The Intrinsic Value Podcast episodes.

TIVP052: Chapters Group: 100-Bagger in the Making? w/ Daniel Mahncke & Shawn O’Malley

Daniel and Shawn take a deep dive into Chapters Group — one of Europe’s most rapidly evolving serial acquirers of mission-critical software and services.
TIVP052: Chapters Group: 100-Bagger in the Making? w/ Daniel Mahncke & Shawn O’Malley2026-01-04T04:44:33-05:00

TIVP051: Snap Inc. (SNAP): Why Hasn’t Snapchat Become a Social Media Titan? w/Shawn O’Malley & Daniel Mahncke

Shawn and Daniel break down Snap Inc., a camera-based social media platform with nearly one billion monthly users.
TIVP051: Snap Inc. (SNAP): Why Hasn’t Snapchat Become a Social Media Titan? w/Shawn O’Malley & Daniel Mahncke2025-12-19T17:13:25-05:00

TIVP050: Portfolio Review: Performance and New Positions w/ Daniel Mahncke & Shawn O’Malley

Daniel and Shawn review the Intrinsic Value Portfolio after nearly one year of searching for the best opportunities in the market.
TIVP050: Portfolio Review: Performance and New Positions w/ Daniel Mahncke & Shawn O’Malley2025-12-19T15:38:45-05:00

TIVP049: DoorDash (DASH): Can It Keep Delivering Returns? w/ Shawn O’Malley & Daniel Mahncke

Shawn and Daniel break down DoorDash, America’s dominant meal-delivery company that’s rapidly expanding into all forms of local commerce.
TIVP049: DoorDash (DASH): Can It Keep Delivering Returns? w/ Shawn O’Malley & Daniel Mahncke2025-12-06T15:11:04-05:00

TIVP048: S&P Global (SPGI): The Company behind the Market w/ Daniel Mahncke & Shawn O’Malley

Daniel and Shawn dive into S&P Global – the data and benchmark giant that is best-known for the S&P 500 index.
TIVP048: S&P Global (SPGI): The Company behind the Market w/ Daniel Mahncke & Shawn O’Malley2025-11-30T12:12:58-05:00

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