The Intrinsic Value Podcast Archives - Page 13 of 20

The Intrinsic Value Podcast episodes.

TIVP36: Dell (DELL): Overlooked AI Growth Story? w/ Daniel Mahncke & Shawn O’Malley

Daniel and Shawn dive into Dell Technologies, the legacy PC giant that might be one of the most overlooked players in today’s AI cycle.

TIVP36: Dell (DELL): Overlooked AI Growth Story? w/ Daniel Mahncke & Shawn O’MalleyThe Investor's Podcast Network2025-09-06T21:45:53-04:00

TIVP035: Ferrari (RACE): High-Speed Compounder w/ Shawn O’Malley & Daniel Mahncke

Shawn and Daniel break down Ferrari (ticker: RACE), a company whose stock is arguably just as impressive as its high-performance and ultra-luxury vehicles.

TIVP035: Ferrari (RACE): High-Speed Compounder w/ Shawn O’Malley & Daniel MahnckeThe Investor's Podcast Network2025-08-29T21:43:31-04:00

TIVP034: Crocs (CROX): Fashion Icon or Value Trap? w/ Daniel Mahncke & Shawn O’Malley

Daniel and Shawn dive into Crocs, the footwear company that turned a ridiculed foam clog into a global fashion phenomenon.

TIVP034: Crocs (CROX): Fashion Icon or Value Trap? w/ Daniel Mahncke & Shawn O’MalleyThe Investor's Podcast Network2025-08-23T20:58:36-04:00

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.

TIVP033: Lululemon (LULU): Still the King of Athleisure? w/ Shawn O’Malley & Daniel MahnckeThe Investor's Podcast Network2025-08-17T06:27:06-04:00

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.

TIVP032: Remitly (RELY): Future Multibagger or Stablecoin Casualty? w/ Daniel Mahncke & Shawn O’MalleyThe Investor's Podcast Network2025-08-14T07:31:53-04:00

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