The Intrinsic Value Podcast Archives - Page 5 of 21

TIVP083: SpaceX (SPCX): Is It Really Worth $2 Trillion Dollars? w/ Kyle Grieve and Shawn O’Malley

Kyle and Shawn analyze SpaceX’s blockbuster 2026 IPO, dissecting the company’s three segments: Space, Connectivity, and AI.

TIVP083: SpaceX (SPCX): Is It Really Worth $2 Trillion Dollars? w/ Kyle Grieve and Shawn O’MalleyThe Investor's Podcast Network2026-07-15T05:55:06-04:00

TIVP082: Kaspi Stock ($KSPI): Beating the Market with an E-Commerce Monopoly? w/ Daniel Mahncke & Shawn O’Malley

Daniel and Shawn analyze Kaspi.kz’s super-app, valuation, Turkey expansion, risks, dividend, and fit for the Intrinsic Value Portfolio.

TIVP082: Kaspi Stock ($KSPI): Beating the Market with an E-Commerce Monopoly? w/ Daniel Mahncke & Shawn O’MalleyThe Investor's Podcast Network2026-07-12T05:07:46-04:00

TIVP081: Restoration Hardware (RH): Building a Luxury Empire From Scratch w/ Shawn O’Malley and Daniel Mahncke

Shawn and Daniel explore Restoration Hardware, its luxury retail strategy, business model, risks, and intrinsic value.

TIVP081: Restoration Hardware (RH): Building a Luxury Empire From Scratch w/ Shawn O’Malley and Daniel MahnckeThe Investor's Podcast Network2026-07-10T16:21:34-04:00

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’MalleyThe Investor's Podcast Network2026-07-04T21:40:56-04:00

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’MalleyThe Investor's Podcast Network2026-06-26T06:06:46-04:00

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