The Intrinsic Value Podcast episodes.
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.
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.
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.
TIVP085: Fairfax Financial (FFO.TO): The Berkshire Of The North w/ Kyle Grieve and Shawn O’Malley
Kyle Grieve and Shawn O’Malley analyze Fairfax Financial, which Prem Watsa transformed into a Berkshire-like compounding machine.
TIVP084: Pinduoduo (PDD): Is PDD the Best Buy in China? w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O’Malley analyze Pinduoduo, the Chinese retail giant behind Temu's global expansion.
