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TIVP063: Figma Inc. (FIG): Recovering From An 80% Post-IPO Decline w/ Shawn O’Malley & Daniel Mahncke
Episode 679
Shawn O’Malley and Daniel Mahncke break down the emerging design giant Figma Inc. (ticker: FIG) and discuss whether the company can expand further in…
2 months, 1 week ago
TIVP062: Duolingo (DUOL): Generational Opportunity or fad? w/ Daniel Mahncke & Shawn O’Malley
Episode 678
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 …
2 months, 2 weeks ago
TIVP061: Lyft Inc. (LYFT): The Key to Winning the AV Wars? w/ Shawn O’Malley & Daniel Mahncke
Episode 677
Shawn O’Malley and Daniel Mahncke break down the ride-sharing giant Lyft Inc. (ticker: LYFT) and discuss whether the company can regain ground agains…
2 months, 3 weeks ago
TIVP060: Constellation Software (CSU): Historic Drawdown, Historic Buying Opportunity w/ Daniel Mahncke & Shawn O’Malley
Episode 676
Daniel Mahncke and Shawn O’Malley take a deep dive into Constellation Software — the popular Canadian compounder that has turned buying “boring” vert…
3 months ago
TIVP059: Netflix (NFLX): The King of Streaming w/ Shawn O’Malley & Daniel Mahncke
Episode 675
Shawn O’Malley and Daniel Mahncke break down Netflix (ticker: NFLX) and discuss whether the company has finally won the streaming wars. While growth …
3 months, 1 week ago
TIVP058.5 The Intrinsic Value Community (Mini Episode): The Power of a Trusted Peer Group w/ Daniel Mahncke & Shawn O’Malley
Episode 674
Daniel Mahncke and Shawn O’Malley answer some of the most common questions about The Intrinsic Value Community. What exactly is it, who is it for, an…
3 months, 1 week ago
TIVP058: Hermes: The Most Prestigious Luxury Brand in the World w/ Daniel Mahncke & Shawn O’Malley
Episode 673
Daniel Mahncke and Shawn O’Malley take a deep dive into Hermès — the family-controlled luxury house that has turned craftsmanship and scarcity into a…
3 months, 2 weeks ago
TIVP057: Doximity (DOCS): A Profitable Social Media Platform For Doctors w/ Shawn O’Malley & Daniel Mahncke
Episode 672
Shawn O’Malley and Daniel Mahncke break down Doximity (ticker: DOCS), known as “the LinkedIn for doctors,” with a suite of productivity apps supporti…
3 months, 3 weeks ago
TIVP056: Meta (META): Is Meta Undervalued Again? w/ Daniel Mahncke & Shawn O’Malley
Episode 671
Daniel Mahncke and Shawn O’Malley take a deep dive into Meta — the world’s most powerful attention engine, spanning Facebook, Instagram, WhatsApp, an…
3 months, 4 weeks ago
TIVP055: Churchill Downs, Inc. (CHDN): Investing in the Greatest Two Minutes in Sports w/ Shawn O’Malley & Daniel Mahncke
Episode 670
Shawn O’Malley and Daniel Mahncke break down Churchill Downs, Inc. (ticker: CHDN), a gaming company that is uniquely tied to the world of horse racin…
4 months ago