Podcast Index
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The Intrinsic Value Podcast - The Investor’s Podcast Network
The Investor's Podcast Network
Chat GPT Podcast
Sol Good Network
lernOS on Air
Simon Dückert
JIJI English News-時事通信英語ニュース-
時事通信社
Finary
Mounir Laggoune
Time We Discuss | Career Exploration Podcast with Real Professionals and Real Stories
Time We Discuss
Triunfa con tu blog | Marketing Online
Borja Girón
Automotive News Daily Drive
Automotive News
Future of Fitness
Eric Malzone
The Ramsey Show Highlights
Ramsey Network
Shift: A podcast about mobility
Automotive News
The Note Closers Show - The #1 Podcast for Note Investing
Scott Carson
Catching Up to FI
Bill Yount & Jackie Cummings Koski
KIESPIJN - over persoonlijk leiderschap, keuzes, liefde, broederschap en het leven.
Arjen de Bruin
The Unforget Yourself Show
Mark and Katie
Inversión Dividendos
Carlos García
Inspired Choice Podcast: The Conscious Founder’s Directory to Legacy
Dr. Caroline Biesalski
Perfect Game Retirement Radio Show with Ryan Ledden
Ryan Ledden
Stock Movers
iHeartPodcasts
YoStella: Build a Better Business - Inspiration for Improving Your Brand, Marketing & People
StellaPop
AI News Podcast | Latest AI News, Analysis & Events | Daily Inference
AI Daily
DX Today | No-Hype Podcast & News About AI & DX
Rick Spair
Danny Madden - Roofing Show
Fix Radio
AD7 Devocional - Diferente / Inverso
AD7 Devocional
CEO Podcasts: CEO Chat Podcast + I AM CEO Podcast Powered by Blue16 Media & CBNation.co
CEO Podcasts
Sew Much More
Ceil DiGuglielmo
Web Reactiva
Daniel Primo
SEOTOP1
SEOTOP1
Social Workers, Rise!
Catherine Moore, LCSW
Bogleheads On Investing Podcast
bogleheads
Lead the Team (Top 2% of Podcasts)
Ben Fanning
مجرة
هارفارد بزنس ريفيو
Leaning into Leadership
Darrin Peppard
The Mindful Midlife Mom - Mindfulness Practices and Techniques for Mentally Exhausted Moms in the Sandwich Generation
Valerie Mekki
Islam Channel
Islam Channel
That LEO Guy
That LEO Guy
Markets, Meditations, and Mental Models
Cosmic Trex
Business
The Investor's Podcast Network
Kyle Grieve and Shawn O’Malley analyze American Tower, the global cell tower business that powers the wireless networks we rely on every day. They unpack how leasing tower space to carriers creates durable recurring reve...
Daniel Mahncke and Shawn O'Malley take a deep dive into Copa Holdings — the Panama-based hub-and-spoke airline whose investment case now turns on two of the most debated questions in the stock today: whether Copa is a st...
Kyle Grieve and Shawn O’Malley analyze QXO, the ambitious building-products distribution company led by serial industry consolidator Brad Jacobs, a man who has turned multiple boring industries into extraordinary wealth-...
Shawn O'Malley and Daniel Mahncke explore Grab Holdings (ticker: GRAB). In this episode, you'll learn how Grab was able to quickly grow across eight countries in Southeast Asia, and what local adaptations they made to ou...
Daniel Mahncke and Shawn O'Malley take a deep dive into Wix.com — the Israeli website-building platform whose investment case now turns on two of the most debated questions in the stock today: whether the generative-AI w...
Kyle Grieve and Shawn O’Malley analyze LIFCO, one of the world's leading industrial serial acquirers operating through three distinct divisions spanning dental supplies, demolition equipment, and niche systems solutions ...
In today's episode, Kyle Grieve and Shawn O’Malley analyze NVR, Inc., a homebuilder that has achieved incredible returns through disciplined capital allocation and aggressive share buybacks. They’ll explore NVR's differe...
Daniel Mahncke and Shawn O'Malley take a deep dive into Sea Limited — the largest Southeast Asian marketplace whose investment case now turns on two of the most debated questions in the stock today: whether Shopee's domi...
Kyle Grieve and Shawn O’Malley analyze Formula One Group, a business that commands nearly a billion global fans, generates billions in revenue from only 24 live events, and boasts free cash flow margins nearly any busine...
Daniel Mahncke and Shawn O'Malley take a deep dive into Microsoft — the $3 trillion incumbent whose entire investment thesis now hinges on two of the most contested questions in technology: whether AI will reinforce or q...
Kyle Grieve and Shawn O’Malley analyze OTC Markets Group, a hidden infrastructure company that collects tolls on over 12,000 securities while operating with fewer than 130 employees. They explore why OTCM is the only via...
Shawn O'Malley and Daniel Mahncke explore CoStar Group (ticker: CSGP), the dominant provider of commercial real estate data and analytics, and assess whether the company's massive $5 billion bet on Homes.com can successf...
Daniel Mahncke, Shawn O'Malley, and Kyle Grieve take a closer look at the Intrinsic Value Portfolio and some of the high-priority watchlist companies. The episode covers high-conviction portfolio holdings such as Airbnb...
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. Plus, Shawn & Daniel a...
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 believe that Topicus, Lu...
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 fierce competition fr...
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 ambition to build Australi...
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 against Adobe. In this ep...
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 2021, Duolingo has expa...
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. While Lyft has clawed...
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