Episodes Archives - Page 3 of 173 - The Investor's Podcast Network

TIP837: Adobe, Lululemon, PayPal – Are our Biggest Losers a Buy Now? w/ Daniel Mahncke & Shawn O’Malley

Daniel and Shawn take a trip down memory lane and look back at the pitches of the last year and a half – especially the ones that didn’t work out as hoped.

TIP837: Adobe, Lululemon, PayPal – Are our Biggest Losers a Buy Now? w/ Daniel Mahncke & Shawn O’MalleyThe Investor's Podcast Network2026-08-12T20:17:37-04:00

TIP836: Exor NV (EXO): The Massive Discount Continues To Widen w/ Kyle Grieve & Shawn O’Malley

Kyle and Shawn analyze Exor and dig into what could cause the current valuation gap to close or widen.

TIP836: Exor NV (EXO): The Massive Discount Continues To Widen w/ Kyle Grieve & Shawn O’MalleyThe Investor's Podcast Network2026-08-05T20:33:12-04:00

TIP835: Intuit (INTU): The S&P 500’s Biggest Loser w/ Shawn O’Malley & Kyle Grieve

Shawn and Kyle explore Intuit (ticker: INTU) and decide whether it belongs in the Intrinsic Value Portfolio.

TIP835: Intuit (INTU): The S&P 500’s Biggest Loser w/ Shawn O’Malley & Kyle GrieveThe Investor's Podcast Network2026-07-31T00:02:07-04:00

TIP834: DLocal (DLO): Multibagger Potential with Decade-Long Runway w/ Daniel Mahncke and Shawn O’Malley

Daniel and Shawn take a deep dive into DLocal (NASDAQ: DLO), the first Uruguayan unicorn and the emerging markets payment provider.

TIP834: DLocal (DLO): Multibagger Potential with Decade-Long Runway w/ Daniel Mahncke and Shawn O’MalleyThe Investor's Podcast Network2026-07-29T01:11:02-04:00

TIP833: Perimeter Solutions (PRM): A Niche Monopoly, One Acquisition at a Time w/ Kyle Grieve & Shawn O’Malley

Kyle and Shawn analyze Perimeter Solutions, a niche industrial conglomerate built by Transdigm's legendary founder Nick Howley.

TIP833: Perimeter Solutions (PRM): A Niche Monopoly, One Acquisition at a Time w/ Kyle Grieve & Shawn O’MalleyThe Investor's Podcast Network2026-07-22T00:52:18-04:00

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