The Intrinsic Value Podcast episodes.

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’Malley2025-06-15T05:37:38-04:00

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 Mahncke2025-06-07T11:38:33-04:00

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’Malley2025-06-01T05:00:15-04:00

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
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