The Intrinsic Value Podcast episodes.
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.
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.
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.
