Special Announcement: The Intrinsic Value Podcast Update
This week, Shawn and Daniel won't be releasing an episode as usual, but they will be back next Sunday with a new co-host joining them to help break down companies for The Intrinsic Value Portfolio. Pl...
12 Apr 2min
TIVP066: Valuing Constellation Software's Spinoffs: Topicus, Lumine and co. w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O'Malley take a deep dive into four companies operating in the shadow of one of the greatest compounders of the last two decades — Constellation Software. Some investors beli...
5 Apr 1h 20min
TIVP065: Spotify (SPOT): Investing in Music in the Age of AI w/ Shawn O’Malley & Daniel Mahncke
Shawn O'Malley and Daniel Mahncke explore Spotify Inc. (ticker: SPOT), the world's largest audio streaming platform, and assess whether the company can sustain its growth and improve margins against f...
29 Mars 1h 36min
TIVP064: Kelly Partners Group: The Constellation Software of Accounting? w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O'Malley take a deep dive into Kelly Partners — a fast-growing Australian chartered accounting network with over 25,000 SME clients and founder Brett Kelly's relentless ambiti...
22 Mars 1h 17min
TIVP063: Figma Inc. (FIG): Recovering From An 80% Post-IPO Decline w/ Shawn O’Malley & Daniel Mahncke
Shawn O’Malley and Daniel Mahncke break down the emerging design giant Figma Inc. (ticker: FIG) and discuss whether the company can expand further into other enterprise design software verticals again...
15 Mars 1h 12min
TIVP062: Duolingo (DUOL): Generational Opportunity or fad? w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O’Malley take a deep dive into Duolingo — the leading language learning app with over 50 million daily active users and the chaotic green owl as a mascot. Since its IPO in 202...
8 Mars 1h 23min
TIVP061: Lyft Inc. (LYFT): The Key to Winning the AV Wars? w/ Shawn O’Malley & Daniel Mahncke
Shawn O’Malley and Daniel Mahncke break down the ride-sharing giant Lyft Inc. (ticker: LYFT) and discuss whether the company can regain ground against Uber, or whether it’s always destined to be #2. W...
1 Mars 1h 22min
TIVP060: Constellation Software (CSU): Historic Drawdown, Historic Buying Opportunity w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O’Malley take a deep dive into Constellation Software — the popular Canadian compounder that has turned buying “boring” vertical market software into one of the most effective...
22 Feb 1h 27min
