The Intrinsic Value Podcast episodes.
TIVP065: Spotify (SPOT): Investing in Music in the Age of AI w/ Shawn O’Malley & Daniel Mahncke
Shawn and Daniel explore Spotify (SPOT), its growth, margins, and competition with YouTube, Apple, and Amazon.
TIVP064: Kelly Partners Group: The Constellation Software of Accounting? w/ Daniel Mahncke & Shawn O’Malley
Daniel and Shawn take a deep dive into Kelly Partners — a fast-growing Australian chartered accounting network.
TIVP063: Figma Inc. (FIG): Recovering From An 80% Post-IPO Decline w/ Shawn O’Malley & Daniel Mahncke
Shawn and Daniel break down the emerging design giant Figma Inc. (ticker: FIG).
TIVP062: Duolingo (DUOL): Generational Opportunity or fad? w/ Daniel Mahncke & Shawn O’Malley
Daniel and Shawn dive into Duolingo, the leading language learning app with 50M+ daily users and the chaotic green owl as a mascot.
TIVP061: Lyft Inc. (LYFT): The Key to Winning the AV Wars? w/ Shawn O’Malley & Daniel Mahncke
Shawn and Daniel analyze Lyft (LYFT) and debate whether it can close the gap with Uber or remain a distant second.
