The Intrinsic Value Podcast episodes.
TIVP033: Lululemon (LULU): Still the King of Athleisure? w/ Shawn O’Malley & Daniel Mahncke
Shawn and Daniel break down Lululemon, an iconic brand famous for pioneering the now ubiquitous athleisure industry.
TIVP032: Remitly (RELY): Future Multibagger or Stablecoin Casualty? w/ Daniel Mahncke & Shawn O’Malley
Daniel and Shawn dive into Remitly, the digital remittance platform aiming to disrupt a $2 trillion global market.
TIVP031: The Trade Desk (TTD): Heir to the Programmatic Advertising Throne? w/ Shawn O’Malley & Daniel Mahnke
Shawn and Daniel explore The Trade Desk, a leading digital advertising platform helping ad buyers maximize value across the “Open Internet.”
TIVP030: PayPal (PYPL): Value Trap or Multibagger? w/ Daniel Mahncke & Shawn O’Malley
Daniel and Shawn dive into PayPal’s post-pandemic reset, tracing the fintech pioneer’s slide from market darling to value-story candidate.
TIVP029: Roku (ROKU): Forgotten Streaming Giant w/ Shawn O’Malley & Daniel Mahncke
Shawn and Daniel break down Roku (ticker: ROKU), an aggregator of digital content in the world of TV streaming.
