The Intrinsic Value Podcast - The Investor’s Podcast Network

The Intrinsic Value Podcast - The Investor’s ...

The Investor's Podcast NetworkThe Investor's Podcast Network
Release Date

All Episodes

TIVP053: Exor NV (EXO): Too Good To Be True? w/ Shawn O’Malley & Daniel Mahncke

Shawn O’Malley and Daniel Mahncke break down Exor NV (ticker: EXO), a unique holding company that has acted as a vehicle for the family wealth of Fiat’s founder, but now poses a compelling arbitrage opportunity, with Exor’s stock trading at nearly a 60% discount to its net asset ...  Show more

 . 1h 12min
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. They explore where the group’s growth is coming from, how the company allocates capital, and whether Chapters Group’s valuatio ...  Show more

 . 1h 14min
TIVP051: Snap Inc. (SNAP): Why Hasn’t Snapchat Become a Social Media Titan? w/ Shawn O’Malley & Daniel Mahncke

Shawn and Daniel break down Snap Inc., a camera-based social media platform with nearly one billion monthly users. IN THIS EPISODE, YOU’LL LEARN: 00:00:00 – Intro 00:08:25 – Why Snapchat, being a founder-led company, is less than ideal in this case 00:09:15 – Why Snapchat is unli ...  Show more

 . 1h 13min
TIVP050: Portfolio Review: Performance and New Positions w/ Daniel Mahncke & Shawn O’Malley

Daniel and Shawn review the Intrinsic Value Portfolio after nearly one year of searching for the best opportunities in the market. In this episode, they break down the portfolio’s current performance, share updates on existing holdings, and revisit watchlist companies that may no ...  Show more

 . 1h 22min
TIVP049: DoorDash (DASH): Can It Keep Delivering Returns? w/ Shawn O’Malley & Daniel Mahncke

Shawn and Daniel break down DoorDash (ticker: DASH), America’s dominant meal-delivery company that’s rapidly expanding into all forms of local commerce. IN THIS EPISODE, YOU’LL LEARN: 00:00:00 - Intro 00:00:47 - How DoorDash came out of nowhere to become America’s leading meal-de ...  Show more

 . 1h 33min