TIVP016: Uber (UBER): Cash Burner To Compounder? w/ Shawn O’Malley & Daniel Mahncke
Shawn O’Malley and Daniel Mahncke break down Uber (ticker: UBER), a ubiquitous tech giant that has changed how the world travels. Uber became profitable annually for the first time in 2023, and as its...
20 Apr 20251h 24min
TIVP015: Nike (NKE): Just Buy It? w/ Daniel Mahncke and Shawn O'Malley
Daniel Mahncke and Shawn O’Malley break down Nike (ticker: NKE), the global leader in athletic footwear and apparel. With a legacy built on innovation, iconic athlete endorsements, and a brand that re...
13 Apr 20251h 6min
TIVP014: Reddit (RDDT): Valuing the Front Page of the Internet w/ Shawn O’Malley & Daniel Mahnke
In today’s episode, Shawn O’Malley and Daniel Mahnke break down Reddit (ticker: RDDT), an emerging social media giant. Reddit became profitable for the first time in 2024, and as its user growth accel...
6 Apr 20251h 22min
TIVP013: Moncler (MONC): Zipped for Success w/ Daniel Mahncke & Shawn O'Malley
In today’s episode, Daniel Mahncke and Shawn O’Malley break down Moncler (ticker: MONC), an emerging leader in luxury outerwear. Known for its iconic down jackets, high-profile collaborations, and str...
30 Mars 20251h 27min
TIVP012: Hershey (HSY): A Deliciously Beaten Down Stock? w/ Shawn O'Malley & Daniel Mahncke
In today’s episode, Shawn O’Malley and Daniel Mahnke break down Hershey (ticker: HSY), a company about so much more than chocolate. From Hershey’s Kisses to Reese’s, Skinny Pop, and Dot’s Pretzels, He...
23 Mars 20251h 22min
TIVP011: Nintendo (NTDOY): “Switching” It Up w/ Daniel Mahncke and Shawn O'Malley
In today’s episode, Daniel Mahncke and Shawn O’Malley break down Nintendo (ticker: NTDOY), a global gaming powerhouse. With its legendary franchises, expanding digital services, and a growing presence...
16 Mars 20251h 34min
TIVP010: Airbnb (ABNB): A Silicon Valley Gem w/ Shawn O’Malley
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down Airbnb (ticker: ABNB), a dominant and disruptive business in the hospitality industry. Airbnb has changed how the world travels, convin...
9 Mars 20251h 2min
TIVP009: Blue Owl Capital (OWL): The Next Blackstone? w/ Shawn O’Malley
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down Blue Owl Capital (ticker: OWL), an emerging giant in the world of alternative asset management that specializes in private credit. Blue...
2 Mars 20251h 5min
