The Intrinsic Value Podcast episodes.

TIVP021: Shopify (SHOP): The Battle For The Future of E-Commerce w/ Shawn O’Malley & Daniel Mahncke

Shawn and Daniel break down Shopify, a leading e-commerce platform company enabling e-commerce merchants across the world to seamlessly manage nearly every part of their business in one place.
TIVP021: Shopify (SHOP): The Battle For The Future of E-Commerce w/ Shawn O’Malley & Daniel Mahncke2025-05-30T08:11:26-04:00

TIVP020: Visa (V): Is Visa still the Card to Hold? w/ Daniel Mahncke & Shawn O’Malley

Daniel & Shawn break down Visa, the global payments powerhouse that acts as the invisible engine behind billions of transactions every day.
TIVP020: Visa (V): Is Visa still the Card to Hold? w/ Daniel Mahncke & Shawn O’Malley2025-05-17T15:49:28-04:00

TIVP019: Adobe (ADBE): Designing a Creative Empire w/ Shawn O’Malley & Daniel Mahncke

Shawn and Daniel break down Adobe, a leading software company providing end-to-end solutions for creative professionals.
TIVP019: Adobe (ADBE): Designing a Creative Empire w/ Shawn O’Malley & Daniel Mahncke2025-05-08T04:51:36-04:00

TIVP018: Mercedes-Benz (MBG): Can Benz Reinvent the Car? w/ Daniel Mahncke & Shawn O’Malley

Daniel and Shawn break down Mercedes-Benz (ticker: MBG), one of the world’s most iconic automakers known for luxury, engineering, and performance.
TIVP018: Mercedes-Benz (MBG): Can Benz Reinvent the Car? w/ Daniel Mahncke & Shawn O’Malley2025-05-06T11:49:42-04:00

TIVP017: Comfort Systems (FIX): Blue-Collar Compounder w/ Shawn O’Malley & Daniel Mahnke

Shawn and Daniel discussed Comfort Systems (ticker: FIX), a specialty contractor providing a range of installation and maintenance services for electrical, HVAC, and plumbing systems across various industries.
TIVP017: Comfort Systems (FIX): Blue-Collar Compounder w/ Shawn O’Malley & Daniel Mahnke2025-05-06T11:49:15-04:00

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