The Intrinsic Value Podcast episodes.
TIVP048: S&P Global (SPGI): The Company behind the Market w/ Daniel Mahncke & Shawn O’Malley
Daniel and Shawn dive into S&P Global – the data and benchmark giant that is best-known for the S&P 500 index.
TIVP047: Booking Holdings (BKNG): Does Booking.yeah = Value.yeah? w/ Shawn O’Malley & Daniel Mahncke
Shawn O'Malley and Daniel Mahncke break down Booking Holdings (ticker: BKNG), the world’s largest travel company.
TIVP046: TransDigm (TDG): A Conglomerate of Monopolies w/ Daniel Mahncke & Shawn O’Malley
Daniel and Shawn dive into TransDigm — the aerospace supplier that turned “boring parts” into a compounding machine.
TIVP045: Robinhood Markets Inc. (HOOD): The World’s Most Innovative Financial Company? w/ Shawn O’Malley & Daniel Mahncke
Shawn & Daniel explore how Robinhood revolutionized investing with free trading, overcame controversies, and is evolving with Robinhood Gold.
TIVP044: Salesforce (CRM): Agentforce or AI-Native? w/ Daniel Mahncke & Shawn O’Malley
Daniel and Shawn dive into Salesforce — the company that practically invented modern enterprise software.
