Podcast Episodes
Back to Search
TIVP015: Nike (NKE): Just Buy It? w/ Daniel Mahncke and Shawn O'Malley
Episode 625
Daniel Mahncke and Shawn O’Malley break down Nike (ticker: NKE), the global leader in athletic footwear and apparel. With a legacy built on innovation, iconic athlete endorsements, and a brand that r…
Published on 4 months, 2 weeks ago
TIVP014: Reddit (RDDT): Valuing the Front Page of the Internet w/ Shawn O’Malley & Daniel Mahnke
Episode 624
In today’s episode, Shawn O’Malley and Daniel Mahnke break down Reddit (ticker: RDDT), an emerging social media giant. Reddit became profitable for the first time in 2024, and as its user growth acce…
Published on 4 months, 3 weeks ago
TIVP013: Moncler (MONC): Zipped for Success w/ Daniel Mahncke & Shawn O'Malley
Episode 623
In today’s episode, Daniel Mahncke and Shawn O’Malley break down Moncler (ticker: MONC), an emerging leader in luxury outerwear. Known for its iconic down jackets, high-profile collaborations, and st…
Published on 5 months ago
TIVP012: Hershey (HSY): A Deliciously Beaten Down Stock? w/ Shawn O'Malley & Daniel Mahncke
Episode 622
In today’s episode, Shawn O’Malley and Daniel Mahnke break down Hershey (ticker: HSY), a company about so much more than chocolate. From Hershey’s Kisses to Reese’s, Skinny Pop, and Dot’s Pretzels, H…
Published on 5 months, 1 week ago
TIVP011: Nintendo (NTDOY): “Switching” It Up w/ Daniel Mahncke and Shawn O'Malley
Episode 621
In today’s episode, Daniel Mahncke and Shawn O’Malley break down Nintendo (ticker: NTDOY), a global gaming powerhouse. With its legendary franchises, expanding digital services, and a growing presenc…
Published on 5 months, 2 weeks ago
TIVP010: Airbnb (ABNB): A Silicon Valley Gem w/ Shawn O’Malley
Episode 620
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down Airbnb (ticker: ABNB), a dominant and disruptive business in the hospitality industry. Airbnb has changed how the world travels, convi…
Published on 5 months, 3 weeks ago
TIVP009: Blue Owl Capital (OWL): The Next Blackstone? w/ Shawn O’Malley
Episode 619
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down Blue Owl Capital (ticker: OWL), an emerging giant in the world of alternative asset management that specializes in private credit. Blu…
Published on 5 months, 4 weeks ago
TIVP008: VeriSign (VRSN): The Internet’s Toll Road w/ Shawn O’Malley
Episode 618
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down VeriSign, a company that underpins the functioning of the internet. VeriSign acts like a toll road, collecting fees from anyone using …
Published on 6 months, 1 week ago
TIVP007: AutoZone (AZO): Under The Hood w/ Shawn O’Malley
Episode 617
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down AutoZone, ticker: AZO, a 100-bagger stock that continues to wow investors with its massive share repurchases after already buying back…
Published on 6 months, 2 weeks ago
TIVP006: Vital Farms (VITL): Egg-cellent Value? w/ Shawn O'Malley
Episode 616
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down Vital Farms, a company that sells pasture-raised eggs with a cult-like following. Vital Farms missed the memo that eggs are supposed t…
Published on 6 months, 3 weeks ago