The Intrinsic Value Podcast Archives - Page 2 of 20

TIVP090: Adobe, Lululemon, PayPal – Are our Biggest Losers a Buy Now? w/ Daniel Mahncke & Shawn O’Malley

Daniel and Shawn look back at the pitches of the last year and a half – especially the ones that didn’t work out as hoped.

TIVP090: Adobe, Lululemon, PayPal – Are our Biggest Losers a Buy Now? w/ Daniel Mahncke & Shawn O’MalleyThe Investor's Podcast Network2026-08-12T01:24:50-04:00

TIVP089: Exor NV (EXO): The Massive Discount Continues To Widen w/ Kyle Grieve & Shawn O’Malley

Kyle and Shawn analyze Exor, its major Ferrari stake, Lingotto investment arm, and what could drive its valuation discount to close or widen.

TIVP089: Exor NV (EXO): The Massive Discount Continues To Widen w/ Kyle Grieve & Shawn O’MalleyThe Investor's Podcast Network2026-08-08T14:28:27-04:00

TIVP088: Intuit (INTU): The S&P 500’s Biggest Loser w/ Shawn O’Malley & Kyle Grieve

Shawn and Kyle explore Intuit (ticker: INTU) and decide whether it belongs in the Intrinsic Value Portfolio.

TIVP088: Intuit (INTU): The S&P 500’s Biggest Loser w/ Shawn O’Malley & Kyle GrieveThe Investor's Podcast Network2026-07-31T00:52:04-04:00

TIVP087: DLocal (DLO): Multibagger Potential with Decade-Long Runway w/ Daniel Mahncke & Shawn O’Malley

Daniel and Shawn take a deep dive into DLocal (NASDAQ: DLO), the first Uruguayan unicorn and the emerging markets payment provider.

TIVP087: DLocal (DLO): Multibagger Potential with Decade-Long Runway w/ Daniel Mahncke & Shawn O’MalleyThe Investor's Podcast Network2026-07-31T02:04:24-04:00

TIVP086: Perimeter Solutions (PRM): A Niche Monopoly, One Acquisition at a Time w/ Kyle Grieve and Shawn O’Malley

Kyle and Shawn analyze Perimeter Solutions, a niche industrial conglomerate built by Transdigm’s legendary founder Nick Howley.

TIVP086: Perimeter Solutions (PRM): A Niche Monopoly, One Acquisition at a Time w/ Kyle Grieve and Shawn O’MalleyThe Investor's Podcast Network2026-07-28T00:17:20-04:00

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