The Intrinsic Value Podcast episodes.
TIVP061: Lyft Inc. (LYFT): The Key to Winning the AV Wars? w/ Shawn O’Malley & Daniel Mahncke
Shawn and Daniel analyze Lyft (LYFT) and debate whether it can close the gap with Uber or remain a distant second.
TIVP060: Constellation Software (CSU): Historic Drawdown, Historic Buying Opportunity w/ Daniel Mahncke & Shawn O’Malley
Daniel and Shawn take a deep dive into Constellation Software and assess whether it deserves a spot in the portfolio.
TIVP059: Netflix (NFLX): The King Of Streaming w/ Shawn O’Malley & Daniel Mahncke
Shawn and Daniel break down Netflix (ticker: NFLX) and discuss whether the company has finally won the streaming wars.
TIVP058.5 The Intrinsic Value Community (Mini Episode): The Power of a Trusted Peer Group w/ Daniel Mahncke & Shawn O’Malley
Find out more about The Intrinsic Value Community. Daniel and Shawn answer some of the most common questions about the community.
TIVP058: Hermes: The Most Prestigious Luxury Brand in the World w/ Daniel Mahncke & Shawn O’Malley
Daniel and Shawn take a deep dive into Hermès — the family-controlled luxury house.
