The Intrinsic Value Podcast episodes.

TIVP093: Palantir Stock (PLTR): Palantir is Cheaper than I Thought! w/ Daniel Mahncke & Shawn O’Malley

Daniel and Shawn assess Palantir’s AI moat, rapid growth, and valuation, and consider whether PLTR merits a place in the portfolio.
TIVP093: Palantir Stock (PLTR): Palantir is Cheaper than I Thought! w/ Daniel Mahncke & Shawn O’Malley2026-08-28T15:35:52-04:00

TIVP092: Domino’s Pizza (DPZ): Is the Royalty Engine Still Running? w/ Kyle Grieve & Shawn O’Malley

Kyle and Shawn analyze Domino's Pizza, the world’s biggest pizza franchisor built on a royalty-driven, asset-light business model.
TIVP092: Domino’s Pizza (DPZ): Is the Royalty Engine Still Running? w/ Kyle Grieve & Shawn O’Malley2026-08-19T04:16:32-04:00

TIVP091: Google, Reddit, Amazon – Are Our Biggest Winners Still a Buy? w/ Daniel Mahncke & Shawn O’Malley

Daniel Mahncke and Shawn O'Malley now take a look at the best-performing stocks of the pitches of the last two years.
TIVP091: Google, Reddit, Amazon – Are Our Biggest Winners Still a Buy? w/ Daniel Mahncke & Shawn O’Malley2026-08-28T15:34:41-04:00

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’Malley2026-08-12T01:24:50-04:00

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’Malley2026-08-08T14:28:27-04:00

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