The Intrinsic Value Podcast episodes.
TIVP011: Nintendo (NTDOY): “Switching” It Up w/ Daniel Mahncke and Shawn O’Malley
Daniel and Shawn break down Nintendo (ticker: NTDOY), a global gaming powerhouse.
TIVP010: Airbnb (ABNB): A Silicon Valley Gem w/ Shawn O’Malley
Shawn breaks down Airbnb (ticker: ABNB), a dominant and disruptive business in the hospitality industry.
TIVP009: Blue Owl Capital (OWL): The Next Blackstone? w/ Shawn O’Malley
Shawn breaks down Blue Owl Capital, an emerging giant in the world of alternative asset management that specializes in private credit.
TIVP008: VeriSign (VRSN): The Internet’s Toll Road w/ Shawn O’Malley
Shawn breaks down VeriSign, a company that underpins the functioning of the internet.
TIVP007: AutoZone (AZO): Under The Hood w/ Shawn O’Malley
Shawn breaks down AutoZone, ticker: AZO, a 100-bagger stock that continues to wow investors with its massive share repurchases after already buying back more than 90% of its total shares outstanding in the past two decades.
