Millennial Investing - The Investor’s Podcast Network Podcast
1) MI Rewind: Bitcoin First and Fidelity Digital Assets w/ Chris Kuiper & Jack Neureuter
Clay chats with Chris Kuiper and Jack Neureuter about why Fidelity chose to offer services for Bitcoin only and none of the other digital assets, why Bitcoin should be considered seperately from all o...Show More
2) TIVP051: Snap Inc. (SNAP): Why Hasn’t Snapchat Become a Social Media Titan? w/ Shawn O’Malley & Daniel Mahncke
Shawn and Daniel break down Snap Inc., a camera-based social media platform with nearly one billion monthly users. IN THIS EPISODE, YOU’LL LEARN: 00:00:00 – Intro 00:08:25 – Why Snapchat, being a...Show More
3) TIVP050: Portfolio Review: Performance and New Positions w/ Daniel Mahncke & Shawn O’Malley
Daniel and Shawn review the Intrinsic Value Portfolio after nearly one year of searching for the best opportunities in the market. In this episode, they break down the portfolio’s current performance,...Show More
4) TIVP049: DoorDash (DASH): Can It Keep Delivering Returns? w/ Shawn O’Malley & Daniel Mahncke
Shawn and Daniel break down DoorDash (ticker: DASH), America’s dominant meal-delivery company that’s rapidly expanding into all forms of local commerce. IN THIS EPISODE, YOU’LL LEARN: 00:00:00 - Int...Show More
5) TIVP048: S&P Global (SPGI): The Company behind the Market w/ Daniel Mahncke & Shawn O’Malley
Daniel and Shawn dive into S&P Global – the data and benchmark giant that is best-known for the S&P 500 index. IN THIS EPISODE, YOU’LL LEARN: 00:00:00 - Intro 00:03:02 - About S&P’s Rating Business ...Show More
6) TIVP047: Booking Holdings (BKNG): Does Booking.yeah = Value.yeah? w/ Shawn O’Malley & Daniel Mahncke
Shawn O’Malley and Daniel Mahncke break down Booking Holdings (ticker: BKNG), the world’s largest travel company. IN THIS EPISODE, YOU’LL LEARN: 00:00:00 - Intro 00:24:07 - What are the subtle dif...Show More
7) TIVP046: TransDigm (TDG): A Conglomerate of Monopolies w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O’Malley dive into TransDigm — the aerospace supplier that turned “boring parts” into a compounding machine. Built around proprietary, often sole-source components installed a...Show More
8) TIVP045: Robinhood Markets Inc. (HOOD): The World’s Most Innovative Financial Company? w/ Shawn O’Malley & Daniel Mahncke
Shawn & Daniel discuss how Robinhood transformed investing with commission-free trading, overcame controversies, and now aims to become a full-service financial platform through Robinhood Gold. IN ...Show More
9) TIVP044: Salesforce (CRM): Agentforce or AI-Native? w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O’Malley dive into Salesforce — the company that practically invented modern enterprise software and is now trying to reinvent it again through AI. From its origins as the pio...Show More
10) TIVP043: MSCI (MSCI): The Financial Giant Enabling Passive Investing w/ Shawn O’Malley & Daniel Mahncke
Shawn & Daniel break down MSCI Inc. (ticker: MSCI), a company whose indexes are essential to tracking different parts of financial markets globally, becoming the go-to standard for following how stock...Show More