The Intrinsic Value Podcast episodes.

TIVP080: Auto1 Stock (AG1): Is this the Amazon for Cars? w/ Daniel Mahncke & Shawn O’Malley

Daniel Mahncke and Shawn O'Malley break down Auto1's hybrid business model, financing advantage, and the economics driving its growth.
TIVP080: Auto1 Stock (AG1): Is this the Amazon for Cars? w/ Daniel Mahncke & Shawn O’Malley2026-07-04T21:40:56-04:00

TIVP079: American Tower (AMT): The Wide Moat Business Your Phone Can’t Live Without w/ Kyle Grieve & Shawn O’Malley

Kyle and Shawn analyze American Tower, the global cell tower business that powers the wireless networks we rely on every day.
TIVP079: American Tower (AMT): The Wide Moat Business Your Phone Can’t Live Without w/ Kyle Grieve & Shawn O’Malley2026-06-26T06:06:46-04:00

TIVP078: Copa Holdings (CPA): Is Buffett right about Airline Stocks? w/ Daniel Mahncke & Shawn O’Malley

Daniel and Shawn explore whether Copa Holdings is a rare airline winner worth adding to the Intrinsic Value Portfolio.
TIVP078: Copa Holdings (CPA): Is Buffett right about Airline Stocks? w/ Daniel Mahncke & Shawn O’Malley2026-06-30T04:42:32-04:00

TIVP077: QXO (QXO): Can One of the World’s Best Consolidators Strike Lightning Again? w/ Kyle Grieve & Shawn O’Malley

Kyle and Shawn analyze QXO, the ambitious building-products distribution company led by serial industry consolidator Brad Jacobs.
TIVP077: QXO (QXO): Can One of the World’s Best Consolidators Strike Lightning Again? w/ Kyle Grieve & Shawn O’Malley2026-06-30T04:44:22-04:00

TIVP076: Grab Holdings (GRAB): Why Uber Surrendered Southeast Asia w/ Daniel Mahncke & Shawn O’Malley

Shawn and Daniel explore Grab Holdings, its Southeast Asian edge, path to profitability, and whether its beaten-down stock is now attractive.
TIVP076: Grab Holdings (GRAB): Why Uber Surrendered Southeast Asia w/ Daniel Mahncke & Shawn O’Malley2026-06-30T04:56:03-04:00
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