TIVP032: Remitly (RELY): Future Multibagger or Stablecoin Casualty? w/ Daniel Mahncke & Shawn O’Malley
Daniel & Shawn dive into Remitly, the digital remittance platform aiming to disrupt a $2 trillion global market. After years of prioritizing customer acquisition and corridor expansion over profits, R...
10 Aug 20251h 28min
TIVP031: The Trade Desk (TTD): Heir to the Programmatic Advertising Throne? w/ Shawn O’Malley & Daniel Mahnke
Shawn and Daniel break down The Trade Desk (ticker: TTD), a pure-play bet on the future of digital advertising, focusing specifically on supporting ad buyers who want to get the most value per impres...
3 Aug 20251h 23min
TIVP030: PayPal (PYPL): Value Trap or Multibagger? w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O’Malley dive into PayPal’s post-pandemic reset, tracing the fintech pioneer’s slide from market darling to value-story candidate. Once lifted by lockdown spending and eBay ta...
27 Jul 20251h 26min
TIVP029: Roku (ROKU): Forgotten Streaming Giant w/ Shawn O’Malley & Daniel Mahncke
Shawn O’Malley and Daniel Mahnke break down Roku (ticker: ROKU), an aggregator of digital content in the world of TV streaming, with a footprint in nearly 90 million households. Roku is the gateway to...
20 Jul 20251h 30min
TIVP028: Estée Lauder (EL): Michael Burry’s Big Bet w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O’Malley take a closer look at Estée Lauder’s turbulent turnaround, tracing the beauty giant’s fall from pandemic favorite to contrarian play. After years of strong growth, th...
13 Jul 20251h 9min
TIVP027: LVMH (MC): Investing in True Luxury w/ Shawn O’Malley & Daniel Mahncke
Shawn O’Malley and Daniel Mahncke break down LVMH (ticker: MC), an iconic luxury goods empire with brands ranging from Louis Vuitton to Moët, Dior, Chandon, Hennessy, Tiffany, Bulgari, and Tag Heur, a...
6 Jul 20251h 23min
TIVP026: The Intrinsic Value Portfolio: Mid-Year Review w/ Daniel Mahncke & Shawn O’Malley
Daniel and Shawn step back for a mid-year review of the Intrinsic Value Portfolio, revisiting each holding to test the strength of their original theses and weigh what’s changed. From ride-hailing to ...
29 Jun 20251h 40min
TIVP025: Smith & Wesson (SWBI): Deep Value — Locked and Loaded w/ Daniel Mahncke & Shawn O’Malley
Shawn O’Malley and Daniel Mahnke break down Smith & Wesson (ticker: SWBI), an iconic firearms manufacturer with 170+ years of history. Smith & Wesson is no compounder, though. It’s an okay business, a...
22 Jun 20251h 14min
