Podcast Index
Parcourez les podcasts par catégorie, ouvrez les épisodes récents et téléchargez l’audio pour l’écouter hors ligne.
The Intrinsic Value Podcast - The Investor’s Podcast Network
The Investor's Podcast Network
The Door with Seven Locks
Edgar Wallace
Idols
William John Locke
The Charterhouse of Parma
Stendhal
The Amos n Andy Collection
Gosden & Correll
The Awakening
Kate Chopin
The Blue Lagoon
H.D. Stacpoole
Adventures of Sherlock Holmes
Sir Arthur Conan Doyle
Adventures of Huckleberry Finn
Mark Sawyer
Adventure Library
The Podcast Network
Classic Fantasy Library
The Podcast Network
Baseball America
Baseball America
Beyond Good & Evil - Friedrich Nietzsche
Friedrich Nietzsche
True Crime Podcast 2026 - Police Interrogations, 911 Calls and True Police Stories Podcast
True Crime Podcast 2026
How to Get Rich - Wealth Strategies
Sol Good Network
The Passionate Friends
H.G. Wells
The Stranger
August von Kotzebue
Classic Drama Library
The Podcast Network
Classic Educational Library
The Podcast Network
Children's Stories Collection
The Podcast Network
Children’s Stories Library
The Podcast Network
Drama Library
The Podcast Network
Classic Drama Audiobooks
The Podcast Network
A World of Stories - Your Library
The Podcast Network
The Paul Tripp Podcast
Paul David Tripp
Jim Duke Perspective
Jim Duke
Carry On, Jeeves - P.G. Wodehouse
P.G. Wodehouse
Daniel Boone - John C.S. Abbott
John C.S. Abbott
Classic Religion Library
The Podcast Network
Classic Comedy Book Collection
The Podcast Network
Classic Drama Book Collection
The Podcast Network
Educational Library
The Podcast Network
Classic Fantasy Book Collection
The Podcast Network
Democracy in America - Alexis de Tocqueville
Alexis de Tocqueville
Classic Adventure Library
The Podcast Network
Classic Children's Stories Collection
The Podcast Network
Enduring Stories - Build Your Collection
The Podcast Network
Tout
The Investor's Podcast Network
In today's episode, Kyle Grieve and Shawn O’Malley analyze Fairfax Financial, the insurance conglomerate that Prem Watsa built from a near-bankrupt trucking insurer into a compounding machine often compared to Berkshire ...
Daniel Mahncke and Shawn O'Malley take a deep dive into Pinduoduo (NASDAQ: PDD), the Chinese retail giant that has overtaken local competitors like Alibaba and JD.com and expanded internationally with Temu, which has bec...
Kyle Grieve and Shawn O’Malley analyze SpaceX's blockbuster 2026 IPO, dissecting the company's three segments: Space, Connectivity, and AI. They’ll also look at its history, moats, capital allocation, debt, and incentive...
Daniel Mahncke and Shawn O'Malley take a deep dive into Kaspi.kz (NASDAQ: KSPI), the Kazakhstani super-app that combines payments, e-commerce, and fintech into a single platform that most of the country uses every day. T...
Shawn O'Malley and Daniel Mahncke explore Restoration Hardware (ticker: RH). In this episode, you'll learn how RH was able to reinvent itself as a high-end furniture retailer, using opulent galleries, high-end dining, pr...
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 ...
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...
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...
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-...
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...
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...
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 ...
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...
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...
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...
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...
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...
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...
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...
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...
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