Daniel and Shawn step back for a mid-year review of the Intrinsic Value Portfolio, revisiting each holding to test the strength of their original theses and weigh what’s changed. From ride-hailing to beauty retail, this episode covers the full lineup: why Uber’s cross-sell flywheel and Waymo partnership reinforce its moat; how Alphabet’s latest earnings measure up against the growing threat of AI-native search; and why Reddit may succeed where Snapchat struggled, turning engagement into monetisation.

You’ll hear updates on Q1 earnings, commentary on management execution, and discussions on whether current valuations still offer upside or warrant trimming. They re-evaluate Airbnb’s evolving strategy as it expands into services and experiences, break down Ulta Beauty’s standout results, and revisit early convictions in new names like Nubank.

Prefer to watch? Click ⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠ to watch this episode on YouTube.

IN THIS EPISODE, YOU’LL LEARN

00:00 - Intro

03:14 - Why the Ulta Beauty position was being trimmed

17:47 - How Alphabet is holding up against AI competition

28:10 - Why Uber could benefit from autonomous vehicles

58:57 - How Airbnb overcomes regulatory hurdles and expands into experiences

1:06:17 - How Adobe used the AI revolution to strengthen its ecosystem

1:10:10 - Why Reddit might become more of a second Meta than a second Snapchat

1:20:46 - How Nike could overcome the recent headwinds

1:27:39 - Why initiating a position in Nubank is worth the risks

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

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Shawn O’Malley and Daniel Mahnke break down Smith & Wesson (ticker: SWBI), an iconic firearms manufacturer with 170+ years of history. Smith & Wesson is no compounder, though. It’s an okay business, at best, but Shawn and Daniel want to determine whether this often-overlooked stock is cheaply priced.

In this episode, you’ll learn how Smith & Wesson has navigated the volatile sales cycle in firearms, what factors can drive the biggest swings in firearms sales, whether Smith & Wesson’s juicy dividend is sustainable, the biggest political and legal risks facing this company, what famous investor owns the stock, how Smith & Wesson shares can help an investor hedge societal disruptions, and whether Smith & Wesson is attractively valued on a normalized earnings basis plus so much more!

Prefer to watch? Click ⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠ to watch this episode on YouTube.

IN THIS EPISODE, YOU’LL LEARN

00:00 - Intro

02:47 - The historic origins behind this company that predates the Civil War.

06:12 - Why “Sin” stocks can offer attractive returns from discounted valuations.

10:54 - What drives Smith & Wesson’s business.

23:17 - How the company navigates a range of factors that can impact it, from regulation to litigation, that are largely beyond its control.

35:17 - How the company’s relocation of its headquarters has added to its financial stress.

46:11 - The biggest challenges of investing in a “mean reversion” bet like Smith & Wesson.

01:01:15 - Whether Shawn & Daniel add SWBI to The Intrinsic Value Portfolio.

01:05:38 - Why Smith & Wesson may be a hedge against societal disruptions.

And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

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Daniel Mahncke and Shawn O’Malley turn their focus to Taiwan Semiconductor Manufacturing Company (ticker: TSM) — the quiet engine powering nearly every device we touch and the global AI boom. Pioneering the pure-play foundry model, TSMC went from a government-backed experiment in the late 1980s to controlling more than 90 % of the world’s leading-edge chip production, fabricating Apple’s A- and M-series processors, Nvidia’s AI GPUs, and virtually every 3nm part on the planet.

In this episode, you’ll learn how Morris Chang’s radical bet rewired the semiconductor industry, why extreme scale and EUV mastery give TSMC a moat rival chipmakers can’t cross, how its Arizona and Japan fabs fit into a strategy shaped by China-Taiwan tension, and how wafer volumes, node mix, and multi-billion-dollar capex translate into free-cash-flow and ROIIC. Daniel and Shawn also debate the right way to price the ever-present geopolitical “wipe-out” tail risk, and ask whether today’s market price offers a margin of safety on what could be the most important company in the world.

Prefer to watch? Click ⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠ to watch this episode on YouTube.

IN THIS EPISODE, YOU’LL LEARN

00:00 - Intro

07:39 - How TSMC evolved from a government-backed project to a trillion-dollar company

16:10 - Where TSMC’s dominance comes from

31:27 - What moat protects TSMC’s business

39:54 - What the competitive landscape looks like

43:55 - Where future growth is coming from

49:45 - How geopolitical risk is impacting TSMC

1:03:25 - Whether TSMC is attractively valued at its current levels

1:09:18 - Whether Shawn & Daniel add TSM to The Intrinsic Value Portfolio

And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

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SPONSORS

Support our free podcast by supporting our ⁠⁠sponsors⁠⁠:

• Airbnb⁠

Connect with Daniel: ⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠Email⁠⁠⁠⁠⁠⁠⁠

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Shawn O’Malley and Daniel Mahncke break down Nubank (ticker: NU), a leading fintech company providing credit card, banking, and insurance services to millions across Latin America, with nearly 60% of Brazil’s adult population using one of the company’s products. Nubank’s success is a true David vs.Goliath story, overcoming a powerful banking oligopoly in Brazil to provide more accessible and lower-fee digital banking services to the masses, who had long been neglected by traditional banks.

In this episode, you’ll learn how Nubank grew to become one of Latin America’s largest companies with over 100 million users in just over a decade, how being a digital-first bank has given them huge operating cost advantages, why Nubank’s unit economics are so attractive, what key metrics to focus on when evaluating a banking business, and whether Nubank is attractively valued given its incredible growth prospects, plus so much more!

Prefer to watch? Click ⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠ to watch this episode on YouTube.

IN THIS EPISODE, YOU’LL LEARN

00:00 - Intro

13:42 - Nubank’s inspiring David vs. Goliath origin story.

19:17 - How Nubank’s first credit card product spread like wildfire.

23:20 - Why the customer experience with Nubank is fundamentally different than with competitors.

25:00 - What makes David Velez such a special founder and CEO.

29:30 - How Nubank has used its low-cost moat to compound the advantages of its business structure and built customer loyalty by sharing those rewards with customers.

41:17 - Why Nubank’s growth story may only be just starting.

01:20:14 - Whether Shawn & Daniel add NU to The Intrinsic Value Portfolio.

And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

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SPONSORS

Support our free podcast by supporting our ⁠sponsors⁠:

Connect with Daniel: ⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠Email⁠⁠⁠⁠⁠⁠

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Help us reach new listeners by leaving us a ⁠⁠⁠⁠⁠⁠rating and review⁠⁠⁠⁠⁠⁠ on ⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! 

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Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Daniel Mahncke and Shawn O’Malley break down Amazon (ticker: AMZN), one of the most transformative companies of the modern era — a business that started as an online bookstore and ended up reshaping global commerce, cloud computing, and digital infrastructure. From innovating retail logistics to building the backbone of the internet through AWS, Amazon has changed the way the world shops and interacts with technology — and it’s not slowing down. 

In this episode, you’ll learn how Amazon evolved from a retail disruptor into a multi-engine platform business, how AWS and advertising became its primary profit drivers, how the company is navigating massive AI investments and expanding into satellite internet with Project Kuiper, and whether the current valuation reflects the next leg of growth — plus plenty more along the way.

Prefer to watch? Click ⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠ to watch this episode on YouTube.

IN THIS EPISODE, YOU’LL LEARN

00:00 - Intro

1:27:56 - Whether Amazon is attractively valued at its current levels

1:29:29 - Whether Shawn & Daniel add AMZN to The Intrinsic Value Portfolio

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

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SPONSORS

Support our free podcast by supporting our sponsors:

• CFI Education

• Airbnb

Connect with Daniel: ⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠Email⁠⁠⁠⁠⁠

HELP US OUT!

Help us reach new listeners by leaving us a ⁠⁠⁠⁠⁠rating and review⁠⁠⁠⁠⁠ on ⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! 

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Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Shawn O’Malley and Daniel Mahncke break down Shopify (ticker: SHOP), a leading e-commerce platform company enabling e-commerce merchants across the world to seamlessly manage nearly every part of their business in one place. Shopify has been locked in a power struggle with Amazon, as the two present distinct visions for the future of e-commerce: Amazon tries to pull merchants to its marketplace and to conform with its standardized shopping experience, while Shopify empowers merchants to manage their own websites that go direct-to-consumer.

In this episode, you’ll learn how Shopify started humbly as a snowboard website, what makes Shopify such a killer app, how Shopify and Amazon compete but also have found ways to strategically co-exist, why Shopify may have multiple moats working to its advantage, and whether Shopify is attractively valued given its compelling growth prospects, plus so much more!

Prefer to watch? Click ⁠⁠⁠⁠here⁠⁠⁠⁠ to watch this episode on YouTube.

IN THIS EPISODE, YOU’LL LEARN

00:00 - Intro

05:30 - Why the enterprise software market was ripe for disruption.

10:50 - Shopify’s origin story as a simple snowboard website in Canada.

14:47 - How Shopify’s value proposition differs from Amazon.

36:42 - Why Shopify abandoned its logistics business just one year after making a major acquisition.

42:42 - How Shopify has responded to Amazon encroaching on its turf.

01:01:38 - What to make of Shopify’s share split and ownership structure.

01:12:28 - Why Shopify’s growth story may only be just beginning.

01:16:32 - Whether Shawn & Daniel add SHOP to The Intrinsic Value Portfolio.

And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

NEW TO THE SHOW?

SPONSORS

Support our free podcast by supporting our ⁠sponsors⁠:

Connect with Shawn: ⁠⁠⁠⁠Twitter⁠⁠⁠⁠ | ⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠ | ⁠⁠⁠⁠Email⁠⁠⁠⁠

Connect with Daniel: ⁠⁠⁠⁠Twitter⁠⁠⁠⁠ | ⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠ | ⁠⁠⁠⁠Email⁠⁠⁠⁠

HELP US OUT!

Help us reach new listeners by leaving us a ⁠⁠⁠⁠rating and review⁠⁠⁠⁠ on ⁠⁠⁠⁠Spotify⁠⁠⁠⁠! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! 

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Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Daniel Mahncke and Shawn O’Malley break down Visa (ticker: V), the global payments powerhouse that acts as the invisible engine behind billions of transactions every day. Visa doesn’t issue cards, lend money, or handle customer accounts — instead, it operates the network that connects banks, merchants, and consumers in over 200 countries.

Whether you’re tapping your card for a coffee, shopping online, or sending money abroad, there’s a good chance Visa is taking a small slice behind the scenes. Visa is to the global economy what highways are to cars — an essential infrastructure layer that makes modern commerce move.

In this episode, you’ll learn how Visa evolved from a consortium of banks to a dominant public company, how it defends its massive competitive moat, where growth will come from beyond traditional card payments, whether emerging technologies like account-to-account payments pose a real threat, how to think about Visa’s valuation, plus so much more!

Prefer to watch? Click ⁠⁠⁠here⁠⁠⁠ to watch this episode on YouTube.

IN THIS EPISODE, YOU’LL LEARN

00:00 - Intro

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

NEW TO THE SHOW?

SPONSORS

• CFI Education

Connect with Shawn: ⁠⁠⁠Twitter⁠⁠⁠ | ⁠⁠⁠LinkedIn⁠⁠⁠ | ⁠⁠⁠Email⁠⁠⁠

Connect with Daniel: ⁠⁠⁠Twitter⁠⁠⁠ | ⁠⁠⁠LinkedIn⁠⁠⁠ | ⁠⁠⁠Email⁠⁠⁠

HELP US OUT!

Help us reach new listeners by leaving us a ⁠⁠⁠rating and review⁠⁠⁠ on ⁠⁠⁠Spotify⁠⁠⁠! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! 

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Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Shawn O’Malley and Daniel Mahncke break down Adobe (ticker: ADBE), a leading software company providing end-to-end solutions for creative professionals, from design and creation to marketing and performance measurement. Through apps like Photoshop and After Effects, Adobe offers an industry-leading suite of productivity tools for creatives, including freelancers designers, Hollywood design studios, and everyone inbetween. Excel is to the financial world as Adobe is to the creative world, you might say.

In this episode, you’ll learn how Adobe grew out of a garage and became tangled with Apple early on, how the company transitioned to a cloud-based subscription model, whether AI risks to Adobe’s business are overstated, how Adobe is implementing AI into its tool, whether Adobe is as attractively valued as it seems, plus so much more!

Prefer to watch? Click ⁠⁠here⁠⁠ to watch this episode on YouTube.

IN THIS EPISODE, YOU’LL LEARN

00:00 - Intro

00:43 - Adobe’s origin story and how it was created out of a garage.

07:24 - What were Adobe’s first few popular products and how Apple elevated Adobe’s business.

16:02 - Why Adobe transitioned to a subscription-based business model in 2013.

19:36 - Why the market has soured on Adobe’s otherwise wonderfully profitable and growing business.

24:40 - How Adobe is responding to Canva, Figma, and disruptions from AI.

39:32 - What Adobe is doing to keep the next generation of designers using its products.

01:04:50 - The biggest risks to Adobe’s continued dominance.

01:07:41 - Whether Adobe is attractively valued at its current beaten down levels.

01:16:22 - Whether Shawn & Daniel add ADBE to The Intrinsic Value Portfolio.

And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

NEW TO THE SHOW?

SPONSORS

Support our free podcast by supporting our ⁠⁠sponsors⁠⁠:⁠⁠

Connect with Shawn: ⁠⁠Twitter⁠⁠ | ⁠⁠LinkedIn⁠⁠ | ⁠⁠Email⁠⁠

Connect with Daniel: ⁠⁠Twitter⁠⁠ | ⁠⁠LinkedIn⁠⁠ | ⁠⁠Email⁠⁠

HELP US OUT!

Help us reach new listeners by leaving us a ⁠⁠rating and review⁠⁠ on ⁠⁠Spotify⁠⁠! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! 

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Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Daniel Mahncke and Shawn O’Malley break down Mercedes-Benz (ticker: MBG), one of the world’s most iconic automakers known for luxury, engineering, and performance. From the invention of the automobile to perfecting the engineering craft, Mercedes has shaped the way the world moves — and it wants to continue to do so, now with a stronger focus on EVs and in-car technology.

In this episode, you’ll learn how Mercedes grew out of the industrial revolution and invented the modern car, how its legacy and brand power influence the company’s strategy today, how it's navigating the shift to electrification and digital software, whether Chinese EV competition is an existential threat, how Mercedes plans to monetize its own operating system, and whether the stock’s high dividend yield and low valuation make it a hidden gem — plus plenty more along the way.

Prefer to watch? Click ⁠here⁠ to watch this episode on YouTube.

IN THIS EPISODE, YOU’LL LEARN

00:00 - Intro

11:40 - Mercedes’ origin story and how it built the first automobile

18:21 - How Mercedes dominated motorsports

24:53 - How Mercedes makes money and what business segments they have

31:22 - Why Mercedes’ EQ lineup has failed

32:40 - What Mercedes has changed for the new EVs

37:06 - How the industry and competitive landscape have changed

43:31 - What role China plays and how Mercedes is performing in China

58:38 - Whether Mercedes is attractively valued at its current beaten-down levels

59:35 - How Mercedes performed recently and what KPIs matter most

1:01:02 - Whether Shawn & Daniel add MBG to The Intrinsic Value Portfolio

And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

NEW TO THE SHOW?

SPONSORS

Support our free podcast by supporting our ⁠sponsors⁠:

Connect with Shawn: ⁠Twitter⁠ | ⁠LinkedIn⁠ | ⁠Email⁠

Connect with Daniel: ⁠Twitter⁠ | ⁠LinkedIn⁠ | ⁠Email⁠

HELP US OUT!

Help us reach new listeners by leaving us a ⁠rating and review⁠ on ⁠Spotify⁠! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! 

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Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Shawn O’Malley and Daniel Mahnke break down Comfort Systems (ticker: FIX), a specialty contracting company providing installation and maintenance services for the electrical, HVAC, and plumbing needs of schools, hospitals, apartment buildings, restaurants, data centers, manufacturing facilities, and a range of other customers. Comfort Systems is something of a serial acquirer, snapping up regional contracting companies at attractive prices and plugging them into a broader holding company structure, where management at the top can handle capital allocation across each of the subsidiaries.

In this episode, you’ll learn how Comfort Systems has scaled across the country and diversified its operations, how the business has used the serial acquirer playbook to compound its intrinsic value for shareholders, why the company is benefiting from major tailwinds related to AI and manufacturing onshoring in the U.S., plus so much more!

Prefer to watch? Click here to watch this episode on YouTube.

IN THIS EPISODE, YOU’LL LEARN

00:00 - Intro

09:59 - Why Comfort Systems has benefited from a manufacturing boom in the U.S.

10:54 - How Comfort Systems is tied to the AI boom

14:40 - What the company looks for in acquisition targets

20:32 - How Comfort Systems increases its intrinsic value by supporting its subsidiary contracting businesses

35:28 - Why mechanical contracting is such a localized business

40:45 - Whether Comfort Systems can continue to compound returns going forward

1:00:13 - How to calculate returns on incremental invested capital and why it matters for shareholders

1:02:41 - What is Comfort Systems’ intrinsic value per share

1:06:44 - Whether Shawn & Daniel add FIX to The Intrinsic Value Portfolio

And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

NEW TO THE SHOW?

SPONSORS

Support our free podcast by supporting our sponsors:

Connect with Shawn: Twitter | LinkedIn | Email

Connect with Daniel: Twitter | LinkedIn | Email

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! 

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Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm