The Intrinsic Value Podcast Archives - Page 7 of 21

TIVP073: NVR (NVR): What’s Next for One of History’s Greatest Compounders? w/ Kyle Grieve & Shawn O’Malley

Kyle and Shawn analyze NVR through cycles and assess whether it’s a business that is simple to understand.

TIVP073: NVR (NVR): What’s Next for One of History’s Greatest Compounders? w/ Kyle Grieve & Shawn O’MalleyThe Investor's Podcast Network2026-05-29T01:47:56-04:00

TIVP072: Sea Limited (SE): Can Sea Limited 10x Again? w/ Daniel Mahncke & Shawn O’Malley

Daniel Mahncke and Shawn O'Malley take a deep dive into Sea Limited — the largest Southeast Asian marketplace.

TIVP072: Sea Limited (SE): Can Sea Limited 10x Again? w/ Daniel Mahncke & Shawn O’MalleyThe Investor's Podcast Network2026-05-23T13:18:17-04:00

TIVP071: Formula One Group (FWONA): The Only Sports Franchise Worth Owning w/ Kyle Grieve & Shawn O’Malley

Kyle Grieve and Shawn O’Malley break down Formula One Group, its global fanbase, event-driven revenue, and enviable cash flow.

TIVP071: Formula One Group (FWONA): The Only Sports Franchise Worth Owning w/ Kyle Grieve & Shawn O’MalleyThe Investor's Podcast Network2026-05-17T05:56:52-04:00

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 MahnckeThe Investor's Podcast Network2026-05-15T19:20:06-04:00

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’MalleyThe Investor's Podcast Network2026-05-04T21:37:37-04:00

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