TIP844: Uber (UBER): The Autonomy Referendum: Is Mr. Market Completely Wrong? w/ Daniel Mahncke & Shawn O’Malley

Shawn and Daniel revisit Uber (NYSE: UBER), one of the largest holdings in The Intrinsic Value Portfolio, fifteen months after they first pitched it.
TIP844: Uber (UBER): The Autonomy Referendum: Is Mr. Market Completely Wrong? w/ Daniel Mahncke & Shawn O’Malley2026-09-04T03:26:09-04:00

TIP843: Applovin (APP): The 30-Bagger Down More Than Half w/ Kyle Grieve & Shawn O’Malley

Kyle and Shawn break down AppLovin, the mobile advertising platform that went from a failed app recommendation tool to one of the most profitable businesses in ad tech.
TIP843: Applovin (APP): The 30-Bagger Down More Than Half w/ Kyle Grieve & Shawn O’Malley2026-09-02T00:58:23-04:00

TIP842: Comfort Systems USA (FIX): The Five-Bagger We Passed On w/ Kyle Grieve & Shawn O’Malley

Kyle and Shawn revisit Comfort Systems USA, which has appreciated fivefold since Shawn passed on the stock at $320. They examine its explosive growth, expanding margins, and capital efficiency.
TIP842: Comfort Systems USA (FIX): The Five-Bagger We Passed On w/ Kyle Grieve & Shawn O’Malley2026-08-29T20:47:20-04:00

TIP841: Palantir – Palantir is Cheaper than I Thought! w/ Daniel Mahncke & Shawn O’Malley

Daniel and Shawn take a deep dive into Palantir, the data and AI platform behind everything from battlefield targeting systems to Airbus’s A350 production line.
TIP841: Palantir – Palantir is Cheaper than I Thought! w/ Daniel Mahncke & Shawn O’Malley2026-08-24T05:35:00-04:00

TIP840: CATL: Powering EVs, Power Grids, and AI w/ Stig Brodersen, Manish Karira & Ralph Summerford

Stig is joined by Manish Karira and Ralph Summerford for a bull and bear debate on CATL, the world's largest battery maker.
TIP840: CATL: Powering EVs, Power Grids, and AI w/ Stig Brodersen, Manish Karira & Ralph Summerford2026-08-22T20:44:35-04:00

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