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The Intrinsic Value Podcast episodes.

TIVP038: Berkshire Hathaway (BRK.B): From Buffett to Abel w/ Daniel Mahncke & Shawn O’Malley

Daniel and Shawn dive into Berkshire Hathaway, the billion-dollar conglomerate built by Warren Buffett and Charlie Munger.
TIVP038: Berkshire Hathaway (BRK.B): From Buffett to Abel w/ Daniel Mahncke & Shawn O’Malley2025-09-19T04:42:02-04:00

TIVP037: Match Group (MTCH): Is Finding Love a Good Investment? w/ Shawn O’Malley & Daniel Mahncke

Shawn and Daniel break down Match Group, a company that operates as part of a duopoly in online dating.
TIVP037: Match Group (MTCH): Is Finding Love a Good Investment? w/ Shawn O’Malley & Daniel Mahncke2025-09-14T06:37:55-04:00

TIVP36: Dell (DELL): Overlooked AI Growth Story? w/ Daniel Mahncke & Shawn O’Malley

Daniel and Shawn dive into Dell Technologies, the legacy PC giant that might be one of the most overlooked players in today’s AI cycle.
TIVP36: Dell (DELL): Overlooked AI Growth Story? w/ Daniel Mahncke & Shawn O’Malley2025-09-06T21:45:53-04:00

TIVP035: Ferrari (RACE): High-Speed Compounder w/ Shawn O’Malley & Daniel Mahncke

Shawn and Daniel break down Ferrari (ticker: RACE), a company whose stock is arguably just as impressive as its high-performance and ultra-luxury vehicles.
TIVP035: Ferrari (RACE): High-Speed Compounder w/ Shawn O’Malley & Daniel Mahncke2025-08-29T21:43:31-04:00

TIVP034: Crocs (CROX): Fashion Icon or Value Trap? w/ Daniel Mahncke & Shawn O’Malley

Daniel and Shawn dive into Crocs, the footwear company that turned a ridiculed foam clog into a global fashion phenomenon.
TIVP034: Crocs (CROX): Fashion Icon or Value Trap? w/ Daniel Mahncke & Shawn O’Malley2025-08-23T20:58:36-04:00
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