The Intrinsic Value Podcast episodes.

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

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.
TIVP065: Spotify (SPOT): Investing in Music in the Age of AI w/ Shawn O’Malley & Daniel Mahncke2026-03-28T10:41:11-04:00

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.
TIVP064: Kelly Partners Group: The Constellation Software of Accounting? w/ Daniel Mahncke & Shawn O’Malley2026-03-20T09:39:42-04:00

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