The Intrinsic Value Podcast - The Investor’s Podcast Network
Today: #129 in Business, India on our combined chart.
Today: #191 in Business, South Africa on our combined chart.
Chart positions today · South Africa
Not on the United States charts we track today.
Not on the United Kingdom charts we track today.
Not on the Canada charts we track today.
Not on the Australia charts we track today.
Not on the Germany charts we track today.
Not on the Brazil charts we track today.
Not on the Mexico charts we track today.
Not on the New Zealand charts we track today.
Not on the Ireland charts we track today.
Not on the Japan charts we track today.
Not on the Philippines charts we track today.
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Ranking history · South Africa
View as table
| Date | Combined Rank | Apple Podcasts |
|---|---|---|
| Oct 11 | #191 | #193 |
Latest episodes
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TIVP102 (Video): Hermès and LVMH Stock: Time to Buy Luxury? w/ Daniel Mahncke & Shawn O’Malley
October 11, 2026 · 1 hr 15 minDaniel Mahncke and Shawn O'Malley revisit the two luxury houses they passed on last time — Hermès (EPA: RMS), the 189-year-old maker of the Birkin bag, and LVMH (EPA: MC), the 75-brand conglomerate behind Louis Vuitton, Dior, Tiffany, and…
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TIVP101 (Video): HEICO Vs. TransDigm: Whose Aerospace Monopoly Is Better? w/ Kyle Grieve & Shawn O’Malley
October 7, 2026 · 1 hr 18 minIn today’s episode, Kyle Grieve and Shawn O’Malley discuss HEICO and TransDigm, two dominant players in the aerospace components industry known for their pricing power and resiliency. They’ll compare how each company grows through…
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TIVP100 (Video): Walmart (WMT): From Discount Retailer to eCommerce Powerhouse w/ Kyle Grieve & Shawn O’Malley
October 4, 2026 · 1 hr 15 minIn today's episode, Kyle Grieve and Shawn O’Malley discuss Walmart and how it grew from Sam Walton's small-town five-and-dime into a retail giant. Today, it also makes money from e-commerce, a marketplace, advertising and memberships. They…
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TIVP099 (Video): Meta (META): What the Market Misses w/ Daniel Mahncke & Shawn O’Malley
September 27, 2026 · 1 hr 30 minDaniel Mahncke and Shawn O'Malley revisit Meta Platforms (NASDAQ: META), the advertising machine behind Facebook, Instagram, and WhatsApp that reaches 3.6 billion people every day — over 40% of the world's population — and just grew ad…
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TIVP098 (Video): Alphabet (GOOGL): The Megacap That Still Might Be Underrated w/ Kyle Grieve & Shawn O’Malley
September 20, 2026 · 1 hr 21 minIn today's episode, Kyle Grieve and Shawn O’Malley revisit Alphabet nearly two years after Shawn's original pitch, tracing how the company transformed from a cash-rich, buyback-driven business into an aggressive spender on AI…
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TIVP097 (Video): Copart Stock (CPRT): Is Copart now a Buy? w/ Daniel Mahncke & Shawn O’Malley
September 13, 2026 · 1 hr 11 minDaniel Mahncke and Shawn O'Malley revisit Copart (NASDAQ: CPRT), the online salvage auction giant that turns totaled cars into a global marketplace, connecting insurers with more than a million buyers across 190 countries. Copart owns over…
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TIVP096 (Video): Uber (UBER): The Autonomy Referendum: Is Mr. Market Completely Wrong? w/ Shawn O’Malley and Daniel Mahncke
September 9, 2026 · 1 hr 5 minShawn O’Malley and Daniel Mahncke revisit Uber (NYSE: UBER), one of the largest holdings in The Intrinsic Value Portfolio, fifteen months after they first pitched it. In that time, Uber’s operating profits have roughly doubled, free cash…
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TIVP095 (Video): Applovin (APP): The 30-Bagger Down More Than Half w/ Kyle Grieve & Shawn O'Malley
September 6, 2026 · 1 hr 33 minIn today's episode, Kyle Grieve and Shawn O’Malley break down AppLovin, the mobile advertising platform that went from a failed app recommendation tool to one of the most profitable businesses in ad tech. They walk through how the company…
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TIVP094 (Video): Comfort Systems (FIX): The Five-Bagger We Passed OnComfort Systems w/ Kyle Grieve & Shawn O'Malley
September 2, 2026 · 1 hr 17 minIn today's episode, Kyle Grieve and Shawn O’Malley revisit Comfort Systems USA, a business Shawn originally passed on at $320 that has since appreciated fivefold due to explosive data center spending. The company shattered original…
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TIVP093 (Video): Palantir Stock (PLTR): Palantir is Cheaper than I Thought! w/ Daniel Mahncke & Shawn O’Malley
August 30, 2026 · 1 hr 16 minDaniel Mahncke and Shawn O’Malley take a deep dive into Palantir (NASDAQ: PLTR), the data and AI platform behind everything from battlefield targeting systems to Airbus’s A350 production line, with customers including the U.S. Army, the…
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TIVP092 (Video): Domino's Pizza (DPZ): Is the Royalty Engine Still Running? w/ Kyle Grieve & Shawn O'Malley
August 23, 2026 · 1 hr 16 minIn today's episode, Kyle Grieve and Shawn O’Malley analyze Domino's Pizza, the world’s biggest pizza franchisor built on a royalty-driven, asset-light business model. They walk through Domino's shift toward franchising and away from…
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TIVP091 (Video): Google, Reddit, Amazon – Are Our Biggest Winners Still a Buy? w/ Daniel Mahncke & Shawn O'Malley
August 19, 2026 · 1 hr 28 minAfter looking at companies that tanked in recent months in the last episode, Daniel Mahncke and Shawn O’Malley now take a look at the best-performing stocks of the pitches of the last two years. Google, Amazon, and Reddit are companies…