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The Intrinsic Value Podcast episodes.
TIVP072: Sea Limited (SE): Can Sea Limited 10x Again? w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O'Malley take a deep dive into Sea Limited — the largest Southeast Asian marketplace.
TIVP071: Formula One Group (FWONA): The Only Sports Franchise Worth Owning w/ Kyle Grieve & Shawn O’Malley
Kyle Grieve and Shawn O’Malley break down Formula One Group, its global fanbase, event-driven revenue, and enviable cash flow.
TIVP070: Microsoft (MSFT): Is Microsoft a Misunderstood AI Opportunity? w/ Shawn O’Malley & Daniel Mahncke
Join Daniel and Shawn as they work through whether Microsoft's software moats can survive the very technology Microsoft is helping to build.
TIVP069: OTC Markets (OTCM): A Picks and Shovels Play in Modern Capital Markets w/ Kyle Grieve & Shawn O’Malley
Kyle and Shawn analyze OTC Markets Group, a hidden infrastructure company that collects tolls on over 12,000 securities while operating with fewer than 130 employees.
TIVP068: CoStar Group (CSGP): The Real Estate Empire Making a $5 Billion Bet w/ Shawn O’Malley & Daniel Mahncke
Shawn and Daniel explore CoStar Group, the dominant provider of commercial real estate data and analytics.
