The Intrinsic Value Podcast episodes.

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

TIVP075: WIX: The Most Asymmetric AI Bet? w/ Daniel Mahncke & Shawn O’Malley

Daniel Mahncke and Shawn O’Malley break down Wix, its AI opportunity, platform stickiness, and the potential impact of Base44.
TIVP075: WIX: The Most Asymmetric AI Bet? w/ Daniel Mahncke & Shawn O’Malley2026-06-30T04:56:46-04:00

TIVP074: Lifco AB (LIFCO-B.ST): The Serial Acquirer Building an Unstoppable Compounding Engine w/ Kyle Grieve & Shawn O’Malley

Kyle and Shawn assess whether LIFCO, one of the world's leading industrial serial acquirers belong to The Intrinsic Value Portfolio.
TIVP074: Lifco AB (LIFCO-B.ST): The Serial Acquirer Building an Unstoppable Compounding Engine w/ Kyle Grieve & Shawn O’Malley2026-06-30T04:56:59-04:00

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