The Intrinsic Value Podcast Archives - The Investor's Podcast Network

The Intrinsic Value Podcast episodes.

TIVP066: Valuing Constellation Software’s Spinoffs: Topicus, Lumine and co. w/ Daniel Mahncke & Shawn O’Malley

Daniel and Shawn take a deep dive into Constellation Software's spinoffs and spiritual descendants shaped by Mark Leonard’s inner circle: Topicus, Lumine, Sygnity, and Asseco Poland.

TIVP066: Valuing Constellation Software’s Spinoffs: Topicus, Lumine and co. w/ Daniel Mahncke & Shawn O’MalleyThe Investor's Podcast Network2026-04-05T09:36:06-04:00

TIVP065: Spotify (SPOT): Investing in Music in the Age of AI w/ Shawn O’Malley & Daniel Mahncke

Shawn and Daniel explore Spotify (SPOT), its growth, margins, and competition with YouTube, Apple, and Amazon.

TIVP065: Spotify (SPOT): Investing in Music in the Age of AI w/ Shawn O’Malley & Daniel MahnckeThe Investor's Podcast Network2026-03-28T10:41:11-04:00

TIVP064: Kelly Partners Group: The Constellation Software of Accounting? w/ Daniel Mahncke & Shawn O’Malley

Daniel and Shawn take a deep dive into Kelly Partners — a fast-growing Australian chartered accounting network.

TIVP064: Kelly Partners Group: The Constellation Software of Accounting? w/ Daniel Mahncke & Shawn O’MalleyThe Investor's Podcast Network2026-03-20T09:39:42-04:00

TIVP063: Figma Inc. (FIG): Recovering From An 80% Post-IPO Decline w/ Shawn O’Malley & Daniel Mahncke

Shawn and Daniel break down the emerging design giant Figma Inc. (ticker: FIG).

TIVP063: Figma Inc. (FIG): Recovering From An 80% Post-IPO Decline w/ Shawn O’Malley & Daniel MahnckeThe Investor's Podcast Network2026-03-11T07:19:25-04:00