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Amiga, faz parte Amiga, faz parte Mariana Ribeiro Permission to Shine: Empowering Women to Overcome Obstacles and Lead with Authenticity Permission to Shine: Empowering Women to Overcome Obstacles and Lead with Authenticity Sherisse Bisram Anas Rafiq: Arora PLAB 1 Ultimate On-the-Go (for anascpmc@gmail.com only) [free version; no premium access] Anas Rafiq: Arora PLAB 1 Ultimate On-the-Go (for anascpmc@gmail.com only) [free version; no premium access] Dr. Aman Arora for Anas Rafiq (anascpmc@gmail.com) Por el Placer de Vivir con el Dr. Cesar Lozano Por el Placer de Vivir con el Dr. Cesar Lozano Uforia Podcasts Heal Squad x Maria Menounos Heal Squad x Maria Menounos Heal Squad Everything Everywhere Daily: History, Science, Geography & More Everything Everywhere Daily: History, Science, Geography & More Gary Arndt Calm Parenting Podcast Calm Parenting Podcast Kirk Martin The Intrinsic Value Podcast - The Investor’s Podcast Network The Intrinsic Value Podcast - The Investor’s Podcast Network The Investor's Podcast Network Grace & Grit Podcast Grace & Grit Podcast Courtney Townley Law Enforcement Talk: True Crime and Trauma Stories Law Enforcement Talk: True Crime and Trauma Stories John "Jay" Wiley, Bleav Next Level University Next Level University Kevin Palmieri and Alan Lazaros The Determined People Podcast The Determined People Podcast John Harrell Daily Power Affirmations for your Creative Maniac Mind (in 60 Seconds) Daily Power Affirmations for your Creative Maniac Mind (in 60 Seconds) Heath Armstrong The Wine Pair Podcast The Wine Pair Podcast The Wine Pair Social Work Sorted with Vicki Shevlin Social Work Sorted with Vicki Shevlin Vicki Shevlin Aussie English Aussie English Pete Smissen Bible in a Year with Jack Graham Bible in a Year with Jack Graham PRAY.COM Couple O' Nukes: Self-Improvement For Mental Health, Addiction, Fitness, & Faith Couple O' Nukes: Self-Improvement For Mental Health, Addiction, Fitness, & Faith Mr. Whiskey The Pet Parent Hotline | Calm The Chaos, Spend Smarter, and Love Life With Your Pets Again The Pet Parent Hotline | Calm The Chaos, Spend Smarter, and Love Life With Your Pets Again Amy Castro - Pet Parenting & Behavior Expert Manifest with Neville Goddard | Official Lectures, Law of Assumption, Manifestation Manifest with Neville Goddard | Official Lectures, Law of Assumption, Manifestation Neville Goddard Daily Psalms - Classical Psalms Every Day Daily Psalms - Classical Psalms Every Day https://lumivoz.com The Dr. Jules Plant-Based Podcast The Dr. Jules Plant-Based Podcast Dr. Jules Cormier (MD) Différent et alors ? Différent et alors ? PATRICK SULAY Couples Épanouis - Entre Nous Deux Couples Épanouis - Entre Nous Deux Marie-Amélie Renner The High Court Report The High Court Report SCOTUS Oral Arguments The Pension Confident Podcast The Pension Confident Podcast PensionBee The Neville Goddard Podcast The Neville Goddard Podcast Neville Goddard, James Xander James Allen Daily Lectures James Allen Daily Lectures James Allen ChatGPT - Sol Good Shorts ChatGPT - Sol Good Shorts Sol Good Network Chat GPT Questions Chat GPT Questions Sol Good Network Chat GPT Universal Wisdom Chat GPT Universal Wisdom Sol Good Network Chat GPT Collective Consciousness Chat GPT Collective Consciousness Sol Good Network Chat GPT Infinite Intelligence Chat GPT Infinite Intelligence Sol Good Network Neville Goddard Daily Neville Goddard Daily Neville Goddard 朝日新聞AJW 英語ニュース(The Asahi Shimbun Asia & Japan Watch) 朝日新聞AJW 英語ニュース(The Asahi Shimbun Asia & Japan Watch) 朝日新聞ポッドキャスト Neville Goddard Lectures Neville Goddard Lectures Neville Goddard
The Intrinsic Value Podcast - The Investor’s Podcast Network

Education

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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