The Intrinsic Value Podcast episodes.
TIVP046: TransDigm (TDG): A Conglomerate of Monopolies w/ Daniel Mahncke & Shawn O’Malley
Daniel and Shawn dive into TransDigm — the aerospace supplier that turned “boring parts” into a compounding machine.
TIVP045: Robinhood Markets Inc. (HOOD): The World’s Most Innovative Financial Company? w/ Shawn O’Malley & Daniel Mahncke
Shawn & Daniel explore how Robinhood revolutionized investing with free trading, overcame controversies, and is evolving with Robinhood Gold.
TIVP044: Salesforce (CRM): Agentforce or AI-Native? w/ Daniel Mahncke & Shawn O’Malley
Daniel and Shawn dive into Salesforce — the company that practically invented modern enterprise software.
TIVP043: MSCI (MSCI): The Financial Giant Enabling Passive Investing w/ Shawn O’Malley & Daniel Mahncke
Shawn and Daniel explore how MSCI became the global standard for market indexes, its powerful business model, and whether it remains a compelling long-term investment.
TIVP042: Copart (CPRT): The 100-Bagger Junk Yard w/ Daniel Mahncke & Shawn O’Malley
Daniel and Shawn dive into Copart, the salvage auction company that’s quietly become one of the best-performing stocks of the last three decades.
