The Intrinsic Value Podcast episodes.
TIVP013: Moncler (MONC): Zipped for Success w/ Daniel Mahncke & Shawn O’Malley
Daniel and Shawn break down Moncler (ticker: MONC), an emerging leader in luxury outerwear.
TIVP012: Hershey (HSY): A Deliciously Beaten Down Stock? w/ Shawn O’Malley & Daniel Mahncke
Shawn and Daniel break down Hershey (ticker: HSY), a company about so much more than chocolate.
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.
