The Intrinsic Value Podcast episodes.

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.
TIVP030: PayPal (PYPL): Value Trap or Multibagger? w/ Daniel Mahncke & Shawn O’Malley2025-07-27T07:49:38-04:00

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.
TIVP029: Roku (ROKU): Forgotten Streaming Giant w/ Shawn O’Malley & Daniel Mahncke2025-07-18T05:15:14-04:00

TIVP028: Estée Lauder (EL): Michael Burry’s Big Bet w/ Daniel Mahncke & Shawn O’Malley

Daniel Mahncke and Shawn O’Malley take a closer look at Estée Lauder’s turbulent turnaround, from pandemic favorite to contrarian play.
TIVP028: Estée Lauder (EL): Michael Burry’s Big Bet w/ Daniel Mahncke & Shawn O’Malley2025-07-13T05:11:55-04:00

TIVP027: LVMH (MC): Investing in True Luxury w/ Shawn O’Malley & Daniel Mahncke

Shawn O’Malley and Daniel Mahncke break down LVMH (ticker: MC), an iconic luxury goods empire.
TIVP027: LVMH (MC): Investing in True Luxury w/ Shawn O’Malley & Daniel Mahncke2025-07-05T11:51:39-04:00

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’Malley2025-06-28T15:13:35-04:00

JOIN OUR NEWSLETTER:

We are an exclusive business podcast network that aims to guide investors and businesspeople at all levels on how to grow financially and personally.

SHOWS

ABOUT US

QUICK LINKS

SITE POLICIES

We are an exclusive business podcast network that aims to guide investors and businesspeople at all levels on how to grow financially and personally.

JOIN OUR NEWSLETTER:

SHOWS

QUICK LINKS

ABOUT US

SITE POLICIES

The Investor’s Podcast Network © 2026 All Rights Reserved.

The Investor’s Podcast Network © 2026 All Rights Reserved.

We use essential cookies to make our site work. With your consent, we may also use non-essential cookies to improve user experience and analyze website traffic. By clicking “Accept,” you agree to our website's cookie use as described in our Cookie Policy.
ACCEPT
Go to Top