aggressive share buybacks. They’ll explore NVR's differe...

TIVP072 (Video): Sea Limited (SE): Can Sea Limited 10x Again? w/ Daniel Mahncke & Shawn O’Malley

May 24, 2026 4:00am 1:39

Daniel Mahncke and Shawn O'Malley take a deep dive into Sea Limited — the largest Southeast Asian marketplace whose investment case now turns on two of the most debated questions in the stock today: whether Shopee's domi...

TIVP071 (Video): Formula One Group (FWONA): The Only Sports Franchise Worth Owning w/ Kyle Grieve & Shawn O'Malley

May 17, 2026 4:00am 1:18

Kyle Grieve and Shawn O’Malley analyze Formula One Group, a business that commands nearly a billion global fans, generates billions in revenue from only 24 live events, and boasts free cash flow margins nearly any busine...

TIVP070 (Video): Microsoft (MSFT): Is Microsoft a Misunderstood AI Opportunity? w/ Shawn O'Malley & Daniel Mahncke

May 10, 2026 4:00am 1:32

Daniel Mahncke and Shawn O'Malley take a deep dive into Microsoft — the $3 trillion incumbent whose entire investment thesis now hinges on two of the most contested questions in technology: whether AI will reinforce or q...

TIVP069 (Video): OTC Markets (OTCM): A Picks and Shovels Play in Modern Capital Markets w/ Kyle Grieve & Shawn O'Malley

May 03, 2026 4:00am 1:22

Kyle Grieve and Shawn O’Malley analyze OTC Markets Group, a hidden infrastructure company that collects tolls on over 12,000 securities while operating with fewer than 130 employees. They explore why OTCM is the only via...

TIVP68 (Video): CoStar Group (CSGP): The Real Estate Empire Making a $5 Billion Bet w/ Shawn O'Malley & Daniel Mahncke

April 25, 2026 4:00pm 1:36

Shawn O'Malley and Daniel Mahncke explore CoStar Group (ticker: CSGP), the dominant provider of commercial real estate data and analytics, and assess whether the company's massive $5 billion bet on Homes.com can successf...

TIVP067: Portfolio Review: Thoughts on Airbnb, Reddit, Adobe, and co. w/ Daniel Mahncke, Shawn O'Malley, & Kyle Grieve

April 19, 2026 4:00am 1:46

Daniel Mahncke, Shawn O'Malley, and Kyle Grieve take a closer look at the Intrinsic Value Portfolio and some of the high-priority watchlist companies. The episode covers high-conviction portfolio holdings such as Airbnb...

Special Announcement: The Intrinsic Value Podcast Update

April 12, 2026 4:00am 2 min

This week, Shawn and Daniel won't be releasing an episode as usual, but they will be back next Sunday with a new co-host joining them to help break down companies for The Intrinsic Value Portfolio. Plus, Shawn & Daniel a...

TIVP066: Valuing Constellation Software's Spinoffs: Topicus, Lumine and co. w/ Daniel Mahncke & Shawn O’Malley

April 05, 2026 4:00am 1:20

Daniel Mahncke and Shawn O'Malley take a deep dive into four companies operating in the shadow of one of the greatest compounders of the last two decades — Constellation Software. Some investors believe that Topicus, Lu...

TIVP065: Spotify (SPOT): Investing in Music in the Age of AI w/ Shawn O’Malley & Daniel Mahncke

March 29, 2026 4:00am 1:36

Shawn O'Malley and Daniel Mahncke explore Spotify Inc. (ticker: SPOT), the world's largest audio streaming platform, and assess whether the company can sustain its growth and improve margins against fierce competition fr...

TIVP064: Kelly Partners Group: The Constellation Software of Accounting? w/ Daniel Mahncke & Shawn O’Malley

March 22, 2026 4:00am 1:17

Daniel Mahncke and Shawn O'Malley take a deep dive into Kelly Partners — a fast-growing Australian chartered accounting network with over 25,000 SME clients and founder Brett Kelly's relentless ambition to build Australi...

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

March 15, 2026 4:00am 1:12

Shawn O’Malley and Daniel Mahncke break down the emerging design giant Figma Inc. (ticker: FIG) and discuss whether the company can expand further into other enterprise design software verticals against Adobe. In this ep...

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

March 08, 2026 4:00am 1:23

Daniel Mahncke and Shawn O’Malley take a deep dive into Duolingo — the leading language learning app with over 50 million daily active users and the chaotic green owl as a mascot. Since its IPO in 2021, Duolingo has expa...

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

March 01, 2026 4:00am 1:22

Shawn O’Malley and Daniel Mahncke break down the ride-sharing giant Lyft Inc. (ticker: LYFT) and discuss whether the company can regain ground against Uber, or whether it’s always destined to be #2. While Lyft has clawed...

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