TIVP048: S&P Global (SPGI): The Company behind the Market w/ Daniel Mahncke & Shawn O’Malley
TIVP054: Mercado Libre: More than just "the Amazon of Latin America" w/ Daniel Mahncke & Shawn O’Malley
TIVP038: Berkshire Hathaway (BRK.B): From Buffett to Abel w/ Daniel Mahncke & Shawn O’Malley
TIVP040: Manchester United (MANU): Valuing a Football Empire w/ Daniel Mahncke & Shawn O’Malley
TIVP047: Booking Holdings (BKNG): Does Booking.yeah = Value.yeah? w/ Shawn O’Malley & Daniel Mahncke
TIVP045: Robinhood Markets Inc. (HOOD): The World’s Most Innovative Financial Company? w/ Shawn O’Malley & Daniel Mahncke
TIVP044: Salesforce (CRM): Agentforce or AI-Native? w/ Daniel Mahncke & Shawn O’Malley
TIVP057: Doximity (DOCS): A Profitable Social Media Platform For Doctors w/ Shawn O’Malley & Daniel Mahncke
TIVP051: Snap Inc. (SNAP): Why Hasn’t Snapchat Become a Social Media Titan? w/ Shawn O’Malley & Daniel Mahncke
TIVP043: MSCI (MSCI): The Financial Giant Enabling Passive Investing w/ Shawn O’Malley & Daniel Mahncke
TIVP053: Exor NV (EXO): Too Good To Be True? w/ Shawn O’Malley & Daniel Mahncke
TIVP042: Copart (CPRT): The 100-Bagger Junk Yard w/ Daniel Mahncke & Shawn O’Malley
TIVP046: TransDigm (TDG): A Conglomerate of Monopolies w/ Daniel Mahncke & Shawn O’Malley
TIVP039: Universal Music Group (UMG): Owning The World’s Music Catalog w/ Shawn O’Malley & Daniel Mahncke
TIVP058: Hermes: The Most Prestigious Luxury Brand in the World w/ Daniel Mahncke & Shawn O’Malley
TIVP056: Meta (META): Is Meta Undervalued Again? w/ Daniel Mahncke & Shawn O’Malley
TIVP050: Portfolio Review: Performance and New Positions w/ Daniel Mahncke & Shawn O’Malley
TIVP055: Churchill Downs, Inc. (CHDN): Investing in the Greatest Two Minutes in Sports w/ Shawn O’Malley & Daniel Mahncke
TIVP049: DoorDash (DASH): Can It Keep Delivering Returns? w/ Shawn O’Malley & Daniel Mahncke
TIVP041: Fair Isaac Corporation (FICO): Scoring The World’s Biggest Credit Scorer w/ Shawn O’Malley & Daniel Mahncke
