Podcast Index
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The Intrinsic Value Podcast - The Investor’s Podcast Network
The Investor's Podcast Network
Neville Goddard - Classic Radio
Neville Goddard
Law of Attraction Lectures
William Walker Atkinson
Kitap Okumaları Podcast
Sesli Kitap
The Occult Rejects
The Occult Rejects
CR101 Radio - Podcast Network
Cr101 Radio
Cloudy Groovez
CLOUDY GROOVEZ
Ставка Паскаля | Философский подкаст
Философ Андрей Леман
lernOS on Air
Simon Dückert
Hopf & Kettner
hopfundkettner
JIJI English News-時事通信英語ニュース-
時事通信社
REACH Table View - Sermon Feed
REACH Table View
Parabellum
Parabellum
Journey Through Scripture
Doug Becker
German with Jen
Jen
Recipe of the Day - Cure Your Dinner Indecision
M.C.P. Productions, Christine Pittman
Herr Fechner lädt zum Gespräch - Der Bildungspodcast
Marco Fechner
FView Friday
爱否科技
Geschiedenis voor herbeginners
Jonas Goossenaerts, Filip Vekemans, Benjamin Goyvaerts, Laurent Poschet
หลวงพี่สัจจา สัจจาธิโก - Saccadhiko Podcast
สัจจาธิโก - Saccadhiko
הרב יורם אברג'ל ובנו ממשיך דרכו החיד"א
הרב יורם אברג'ל
The Ramsey Show Highlights
Ramsey Network
Småbrukarpodden
Tess och Mattias
大鹏说中文 - Speak Chinese with Da Peng
Da Peng
Dr. Derek Suite - The SuiteSpot
Derek H. Suite, M.D.
我會好好生活
Eddie Su 艾迪蘇
Liebe ist kein Zufall - sondern eine Entscheidung!
Janine Hesse
The How To Podcast Series - Podcast Co-Hosts, Practical Podcasting Tips, and Podcast Community
Dave Campbell - Podcast Coach, Cheerleader and Podcast Community Advocate
Story of My Pet: Tales of Animal Rescue, Fostering & Adoption
Julie Marty-Pearson
MY Devotional: Daily Biblical Encouragement & Prayer from Leading The Way
Dr. Michael Youssef
KIESPIJN - over persoonlijk leiderschap, keuzes, liefde, broederschap en het leven.
Arjen de Bruin
Inglés Pa Mi Gente
Erika Warner
The Unforget Yourself Show
Mark and Katie
Inspired Choice Podcast: The Conscious Founder’s Directory to Legacy
Dr. Caroline Biesalski
Playlist Culture G : les podcasts pour apprendre chaque jour
Acast France
Daily Tanya with R' Yossi Paltiel
Inside Chassidus Inc
The Morley Minute
Patrick Morley
Educación
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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