The Intrinsic Value Podcast Archives - Page 15 of 20

TIVP026: The Intrinsic Value Portfolio: Mid-Year Review w/ Daniel Mahncke & Shawn O’Malley

Daniel and Shawn step back for a mid-year review of the Intrinsic Value Portfolio, revisiting each holding to test the strength of their original theses and weigh what’s changed.

TIVP026: The Intrinsic Value Portfolio: Mid-Year Review w/ Daniel Mahncke & Shawn O’MalleyThe Investor's Podcast Network2025-06-28T15:13:35-04:00

TIVP025: Smith & Wesson (SWBI): Deep Value — Locked and Loaded w/ Daniel Mahncke & Shawn O’Malley

Shawn and Daniel break down Smith & Wesson (ticker: SWBI), an iconic firearms manufacturer with 170+ years of history.

TIVP025: Smith & Wesson (SWBI): Deep Value — Locked and Loaded w/ Daniel Mahncke & Shawn O’MalleyThe Investor's Podcast Network2025-06-21T08:07:23-04:00

TIVP024: TSMC (TSM): The Most Important Business in the World? w/ Daniel Mahncke & Shawn O’Malley

Daniel and Shawn turn their focus to Taiwan Semiconductor Manufacturing Company (ticker: TSM), the quiet engine powering nearly every device we touch, and the global AI boom..

TIVP024: TSMC (TSM): The Most Important Business in the World? w/ Daniel Mahncke & Shawn O’MalleyThe Investor's Podcast Network2025-06-15T05:37:38-04:00

TIVP023: Nubank (NU): Banking on Latin America w/ Shawn O’Malley & Daniel Mahncke

Shawn and Daniel break down Nubank (ticker: NU), a leading fintech company providing credit card, banking, and insurance services to millions across Latin America, with nearly 60% of Brazil’s adult population using one of the company’s products.

TIVP023: Nubank (NU): Banking on Latin America w/ Shawn O’Malley & Daniel MahnckeThe Investor's Podcast Network2025-06-07T11:38:33-04:00

TIVP022: Amazon (AMZN): Is It Prime Time for Investors? w/ Daniel Mahncke & Shawn O’Malley

Daniel Mahncke and Shawn O’Malley break down Amazon (ticker: AMZN), one of the most transformative companies of the modern era.

TIVP022: Amazon (AMZN): Is It Prime Time for Investors? w/ Daniel Mahncke & Shawn O’MalleyThe Investor's Podcast Network2025-06-01T05:00:15-04:00

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