The Intrinsic Value Podcast episodes.
TIVP056: Meta (META): Is Meta Undervalued Again? w/ Daniel Mahncke & Shawn O’Malley
Daniel and Shawn take a deep dive into Meta — the world’s most powerful attention engine.
TIVP055: Churchill Downs, Inc. (CHDN): Investing in the Greatest Two Minutes in Sports w/ Shawn O’Malley & Daniel Mahncke
Shawn and Daniel break down Churchill Downs, Inc. (ticker: CHDN), a gaming company that is uniquely tied to the world of horse racing.
TIVP054: Mercado Libre: More than just “the Amazon of Latin America” w/ Daniel Mahncke & Shawn O’Malley
Daniel and Shawn take a deep dive into Mercado Libre, the dominant e-commerce and fintech platform in Latin America.
TIVP053: Exor NV (EXO): Too Good To Be True? w/ Shawn O’Malley & Daniel Mahncke
Shawn & Daniel break down Exor NV (EXO), a family-controlled holding company trading at nearly a 60% discount to NAV.
TIVP052: Chapters Group: 100-Bagger in the Making? w/ Daniel Mahncke & Shawn O’Malley
Daniel and Shawn take a deep dive into Chapters Group — one of Europe’s most rapidly evolving serial acquirers of mission-critical software and services.
