The Intrinsic Value Podcast Archives - Page 8 of 20

TIVP060: Constellation Software (CSU): Historic Drawdown, Historic Buying Opportunity w/ Daniel Mahncke & Shawn O’Malley

Daniel and Shawn take a deep dive into Constellation Software and assess whether it deserves a spot in the portfolio.

TIVP060: Constellation Software (CSU): Historic Drawdown, Historic Buying Opportunity w/ Daniel Mahncke & Shawn O’MalleyThe Investor's Podcast Network2026-02-18T04:17:11-05:00

TIVP059: Netflix (NFLX): The King Of Streaming w/ Shawn O’Malley & Daniel Mahncke

Shawn and Daniel break down Netflix (ticker: NFLX) and discuss whether the company has finally won the streaming wars.

TIVP059: Netflix (NFLX): The King Of Streaming w/ Shawn O’Malley & Daniel MahnckeThe Investor's Podcast Network2026-02-15T02:46:21-05:00

TIVP058.5 The Intrinsic Value Community (Mini Episode): The Power of a Trusted Peer Group w/ Daniel Mahncke & Shawn O’Malley

Find out more about The Intrinsic Value Community. Daniel and Shawn answer some of the most common questions about the community.

TIVP058.5 The Intrinsic Value Community (Mini Episode): The Power of a Trusted Peer Group w/ Daniel Mahncke & Shawn O’MalleyThe Investor's Podcast Network2026-02-10T03:54:17-05:00

TIVP058: Hermes: The Most Prestigious Luxury Brand in the World w/ Daniel Mahncke & Shawn O’Malley

Daniel and Shawn take a deep dive into Hermès — the family-controlled luxury house.

TIVP058: Hermes: The Most Prestigious Luxury Brand in the World w/ Daniel Mahncke & Shawn O’MalleyThe Investor's Podcast Network2026-02-06T05:47:04-05:00

TIVP057: Doximity (DOCS): A Profitable Social Media Platform For Doctors w/ Shawn O’Malley & Daniel Mahncke

Shawn and Daniel break down Doximity (DOCS), the “LinkedIn for doctors,” and its high-margin advertising engine.

TIVP057: Doximity (DOCS): A Profitable Social Media Platform For Doctors w/ Shawn O’Malley & Daniel MahnckeThe Investor's Podcast Network2026-01-31T13:09:17-05:00

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