The Intrinsic Value Podcast episodes.
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.
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.
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.
TIVP016: Uber (UBER): Cash Burner To Compounder? w/ Shawn O’Malley and Daniel Mahncke
Shawn and Daniel break down Uber (ticker: UBER), a ubiquitous tech giant that has changed how the world travels.
TIVP015: Nike (NKE): Just Buy It? w/ Daniel Mahncke and Shawn O’Malley
Daniel Mahncke and Shawn O’Malley break down Nike (ticker: NKE), the global leader in athletic footwear and apparel.
