The Intrinsic Value Podcast episodes.

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.
TIVP018: Mercedes-Benz (MBG): Can Benz Reinvent the Car? w/ Daniel Mahncke & Shawn O’Malley2025-05-06T11:49:42-04:00

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.
TIVP017: Comfort Systems (FIX): Blue-Collar Compounder w/ Shawn O’Malley & Daniel Mahnke2025-05-06T11:49:15-04:00

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.
TIVP016: Uber (UBER): Cash Burner To Compounder? w/ Shawn O’Malley and Daniel Mahncke2025-05-06T11:48:44-04:00

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.
TIVP015: Nike (NKE): Just Buy It? w/ Daniel Mahncke and Shawn O’Malley2025-05-15T22:32:49-04:00

TIVP014: Reddit (RDDT): Valuing the Front Page of the Internet w/ Shawn O’Malley & Daniel Mahnke

Shawn and Daniel break down Reddit (ticker: RDDT), an emerging social media giant.
TIVP014: Reddit (RDDT): Valuing the Front Page of the Internet w/ Shawn O’Malley & Daniel Mahnke2025-05-06T11:36:43-04:00
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