The Intrinsic Value Podcast episodes.

TIVP070: Microsoft (MSFT): Is Microsoft a Misunderstood AI Opportunity? w/ Shawn O’Malley & Daniel Mahncke

Join Daniel and Shawn as they work through whether Microsoft's software moats can survive the very technology Microsoft is helping to build.
TIVP070: Microsoft (MSFT): Is Microsoft a Misunderstood AI Opportunity? w/ Shawn O’Malley & Daniel Mahncke2026-05-15T19:20:06-04:00

TIVP069: OTC Markets (OTCM): A Picks and Shovels Play in Modern Capital Markets w/ Kyle Grieve & Shawn O’Malley

Kyle and Shawn analyze OTC Markets Group, a hidden infrastructure company that collects tolls on over 12,000 securities while operating with fewer than 130 employees.
TIVP069: OTC Markets (OTCM): A Picks and Shovels Play in Modern Capital Markets w/ Kyle Grieve & Shawn O’Malley2026-05-04T21:37:37-04:00

TIVP068: CoStar Group (CSGP): The Real Estate Empire Making a $5 Billion Bet w/ Shawn O’Malley & Daniel Mahncke

Shawn and Daniel explore CoStar Group, the dominant provider of commercial real estate data and analytics.
TIVP068: CoStar Group (CSGP): The Real Estate Empire Making a $5 Billion Bet w/ Shawn O’Malley & Daniel Mahncke2026-05-01T03:23:37-04:00

TIVP067: Portfolio Review: Thoughts on Airbnb, Reddit, Adobe, and co. w/ Daniel Mahncke, Shawn O’Malley, & Kyle Grieve

Daniel Mahncke, Shawn O’Malley, and new co-host Kyle Grieve revisit the Intrinsic Value Portfolio, reviewing key holdings, watchlist names, and if each thesis still holds.
TIVP067: Portfolio Review: Thoughts on Airbnb, Reddit, Adobe, and co. w/ Daniel Mahncke, Shawn O’Malley, & Kyle Grieve2026-05-10T12:03:54-04:00

TIVP066: Valuing Constellation Software’s Spinoffs: Topicus, Lumine and co. w/ Daniel Mahncke & Shawn O’Malley

Daniel and Shawn take a deep dive into Constellation Software's spinoffs and spiritual descendants shaped by Mark Leonard’s inner circle: Topicus, Lumine, Sygnity, and Asseco Poland.
TIVP066: Valuing Constellation Software’s Spinoffs: Topicus, Lumine and co. w/ Daniel Mahncke & Shawn O’Malley2026-04-05T09:36:06-04:00

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