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TIVP027: LVMH (MC): Investing in True Luxury w/ Shawn O’Malley & Daniel Mahncke
Episode 635
Shawn O’Malley and Daniel Mahncke break down LVMH (ticker: MC), an iconic luxury goods empire with brands ranging from Louis Vuitton to Moët, Dior, C…
9 months ago
TIVP026: The Intrinsic Value Portfolio: Mid-Year Review w/ Daniel Mahncke & Shawn O’Malley
Episode 634
Daniel and Shawn step back for a mid-year review of the Intrinsic Value Portfolio, revisiting each holding to test the strength of their original the…
9 months, 1 week ago
TIVP025: Smith & Wesson (SWBI): Deep Value — Locked and Loaded w/ Daniel Mahncke & Shawn O’Malley
Episode 633
Shawn O’Malley and Daniel Mahnke break down Smith & Wesson (ticker: SWBI), an iconic firearms manufacturer with 170+ years of history. Smith & Wesson…
9 months, 2 weeks ago
TIVP024: TSMC (TSM): The Most Important Business in the World? w/ Daniel Mahncke & Shawn O’Malley
Episode 632
Daniel Mahncke and Shawn O’Malley turn their focus to Taiwan Semiconductor Manufacturing Company (ticker: TSM) — the quiet engine powering nearly eve…
9 months, 3 weeks ago
TIVP023: Nubank (NU): Banking on Latin America w/ Shawn O’Malley & Daniel Mahncke
Episode 631
Shawn O’Malley and Daniel Mahncke break down Nubank (ticker: NU), a leading fintech company providing credit card, banking, and insurance services to…
9 months, 4 weeks ago
TIVP022: Amazon (AMZN): Is It Prime Time for Investors? w/ Daniel Mahncke & Shawn O’Malley
Episode 630
Daniel Mahncke and Shawn O’Malley break down Amazon (ticker: AMZN), one of the most transformative companies of the modern era — a business that star…
10 months ago
TIVP021: Shopify (SHOP): The Battle For The Future of E-Commerce w/ Shawn O’Malley & Daniel Mahncke
Episode 629
Shawn O’Malley and Daniel Mahncke break down Shopify (ticker: SHOP), a leading e-commerce platform company enabling e-commerce merchants across the w…
10 months, 1 week ago
TIVP020: Visa (V): Is Visa still the Card to Hold? w/ Daniel Mahncke & Shawn O’Malley
Episode 628
Daniel Mahncke and Shawn O’Malley break down Visa (ticker: V), the global payments powerhouse that acts as the invisible engine behind billions of tr…
10 months, 2 weeks ago
TIVP019: Adobe (ADBE): Designing a Creative Empire w/ Shawn O’Malley & Daniel Mahncke
Episode 629
Shawn O’Malley and Daniel Mahncke break down Adobe (ticker: ADBE), a leading software company providing end-to-end solutions for creative professiona…
10 months, 3 weeks ago
TIVP018: Mercedes-Benz (MBG): Can Benz Reinvent the Car? w/ Daniel Mahncke & Shawn O’Malley
Episode 628
Daniel Mahncke and Shawn O’Malley break down Mercedes-Benz (ticker: MBG), one of the world’s most iconic automakers known for luxury, engineering, an…
11 months ago