Podcast Index

Podcasts

Explora podcasts por categoría, abre episodios recientes y descarga audio para escucharlo sin conexión.

Digital Learning Today Digital Learning Today Jeffrey Bradbury - TeacherCast Educational Network Suze Orman's Women & Money (And Everyone Smart Enough To Listen) Suze Orman's Women & Money (And Everyone Smart Enough To Listen) Suze Orman Media The Intrinsic Value Podcast - The Investor’s Podcast Network The Intrinsic Value Podcast - The Investor’s Podcast Network The Investor's Podcast Network Money Making Conversations Master Class Money Making Conversations Master Class Rushion McDonald My DPC Story My DPC Story Maryal Concepcion, MD Wealth Formula Podcast Wealth Formula Podcast Buck Joffrey The Lawfare Podcast: Patreon Edition The Lawfare Podcast: Patreon Edition The Lawfare Institute Bitcoin News Digest Podcast Bitcoin News Digest Podcast Mike Richardson Chat GPT Infinite Intelligence Chat GPT Infinite Intelligence Sol Good Network 天下文化‧相信閱讀 天下文化‧相信閱讀 天下文化 The Daily Finance Brief | Markets, Business and Economic News The Daily Finance Brief | Markets, Business and Economic News The Daily Finance Brief The Gemini Brief - Investment Deep Dives The Gemini Brief - Investment Deep Dives Lukasz Tomicki and LRT Capital Management LLC Chat GPT Podcast Chat GPT Podcast Sol Good Network Datasets Datasets Visionary Theo - t3․gg Theo - t3․gg Theo - t3․gg JIJI English News-時事通信英語ニュース- JIJI English News-時事通信英語ニュース- 時事通信社 起業の履歴書 起業の履歴書 村上雄也/伊藤工太郎 לא רק יח"צ לא רק יח"צ קול האוניברסיטה | AudioVersity L’humeur des marchés financiers, décomplexée ! L’humeur des marchés financiers, décomplexée ! Xavier FENAUX Shift: A podcast about mobility Shift: A podcast about mobility Automotive News She Coaches Coaches She Coaches Coaches Candy Motzek | Life & Business Coach 最近工作還好嗎 最近工作還好嗎 BetweenGos The Unforget Yourself Show The Unforget Yourself Show Mark and Katie Inversión Dividendos Inversión Dividendos Carlos García The SJW Podcast The SJW Podcast Sapphire Community Group Perfect Game Retirement Radio Show with Ryan Ledden Perfect Game Retirement Radio Show with Ryan Ledden Ryan Ledden YoStella: Build a Better Business - Inspiration for Improving Your Brand, Marketing & People YoStella: Build a Better Business - Inspiration for Improving Your Brand, Marketing & People StellaPop Legally Ponzaneli Legally Ponzaneli Stephanie Ponzaneli Danny Madden - Roofing Show Danny Madden - Roofing Show Fix Radio CRYPTO 101 CRYPTO 101 Bryce Paul & Brendan Viehman AI News Podcast | Latest AI News, Analysis & Events | Daily Inference AI News Podcast | Latest AI News, Analysis & Events | Daily Inference AI Daily Masdividendos Masdividendos Masdividendos DX Today | No-Hype Podcast & News About AI & DX DX Today | No-Hype Podcast & News About AI & DX Rick Spair AD7 Devocional - Diferente / Inverso AD7 Devocional - Diferente / Inverso AD7 Devocional AI Fire Daily AI Fire Daily AIFire.co Lead the Team (Top 2% of Podcasts) Lead the Team (Top 2% of Podcasts) Ben Fanning
The Intrinsic Value Podcast - The Investor’s Podcast Network

Negocios

The Intrinsic Value Podcast - The Investor’s Podcast Network

The Investor's Podcast Network

TIVP080 (Video): Auto1 Stock (AG1): Is this the Amazon for Cars? w/ Daniel Mahncke & Shawn O’Malley

July 05, 2026 4:00am 1:04

Daniel Mahncke and Shawn O'Malley take a deep dive into Auto1 Group (ETR: AG1), the Berlin-based used-car platform. What trips most investors up about Auto1 is that it's two different businesses in one – a capital-light ...

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...

Envía tu emisora ​​favorita

Completa el formulario de abajo. Asegúrate de seleccionar tanto País como Géneros.

Nombre
Categoría
Mantenga presionada la tecla Ctrl (Cmd en Mac) para seleccionar varios.
URL de transmisión
Logo (JPG, JPEG o PNG)

Contáctanos

Envíanos un mensaje abajo. Te responderemos en un plazo de 24 horas.

Asunto
Tu nombre
Correo electrónico
URL de la emisora o de la página
Mensaje
Cuanto es 19 más 10?
También adjuntamos tu país, navegador, página actual y algunos datos técnicos para ayudarnos a investigar.